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 11, 2023
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1+ 0.01% |
$59.7 - $64.3
|
8.49K
$557K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1+ 0.0% |
$59.7 - $64.3
|
49.6K
$3.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1+ 0.28% |
$59.7 - $64.3
|
358
$23.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
1+ 0.01% |
$59.7 - $64.3
|
10.2K
$668K
|
|
|
Oct 09, 2024
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1+ 0.01% |
$59.7 - $64.3
|
10.5K
$688K
|
|
|
Aug 14, 2023
Q2 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-1- 0.03% |
$59.7 - $64.3
|
3.43K
$225K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-1- -0.0% |
$59.7 - $64.3
|
8.33M
$546M
|
|
|
Jul 13, 2023
Q2 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-2- 0.04% |
$119 - $129
|
4.67K
$306K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-3- 0.08% |
$179 - $193
|
3.54K
$232K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-4- 0.05% |
$239 - $257
|
7.36K
$483K
|
|
|
Jul 07, 2023
Q2 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-5- 0.05% |
$298 - $322
|
10.2K
$671K
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-5- 0.01% |
$298 - $322
|
49.4K
$3.24M
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-5- 3.65% |
$298 - $322
|
132
$8.65K
|
|
|
Jul 31, 2023
Q2 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-5- 0.05% |
$298 - $322
|
10.2K
$666K
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-5- 0.09% |
$298 - $322
|
5.44K
$357K
|
|
|
Aug 14, 2023
Q2 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-5- 0.98% |
$298 - $322
|
504
$33K
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-6- 0.17% |
$358 - $386
|
3.61K
$236K
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-6- 0.08% |
$358 - $386
|
7.25K
$475K
|
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-7- 0.1% |
$418 - $450
|
6.82K
$447K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-8- 0.2% |
$477 - $514
|
4.09K
$268K
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-8- 0.05% |
$477 - $514
|
16.9K
$1.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-8- 0.08% |
$477 - $514
|
9.97K
$654K
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-8- 0.18% |
$477 - $514
|
4.35K
$285K
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-9- 0.2% |
$537 - $579
|
4.55K
$298K
|
|
|
Aug 03, 2023
Q2 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-9- 0.02% |
$537 - $579
|
43.1K
$2.82M
|
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-9- 0.11% |
$537 - $579
|
8.18K
$536K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-10- 1.14% |
$597 - $643
|
868
$56.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Argent Capital Management LLC
|
SELL
|
- |
-10- 0.09% |
$597 - $643
|
11.6K
$760K
|
|
|
Aug 14, 2023
Q2 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-10- 0.1% |
$597 - $643
|
9.55K
$626K
|
|
|
Aug 15, 2023
Q2 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.03% |
$597 - $643
|
36.7K
$2.41M
|
|
|
Jul 20, 2023
Q2 2023
|
Baugh & Associates, LLC
|
SELL
|
- |
-11- 0.26% |
$656 - $707
|
4.18K
$274K
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-11- 39.29% |
$656 - $707
|
17
$1.11K
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
SELL
|
- |
-11- 0.04% |
$656 - $707
|
29.6K
$1.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-11- 0.19% |
$656 - $707
|
5.76K
$378K
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-13- 0.34% |
$776 - $836
|
3.82K
$251K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-14- 0.5% |
$835 - $900
|
2.78K
$182K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-14- 3.95% |
$835 - $900
|
340
$22.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-14- 0.23% |
$835 - $900
|
6.1K
$400K
|
|
|
Aug 07, 2023
Q2 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-14- 0.04% |
$835 - $900
|
37.7K
$2.47M
|
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-15- 0.26% |
$895 - $965
|
5.68K
$372K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-17- 0.07% |
$1.01K - $1.09K
|
22.9K
$1.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-17- 0.08% |
$1.01K - $1.09K
|
21.4K
$1.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-18- 0.24% |
$1.07K - $1.16K
|
7.43K
$487K
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-18- 0.47% |
$1.07K - $1.16K
|
3.84K
$252K
|
|
|
Jul 18, 2023
Q2 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-19- 0.14% |
$1.13K - $1.22K
|
13.9K
$914K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-19- 0.2% |
$1.13K - $1.22K
|
9.27K
$608K
|
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-21- 0.12% |
$1.25K - $1.35K
|
17.1K
$1.12M
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
SELL
|
- |
-21- 0.34% |
$1.25K - $1.35K
|
6.18K
$405K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-24- 0.64% |
$1.43K - $1.54K
|
3.71K
$243K
|