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Coca Cola Co

Institutional position changes, all quarters

793 moves

ActionInstitutionQuarter ↓Δ sharesΔ %Held afterFlowImpact
TrimmedCannon Financial Strategists, Inc.Jun 30, 2026-2,556-4.4%55,185$207.7Klow
NewForthRight Wealth Management, LLCJun 30, 2026+2,550New2,550$207.2Klow
NewGOLDEN ROAD ADVISORS LLCJun 30, 2026+2,538New2,538$206.3Klow
AddedFORTRESS PRIVATE LEDGER, LLCJun 30, 2026+2,505+38%9,061$203.6Klow
AddedCITIZENS FINANCIAL GROUP INC/RIJun 30, 2026+2,167+0.4%484,121$177.0Klow
TrimmedHexagon Capital Partners LLCJun 30, 2026-1,903-12%13,844$154.7Klow
AddedCorundum Group, Inc.Jun 30, 2026+1,900+18%12,485$154.4Klow
TrimmedBURKE & HERBERT BANK & TRUST COJun 30, 2026-1,886-2.5%73,337$153.3Klow
AddedTOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SAJun 30, 2026+1,855+22%10,150$150.8Klow
AddedCVA Family Office, LLCJun 30, 2026+1,843+5.5%35,437$149.8Klow
AddedPrinciple Wealth Partners LLCJun 30, 2026+1,835+1.7%109,604$149.1Klow
AddedMain Street Financial Solutions, LLCJun 30, 2026+1,835+3.7%51,223$149.1Klow
AddedInman Jager Wealth Management, LLCJun 30, 2026+1,769+6.5%29,140$143.8Klow
TrimmedFIDUCIENT ADVISORS LLCJun 30, 2026-1,745-34%3,379$142.7Klow
AddedSigma Planning CorpJun 30, 2026+1,704+2.2%77,949$138.5Klow
AddedPERSONAL CFO SOLUTIONS, LLCJun 30, 2026+1,680+6.7%26,859$137.4Klow
AddedSILVER OAK SECURITIES, INCORPORATEDJun 30, 2026+1,615+12%15,010$131.2Klow
TrimmedPerigon Wealth Management, LLCJun 30, 2026-1,372-1.0%137,768$111.5Klow
TrimmedDavis Investment Partners, LLCJun 30, 2026-1,302-23%4,456$105.8Klow
ExitedTimothy G. Youngquist 2020 Irrevocable TrustJun 30, 2026-1,369-100%0$104.1Klow
AddedCCG WEALTH MANAGEMENT, LLCJun 30, 2026+1,218+27%5,805$99.6Klow
TrimmedW.H. Cornerstone Investments Inc.Jun 30, 2026-1,127-19%4,655$91.6Klow
TrimmedMarble Harbor Investment Counsel, LLCJun 30, 2026-984-0.6%171,825$80.0Klow
TrimmedQuent Capital, LLCJun 30, 2026-982-5.9%15,549$79.8Klow
AddedBLALOCK WILLIAMS, LLCJun 30, 2026+966+26%4,658$78.5Klow
AddedVantus Wealth LLCJun 30, 2026+946+20%5,623$76.9Klow
NewPersistent Asset Partners LtdJun 30, 2026+906New906$73.6Klow
TrimmedKingdom Financial Group LLC.Jun 30, 2026-899-5.8%14,615$73.1Klow
AddedPhillips Wealth Planners LLCJun 30, 2026+788+5.7%14,508$66.2Klow
AddedMASTER'S WEALTH MANAGEMENT INC.Jun 30, 2026+775+19%4,924$63.0Klow
ExitedGarner Asset Management CorpJun 30, 2026-870-100%0$60.8Klow
TrimmedM. Kulyk & Associates, LLCJun 30, 2026-692-2.6%26,271$56.2Klow
AddedNOVARE CAPITAL MANAGEMENT LLCJun 30, 2026+660+3.7%18,700$53.6Klow
TrimmedTRUST CO OF VERMONTJun 30, 2026-651-1.1%57,512$52.9Klow
TrimmedTexas Capital Bank Wealth Management Services IncJun 30, 2026-591-5.3%10,650$48.0Klow
NewTOUNJIAN ADVISORY PARTNERS, LLCJun 30, 2026+587New587$47.7Klow
NewHarborfront Financial Group LLCJun 30, 2026+551New551$44.8Klow
TrimmedFairscale Capital, LLCJun 30, 2026-491-6.3%7,267$40.2Klow
TrimmedLloyd Advisory Services, LLC.Jun 30, 2026-413-7.9%4,806$33.6Klow
TrimmedCOMMERZBANK AKTIENGESELLSCHAFT /FIJun 30, 2026-401,542-18%1,819,326$32.6Klow
AddedArgyle Capital Partners, LLCJun 30, 2026+400+7.3%5,895$32.5Klow
AddedNordwand Advisors, LLCJun 30, 2026+400+2.1%19,467$32.5Klow
AddedOccidental Asset Management, LLCJun 30, 2026+340+3.1%11,456$27.6Klow
TrimmedSITTNER & NELSON, LLCJun 30, 2026-334-3.3%9,638$27.1Klow
TrimmedPavion Blue Capital, LLCJun 30, 2026-325-0.6%52,841$26.4Klow
TrimmedAegis Wealth Management LLCJun 30, 2026-285-6.2%4,322$23.2Klow
TrimmedIMG Wealth Management, Inc.Jun 30, 2026-272-8.4%2,965$22.1Klow
AddedHC Advisors, LLCJun 30, 2026+269+4.4%6,413$21.9Klow
ExitedCURIO WEALTH, LLCJun 30, 2026-295-100%0$20.7Klow
AddedUP STRATEGIC WEALTH INVESTMENT ADVISORS LLCJun 30, 2026+223+3.9%5,991$19.4Klow
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