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 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-954- 9.59% |
$56.9K - $61.3K
|
9K
$590K
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-957- 6.75% |
$57.1K - $61.5K
|
13.2K
$867K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-968- 0.41% |
$57.8K - $62.2K
|
234K
$15.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-973- 0.54% |
$58K - $62.6K
|
178K
$11.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-975- 4.56% |
$58.2K - $62.7K
|
20.4K
$1.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-981- 17.69% |
$58.5K - $63.1K
|
4.56K
$299K
|
|
|
Aug 11, 2023
Q2 2023
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-987- 10.41% |
$58.9K - $63.5K
|
8.49K
$557K
|
|
|
Aug 09, 2023
Q2 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-990- 11.97% |
$59.1K - $63.7K
|
7.28K
$477K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-998- 2.25% |
$59.5K - $64.2K
|
43.3K
$2.84M
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-999- 11.37% |
$59.6K - $64.2K
|
7.79K
$510K
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1K- 3.45% |
$59.7K - $64.3K
|
28K
$1.83M
|
|
|
Jul 17, 2023
Q2 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-1K- 2.23% |
$59.7K - $64.3K
|
43.9K
$2.88M
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1K- 3.09% |
$59.7K - $64.3K
|
31.3K
$2.05M
|
|
|
Jul 28, 2023
Q2 2023
|
Middleton & CO Inc
|
SELL
|
- |
-1K- 9.93% |
$59.7K - $64.3K
|
9.08K
$595K
|
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1K- 4.42% |
$59.7K - $64.3K
|
21.6K
$1.42M
|
|
|
Aug 07, 2023
Q2 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-1K- 2.71% |
$59.7K - $64.3K
|
35.9K
$2.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1K- 0.78% |
$59.7K - $64.3K
|
128K
$8.37M
|
|
|
Aug 03, 2023
Q2 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-1K- 4.07% |
$59.8K - $64.4K
|
23.6K
$1.55M
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-1K- 12.32% |
$59.9K - $64.6K
|
7.15K
$469K
|
|
|
Aug 14, 2023
Q2 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-1.01K- 2.79% |
$60K - $64.7K
|
35.1K
$2.3M
|
|
|
Aug 24, 2023
Q2 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-1.01K- 5.91% |
$60.1K - $64.8K
|
16K
$1.05M
|
|
|
Jul 27, 2023
Q2 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-1.01K- 6.91% |
$60.4K - $65.1K
|
13.7K
$895K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
SELL
|
- |
-1.02K- 0.8% |
$60.7K - $65.5K
|
125K
$8.22M
|
|
|
Jul 31, 2023
Q2 2023
|
Reik & Co., LLC
|
SELL
|
- |
-1.02K- 0.87% |
$60.9K - $65.6K
|
117K
$7.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Providence First Trust CO
|
SELL
|
- |
-1.02K- 5.78% |
$60.9K - $65.6K
|
16.6K
$1.09M
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.02K- 14.6% |
$60.9K - $65.6K
|
5.97K
$391K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-1.03K- 7.09% |
$61.2K - $65.9K
|
13.4K
$880K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-1.03K- 6.1% |
$61.4K - $66.2K
|
15.8K
$1.04M
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.03K- 9.0% |
$61.4K - $66.2K
|
10.4K
$683K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.03K- 2.26% |
$61.7K - $66.5K
|
44.8K
$2.94M
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.04K- 10.0% |
$61.7K - $66.6K
|
9.32K
$611K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-1.04K- 16.18% |
$61.9K - $66.7K
|
5.37K
$352K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.04K- 1.7% |
$62K - $66.9K
|
60.2K
$3.95M
|
|
|
Jul 20, 2023
Q2 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-1.04K- 2.0% |
$62K - $66.9K
|
51K
$3.34M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.06K- 3.31% |
$62.9K - $67.8K
|
30.8K
$2.02M
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-1.06K- 4.13% |
$63.1K - $68K
|
24.6K
$1.61M
|
|
|
Aug 01, 2023
Q2 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-1.06K- 0.94% |
$63.2K - $68.2K
|
111K
$7.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-1.06K- 0.36% |
$63.2K - $68.2K
|
295K
$19.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-1.06K- 11.52% |
$63.5K - $68.4K
|
8.17K
$536K
|
|
|
Jul 19, 2023
Q2 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-1.07K- 0.9% |
$63.5K - $68.5K
|
118K
$7.71M
|
|
|
Sep 27, 2024
Q2 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-1.07K- 0.9% |
$63.5K - $68.5K
|
118K
$7.71M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.07K- 1.16% |
$63.6K - $68.5K
|
90.9K
$5.96M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.07K- 3.25% |
$63.9K - $68.9K
|
31.9K
$2.09M
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.08K- 2.21% |
$64.4K - $69.4K
|
47.8K
$3.13M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-1.08K- 2.09% |
$64.6K - $69.6K
|
50.6K
$3.32M
|
|
|
Jul 25, 2023
Q2 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-1.09K- 8.3% |
$65K - $70.1K
|
12K
$789K
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.09K- 7.64% |
$65K - $70.1K
|
13.2K
$864K
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.11K- 10.87% |
$65.9K - $71.1K
|
9.06K
$594K
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.11K- 2.87% |
$66K - $71.2K
|
37.4K
$2.45M
|
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-1.12K- 7.69% |
$66.6K - $71.8K
|
13.4K
$878K
|