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
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.3K- 17.87% |
$77.3K - $83.3K
|
5.95K
$429K
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.31K- 2.11% |
$78.2K - $84.3K
|
60.8K
$4.38M
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-1.33K- 19.07% |
$79.4K - $85.6K
|
5.65K
$407K
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.33K- 1.39% |
$79.5K - $85.7K
|
94.9K
$6.84M
|
|
Jul 14, 2023
Q2 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-1.34K- 4.56% |
$79.6K - $85.8K
|
28K
$2.02M
|
|
Aug 09, 2023
Q2 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-1.35K- 14.17% |
$80.5K - $86.8K
|
8.18K
$589K
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.36K- 1.94% |
$81.3K - $87.6K
|
68.8K
$4.96M
|
|
Aug 14, 2023
Q2 2023
|
Gould Capital, LLC
|
SELL
|
- |
-1.38K- 2.96% |
$82K - $88.4K
|
45K
$3.25M
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1.39K- 12.23% |
$82.7K - $89.1K
|
9.95K
$717K
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.39K- 4.2% |
$83K - $89.4K
|
31.8K
$2.29M
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.4K- 3.25% |
$83.2K - $89.7K
|
41.5K
$2.99M
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.4K- 3.23% |
$83.3K - $89.8K
|
41.9K
$3.02M
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-1.4K- 7.88% |
$83.4K - $89.9K
|
16.3K
$1.18M
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.4K- 0.59% |
$83.6K - $90.1K
|
238K
$17.1M
|
|
Aug 08, 2023
Q2 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1.41K- 23.81% |
$84.4K - $90.9K
|
4.53K
$326K
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.42K- 4.97% |
$85K - $91.6K
|
27.2K
$1.96M
|
|
Jul 18, 2023
Q2 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.43K- 0.98% |
$85.1K - $91.7K
|
144K
$10.4M
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.44K- 36.35% |
$86.1K - $92.8K
|
2.53K
$182K
|
|
Jul 20, 2023
Q2 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1.45K- 1.04% |
$86.6K - $93.3K
|
138K
$9.96M
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.48K- 2.88% |
$88K - $94.8K
|
49.7K
$3.59M
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.48K- 0.24% |
$88.2K - $95.1K
|
605K
$43.6M
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.48K- 19.38% |
$88.3K - $95.2K
|
6.16K
$444K
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.49K- 0.41% |
$88.7K - $95.6K
|
359K
$25.9M
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.49K- 18.2% |
$89K - $95.9K
|
6.7K
$483K
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-1.5K- 2.72% |
$89.3K - $96.3K
|
53.5K
$3.86M
|
|
Jul 21, 2023
Q2 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-1.5K- 25.53% |
$89.5K - $96.5K
|
4.38K
$315K
|
|
Jul 27, 2023
Q2 2023
|
Congress Asset Management CO
|
SELL
|
- |
-1.5K- 27.03% |
$89.5K - $96.5K
|
4.05K
$292K
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.51K- 2.46% |
$89.8K - $96.8K
|
59.6K
$4.3M
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.51K- 2.6% |
$90.3K - $97.3K
|
56.8K
$4.09M
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.53K- 5.74% |
$91.1K - $98.2K
|
25.1K
$1.81M
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1.54K- 6.05% |
$92.1K - $99.2K
|
24K
$1.73M
|
|
Jul 19, 2023
Q2 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-1.55K- 1.5% |
$92.2K - $99.3K
|
102K
$7.33M
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1.57K- 4.58% |
$93.6K - $101K
|
32.7K
$2.36M
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-1.57K- 1.56% |
$93.8K - $101K
|
99.1K
$7.14M
|
|
Aug 14, 2023
Q2 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-1.6K- 17.24% |
$95.5K - $103K
|
7.68K
$554K
|
|
Jul 14, 2023
Q2 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-1.63K- 6.18% |
$97.1K - $105K
|
24.7K
$1.78M
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-1.64K- 4.15% |
$97.7K - $105K
|
37.8K
$2.72M
|
|
Aug 01, 2023
Q2 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-1.64K- 0.28% |
$97.8K - $105K
|
581K
$41.9M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.65K- 15.48% |
$98.2K - $106K
|
8.99K
$648K
|
|
Jul 25, 2023
Q2 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-1.66K- 3.44% |
$99K - $107K
|
46.6K
$3.36M
|
|
Jul 27, 2023
Q2 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-1.66K- 5.27% |
$99.2K - $107K
|
29.9K
$2.16M
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.69K- 0.98% |
$101K - $109K
|
170K
$12.3M
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.69K- 7.49% |
$101K - $109K
|
20.9K
$1.51M
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-1.72K- 2.55% |
$103K - $111K
|
66K
$4.76M
|
|
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.74K- 10.44% |
$104K - $112K
|
14.9K
$1.07M
|
|
Aug 02, 2023
Q2 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.75K- 7.78% |
$104K - $112K
|
20.7K
$1.49M
|
|
Jul 19, 2023
Q2 2023
|
Campbell Capital Management Inc
|
SELL
|
- |
-1.75K- 4.08% |
$104K - $113K
|
41.2K
$2.97M
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.76K- 48.92% |
$105K - $113K
|
1.84K
$133K
|
|
Jul 20, 2023
Q2 2023
|
Sather Financial Group Inc
|
SELL
|
- |
-1.77K- 0.43% |
$105K - $114K
|
410K
$29.6M
|
|
Jul 28, 2023
Q2 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-1.78K- 1.67% |
$106K - $114K
|
105K
$7.55M
|