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
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-101- 1.07% |
$6.03K - $6.49K
|
9.35K
$660K
|
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-102- 1.17% |
$6.09K - $6.56K
|
8.6K
$607K
|
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-102- 1.17% |
$6.09K - $6.56K
|
8.6K
$607K
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
SELL
|
- |
-105- 0.08% |
$6.26K - $6.75K
|
124K
$8.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-105- 0.79% |
$6.26K - $6.75K
|
13.2K
$935K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-107- 1.46% |
$6.38K - $6.88K
|
7.21K
$509K
|
|
|
Jul 24, 2023
Q2 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-107- 2.51% |
$6.38K - $6.88K
|
4.16K
$294K
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-107- 1.03% |
$6.38K - $6.88K
|
10.3K
$726K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-107- 0.57% |
$6.38K - $6.88K
|
18.6K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-108- 2.93% |
$6.44K - $6.94K
|
3.58K
$253K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-109- 2.15% |
$6.5K - $7.01K
|
4.96K
$350K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-109- 3.36% |
$6.5K - $7.01K
|
3.14K
$221K
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-110- 0.46% |
$6.56K - $7.07K
|
23.8K
$1.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
SELL
|
- |
-110- 0.98% |
$6.56K - $7.07K
|
11.1K
$784K
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-111- 0.05% |
$6.62K - $7.14K
|
238K
$16.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-115- 0.79% |
$6.86K - $7.39K
|
14.4K
$1.02M
|
|
|
Aug 04, 2023
Q2 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-115- 0.29% |
$6.86K - $7.39K
|
39.2K
$2.77M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-115- 1.5% |
$6.86K - $7.39K
|
7.55K
$533K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-117- 1.0% |
$6.98K - $7.52K
|
11.5K
$814K
|
|
|
Aug 02, 2023
Q2 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-117- 2.62% |
$6.98K - $7.52K
|
4.34K
$307K
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-118- 2.05% |
$7.04K - $7.59K
|
5.64K
$398K
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-119- 3.82% |
$7.1K - $7.65K
|
2.99K
$211K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-120- 1.77% |
$7.16K - $7.72K
|
6.67K
$471K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-121- 0.98% |
$7.22K - $7.78K
|
12.2K
$859K
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-122- 2.57% |
$7.28K - $7.84K
|
4.62K
$326K
|
|
|
Aug 11, 2023
Q2 2023
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-123- 2.38% |
$7.34K - $7.91K
|
5.05K
$356K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-124- 0.11% |
$7.4K - $7.97K
|
114K
$8.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-125- 3.4% |
$7.46K - $8.04K
|
3.55K
$251K
|
|
|
Aug 10, 2023
Q2 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-125- 0.03% |
$7.46K - $8.04K
|
370K
$26.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-127- 1.29% |
$7.58K - $8.17K
|
9.69K
$684K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-128- 3.59% |
$7.64K - $8.23K
|
3.43K
$242K
|
|
|
May 28, 2025
Q2 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-128- 2.21% |
$7.64K - $8.23K
|
5.65K
$399K
|
|
|
Aug 08, 2023
Q2 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-129- 2.15% |
$7.7K - $8.29K
|
5.88K
$415K
|
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-129- 0.1% |
$7.7K - $8.29K
|
129K
$9.11M
|
|
|
Jul 07, 2023
Q2 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-130- 2.55% |
$7.76K - $8.36K
|
4.97K
$351K
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-130- 1.27% |
$7.76K - $8.36K
|
10.1K
$712K
|
|
|
Aug 11, 2023
Q2 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-130- 0.87% |
$7.76K - $8.36K
|
14.9K
$1.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-131- 1.82% |
$7.82K - $8.42K
|
7.06K
$498K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-132- 12.04% |
$7.88K - $8.49K
|
964
$68K
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-132- 0.17% |
$7.88K - $8.49K
|
77.6K
$5.48M
|
|
|
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
$3.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-133- 0.18% |
$7.93K - $8.55K
|
74K
$5.23M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-134- 1.0% |
$7.99K - $8.62K
|
13.3K
$938K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-135- 0.82% |
$8.05K - $8.68K
|
16.4K
$1.16M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-136- 3.06% |
$8.11K - $8.74K
|
4.31K
$304K
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-138- 0.33% |
$8.23K - $8.87K
|
41.5K
$2.93M
|
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
SELL
|
- |
-138- 0.11% |
$8.23K - $8.87K
|
123K
$8.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-138- 0.87% |
$8.23K - $8.87K
|
15.8K
$1.12M
|
|
|
Jul 21, 2023
Q2 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-140- 3.42% |
$8.35K - $9K
|
3.95K
$279K
|
|
|
Aug 08, 2023
Q2 2023
|
Klcm Advisors, Inc.
|
SELL
|
- |
-141- 2.31% |
$8.41K - $9.07K
|
5.96K
$421K
|