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 02, 2023
Q2 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-117- 2.62% |
$6.98K - $7.52K
|
4.34K
$285K
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-118- 2.05% |
$7.04K - $7.59K
|
5.64K
$370K
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-119- 3.82% |
$7.1K - $7.65K
|
2.99K
$196K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-120- 1.77% |
$7.16K - $7.72K
|
6.67K
$437K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-121- 0.98% |
$7.22K - $7.78K
|
12.2K
$798K
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-122- 2.57% |
$7.28K - $7.84K
|
4.62K
$303K
|
|
|
Aug 11, 2023
Q2 2023
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-123- 2.38% |
$7.34K - $7.91K
|
5.05K
$331K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-124- 0.11% |
$7.4K - $7.97K
|
114K
$7.49M
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-125- 3.4% |
$7.46K - $8.04K
|
3.55K
$233K
|
|
|
Aug 10, 2023
Q2 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-125- 0.03% |
$7.46K - $8.04K
|
370K
$24.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-127- 1.29% |
$7.58K - $8.17K
|
9.69K
$635K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-128- 3.59% |
$7.64K - $8.23K
|
3.43K
$225K
|
|
|
Aug 08, 2023
Q2 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-129- 2.15% |
$7.7K - $8.29K
|
5.88K
$385K
|
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-129- 0.1% |
$7.7K - $8.29K
|
129K
$8.46M
|
|
|
Jul 07, 2023
Q2 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-130- 2.55% |
$7.76K - $8.36K
|
4.97K
$326K
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-130- 1.27% |
$7.76K - $8.36K
|
10.1K
$661K
|
|
|
Aug 11, 2023
Q2 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-130- 0.87% |
$7.76K - $8.36K
|
14.9K
$976K
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-131- 1.82% |
$7.82K - $8.42K
|
7.06K
$463K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-132- 12.04% |
$7.88K - $8.49K
|
964
$63.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-132- 0.17% |
$7.88K - $8.49K
|
77.6K
$5.09M
|
|
|
Jul 11, 2023
Q2 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-133- 0.29% |
$7.93K - $8.55K
|
45.1K
$2.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-133- 0.18% |
$7.93K - $8.55K
|
74K
$4.85M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-134- 1.0% |
$7.99K - $8.62K
|
13.3K
$871K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-135- 0.82% |
$8.05K - $8.68K
|
16.4K
$1.07M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-136- 3.06% |
$8.11K - $8.74K
|
4.31K
$282K
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-138- 0.33% |
$8.23K - $8.87K
|
41.5K
$2.72M
|
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
SELL
|
- |
-138- 0.11% |
$8.23K - $8.87K
|
123K
$8.08M
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-138- 0.87% |
$8.23K - $8.87K
|
15.8K
$1.04M
|
|
|
Jul 21, 2023
Q2 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-140- 3.42% |
$8.35K - $9K
|
3.95K
$259K
|
|
|
Aug 08, 2023
Q2 2023
|
Klcm Advisors, Inc.
|
SELL
|
- |
-141- 2.31% |
$8.41K - $9.07K
|
5.96K
$391K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-143- 0.59% |
$8.53K - $9.19K
|
24.2K
$1.59M
|
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-145- 0.18% |
$8.65K - $9.32K
|
82.4K
$5.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-146- 0.58% |
$8.71K - $9.39K
|
24.8K
$1.63M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-146- 6.1% |
$8.71K - $9.39K
|
2.25K
$147K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-147- 0.4% |
$8.77K - $9.45K
|
36.6K
$2.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-149- 3.43% |
$8.89K - $9.58K
|
4.2K
$275K
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-149- 1.48% |
$8.89K - $9.58K
|
9.95K
$652K
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-150- 1.11% |
$8.95K - $9.65K
|
13.4K
$879K
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-150- 0.7% |
$8.95K - $9.65K
|
21.4K
$1.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-152- 2.13% |
$9.07K - $9.77K
|
6.98K
$458K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-153- 4.01% |
$9.13K - $9.84K
|
3.66K
$240K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-154- 0.18% |
$9.19K - $9.9K
|
85.6K
$5.61M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-155- 1.07% |
$9.25K - $9.97K
|
14.3K
$937K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-156- 1.91% |
$9.31K - $10K
|
8.01K
$525K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-157- 0.96% |
$9.37K - $10.1K
|
16.1K
$1.06M
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-161- 10.53% |
$9.61K - $10.4K
|
1.37K
$89.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-162- 0.66% |
$9.66K - $10.4K
|
24.2K
$1.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-162- 0.64% |
$9.66K - $10.4K
|
25K
$1.64M
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
SELL
|
- |
-163- 1.66% |
$9.72K - $10.5K
|
9.63K
$631K
|
|
|
Aug 10, 2023
Q2 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-163- 0.19% |
$9.72K - $10.5K
|
87.4K
$5.73M
|