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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-275- 2.54% |
$16.4K - $17.7K
|
10.6K
$692K
|
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-275- 0.36% |
$16.4K - $17.7K
|
77.1K
$5.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-275- 0.95% |
$16.4K - $17.7K
|
28.5K
$1.87M
|
|
|
Aug 07, 2023
Q2 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-279- 1.03% |
$16.6K - $17.9K
|
26.7K
$1.75M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-281- 0.33% |
$16.8K - $18.1K
|
86.1K
$5.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Bell Asset Management LTD
Melbourne, C3 |
SELL
|
- |
-281- 0.18% |
$16.8K - $18.1K
|
154K
$10.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-282- 0.31% |
$16.8K - $18.1K
|
91.7K
$6.01M
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-283- 3.29% |
$16.9K - $18.2K
|
8.32K
$546K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-283- 1.63% |
$16.9K - $18.2K
|
17.1K
$1.12M
|
|
|
Jul 07, 2023
Q2 2023
|
Woodstock Corp
|
SELL
|
- |
-285- 0.52% |
$17K - $18.3K
|
54.3K
$3.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-289- 4.38% |
$17.2K - $18.6K
|
6.31K
$414K
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
SELL
|
- |
-290- 2.36% |
$17.3K - $18.6K
|
12K
$786K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-291- 0.76% |
$17.4K - $18.7K
|
37.8K
$2.48M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-294- 1.71% |
$17.5K - $18.9K
|
16.9K
$1.11M
|
|
|
Jul 24, 2023
Q2 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-294- 0.43% |
$17.5K - $18.9K
|
68.9K
$4.51M
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-296- 1.38% |
$17.7K - $19K
|
21.1K
$1.38M
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
SELL
|
- |
-299- 2.36% |
$17.8K - $19.2K
|
12.4K
$811K
|
|
|
Jul 17, 2023
Q2 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-300- 7.56% |
$17.9K - $19.3K
|
3.67K
$241K
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
SELL
|
- |
-300- 1.84% |
$17.9K - $19.3K
|
16K
$1.05M
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-300- 5.2% |
$17.9K - $19.3K
|
5.47K
$359K
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-300- 0.25% |
$17.9K - $19.3K
|
121K
$7.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Somerville Kurt F
|
SELL
|
- |
-300- 1.2% |
$17.9K - $19.3K
|
24.6K
$1.62M
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-304- 1.28% |
$18.1K - $19.5K
|
23.4K
$1.54M
|
|
|
Jul 27, 2023
Q2 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-304- 4.47% |
$18.1K - $19.5K
|
6.5K
$426K
|
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-304- 4.71% |
$18.1K - $19.5K
|
6.15K
$403K
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-305- 4.64% |
$18.2K - $19.6K
|
6.26K
$411K
|
|
|
Jul 28, 2023
Q2 2023
|
Resource Planning Group
|
SELL
|
- |
-312- 1.76% |
$18.6K - $20.1K
|
17.4K
$1.14M
|
|
|
Jul 27, 2023
Q2 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-313- 1.84% |
$18.7K - $20.1K
|
16.7K
$1.09M
|
|
|
Aug 04, 2023
Q2 2023
|
First Dallas Securities Inc.
|
SELL
|
- |
-316- 1.9% |
$18.9K - $20.3K
|
16.3K
$1.07M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-317- 0.23% |
$18.9K - $20.4K
|
137K
$8.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-319- 4.84% |
$19K - $20.5K
|
6.28K
$411K
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-320- 3.36% |
$19.1K - $20.6K
|
9.19K
$603K
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-320- 6.18% |
$19.1K - $20.6K
|
4.86K
$318K
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-320- 4.41% |
$19.1K - $20.6K
|
6.94K
$455K
|
|
|
Jul 12, 2023
Q2 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-325- 1.06% |
$19.4K - $20.9K
|
30.2K
$1.98M
|
|
|
Aug 09, 2023
Q2 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-325- 0.78% |
$19.4K - $20.9K
|
41.1K
$2.69M
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-326- 1.68% |
$19.4K - $21K
|
19.1K
$1.25M
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-329- 3.8% |
$19.6K - $21.2K
|
8.32K
$546K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-331- 0.52% |
$19.7K - $21.3K
|
63.4K
$4.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-333- 0.3% |
$19.9K - $21.4K
|
111K
$7.28M
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-336- 8.44% |
$20K - $21.6K
|
3.64K
$239K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-338- 0.97% |
$20.2K - $21.7K
|
34.4K
$2.26M
|
|
|
Jul 19, 2023
Q2 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-338- 0.39% |
$20.2K - $21.7K
|
86.5K
$5.67M
|
|
|
Aug 10, 2023
Q2 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-340- 0.5% |
$20.3K - $21.9K
|
67.6K
$4.43M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-341- 13.51% |
$20.3K - $21.9K
|
2.18K
$143K
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-342- 0.09% |
$20.4K - $22K
|
380K
$24.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-343- 7.2% |
$20.5K - $22.1K
|
4.42K
$290K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-344- 2.98% |
$20.5K - $22.1K
|
11.2K
$736K
|
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-345- 0.74% |
$20.6K - $22.2K
|
46.3K
$3.04M
|
|
|
Jul 17, 2023
Q2 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-348- 1.64% |
$20.8K - $22.4K
|
20.9K
$1.37M
|