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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.69% |
$477 - $514
|
1.16K
$83.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
8+ 0.1% |
$477 - $514
|
8.14K
$587K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.2% |
$477 - $514
|
4.1K
$295K
|
|
|
Aug 11, 2023
Q2 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
8+ 0.05% |
$477 - $514
|
17.4K
$1.25M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
BUY
|
- |
8+ 0.1% |
$477 - $514
|
8.25K
$595K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
8+ 0.57% |
$477 - $514
|
1.4K
$101K
|
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
7+ 0.09% |
$418 - $450
|
7.65K
$552K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
7+ 0.77% |
$418 - $450
|
917
$66.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
7+ 0.06% |
$418 - $450
|
10.9K
$788K
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
6+ 0.09% |
$358 - $386
|
6.72K
$485K
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
6+ 0.17% |
$358 - $386
|
3.56K
$257K
|
|
|
Aug 04, 2023
Q2 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
6+ 0.73% |
$358 - $386
|
827
$59.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
6+ 0.28% |
$358 - $386
|
2.18K
$157K
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
6+ 0.1% |
$358 - $386
|
6.3K
$455K
|
|
|
Jul 10, 2023
Q2 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
5+ 0.04% |
$298 - $322
|
13.4K
$968K
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5+ 0.02% |
$298 - $322
|
20.8K
$1.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5+ 0.16% |
$298 - $322
|
3.19K
$230K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5+ 0.26% |
$298 - $322
|
1.9K
$137K
|
|
|
Aug 08, 2023
Q2 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
5+ 0.05% |
$298 - $322
|
9.17K
$661K
|
|
|
Aug 08, 2023
Q2 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
5+ 0.02% |
$298 - $322
|
27.3K
$1.97M
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
5+ 0.03% |
$298 - $322
|
16K
$1.15M
|
|
|
Mar 06, 2024
Q2 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
5+ 0.08% |
$298 - $322
|
6.12K
$441K
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
4+ 0.11% |
$239 - $257
|
3.54K
$255K
|
|
|
Jul 19, 2023
Q2 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
4+ 0.04% |
$239 - $257
|
10.3K
$740K
|
|
|
Jul 20, 2023
Q2 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
4+ 0.1% |
$239 - $257
|
3.84K
$277K
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
4+ 0.09% |
$239 - $257
|
4.36K
$314K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4+ 0.67% |
$239 - $257
|
601
$43.3K
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
4+ 0.02% |
$239 - $257
|
25.5K
$1.84M
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
BUY
|
- |
4+ 0.05% |
$239 - $257
|
8.85K
$638K
|
|
|
Aug 07, 2023
Q2 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
4+ 0.23% |
$239 - $257
|
1.71K
$123K
|
|
|
Aug 08, 2023
Q2 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
4+ 0.05% |
$239 - $257
|
7.97K
$575K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
4+ 0.3% |
$239 - $257
|
1.34K
$96.5K
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4+ 0.83% |
$239 - $257
|
485
$35K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 0.03% |
$179 - $193
|
11.6K
$836K
|
|
|
Jul 18, 2023
Q2 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
3+ 0.0% |
$179 - $193
|
637K
$46M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
3New |
$179 - $193
|
3
$216
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3+ 0.09% |
$179 - $193
|
3.35K
$241K
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
3+ 0.46% |
$179 - $193
|
661
$47.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3+ 0.04% |
$179 - $193
|
6.84K
$493K
|
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
3+ 0.08% |
$179 - $193
|
3.74K
$270K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
3+ 0.04% |
$179 - $193
|
7.24K
$522K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.12% |
$179 - $193
|
2.47K
$178K
|
|
|
Aug 14, 2023
Q2 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
3+ 0.03% |
$179 - $193
|
10.1K
$728K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
3+ 0.55% |
$179 - $193
|
553
$39.9K
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2+ 0.15% |
$119 - $129
|
1.36K
$98.1K
|
|
|
Jul 12, 2023
Q2 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$119 - $129
|
3.84K
$277K
|
|
|
Jul 13, 2023
Q2 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
2+ 0.06% |
$119 - $129
|
3.61K
$260K
|
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2+ 0.04% |
$119 - $129
|
4.93K
$355K
|
|
|
Jul 20, 2023
Q2 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
2+ 0.0% |
$119 - $129
|
144K
$10.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
2+ 0.06% |
$119 - $129
|
3.52K
$253K
|