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 04, 2023
Q2 2023
|
First Dallas Securities Inc.
|
SELL
|
- |
-316- 1.9% |
$18.9K - $20.3K
|
16.3K
$1.14M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-317- 0.23% |
$18.9K - $20.4K
|
137K
$9.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-319- 4.84% |
$19K - $20.5K
|
6.28K
$437K
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-320- 3.36% |
$19.1K - $20.6K
|
9.19K
$640K
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-320- 6.18% |
$19.1K - $20.6K
|
4.86K
$338K
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-320- 4.41% |
$19.1K - $20.6K
|
6.94K
$483K
|
|
|
Jul 12, 2023
Q2 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-325- 1.06% |
$19.4K - $20.9K
|
30.2K
$2.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-325- 0.78% |
$19.4K - $20.9K
|
41.1K
$2.86M
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-326- 1.68% |
$19.4K - $21K
|
19.1K
$1.33M
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-329- 3.8% |
$19.6K - $21.2K
|
8.32K
$580K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-331- 0.52% |
$19.7K - $21.3K
|
63.4K
$4.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-333- 0.3% |
$19.9K - $21.4K
|
111K
$7.74M
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-336- 8.44% |
$20K - $21.6K
|
3.64K
$254K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-338- 0.97% |
$20.2K - $21.7K
|
34.4K
$2.4M
|
|
|
Jul 19, 2023
Q2 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-338- 0.39% |
$20.2K - $21.7K
|
86.5K
$6.03M
|
|
|
Aug 10, 2023
Q2 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-340- 0.5% |
$20.3K - $21.9K
|
67.6K
$4.71M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-341- 13.51% |
$20.3K - $21.9K
|
2.18K
$152K
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-342- 0.09% |
$20.4K - $22K
|
380K
$26.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-343- 7.2% |
$20.5K - $22.1K
|
4.42K
$308K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-344- 2.98% |
$20.5K - $22.1K
|
11.2K
$782K
|
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-345- 0.74% |
$20.6K - $22.2K
|
46.3K
$3.23M
|
|
|
Jul 17, 2023
Q2 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-348- 1.64% |
$20.8K - $22.4K
|
20.9K
$1.45M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-350- 4.63% |
$20.9K - $22.5K
|
7.2K
$502K
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-350- 2.23% |
$20.9K - $22.5K
|
15.4K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-350- 4.66% |
$20.9K - $22.5K
|
7.16K
$499K
|
|
|
Aug 07, 2023
Q2 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-351- 0.32% |
$20.9K - $22.6K
|
108K
$7.51M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-353- 0.49% |
$21.1K - $22.7K
|
72.4K
$5.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-356- 2.72% |
$21.2K - $22.9K
|
12.7K
$886K
|
|
|
Jul 18, 2023
Q2 2023
|
Security National Bank
|
SELL
|
- |
-358- 6.48% |
$21.4K - $23K
|
5.16K
$360K
|
|
|
Aug 22, 2023
Q2 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-358- 8.18% |
$21.4K - $23K
|
4.02K
$280K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-359- 0.32% |
$21.4K - $23.1K
|
111K
$7.73M
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-360- 7.1% |
$21.5K - $23.1K
|
4.71K
$328K
|
|
|
Aug 11, 2023
Q2 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-360- 0.8% |
$21.5K - $23.1K
|
44.4K
$3.09M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-363- 0.68% |
$21.7K - $23.3K
|
52.8K
$3.68M
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-369- 4.14% |
$22K - $23.7K
|
8.54K
$595K
|
|
|
Jul 07, 2023
Q2 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-370- 0.26% |
$22.1K - $23.8K
|
142K
$9.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-372- 6.49% |
$22.2K - $23.9K
|
5.36K
$374K
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-376- 0.79% |
$22.4K - $24.2K
|
47.4K
$3.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-376- 2.94% |
$22.4K - $24.2K
|
12.4K
$863K
|
|
|
Jul 21, 2023
Q2 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-377- 1.15% |
$22.5K - $24.2K
|
32.5K
$2.26M
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-377- 1.23% |
$22.5K - $24.2K
|
30.4K
$2.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-377- 0.37% |
$22.5K - $24.2K
|
102K
$7.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-379- 5.48% |
$22.6K - $24.4K
|
6.53K
$455K
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-380- 0.6% |
$22.7K - $24.4K
|
63.4K
$4.42M
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-384- 12.61% |
$22.9K - $24.7K
|
2.66K
$185K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-384- 5.04% |
$22.9K - $24.7K
|
7.24K
$504K
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-386- 6.26% |
$23K - $24.8K
|
5.78K
$403K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-388- 6.43% |
$23.1K - $24.9K
|
5.65K
$393K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-389- 1.61% |
$23.2K - $25K
|
23.8K
$1.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-389- 0.02% |
$23.2K - $25K
|
1.72M
$120M
|