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 13, 2023
Q2 2023
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-25- 0.12% |
$1.49K - $1.61K
|
20.6K
$1.35M
|
|
|
Jul 26, 2023
Q2 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-25- 0.04% |
$1.49K - $1.61K
|
64.5K
$4.23M
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-25- 0.11% |
$1.49K - $1.61K
|
22.9K
$1.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-25- 0.05% |
$1.49K - $1.61K
|
45.7K
$3M
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-25- 0.27% |
$1.49K - $1.61K
|
9.32K
$611K
|
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-25- 0.36% |
$1.49K - $1.61K
|
7.01K
$459K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-27- 0.9% |
$1.61K - $1.74K
|
2.98K
$195K
|
|
|
Jul 18, 2023
Q2 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-28- 0.53% |
$1.67K - $1.8K
|
5.23K
$343K
|
|
|
Jul 11, 2023
Q2 2023
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-29- 0.62% |
$1.73K - $1.86K
|
4.63K
$303K
|
|
|
Jul 20, 2023
Q2 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-30- 0.03% |
$1.79K - $1.93K
|
109K
$7.13M
|
|
|
Jul 31, 2023
Q2 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-30- 0.06% |
$1.79K - $1.93K
|
46.6K
$3.06M
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-30- 0.86% |
$1.79K - $1.93K
|
3.44K
$226K
|
|
|
Aug 10, 2023
Q2 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-30- 0.06% |
$1.79K - $1.93K
|
51.8K
$3.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-31- 0.61% |
$1.85K - $1.99K
|
5.04K
$330K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-32- 0.08% |
$1.91K - $2.06K
|
40.5K
$2.66M
|
|
|
Jul 31, 2023
Q2 2023
|
Athena Investment Management
|
SELL
|
- |
-33- 0.72% |
$1.97K - $2.12K
|
4.53K
$297K
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-33- 0.47% |
$1.97K - $2.12K
|
6.98K
$458K
|
|
|
Jul 21, 2023
Q2 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-35- 0.04% |
$2.09K - $2.25K
|
94.8K
$6.22M
|
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-35- 0.91% |
$2.09K - $2.25K
|
3.81K
$250K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-35- 0.41% |
$2.09K - $2.25K
|
8.58K
$563K
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-36- 2.34% |
$2.15K - $2.31K
|
1.5K
$98.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-37- 0.44% |
$2.21K - $2.38K
|
8.41K
$551K
|
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-37- 0.88% |
$2.21K - $2.38K
|
4.18K
$274K
|
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-39- 0.07% |
$2.33K - $2.51K
|
52.3K
$3.43M
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-40- 0.19% |
$2.39K - $2.57K
|
21.6K
$1.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-40- 0.72% |
$2.39K - $2.57K
|
5.51K
$361K
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
SELL
|
- |
-41- 0.01% |
$2.45K - $2.64K
|
479K
$31.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-41- 0.16% |
$2.45K - $2.64K
|
25.9K
$1.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-42- 26.25% |
$2.51K - $2.7K
|
118
$7.74K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-43- 0.1% |
$2.57K - $2.76K
|
44.2K
$2.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-43- 0.23% |
$2.57K - $2.76K
|
18.4K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-43- 17.34% |
$2.57K - $2.76K
|
205
$13.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-45- 0.31% |
$2.68K - $2.89K
|
14.7K
$962K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-45- 0.14% |
$2.68K - $2.89K
|
32.7K
$2.15M
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-45- 0.63% |
$2.68K - $2.89K
|
7.05K
$462K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-46- 0.07% |
$2.74K - $2.96K
|
64.8K
$4.25M
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-47- 2.57% |
$2.8K - $3.02K
|
1.78K
$117K
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-49- 0.16% |
$2.92K - $3.15K
|
30.7K
$2.01M
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-50- 0.1% |
$2.98K - $3.22K
|
52.2K
$3.42M
|
|
|
Jul 18, 2023
Q2 2023
|
Bennett Selby Investments LP
|
SELL
|
- |
-50- 0.47% |
$2.98K - $3.22K
|
10.7K
$701K
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-50- 4.11% |
$2.98K - $3.22K
|
1.17K
$76.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Fruth Investment Management
|
SELL
|
- |
-50- 0.15% |
$2.98K - $3.22K
|
32.8K
$2.15M
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-50- 0.78% |
$2.98K - $3.22K
|
6.37K
$418K
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-50- 0.6% |
$2.98K - $3.22K
|
8.34K
$547K
|
|
|
Aug 11, 2023
Q2 2023
|
Puzo Michael J
|
SELL
|
- |
-50- 1.21% |
$2.98K - $3.22K
|
4.08K
$267K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-50- 0.32% |
$2.98K - $3.22K
|
15.8K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-50- 0.31% |
$2.98K - $3.22K
|
16.3K
$1.07M
|
|
|
Aug 15, 2023
Q2 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-50- 0.51% |
$2.98K - $3.22K
|
9.73K
$638K
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-51- 0.09% |
$3.04K - $3.28K
|
59.1K
$3.87M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-51- 0.09% |
$3.04K - $3.28K
|
59.1K
$3.87M
|