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
|
Maple Capital Management, Inc.
|
SELL
|
- |
-798- 7.43% |
$47.6K - $51.3K
|
9.95K
$652K
|
|
|
Jul 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-800- 14.53% |
$47.7K - $51.4K
|
4.71K
$308K
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-800- 10.65% |
$47.7K - $51.4K
|
6.71K
$440K
|
|
|
Aug 10, 2023
Q2 2023
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-800- 16.67% |
$47.7K - $51.4K
|
4K
$262K
|
|
|
Jul 26, 2023
Q2 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-801- 8.67% |
$47.8K - $51.5K
|
8.44K
$554K
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-801- 1.91% |
$47.8K - $51.5K
|
41.2K
$2.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-803- 39.48% |
$47.9K - $51.6K
|
1.23K
$80.7K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-805- 7.92% |
$48K - $51.8K
|
9.36K
$613K
|
|
|
Aug 10, 2023
Q2 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-806- 3.77% |
$48.1K - $51.8K
|
20.6K
$1.35M
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-809- 7.27% |
$48.3K - $52K
|
10.3K
$676K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-821- 6.05% |
$49K - $52.8K
|
12.7K
$835K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-821- 7.34% |
$49K - $52.8K
|
10.4K
$680K
|
|
|
Aug 14, 2023
Q2 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-822- 0.62% |
$49K - $52.9K
|
132K
$8.64M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-829- 0.64% |
$49.5K - $53.3K
|
128K
$8.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-830- 12.77% |
$49.5K - $53.4K
|
5.67K
$372K
|
|
|
Aug 11, 2023
Q2 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-833- 3.55% |
$49.7K - $53.6K
|
22.6K
$1.48M
|
|
|
Jul 21, 2023
Q2 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-834- 13.43% |
$49.8K - $53.6K
|
5.38K
$353K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-835- 5.01% |
$49.8K - $53.7K
|
15.8K
$1.04M
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-836- 1.81% |
$49.9K - $53.8K
|
45.3K
$2.97M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-844- 0.63% |
$50.4K - $54.3K
|
133K
$8.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-852- 0.52% |
$50.8K - $54.8K
|
164K
$10.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-854- 1.56% |
$50.9K - $54.9K
|
54K
$3.54M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-855- 0.14% |
$51K - $55K
|
589K
$38.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
SELL
|
- |
-858- 19.14% |
$51.2K - $55.2K
|
3.63K
$238K
|
|
|
Jul 13, 2023
Q2 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-860- 0.06% |
$51.3K - $55.3K
|
1.32M
$86.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-860- 1.82% |
$51.3K - $55.3K
|
46.3K
$3.04M
|
|
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-862- 6.3% |
$51.4K - $55.4K
|
12.8K
$840K
|
|
|
Aug 08, 2023
Q2 2023
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-862- 2.81% |
$51.4K - $55.4K
|
29.8K
$1.95M
|
|
|
Aug 04, 2023
Q2 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-868- 4.56% |
$51.8K - $55.8K
|
18.2K
$1.19M
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-870- 1.08% |
$51.9K - $55.9K
|
79.8K
$5.23M
|
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
SELL
|
- |
-872- 3.5% |
$52K - $56.1K
|
24K
$1.58M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-875- 1.04% |
$52.2K - $56.3K
|
83.6K
$5.48M
|
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-877- 2.4% |
$52.3K - $56.4K
|
35.6K
$2.34M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-880- 11.84% |
$52.5K - $56.6K
|
6.55K
$429K
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-880- 8.38% |
$52.5K - $56.6K
|
9.62K
$631K
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-886- 3.62% |
$52.9K - $57K
|
23.6K
$1.54M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-893- 3.69% |
$53.3K - $57.4K
|
23.3K
$1.53M
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-899- 5.41% |
$53.6K - $57.8K
|
15.7K
$1.03M
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-903- 3.32% |
$53.9K - $58.1K
|
26.3K
$1.73M
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-903- 0.77% |
$53.9K - $58.1K
|
117K
$7.64M
|
|
|
Aug 14, 2023
Q2 2023
|
X Square Capital, LLC
|
SELL
|
- |
-911- 11.05% |
$54.4K - $58.6K
|
7.33K
$481K
|
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-926- 18.12% |
$55.2K - $59.5K
|
4.18K
$274K
|
|
|
Jul 19, 2023
Q2 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-933- 9.61% |
$55.7K - $60K
|
8.78K
$576K
|
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-934- 0.72% |
$55.7K - $60.1K
|
128K
$8.39M
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-936- 0.88% |
$55.8K - $60.2K
|
105K
$6.91M
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-936- 0.88% |
$55.8K - $60.2K
|
105K
$6.91M
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-938- 15.18% |
$56K - $60.3K
|
5.24K
$344K
|
|
|
Jul 07, 2023
Q2 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-950- 3.44% |
$56.7K - $61.1K
|
26.7K
$1.75M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-952- 7.12% |
$56.8K - $61.2K
|
12.4K
$814K
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-954- 10.2% |
$56.9K - $61.3K
|
8.4K
$551K
|