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 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.6K- 30.82% |
$155K - $167K
|
5.82K
$382K
|
|
Jul 17, 2023
Q2 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-2.63K- 8.65% |
$157K - $169K
|
27.7K
$1.82M
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.66K- 1.61% |
$159K - $171K
|
163K
$10.7M
|
|
Aug 07, 2023
Q2 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-2.69K- 11.23% |
$161K - $173K
|
21.3K
$1.4M
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-2.7K- 28.72% |
$161K - $174K
|
6.71K
$440K
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-2.73K- 1.79% |
$163K - $175K
|
149K
$9.8M
|
|
Jul 21, 2023
Q2 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-2.73K- 6.47% |
$163K - $176K
|
39.5K
$2.59M
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.74K- 6.49% |
$163K - $176K
|
39.5K
$2.59M
|
|
Aug 01, 2023
Q2 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-2.75K- 41.35% |
$164K - $177K
|
3.9K
$256K
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-2.77K- 14.51% |
$165K - $178K
|
16.3K
$1.07M
|
|
Aug 11, 2023
Q2 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-2.82K- 3.14% |
$168K - $181K
|
86.9K
$5.7M
|
|
Aug 14, 2023
Q2 2023
|
Linker Capital Management Inc.
|
SELL
|
- |
-2.82K- 28.03% |
$168K - $181K
|
7.24K
$475K
|
|
Jul 20, 2023
Q2 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-2.82K- 1.52% |
$168K - $182K
|
184K
$12M
|
|
Aug 14, 2023
Q2 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-2.85K- 2.02% |
$170K - $183K
|
138K
$9.06M
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-2.9K- 12.26% |
$173K - $186K
|
20.7K
$1.36M
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-2.9K- 20.82% |
$173K - $187K
|
11K
$723K
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-2.91K- 1.7% |
$174K - $187K
|
168K
$11M
|
|
Aug 14, 2023
Q2 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-2.93K- 3.54% |
$175K - $189K
|
79.8K
$5.23M
|
|
Jul 28, 2023
Q2 2023
|
Sicart Associates LLC
|
SELL
|
- |
-2.98K- 3.35% |
$178K - $191K
|
86K
$5.64M
|
|
Aug 09, 2023
Q2 2023
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-3K- 2.47% |
$179K - $193K
|
118K
$7.76M
|
|
Jul 25, 2023
Q2 2023
|
Dock Street Asset Management Inc
|
SELL
|
- |
-3.02K- 1.36% |
$180K - $194K
|
219K
$14.3M
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-3.03K- 14.54% |
$181K - $195K
|
17.8K
$1.17M
|
|
Jul 21, 2023
Q2 2023
|
Mcdaniel Terry & CO
|
SELL
|
- |
-3.04K- 0.71% |
$181K - $195K
|
423K
$27.7M
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.05K- 23.84% |
$182K - $196K
|
9.73K
$638K
|
|
Jul 31, 2023
Q2 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-3.06K- 1.67% |
$182K - $197K
|
180K
$11.8M
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-3.08K- 8.79% |
$184K - $198K
|
32K
$2.1M
|
|
Jul 19, 2023
Q2 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-3.09K- 8.26% |
$184K - $199K
|
34.3K
$2.25M
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
SELL
|
- |
-3.1K- 39.2% |
$185K - $200K
|
4.82K
$316K
|
|
Dec 18, 2023
Q2 2023
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-3.14K- 5.54% |
$187K - $202K
|
53.5K
$3.51M
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
SELL
|
- |
-3.19K- 18.23% |
$190K - $205K
|
14.3K
$937K
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-3.26K- 2.95% |
$194K - $209K
|
107K
$7.02M
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-3.26KClosed |
$194K - $209K
|
0
$0
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.28K- 7.4% |
$196K - $211K
|
41K
$2.69M
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-3.29K- 1.17% |
$196K - $212K
|
277K
$18.2M
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
SELL
|
- |
-3.3K- 25.94% |
$197K - $212K
|
9.42K
$618K
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-3.31K- 2.26% |
$197K - $213K
|
143K
$9.38M
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-3.37K- 15.27% |
$201K - $216K
|
18.7K
$1.22M
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-3.37K- 4.71% |
$201K - $217K
|
68.2K
$4.47M
|
|
Aug 01, 2023
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-3.37K- 3.55% |
$201K - $217K
|
91.6K
$6.01M
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-3.41KClosed |
$203K - $219K
|
0
$0
|
|
Jul 13, 2023
Q2 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-3.43K- 1.18% |
$204K - $220K
|
286K
$18.8M
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-3.43K- 5.86% |
$204K - $220K
|
55K
$3.61M
|
|
Jul 26, 2023
Q2 2023
|
Founders Capital Management, LLC
|
SELL
|
- |
-3.43K- 2.35% |
$205K - $221K
|
143K
$9.36M
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.45K- 7.6% |
$206K - $222K
|
41.9K
$2.75M
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-3.45K- 1.93% |
$206K - $222K
|
175K
$11.5M
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-3.46K- 12.81% |
$207K - $223K
|
23.6K
$1.54M
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-3.48K- 6.15% |
$208K - $224K
|
53.1K
$3.48M
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
SELL
|
- |
-3.49K- 30.56% |
$208K - $225K
|
7.94K
$520K
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-3.52K- 13.38% |
$210K - $226K
|
22.8K
$1.49M
|
|
Jul 05, 2023
Q2 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-3.53K- 6.04% |
$210K - $227K
|
54.8K
$3.59M
|