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 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-392- 0.31% |
$23.4K - $25.2K
|
125K
$8.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-392- 1.25% |
$23.4K - $25.2K
|
31K
$2.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Birinyi Associates Inc
|
SELL
|
- |
-393- 5.24% |
$23.4K - $25.3K
|
7.1K
$501K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-397- 2.59% |
$23.7K - $25.5K
|
15K
$1.06M
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-398- 4.4% |
$23.7K - $25.6K
|
8.65K
$610K
|
|
|
Jul 07, 2023
Q2 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-400- 1.31% |
$23.9K - $25.7K
|
30.2K
$2.13M
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
SELL
|
- |
-400- 3.13% |
$23.9K - $25.7K
|
12.4K
$874K
|
|
|
Jul 26, 2023
Q2 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-400- 3.46% |
$23.9K - $25.7K
|
11.2K
$788K
|
|
|
Aug 14, 2023
Q2 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-400- 0.47% |
$23.9K - $25.7K
|
85.2K
$6.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-402- 2.57% |
$24K - $25.8K
|
15.3K
$1.08M
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-405- 4.18% |
$24.2K - $26K
|
9.28K
$655K
|
|
|
Jul 25, 2023
Q2 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-409- 2.91% |
$24.4K - $26.3K
|
13.6K
$962K
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-411- 2.27% |
$24.5K - $26.4K
|
17.7K
$1.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-421- 1.65% |
$25.1K - $27.1K
|
25K
$1.77M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-425- 0.56% |
$25.4K - $27.3K
|
75.6K
$5.33M
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-433- 7.94% |
$25.8K - $27.8K
|
5.02K
$354K
|
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
SELL
|
- |
-437- 1.67% |
$26.1K - $28.1K
|
25.8K
$1.82M
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-437- 2.03% |
$26.1K - $28.1K
|
21.1K
$1.49M
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-439- 3.78% |
$26.2K - $28.2K
|
11.2K
$790K
|
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-444- 2.54% |
$26.5K - $28.5K
|
17K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-449- 6.22% |
$26.8K - $28.9K
|
6.77K
$478K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-451- 3.3% |
$26.9K - $29K
|
13.2K
$934K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-452- 3.98% |
$27K - $29.1K
|
10.9K
$770K
|
|
|
Aug 07, 2023
Q2 2023
|
Jensen Investment Management Inc
Lake Oswego, OR |
SELL
|
- |
-460- 0.36% |
$27.4K - $29.6K
|
128K
$9.05M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-462- 0.28% |
$27.6K - $29.7K
|
167K
$11.8M
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-463- 3.07% |
$27.6K - $29.8K
|
14.6K
$1.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-464- 0.44% |
$27.7K - $29.8K
|
104K
$7.36M
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-470- 11.12% |
$28K - $30.2K
|
3.76K
$265K
|
|
|
Aug 03, 2023
Q2 2023
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-470- 4.28% |
$28K - $30.2K
|
10.5K
$743K
|
|
|
Aug 03, 2023
Q2 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-470- 12.22% |
$28K - $30.2K
|
3.38K
$238K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-474- 1.27% |
$28.3K - $30.5K
|
36.9K
$2.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
SELL
|
- |
-476- 6.23% |
$28.4K - $30.6K
|
7.16K
$506K
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-482- 0.27% |
$28.8K - $31K
|
181K
$12.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-483- 4.14% |
$28.8K - $31.1K
|
11.2K
$790K
|
|
|
Jul 25, 2023
Q2 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-485- 0.35% |
$28.9K - $31.2K
|
138K
$9.73M
|
|
|
Mar 11, 2025
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-485- 10.04% |
$28.9K - $31.2K
|
4.35K
$307K
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-491- 2.32% |
$29.3K - $31.6K
|
20.7K
$1.46M
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-492- 0.62% |
$29.4K - $31.6K
|
78.3K
$5.53M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-495- 7.39% |
$29.5K - $31.8K
|
6.2K
$438K
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-496- 24.66% |
$29.6K - $31.9K
|
1.52K
$107K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-499- 23.77% |
$29.8K - $32.1K
|
1.6K
$113K
|
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
SELL
|
- |
-500- 3.57% |
$29.8K - $32.2K
|
13.5K
$955K
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-500- 7.59% |
$29.8K - $32.2K
|
6.09K
$430K
|
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-500- 7.67% |
$29.8K - $32.2K
|
6.02K
$425K
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-500- 4.65% |
$29.8K - $32.2K
|
10.3K
$724K
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-501- 1.83% |
$29.9K - $32.2K
|
26.9K
$1.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-507- 0.69% |
$30.2K - $32.6K
|
72.6K
$5.13M
|
|
|
Jul 21, 2023
Q2 2023
|
Farmers Trust CO
|
SELL
|
- |
-510- 2.78% |
$30.4K - $32.8K
|
17.8K
$1.26M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-510- 1.72% |
$30.4K - $32.8K
|
29.2K
$2.06M
|
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
SELL
|
- |
-511- 2.31% |
$30.5K - $32.9K
|
21.7K
$1.53M
|