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
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
6.24KNew |
$372K - $401K
|
6.24K
$416K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
6.21K+ 6.9% |
$370K - $399K
|
96.2K
$6.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.2K+ 18.84% |
$370K - $399K
|
39.1K
$2.61M
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
6.19K+ 7.44% |
$369K - $398K
|
89.3K
$5.95M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
6.17K+ 0.81% |
$368K - $397K
|
770K
$51.3M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.13K+ 15.26% |
$365K - $394K
|
46.3K
$3.08M
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
6.11K+ 4.77% |
$364K - $393K
|
134K
$8.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
6.1K+ 88.88% |
$364K - $392K
|
13K
$864K
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6.1KNew |
$364K - $392K
|
6.1K
$407K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.09K+ 2.42% |
$364K - $392K
|
257K
$17.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
6.04K+ 5.17% |
$360K - $388K
|
123K
$8.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
6.02K+ 57.76% |
$359K - $387K
|
16.4K
$1.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
6KNew |
$358K - $386K
|
6K
$400K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Management Associates
New York, NY |
BUY
|
- |
6K+ 66.67% |
$358K - $386K
|
15K
$1M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
5.91K+ 10.04% |
$353K - $380K
|
64.8K
$4.32M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
5.9KNew |
$352K - $380K
|
5.9K
$394K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.9K+ 41.41% |
$352K - $380K
|
20.2K
$1.34M
|
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
5.89K+ 8.25% |
$351K - $379K
|
77.3K
$5.15M
|
|
|
Jul 20, 2023
Q2 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
5.84K+ 100.15% |
$348K - $375K
|
11.7K
$778K
|
|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
5.8KNew |
$346K - $373K
|
5.8K
$387K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
5.74K+ 7.52% |
$342K - $369K
|
82K
$5.46M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5.7K+ 10.89% |
$340K - $367K
|
58K
$3.87M
|
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
BUY
|
- |
5.68K+ 0.84% |
$339K - $365K
|
683K
$45.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
5.67K+ 9.89% |
$338K - $364K
|
62.9K
$4.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Suncoast Equity Management
|
BUY
|
- |
5.65KNew |
$337K - $363K
|
5.65K
$377K
|
|
|
Aug 14, 2023
Q2 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
5.61K+ 11.2% |
$334K - $360K
|
55.6K
$3.71M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.57K+ 7.79% |
$332K - $358K
|
77.1K
$5.14M
|
|
|
Jul 13, 2023
Q2 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
5.54KNew |
$331K - $356K
|
5.54K
$369K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.53K+ 0.87% |
$330K - $356K
|
640K
$42.7M
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
5.51KNew |
$329K - $354K
|
5.51K
$367K
|
|
|
Aug 02, 2023
Q2 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
5.5K+ 31.67% |
$328K - $353K
|
22.9K
$1.52M
|
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
5.46KNew |
$326K - $351K
|
5.46K
$364K
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
5.39K+ 29.49% |
$322K - $347K
|
23.7K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
5.37KNew |
$321K - $346K
|
5.37K
$358K
|
|
|
Jul 14, 2023
Q2 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
5.2KNew |
$310K - $334K
|
5.2K
$347K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
5.2K+ 1.69% |
$310K - $334K
|
313K
$20.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.06K+ 4.95% |
$302K - $326K
|
107K
$7.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
5.06K+ 52.26% |
$302K - $326K
|
14.8K
$983K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
4.98K+ 31.12% |
$297K - $320K
|
21K
$1.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
4.98KNew |
$297K - $320K
|
4.98K
$332K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.98K+ 1.56% |
$297K - $320K
|
325K
$21.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
4.96KNew |
$296K - $319K
|
4.96K
$331K
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4.93K+ 44.75% |
$294K - $317K
|
15.9K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
4.86K+ 34.65% |
$290K - $312K
|
18.9K
$1.26M
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
4.85K+ 23.97% |
$289K - $312K
|
25.1K
$1.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
4.81K+ 25.48% |
$287K - $309K
|
23.7K
$1.58M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.76K+ 0.33% |
$284K - $306K
|
1.46M
$97.6M
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
4.75K+ 110.36% |
$283K - $305K
|
9.05K
$603K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.72K+ 1.29% |
$282K - $304K
|
372K
$24.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
4.71K+ 0.58% |
$281K - $303K
|
816K
$54.4M
|