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
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-200- 2.69% |
$11.9K - $12.9K
|
7.22K
$451K
|
|
|
Aug 15, 2023
Q2 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-200- 0.29% |
$11.9K - $12.9K
|
68.6K
$4.29M
|
|
|
Oct 19, 2023
Q2 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-200- 2.92% |
$11.9K - $12.9K
|
6.65K
$415K
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-202- 4.34% |
$12.1K - $13K
|
4.46K
$278K
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-206- 1.9% |
$12.3K - $13.2K
|
10.6K
$663K
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-208- 0.63% |
$12.4K - $13.4K
|
32.8K
$2.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-208- 6.65% |
$12.4K - $13.4K
|
2.92K
$182K
|
|
|
Aug 08, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-212- 5.01% |
$12.6K - $13.6K
|
4.02K
$251K
|
|
|
Jul 11, 2023
Q2 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-213- 1.6% |
$12.7K - $13.7K
|
13.1K
$817K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-214- 2.15% |
$12.8K - $13.8K
|
9.76K
$610K
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-215- 0.42% |
$12.8K - $13.8K
|
51K
$3.18M
|
|
|
Jul 19, 2023
Q2 2023
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-216- 0.56% |
$12.9K - $13.9K
|
38.6K
$2.41M
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-217- 0.45% |
$12.9K - $14K
|
47.5K
$2.97M
|
|
|
Jul 27, 2023
Q2 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-218- 1.45% |
$13K - $14K
|
14.8K
$923K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-224- 0.25% |
$13.4K - $14.4K
|
90.1K
$5.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-225- 0.84% |
$13.4K - $14.5K
|
26.7K
$1.67M
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-226- 0.3% |
$13.5K - $14.5K
|
76.2K
$4.76M
|
|
|
Jul 14, 2023
Q2 2023
|
M. Kraus & CO
|
SELL
|
- |
-227- 3.15% |
$13.5K - $14.6K
|
6.99K
$437K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-229- 5.36% |
$13.7K - $14.7K
|
4.04K
$252K
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-229- 2.64% |
$13.7K - $14.7K
|
8.44K
$527K
|
|
|
Jul 07, 2023
Q2 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-230- 2.28% |
$13.7K - $14.8K
|
9.86K
$616K
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-230- 2.27% |
$13.7K - $14.8K
|
9.91K
$619K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-231- 0.95% |
$13.8K - $14.9K
|
24.1K
$1.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-233- 2.32% |
$13.9K - $15K
|
9.8K
$612K
|
|
|
Aug 07, 2023
Q2 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-234- 2.41% |
$14K - $15K
|
9.49K
$593K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-234- 0.73% |
$14K - $15K
|
32K
$2M
|
|
|
Aug 10, 2023
Q2 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-234- 1.66% |
$14K - $15K
|
13.9K
$867K
|
|
|
Jul 19, 2023
Q2 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-235- 3.32% |
$14K - $15.1K
|
6.84K
$427K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-236- 1.46% |
$14.1K - $15.2K
|
15.9K
$993K
|
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-237- 0.8% |
$14.1K - $15.2K
|
29.3K
$1.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
SELL
|
- |
-241- 4.67% |
$14.4K - $15.5K
|
4.92K
$307K
|
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
SELL
|
- |
-243- 3.3% |
$14.5K - $15.6K
|
7.11K
$444K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-243- 1.47% |
$14.5K - $15.6K
|
16.3K
$1.02M
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-244- 7.23% |
$14.6K - $15.7K
|
3.13K
$196K
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-245- 3.27% |
$14.6K - $15.8K
|
7.24K
$452K
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-245- 53.15% |
$14.6K - $15.8K
|
216
$13.5K
|
|
|
Apr 02, 2024
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-245- 1.44% |
$14.6K - $15.8K
|
16.8K
$1.05M
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-246- 0.22% |
$14.7K - $15.8K
|
110K
$6.86M
|
|
|
Aug 08, 2023
Q2 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-246- 0.37% |
$14.7K - $15.8K
|
67.1K
$4.19M
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-247- 6.89% |
$14.7K - $15.9K
|
3.34K
$208K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-247- 5.84% |
$14.7K - $15.9K
|
3.99K
$249K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-250- 0.79% |
$14.9K - $16.1K
|
31.5K
$1.97M
|
|
|
Jul 11, 2023
Q2 2023
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-250- 0.57% |
$14.9K - $16.1K
|
43.4K
$2.71M
|
|
|
Aug 07, 2023
Q2 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-250- 2.49% |
$14.9K - $16.1K
|
9.8K
$612K
|
|
|
Aug 11, 2023
Q2 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-250- 3.97% |
$14.9K - $16.1K
|
6.04K
$377K
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-256- 0.64% |
$15.3K - $16.5K
|
39.5K
$2.47M
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-257- 1.28% |
$15.3K - $16.5K
|
19.7K
$1.23M
|
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-258- 5.75% |
$15.4K - $16.6K
|
4.23K
$264K
|
|
|
Aug 11, 2023
Q2 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-261- 6.07% |
$15.6K - $16.8K
|
4.04K
$252K
|
|
|
Aug 14, 2023
Q2 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-261- 6.07% |
$15.6K - $16.8K
|
4.04K
$252K
|