Purchases and Sales Made in Q3 2023 in Coca Cola CO (KO)
This table provides information about the institutional ownership of Coca Cola CO (KO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.42K+ 2.75% |
$191K - $216K
|
128K
$7.81M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
3.33KNew |
$186K - $210K
|
3.33K
$203K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
3.32K+ 6.25% |
$185K - $209K
|
56.5K
$3.45M
|
|
|
Nov 01, 2023
Q3 2023
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
3.31K+ 1.8% |
$185K - $209K
|
187K
$11.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
3.3K+ 0.29% |
$184K - $208K
|
1.13M
$68.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
3.3K+ 11.78% |
$184K - $208K
|
31.3K
$1.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
3.3K+ 25.08% |
$184K - $208K
|
16.4K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.28K+ 7.99% |
$183K - $207K
|
44.3K
$2.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
3.27K+ 3.04% |
$183K - $206K
|
111K
$6.78M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
3.27K+ 96.11% |
$182K - $206K
|
6.66K
$407K
|
|
|
Nov 08, 2023
Q3 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
3.23K+ 3.34% |
$180K - $204K
|
99.9K
$6.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.22K+ 2.97% |
$180K - $203K
|
112K
$6.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
3.2K+ 85.6% |
$179K - $202K
|
6.95K
$424K
|
|
|
Oct 23, 2023
Q3 2023
|
Mcdaniel Terry & CO
|
BUY
|
- |
3.17K+ 0.75% |
$177K - $200K
|
426K
$26M
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3.14K+ 67.66% |
$175K - $198K
|
7.79K
$475K
|
|
|
Oct 10, 2023
Q3 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
3.14K+ 5.86% |
$175K - $198K
|
56.7K
$3.46M
|
|
|
Dec 18, 2023
Q3 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
3.14K+ 5.86% |
$175K - $198K
|
56.7K
$3.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
3.14K+ 5.1% |
$175K - $198K
|
64.7K
$3.95M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.08K+ 10.64% |
$172K - $194K
|
32K
$1.96M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
3.04KNew |
$170K - $192K
|
3.04K
$186K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
3K+ 41.7% |
$168K - $189K
|
10.2K
$623K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
3K+ 0.45% |
$167K - $189K
|
672K
$41M
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.95K+ 3.45% |
$165K - $186K
|
88.4K
$5.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
2.91K+ 0.29% |
$162K - $183K
|
1M
$61.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Iron Financial, LLC
|
BUY
|
- |
2.86K+ 39.84% |
$160K - $181K
|
10K
$614K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
2.86K+ 5.54% |
$160K - $180K
|
54.5K
$3.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.8K+ 0.63% |
$156K - $177K
|
448K
$27.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.8K+ 2.79% |
$156K - $177K
|
103K
$6.3M
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
2.8K+ 4.18% |
$156K - $176K
|
69.7K
$4.26M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
2.77K+ 27.92% |
$155K - $175K
|
12.7K
$776K
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
2.76K+ 1.57% |
$154K - $174K
|
179K
$10.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.76K+ 5.03% |
$154K - $174K
|
57.6K
$3.51M
|
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.76K+ 9.06% |
$154K - $174K
|
33.2K
$2.03M
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
2.7K+ 17.95% |
$151K - $170K
|
17.7K
$1.08M
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
2.68K+ 11.1% |
$150K - $169K
|
26.9K
$1.64M
|
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2.68K+ 10.2% |
$149K - $169K
|
28.9K
$1.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
2.65K+ 44.63% |
$148K - $167K
|
8.59K
$524K
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.64K+ 18.3% |
$148K - $167K
|
17.1K
$1.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.64K+ 1.61% |
$147K - $166K
|
167K
$10.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2.63K+ 8.83% |
$147K - $166K
|
32.5K
$1.98M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
2.61KNew |
$146K - $165K
|
2.61K
$160K
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.58K+ 50.72% |
$144K - $162K
|
7.65K
$467K
|
|
|
Nov 03, 2023
Q3 2023
|
Amica Retiree Medical Trust
|
BUY
|
- |
2.57K+ 28.91% |
$143K - $162K
|
11.4K
$699K
|
|
|
Oct 16, 2023
Q3 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
2.53K+ 0.68% |
$141K - $160K
|
378K
$23.1M
|
|
|
Nov 13, 2023
Q3 2023
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
2.53K+ 4.04% |
$141K - $160K
|
65.1K
$3.98M
|
|
|
Oct 04, 2023
Q3 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
2.53K+ 3.81% |
$141K - $159K
|
68.9K
$4.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2.52K+ 1.33% |
$141K - $159K
|
192K
$11.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
BUY
|
- |
2.51K+ 4.7% |
$140K - $158K
|
55.8K
$3.41M
|
|
|
May 21, 2024
Q3 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
2.5K+ 21.94% |
$140K - $158K
|
13.9K
$850K
|
|
|
Nov 09, 2023
Q3 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
2.49K+ 17.85% |
$139K - $157K
|
16.4K
$1M
|