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
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-565- 5.13% |
$33.7K - $36.3K
|
10.5K
$653K
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-567- 6.0% |
$33.8K - $36.5K
|
8.88K
$554K
|
|
|
Aug 02, 2023
Q2 2023
|
Keating Investment Counselors Inc
|
SELL
|
- |
-575- 3.0% |
$34.3K - $37K
|
18.6K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Ycg, LLC
|
SELL
|
- |
-576- 0.65% |
$34.4K - $37K
|
88.5K
$5.53M
|
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-582- 3.74% |
$34.7K - $37.4K
|
15K
$937K
|
|
|
Aug 10, 2023
Q2 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-582- 5.08% |
$34.7K - $37.4K
|
10.9K
$680K
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-584- 0.68% |
$34.8K - $37.6K
|
85K
$5.31M
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-584- 4.61% |
$34.8K - $37.6K
|
12.1K
$755K
|
|
|
Aug 11, 2023
Q2 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-585- 1.24% |
$34.9K - $37.6K
|
46.8K
$2.92M
|
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-585- 6.29% |
$34.9K - $37.6K
|
8.71K
$544K
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
SELL
|
- |
-594- 13.23% |
$35.4K - $38.2K
|
3.9K
$243K
|
|
|
Aug 14, 2023
Q2 2023
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-595- 7.55% |
$35.5K - $38.3K
|
7.29K
$455K
|
|
|
Aug 14, 2023
Q2 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-596- 0.28% |
$35.6K - $38.3K
|
209K
$13M
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-599- 2.27% |
$35.7K - $38.5K
|
25.8K
$1.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Baxter Bros Inc
|
SELL
|
- |
-600- 0.5% |
$35.8K - $38.6K
|
120K
$7.52M
|
|
|
Aug 21, 2023
Q2 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-600- 9.68% |
$35.8K - $38.6K
|
5.6K
$350K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-605- 6.02% |
$36.1K - $38.9K
|
9.44K
$590K
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-607- 6.79% |
$36.2K - $39K
|
8.33K
$520K
|
|
|
Aug 04, 2023
Q2 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-613- 1.74% |
$36.6K - $39.4K
|
34.7K
$2.17M
|
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-616- 2.05% |
$36.8K - $39.6K
|
29.5K
$1.84M
|
|
|
Jul 13, 2023
Q2 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-618- 5.24% |
$36.9K - $39.7K
|
11.2K
$699K
|
|
|
Aug 07, 2023
Q2 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-620- 10.83% |
$37K - $39.9K
|
5.1K
$319K
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-622- 1.7% |
$37.1K - $40K
|
36K
$2.25M
|
|
|
Jul 06, 2023
Q2 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-625- 1.11% |
$37.3K - $40.2K
|
55.8K
$3.49M
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-632- 0.78% |
$37.7K - $40.6K
|
80.4K
$5.02M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-632- 10.03% |
$37.7K - $40.6K
|
5.67K
$354K
|
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-637- 3.98% |
$38K - $41K
|
15.4K
$961K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-638- 4.98% |
$38.1K - $41K
|
12.2K
$761K
|
|
|
Aug 07, 2023
Q2 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-638- 3.64% |
$38.1K - $41K
|
16.9K
$1.05M
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-646- 0.92% |
$38.5K - $41.5K
|
69.2K
$4.32M
|
|
|
Jul 13, 2023
Q2 2023
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-648- 15.71% |
$38.7K - $41.7K
|
3.48K
$217K
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-649- 0.64% |
$38.7K - $41.7K
|
100K
$6.24M
|
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-651- 1.77% |
$38.8K - $41.9K
|
36.2K
$2.26M
|
|
|
Jul 31, 2023
Q2 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-668- 0.28% |
$39.9K - $43K
|
238K
$14.8M
|
|
|
Aug 07, 2023
Q2 2023
|
United Bank
|
SELL
|
- |
-680- 1.01% |
$40.6K - $43.7K
|
66.3K
$4.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-681- 1.13% |
$40.6K - $43.8K
|
59.3K
$3.71M
|
|
|
Jul 28, 2023
Q2 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-694- 2.1% |
$41.4K - $44.6K
|
32.4K
$2.02M
|
|
|
Aug 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-700- 5.31% |
$41.8K - $45K
|
12.5K
$780K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-700- 19.44% |
$41.8K - $45K
|
2.9K
$181K
|
|
|
Jul 17, 2023
Q2 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-702- 13.14% |
$41.9K - $45.1K
|
4.64K
$290K
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
SELL
|
- |
-713- 2.13% |
$42.5K - $45.8K
|
32.8K
$2.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-714- 7.77% |
$42.6K - $45.9K
|
8.47K
$529K
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-719- 14.08% |
$42.9K - $46.2K
|
4.39K
$274K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-725- 1.96% |
$43.3K - $46.6K
|
36.3K
$2.27M
|
|
|
Jul 10, 2023
Q2 2023
|
Stolper CO
|
SELL
|
- |
-730- 0.75% |
$43.6K - $46.9K
|
96.1K
$6M
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-739- 17.74% |
$44.1K - $47.5K
|
3.43K
$214K
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-743- 9.62% |
$44.3K - $47.8K
|
6.98K
$436K
|
|
|
Apr 01, 2024
Q2 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-749- 1.69% |
$44.7K - $48.2K
|
43.6K
$2.73M
|
|
|
Aug 11, 2023
Q2 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-750- 10.34% |
$44.7K - $48.2K
|
6.5K
$406K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-750- 2.31% |
$44.7K - $48.2K
|
31.7K
$1.98M
|