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 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-43- 17.34% |
$2.57K - $2.76K
|
205
$14.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-45- 0.31% |
$2.68K - $2.89K
|
14.7K
$1.04M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-45- 0.14% |
$2.68K - $2.89K
|
32.7K
$2.31M
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-45- 0.63% |
$2.68K - $2.89K
|
7.05K
$497K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-46- 0.07% |
$2.74K - $2.96K
|
64.8K
$4.57M
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-47- 2.57% |
$2.8K - $3.02K
|
1.78K
$126K
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-49- 0.16% |
$2.92K - $3.15K
|
30.7K
$2.17M
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-50- 0.1% |
$2.98K - $3.22K
|
52.2K
$3.69M
|
|
|
Jul 18, 2023
Q2 2023
|
Bennett Selby Investments LP
|
SELL
|
- |
-50- 0.47% |
$2.98K - $3.22K
|
10.7K
$754K
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-50- 4.11% |
$2.98K - $3.22K
|
1.17K
$82.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Fruth Investment Management
|
SELL
|
- |
-50- 0.15% |
$2.98K - $3.22K
|
32.8K
$2.31M
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-50- 0.78% |
$2.98K - $3.22K
|
6.37K
$450K
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-50- 0.6% |
$2.98K - $3.22K
|
8.34K
$589K
|
|
|
Aug 11, 2023
Q2 2023
|
Puzo Michael J
|
SELL
|
- |
-50- 1.21% |
$2.98K - $3.22K
|
4.08K
$288K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-50- 0.32% |
$2.98K - $3.22K
|
15.8K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-50- 0.31% |
$2.98K - $3.22K
|
16.3K
$1.15M
|
|
|
Aug 15, 2023
Q2 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-50- 0.51% |
$2.98K - $3.22K
|
9.73K
$686K
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-51- 0.09% |
$3.04K - $3.28K
|
59.1K
$4.17M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-51- 0.09% |
$3.04K - $3.28K
|
59.1K
$4.17M
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-52- 0.47% |
$3.1K - $3.34K
|
10.9K
$770K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-52- 0.07% |
$3.1K - $3.34K
|
79.2K
$5.59M
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-53- 1.09% |
$3.16K - $3.41K
|
4.81K
$340K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-54- 1.27% |
$3.22K - $3.47K
|
4.19K
$296K
|
|
|
Jul 28, 2023
Q2 2023
|
William Allan, LLC
|
SELL
|
- |
-55- 0.42% |
$3.28K - $3.54K
|
13K
$915K
|
|
|
Aug 01, 2023
Q2 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-55- 0.76% |
$3.28K - $3.54K
|
7.2K
$508K
|
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-55- 0.91% |
$3.28K - $3.54K
|
6.01K
$424K
|
|
|
Jul 06, 2023
Q2 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-57- 1.61% |
$3.4K - $3.67K
|
3.47K
$245K
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
SELL
|
- |
-58- 0.35% |
$3.46K - $3.73K
|
16.7K
$1.18M
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-58- 0.51% |
$3.46K - $3.73K
|
11.3K
$795K
|
|
|
Jul 12, 2023
Q2 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-58- 0.79% |
$3.46K - $3.73K
|
7.25K
$512K
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
SELL
|
- |
-60- 0.34% |
$3.58K - $3.86K
|
17.7K
$1.25M
|
|
|
Aug 02, 2023
Q2 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-60- 0.11% |
$3.58K - $3.86K
|
52.7K
$3.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-61- 1.67% |
$3.64K - $3.92K
|
3.59K
$254K
|
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-62- 0.72% |
$3.7K - $3.99K
|
8.49K
$600K
|
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-63- 0.95% |
$3.76K - $4.05K
|
6.55K
$462K
|
|
|
Aug 02, 2023
Q2 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-63- 1.65% |
$3.76K - $4.05K
|
3.75K
$264K
|
|
|
Aug 14, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-63- 0.97% |
$3.76K - $4.05K
|
6.41K
$453K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-65- 6.4% |
$3.88K - $4.18K
|
950
$67.1K
|
|
|
Jul 11, 2023
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-66- 0.65% |
$3.94K - $4.24K
|
10.1K
$715K
|
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
SELL
|
- |
-66- 0.91% |
$3.94K - $4.24K
|
7.19K
$507K
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Trust CO
|
SELL
|
- |
-66- 0.28% |
$3.94K - $4.24K
|
23.6K
$1.67M
|
|
|
Mar 07, 2024
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-66- 0.65% |
$3.94K - $4.24K
|
10.1K
$715K
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-67- 0.52% |
$4K - $4.31K
|
12.9K
$908K
|
|
|
Aug 01, 2023
Q2 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-67- 1.93% |
$4K - $4.31K
|
3.4K
$240K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-67- 0.11% |
$4K - $4.31K
|
61K
$4.31M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-67- 0.14% |
$4K - $4.31K
|
49.4K
$3.49M
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-68- 7.54% |
$4.06K - $4.37K
|
834
$58.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-68- 1.76% |
$4.06K - $4.37K
|
3.8K
$268K
|
|
|
Aug 22, 2023
Q2 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-68- 0.34% |
$4.06K - $4.37K
|
19.9K
$1.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-69- 0.65% |
$4.12K - $4.44K
|
10.5K
$743K
|