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 09, 2023
Q2 2023
|
Souders Financial Advisors
|
BUY
|
- |
8.6K+ 152.81% |
$513K - $553K
|
14.2K
$894K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
8.5K+ 3.44% |
$507K - $547K
|
256K
$16.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
8.5KNew |
$507K - $547K
|
8.5K
$534K
|
|
|
Aug 16, 2023
Q2 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
8.5KNew |
$507K - $546K
|
8.5K
$534K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
8.48K+ 7.88% |
$506K - $545K
|
116K
$7.29M
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
8.4K+ 9.89% |
$501K - $540K
|
93.3K
$5.86M
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
BUY
|
- |
8.33K+ 4.01% |
$497K - $536K
|
216K
$13.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
8.3K+ 2.35% |
$495K - $533K
|
361K
$22.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
8.27K+ 45.98% |
$493K - $531K
|
26.2K
$1.65M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
8.12K+ 52.18% |
$484K - $522K
|
23.7K
$1.49M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
8.04KNew |
$480K - $517K
|
8.04K
$505K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
8.03K+ 5.92% |
$479K - $517K
|
144K
$9.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
8.02K+ 54.19% |
$478K - $516K
|
22.8K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
7.92K+ 15.1% |
$473K - $509K
|
60.4K
$3.79M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
7.91K+ 4.19% |
$472K - $509K
|
197K
$12.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
7.84K+ 40.21% |
$468K - $504K
|
27.4K
$1.72M
|
|
|
Jul 26, 2023
Q2 2023
|
Oak Thistle LLC
|
BUY
|
- |
7.82K+ 137.12% |
$467K - $503K
|
13.5K
$850K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
7.79K+ 11.53% |
$465K - $501K
|
75.4K
$4.74M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.73K+ 7.51% |
$461K - $497K
|
111K
$6.95M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
7.73KNew |
$461K - $497K
|
7.73K
$486K
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
7.73K+ 9.45% |
$461K - $497K
|
89.5K
$5.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
7.72K+ 6.23% |
$460K - $496K
|
132K
$8.27M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
7.69K+ 57.65% |
$459K - $494K
|
21K
$1.32M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
7.67K+ 12.01% |
$458K - $493K
|
71.6K
$4.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.67K+ 23.01% |
$458K - $493K
|
41K
$2.58M
|
|
|
Aug 14, 2023
Q2 2023
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
7.66K+ 13.94% |
$457K - $493K
|
62.6K
$3.93M
|
|
|
Aug 02, 2023
Q2 2023
|
Stack Financial Management, Inc
|
BUY
|
- |
7.66K+ 2.29% |
$457K - $492K
|
342K
$21.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
7.61KNew |
$454K - $489K
|
7.61K
$478K
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
7.56K+ 121.37% |
$451K - $486K
|
13.8K
$866K
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
7.51K+ 2.24% |
$448K - $483K
|
343K
$21.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.49K+ 8.55% |
$447K - $482K
|
95.1K
$5.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
7.42KNew |
$443K - $477K
|
7.42K
$466K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7.39K+ 3.98% |
$441K - $475K
|
193K
$12.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
7.31K+ 4.32% |
$436K - $470K
|
176K
$11.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
7.26K+ 1.23% |
$433K - $467K
|
597K
$37.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.25K+ 6.3% |
$433K - $466K
|
122K
$7.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.16K+ 19.39% |
$427K - $460K
|
44.1K
$2.77M
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
7.06KNew |
$421K - $454K
|
7.06K
$444K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
6.95K+ 48.93% |
$415K - $447K
|
21.1K
$1.33M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.85K+ 3.19% |
$408K - $440K
|
221K
$13.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
6.82KNew |
$407K - $438K
|
6.82K
$428K
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
6.64K+ 36.02% |
$396K - $427K
|
25.1K
$1.58M
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
BUY
|
- |
6.61K+ 67.47% |
$394K - $425K
|
16.4K
$1.03M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6.56K+ 13.83% |
$391K - $422K
|
54K
$3.39M
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
6.54K+ 158.7% |
$390K - $421K
|
10.7K
$670K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
6.51K+ 142.15% |
$389K - $419K
|
11.1K
$697K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.44K+ 0.48% |
$384K - $414K
|
1.36M
$85.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
6.38K+ 95.81% |
$381K - $410K
|
13K
$819K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
6.32K+ 14.89% |
$377K - $406K
|
48.7K
$3.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6.32K+ 4.79% |
$377K - $406K
|
138K
$8.68M
|