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 01, 2023
Q2 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-80- 2.01% |
$4.77K - $5.14K
|
3.9K
$256K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-81- 0.2% |
$4.83K - $5.21K
|
40.1K
$2.63M
|
|
|
Jul 14, 2023
Q2 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-81- 2.33% |
$4.83K - $5.21K
|
3.4K
$223K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-81- 1.94% |
$4.83K - $5.21K
|
4.09K
$268K
|
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
SELL
|
- |
-85- 0.21% |
$5.07K - $5.47K
|
41.1K
$2.69M
|
|
|
Aug 17, 2023
Q2 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-85- 0.09% |
$5.07K - $5.47K
|
99.3K
$6.51M
|
|
|
Jul 24, 2023
Q2 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-86- 12.45% |
$5.13K - $5.53K
|
605
$39.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-86- 0.82% |
$5.13K - $5.53K
|
10.4K
$684K
|
|
|
Jul 27, 2023
Q2 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-90- 0.16% |
$5.37K - $5.79K
|
56.6K
$3.71M
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-90- 2.55% |
$5.37K - $5.79K
|
3.44K
$225K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-92- 2.21% |
$5.49K - $5.92K
|
4.08K
$267K
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
SELL
|
- |
-92- 0.51% |
$5.49K - $5.92K
|
17.8K
$1.17M
|
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-92- 0.28% |
$5.49K - $5.92K
|
32.5K
$2.13M
|
|
|
Jul 18, 2023
Q2 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-95- 1.02% |
$5.67K - $6.11K
|
9.24K
$605K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-95- 0.71% |
$5.67K - $6.11K
|
13.3K
$874K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-95- 0.05% |
$5.67K - $6.11K
|
198K
$13M
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-96- 0.78% |
$5.73K - $6.17K
|
12.2K
$802K
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-96- 1.26% |
$5.73K - $6.17K
|
7.52K
$493K
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
SELL
|
- |
-96- 1.2% |
$5.73K - $6.17K
|
7.89K
$517K
|
|
|
Aug 21, 2023
Q2 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-96- 0.84% |
$5.73K - $6.17K
|
11.3K
$742K
|
|
|
Jul 05, 2023
Q2 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-97- 1.34% |
$5.79K - $6.24K
|
7.13K
$467K
|
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-97- 0.19% |
$5.79K - $6.24K
|
51.4K
$3.37M
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-99- 0.5% |
$5.91K - $6.37K
|
19.8K
$1.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-100- 4.99% |
$5.97K - $6.43K
|
1.91K
$125K
|
|
|
Jul 31, 2023
Q2 2023
|
Tobam
|
SELL
|
- |
-100- 0.48% |
$5.97K - $6.43K
|
20.6K
$1.35M
|
|
|
Aug 08, 2023
Q2 2023
|
Ar Asset Management Inc
|
SELL
|
- |
-100- 0.06% |
$5.97K - $6.43K
|
172K
$11.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-100- 1.28% |
$5.97K - $6.43K
|
7.69K
$504K
|
|
|
Aug 11, 2023
Q2 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-100- 1.01% |
$5.97K - $6.43K
|
9.75K
$639K
|
|
|
Aug 11, 2023
Q2 2023
|
Kidder Stephen W
|
SELL
|
- |
-100- 0.77% |
$5.97K - $6.43K
|
13K
$849K
|
|
|
Aug 11, 2023
Q2 2023
|
Hendley & CO Inc
|
SELL
|
- |
-100- 0.62% |
$5.97K - $6.43K
|
16K
$1.05M
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-100- 2.68% |
$5.97K - $6.43K
|
3.63K
$238K
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-101- 1.07% |
$6.03K - $6.49K
|
9.35K
$613K
|
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-102- 1.17% |
$6.09K - $6.56K
|
8.6K
$564K
|
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-102- 1.17% |
$6.09K - $6.56K
|
8.6K
$564K
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
SELL
|
- |
-105- 0.08% |
$6.26K - $6.75K
|
124K
$8.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-105- 0.79% |
$6.26K - $6.75K
|
13.2K
$868K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-107- 1.46% |
$6.38K - $6.88K
|
7.21K
$473K
|
|
|
Jul 24, 2023
Q2 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-107- 2.51% |
$6.38K - $6.88K
|
4.16K
$273K
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-107- 1.03% |
$6.38K - $6.88K
|
10.3K
$675K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-107- 0.57% |
$6.38K - $6.88K
|
18.6K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-108- 2.93% |
$6.44K - $6.94K
|
3.58K
$235K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-109- 2.15% |
$6.5K - $7.01K
|
4.96K
$325K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-109- 3.36% |
$6.5K - $7.01K
|
3.14K
$206K
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-110- 0.46% |
$6.56K - $7.07K
|
23.8K
$1.56M
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
SELL
|
- |
-110- 0.98% |
$6.56K - $7.07K
|
11.1K
$728K
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-111- 0.05% |
$6.62K - $7.14K
|
238K
$15.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-115- 0.79% |
$6.86K - $7.39K
|
14.4K
$946K
|
|
|
Aug 04, 2023
Q2 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-115- 0.29% |
$6.86K - $7.39K
|
39.2K
$2.57M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-115- 1.5% |
$6.86K - $7.39K
|
7.55K
$495K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-117- 1.0% |
$6.98K - $7.52K
|
11.5K
$756K
|