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
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-52- 0.47% |
$3.1K - $3.34K
|
10.9K
$715K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-52- 0.07% |
$3.1K - $3.34K
|
79.2K
$5.19M
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-53- 1.09% |
$3.16K - $3.41K
|
4.81K
$316K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-54- 1.27% |
$3.22K - $3.47K
|
4.19K
$275K
|
|
|
Jul 28, 2023
Q2 2023
|
William Allan, LLC
|
SELL
|
- |
-55- 0.42% |
$3.28K - $3.54K
|
13K
$850K
|
|
|
Aug 01, 2023
Q2 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-55- 0.76% |
$3.28K - $3.54K
|
7.2K
$472K
|
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-55- 0.91% |
$3.28K - $3.54K
|
6.01K
$394K
|
|
|
Jul 06, 2023
Q2 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-57- 1.61% |
$3.4K - $3.67K
|
3.47K
$228K
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
SELL
|
- |
-58- 0.35% |
$3.46K - $3.73K
|
16.7K
$1.1M
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-58- 0.51% |
$3.46K - $3.73K
|
11.3K
$739K
|
|
|
Jul 12, 2023
Q2 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-58- 0.79% |
$3.46K - $3.73K
|
7.25K
$475K
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
SELL
|
- |
-60- 0.34% |
$3.58K - $3.86K
|
17.7K
$1.16M
|
|
|
Aug 02, 2023
Q2 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-60- 0.11% |
$3.58K - $3.86K
|
52.7K
$3.45M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-61- 1.67% |
$3.64K - $3.92K
|
3.59K
$236K
|
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-62- 0.72% |
$3.7K - $3.99K
|
8.49K
$557K
|
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-63- 0.95% |
$3.76K - $4.05K
|
6.55K
$429K
|
|
|
Aug 02, 2023
Q2 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-63- 1.65% |
$3.76K - $4.05K
|
3.75K
$246K
|
|
|
Aug 14, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-63- 0.97% |
$3.76K - $4.05K
|
6.41K
$420K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-65- 6.4% |
$3.88K - $4.18K
|
950
$62.3K
|
|
|
Jul 11, 2023
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-66- 0.65% |
$3.94K - $4.24K
|
10.1K
$664K
|
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
SELL
|
- |
-66- 0.91% |
$3.94K - $4.24K
|
7.19K
$471K
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Trust CO
|
SELL
|
- |
-66- 0.28% |
$3.94K - $4.24K
|
23.6K
$1.55M
|
|
|
Mar 07, 2024
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-66- 0.65% |
$3.94K - $4.24K
|
10.1K
$664K
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-67- 0.52% |
$4K - $4.31K
|
12.9K
$843K
|
|
|
Aug 01, 2023
Q2 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-67- 1.93% |
$4K - $4.31K
|
3.4K
$223K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-67- 0.11% |
$4K - $4.31K
|
61K
$4M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-67- 0.14% |
$4K - $4.31K
|
49.4K
$3.24M
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-68- 7.54% |
$4.06K - $4.37K
|
834
$54.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-68- 1.76% |
$4.06K - $4.37K
|
3.8K
$249K
|
|
|
Aug 22, 2023
Q2 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-68- 0.34% |
$4.06K - $4.37K
|
19.9K
$1.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-69- 0.65% |
$4.12K - $4.44K
|
10.5K
$690K
|
|
|
Aug 08, 2023
Q2 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-70- 1.22% |
$4.18K - $4.5K
|
5.66K
$371K
|
|
|
Jul 13, 2023
Q2 2023
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-71- 1.62% |
$4.24K - $4.57K
|
4.3K
$282K
|
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-71- 0.3% |
$4.24K - $4.57K
|
23.6K
$1.55M
|
|
|
Aug 07, 2023
Q2 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-71- 0.06% |
$4.24K - $4.57K
|
117K
$7.67M
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-71- 0.98% |
$4.24K - $4.57K
|
7.15K
$469K
|
|
|
Aug 11, 2023
Q2 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-71- 0.57% |
$4.24K - $4.57K
|
12.3K
$807K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-72- 0.61% |
$4.3K - $4.63K
|
11.7K
$766K
|
|
|
Jul 20, 2023
Q2 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-72- 0.97% |
$4.3K - $4.63K
|
7.38K
$484K
|
|
|
Jul 21, 2023
Q2 2023
|
Insight Folios Inc
|
SELL
|
- |
-75- 1.21% |
$4.47K - $4.82K
|
6.13K
$402K
|
|
|
Aug 07, 2023
Q2 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-75- 0.78% |
$4.47K - $4.82K
|
9.59K
$629K
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-75- 0.19% |
$4.47K - $4.82K
|
39.7K
$2.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-76- 0.16% |
$4.53K - $4.89K
|
47.5K
$3.12M
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-77- 0.53% |
$4.59K - $4.95K
|
14.4K
$947K
|
|
|
Jul 27, 2023
Q2 2023
|
Gam Holding Ag
|
SELL
|
- |
-77- 0.11% |
$4.59K - $4.95K
|
70.9K
$4.65M
|
|
|
Jul 12, 2023
Q2 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-78- 1.56% |
$4.65K - $5.02K
|
4.93K
$323K
|
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
SELL
|
- |
-78- 0.91% |
$4.65K - $5.02K
|
8.49K
$557K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-79- 0.25% |
$4.71K - $5.08K
|
32.1K
$2.11M
|
|
|
Jul 07, 2023
Q2 2023
|
First Community Trust Na
|
SELL
|
- |
-80- 3.21% |
$4.77K - $5.14K
|
2.41K
$158K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-80- 1.9% |
$4.77K - $5.14K
|
4.14K
$271K
|