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
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-868- 4.56% |
$51.8K - $55.8K
|
18.2K
$1.29M
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-870- 1.08% |
$51.9K - $55.9K
|
79.8K
$5.68M
|
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
SELL
|
- |
-872- 3.5% |
$52K - $56.1K
|
24K
$1.71M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-875- 1.04% |
$52.2K - $56.3K
|
83.6K
$5.95M
|
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-877- 2.4% |
$52.3K - $56.4K
|
35.6K
$2.54M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-880- 11.84% |
$52.5K - $56.6K
|
6.55K
$466K
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-880- 8.38% |
$52.5K - $56.6K
|
9.62K
$685K
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-886- 3.62% |
$52.9K - $57K
|
23.6K
$1.68M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-893- 3.69% |
$53.3K - $57.4K
|
23.3K
$1.66M
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-899- 5.41% |
$53.6K - $57.8K
|
15.7K
$1.12M
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-903- 3.32% |
$53.9K - $58.1K
|
26.3K
$1.87M
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-903- 0.77% |
$53.9K - $58.1K
|
117K
$8.3M
|
|
|
Aug 14, 2023
Q2 2023
|
X Square Capital, LLC
|
SELL
|
- |
-911- 11.05% |
$54.4K - $58.6K
|
7.33K
$522K
|
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-926- 18.12% |
$55.2K - $59.5K
|
4.18K
$298K
|
|
|
Jul 19, 2023
Q2 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-933- 9.61% |
$55.7K - $60K
|
8.78K
$625K
|
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-934- 0.72% |
$55.7K - $60.1K
|
128K
$9.11M
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-936- 0.88% |
$55.8K - $60.2K
|
105K
$7.5M
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-936- 0.88% |
$55.8K - $60.2K
|
105K
$7.5M
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-938- 15.18% |
$56K - $60.3K
|
5.24K
$373K
|
|
|
Jul 07, 2023
Q2 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-950- 3.44% |
$56.7K - $61.1K
|
26.7K
$1.9M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-952- 7.12% |
$56.8K - $61.2K
|
12.4K
$883K
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-954- 10.2% |
$56.9K - $61.3K
|
8.4K
$598K
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-954- 9.59% |
$56.9K - $61.3K
|
9K
$640K
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-957- 6.75% |
$57.1K - $61.5K
|
13.2K
$941K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-968- 0.41% |
$57.8K - $62.2K
|
234K
$16.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-973- 0.54% |
$58K - $62.6K
|
178K
$12.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-975- 4.56% |
$58.2K - $62.7K
|
20.4K
$1.45M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-981- 17.69% |
$58.5K - $63.1K
|
4.56K
$325K
|
|
|
Aug 11, 2023
Q2 2023
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-987- 10.41% |
$58.9K - $63.5K
|
8.49K
$604K
|
|
|
Aug 09, 2023
Q2 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-990- 11.97% |
$59.1K - $63.7K
|
7.28K
$518K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-998- 2.25% |
$59.5K - $64.2K
|
43.3K
$3.08M
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-999- 11.37% |
$59.6K - $64.2K
|
7.79K
$554K
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1K- 3.45% |
$59.7K - $64.3K
|
28K
$1.99M
|
|
|
Jul 17, 2023
Q2 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-1K- 2.23% |
$59.7K - $64.3K
|
43.9K
$3.12M
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1K- 3.09% |
$59.7K - $64.3K
|
31.3K
$2.23M
|
|
|
Jul 28, 2023
Q2 2023
|
Middleton & CO Inc
|
SELL
|
- |
-1K- 9.93% |
$59.7K - $64.3K
|
9.08K
$646K
|
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1K- 4.42% |
$59.7K - $64.3K
|
21.6K
$1.54M
|
|
|
Aug 07, 2023
Q2 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-1K- 2.71% |
$59.7K - $64.3K
|
35.9K
$2.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1K- 0.78% |
$59.7K - $64.3K
|
128K
$9.08M
|
|
|
Aug 03, 2023
Q2 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-1K- 4.07% |
$59.8K - $64.4K
|
23.6K
$1.68M
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-1K- 12.32% |
$59.9K - $64.6K
|
7.15K
$509K
|
|
|
Aug 14, 2023
Q2 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-1.01K- 2.79% |
$60K - $64.7K
|
35.1K
$2.5M
|
|
|
Aug 24, 2023
Q2 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-1.01K- 5.91% |
$60.1K - $64.8K
|
16K
$1.14M
|
|
|
Jul 27, 2023
Q2 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-1.01K- 6.91% |
$60.4K - $65.1K
|
13.7K
$972K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
SELL
|
- |
-1.02K- 0.8% |
$60.7K - $65.5K
|
125K
$8.93M
|
|
|
Jul 31, 2023
Q2 2023
|
Reik & Co., LLC
|
SELL
|
- |
-1.02K- 0.87% |
$60.9K - $65.6K
|
117K
$8.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Providence First Trust CO
|
SELL
|
- |
-1.02K- 5.78% |
$60.9K - $65.6K
|
16.6K
$1.18M
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.02K- 14.6% |
$60.9K - $65.6K
|
5.97K
$424K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-1.03K- 7.09% |
$61.2K - $65.9K
|
13.4K
$955K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-1.03K- 6.1% |
$61.4K - $66.2K
|
15.8K
$1.13M
|