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 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-246- 0.22% |
$14.7K - $15.8K
|
110K
$7.75M
|
|
|
Aug 08, 2023
Q2 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-246- 0.37% |
$14.7K - $15.8K
|
67.1K
$4.74M
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-247- 6.89% |
$14.7K - $15.9K
|
3.34K
$236K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-247- 5.84% |
$14.7K - $15.9K
|
3.99K
$281K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-250- 0.79% |
$14.9K - $16.1K
|
31.5K
$2.23M
|
|
|
Jul 11, 2023
Q2 2023
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-250- 0.57% |
$14.9K - $16.1K
|
43.4K
$3.06M
|
|
|
Aug 07, 2023
Q2 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-250- 2.49% |
$14.9K - $16.1K
|
9.8K
$692K
|
|
|
Aug 11, 2023
Q2 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-250- 3.97% |
$14.9K - $16.1K
|
6.04K
$427K
|
|
|
Jan 29, 2025
Q2 2023
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-253- 3.16% |
$15.1K - $16.3K
|
7.75K
$547K
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-256- 0.64% |
$15.3K - $16.5K
|
39.5K
$2.79M
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-257- 1.28% |
$15.3K - $16.5K
|
19.7K
$1.39M
|
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-258- 5.75% |
$15.4K - $16.6K
|
4.23K
$298K
|
|
|
Aug 11, 2023
Q2 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-261- 6.07% |
$15.6K - $16.8K
|
4.04K
$285K
|
|
|
Aug 14, 2023
Q2 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-261- 6.07% |
$15.6K - $16.8K
|
4.04K
$285K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-263- 10.36% |
$15.7K - $16.9K
|
2.28K
$161K
|
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-266- 5.46% |
$15.9K - $17.1K
|
4.6K
$325K
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-266- 4.81% |
$15.9K - $17.1K
|
5.26K
$371K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-267- 3.77% |
$15.9K - $17.2K
|
6.81K
$481K
|
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-269- 6.62% |
$16K - $17.3K
|
3.8K
$268K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-270- 53.25% |
$16.1K - $17.4K
|
237
$16.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-272- 0.4% |
$16.2K - $17.5K
|
67.4K
$4.76M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-275- 2.54% |
$16.4K - $17.7K
|
10.6K
$745K
|
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-275- 0.36% |
$16.4K - $17.7K
|
77.1K
$5.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-275- 0.95% |
$16.4K - $17.7K
|
28.5K
$2.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-279- 1.03% |
$16.6K - $17.9K
|
26.7K
$1.88M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-281- 0.33% |
$16.8K - $18.1K
|
86.1K
$6.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Bell Asset Management LTD
Melbourne, C3 |
SELL
|
- |
-281- 0.18% |
$16.8K - $18.1K
|
154K
$10.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-282- 0.31% |
$16.8K - $18.1K
|
91.7K
$6.47M
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-283- 3.29% |
$16.9K - $18.2K
|
8.32K
$588K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-283- 1.63% |
$16.9K - $18.2K
|
17.1K
$1.21M
|
|
|
Jul 07, 2023
Q2 2023
|
Woodstock Corp
|
SELL
|
- |
-285- 0.52% |
$17K - $18.3K
|
54.3K
$3.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-289- 4.38% |
$17.2K - $18.6K
|
6.31K
$445K
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
SELL
|
- |
-290- 2.36% |
$17.3K - $18.6K
|
12K
$847K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-291- 0.76% |
$17.4K - $18.7K
|
37.8K
$2.67M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-294- 1.71% |
$17.5K - $18.9K
|
16.9K
$1.19M
|
|
|
Jul 24, 2023
Q2 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-294- 0.43% |
$17.5K - $18.9K
|
68.9K
$4.86M
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-296- 1.38% |
$17.7K - $19K
|
21.1K
$1.49M
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
SELL
|
- |
-299- 2.36% |
$17.8K - $19.2K
|
12.4K
$873K
|
|
|
Jul 17, 2023
Q2 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-300- 7.56% |
$17.9K - $19.3K
|
3.67K
$259K
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
SELL
|
- |
-300- 1.84% |
$17.9K - $19.3K
|
16K
$1.13M
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-300- 5.2% |
$17.9K - $19.3K
|
5.47K
$386K
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-300- 0.25% |
$17.9K - $19.3K
|
121K
$8.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Somerville Kurt F
|
SELL
|
- |
-300- 1.2% |
$17.9K - $19.3K
|
24.6K
$1.74M
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-304- 1.28% |
$18.1K - $19.5K
|
23.4K
$1.65M
|
|
|
Jul 27, 2023
Q2 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-304- 4.47% |
$18.1K - $19.5K
|
6.5K
$459K
|
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-304- 4.71% |
$18.1K - $19.5K
|
6.15K
$434K
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-305- 4.64% |
$18.2K - $19.6K
|
6.26K
$442K
|
|
|
Jul 28, 2023
Q2 2023
|
Resource Planning Group
|
SELL
|
- |
-312- 1.76% |
$18.6K - $20.1K
|
17.4K
$1.23M
|
|
|
Jul 27, 2023
Q2 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-313- 1.84% |
$18.7K - $20.1K
|
16.7K
$1.18M
|
|
|
Aug 04, 2023
Q2 2023
|
First Dallas Securities Inc.
|
SELL
|
- |
-316- 1.9% |
$18.9K - $20.3K
|
16.3K
$1.15M
|