Purchases and Sales Made in Q2 2023 in Coca Cola CO (KO)
This table provides information about the institutional ownership of Coca Cola CO (KO) during Q2 2023. The information is specifically focused on institutions that hold shares of COCA COLA CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
16+ 0.06% |
$955 - $1.03K
|
27.1K
$1.77M
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
16+ 0.17% |
$955 - $1.03K
|
9.27K
$608K
|
|
|
Aug 14, 2023
Q2 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
16+ 0.71% |
$955 - $1.03K
|
2.25K
$148K
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
BUY
|
- |
15+ 0.05% |
$895 - $965
|
32.6K
$2.14M
|
|
|
Jul 21, 2023
Q2 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
15+ 0.37% |
$895 - $965
|
4.05K
$265K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
14+ 0.17% |
$835 - $900
|
8.48K
$556K
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
14+ 0.23% |
$835 - $900
|
6.18K
$405K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
14+ 0.1% |
$835 - $900
|
14.1K
$926K
|
|
|
Aug 08, 2023
Q2 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
14+ 0.22% |
$835 - $900
|
6.25K
$410K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
14+ 0.18% |
$835 - $900
|
7.71K
$505K
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
13+ 0.29% |
$776 - $836
|
4.43K
$291K
|
|
|
Aug 04, 2023
Q2 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
13+ 0.1% |
$776 - $836
|
13.3K
$874K
|
|
|
Aug 07, 2023
Q2 2023
|
Connable Office Inc
|
BUY
|
- |
13+ 0.02% |
$776 - $836
|
52.7K
$3.46M
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
BUY
|
- |
13+ 0.02% |
$776 - $836
|
52.7K
$3.45M
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
13+ 0.48% |
$776 - $836
|
2.71K
$178K
|
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
BUY
|
- |
12+ 0.27% |
$716 - $772
|
4.49K
$295K
|
|
|
Jul 25, 2023
Q2 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
12+ 0.11% |
$716 - $772
|
10.7K
$699K
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
12+ 0.11% |
$716 - $772
|
10.5K
$688K
|
|
|
Jul 14, 2023
Q2 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
11+ 7.69% |
$656 - $707
|
154
$10.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
11+ 0.24% |
$656 - $707
|
4.65K
$305K
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
11+ 0.19% |
$656 - $707
|
5.8K
$380K
|
|
|
Jul 31, 2023
Q2 2023
|
Dagco, Inc.
|
BUY
|
- |
11+ 0.09% |
$656 - $707
|
11.7K
$766K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
11+ 0.25% |
$656 - $707
|
4.42K
$290K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
11New |
$656 - $707
|
11
$721
|
|
|
Jul 11, 2023
Q2 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
9+ 0.11% |
$537 - $579
|
8.4K
$551K
|
|
|
Jul 14, 2023
Q2 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
9+ 0.2% |
$537 - $579
|
4.47K
$293K
|
|
|
Aug 09, 2023
Q2 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
9+ 0.17% |
$537 - $579
|
5.4K
$354K
|
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
BUY
|
- |
8+ 0.19% |
$477 - $514
|
4.17K
$274K
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
8+ 0.02% |
$477 - $514
|
38.8K
$2.54M
|
|
|
Jul 18, 2023
Q2 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
8+ 0.18% |
$477 - $514
|
4.51K
$296K
|
|
|
Jul 20, 2023
Q2 2023
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
8+ 0.17% |
$477 - $514
|
4.62K
$303K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.69% |
$477 - $514
|
1.16K
$76K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
8+ 0.1% |
$477 - $514
|
8.14K
$533K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.2% |
$477 - $514
|
4.1K
$269K
|
|
|
Aug 11, 2023
Q2 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
8+ 0.05% |
$477 - $514
|
17.4K
$1.14M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
BUY
|
- |
8+ 0.1% |
$477 - $514
|
8.25K
$541K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
8+ 0.57% |
$477 - $514
|
1.4K
$92K
|
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
7+ 0.09% |
$418 - $450
|
7.65K
$502K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
7+ 0.77% |
$418 - $450
|
917
$60.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
7+ 0.06% |
$418 - $450
|
10.9K
$717K
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
6+ 0.09% |
$358 - $386
|
6.72K
$441K
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
6+ 0.17% |
$358 - $386
|
3.56K
$233K
|
|
|
Aug 04, 2023
Q2 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
6+ 0.73% |
$358 - $386
|
827
$54.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
6+ 0.28% |
$358 - $386
|
2.18K
$143K
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
6+ 0.1% |
$358 - $386
|
6.3K
$413K
|
|
|
Jul 10, 2023
Q2 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
5+ 0.04% |
$298 - $322
|
13.4K
$880K
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5+ 0.02% |
$298 - $322
|
20.8K
$1.37M
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5+ 0.16% |
$298 - $322
|
3.19K
$209K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5+ 0.26% |
$298 - $322
|
1.9K
$124K
|
|
|
Aug 08, 2023
Q2 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
5+ 0.05% |
$298 - $322
|
9.17K
$601K
|