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 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
2.48K+ 0.67% |
$139K - $157K
|
374K
$22.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
2.47K+ 6.95% |
$138K - $156K
|
38.1K
$2.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2.47K+ 10.83% |
$138K - $156K
|
25.3K
$1.54M
|
|
|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
2.45K+ 0.82% |
$137K - $154K
|
300K
$18.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
2.45K+ 27.13% |
$137K - $154K
|
11.5K
$700K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
2.44K+ 0.47% |
$136K - $154K
|
519K
$31.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.42K+ 27.65% |
$135K - $153K
|
11.2K
$683K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.41K+ 1.16% |
$134K - $152K
|
211K
$12.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.41K+ 8.46% |
$134K - $152K
|
30.9K
$1.88M
|
|
|
Oct 11, 2023
Q3 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
2.35K+ 5.67% |
$131K - $148K
|
43.8K
$2.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.34K+ 167.0% |
$130K - $147K
|
3.74K
$228K
|
|
|
Oct 16, 2023
Q3 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
2.33K+ 8.44% |
$130K - $147K
|
29.9K
$1.83M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
2.32K+ 12.41% |
$129K - $146K
|
21K
$1.28M
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.31K+ 4.07% |
$129K - $146K
|
59.1K
$3.61M
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.3K+ 9.63% |
$129K - $145K
|
26.2K
$1.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.3K+ 14.06% |
$128K - $145K
|
18.7K
$1.14M
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.3K+ 28.17% |
$128K - $145K
|
10.4K
$638K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.29K+ 7.75% |
$128K - $144K
|
31.9K
$1.95M
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
2.29K+ 15.85% |
$128K - $144K
|
16.7K
$1.02M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.25K+ 5.76% |
$126K - $142K
|
41.4K
$2.53M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.25K+ 32.83% |
$125K - $142K
|
9.1K
$555K
|
|
|
Nov 16, 2023
Q3 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
2.24K+ 11.85% |
$125K - $141K
|
21.1K
$1.29M
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.23K+ 26.8% |
$124K - $141K
|
10.6K
$644K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.23K+ 5.15% |
$124K - $140K
|
45.4K
$2.77M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.23K+ 9.44% |
$124K - $140K
|
25.8K
$1.58M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.22K+ 2.67% |
$124K - $140K
|
85.1K
$5.19M
|
|
|
Nov 01, 2023
Q3 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
2.21K+ 1.54% |
$124K - $140K
|
146K
$8.92M
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
BUY
|
- |
2.21K+ 0.58% |
$123K - $139K
|
382K
$23.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
2.2K+ 16.57% |
$123K - $139K
|
15.5K
$946K
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
2.16K+ 1.98% |
$121K - $136K
|
111K
$6.79M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.16K+ 5.53% |
$121K - $136K
|
41.2K
$2.52M
|
|
|
Oct 27, 2023
Q3 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
2.16K+ 8.5% |
$120K - $136K
|
27.5K
$1.68M
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.15K+ 16.16% |
$120K - $136K
|
15.5K
$946K
|
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
BUY
|
- |
2.14K+ 9.34% |
$120K - $135K
|
25.1K
$1.53M
|
|
|
Nov 08, 2023
Q3 2023
|
Fosun International LTD
|
BUY
|
- |
2.09K+ 2.71% |
$117K - $132K
|
79.1K
$4.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.08K+ 17.22% |
$116K - $131K
|
14.2K
$866K
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.08K+ 54.29% |
$116K - $131K
|
5.91K
$361K
|
|
|
Oct 23, 2023
Q3 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
2.06K+ 39.57% |
$115K - $130K
|
7.26K
$443K
|
|
|
Nov 13, 2023
Q3 2023
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
2.06K+ 0.97% |
$115K - $130K
|
215K
$13.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2.04K+ 0.72% |
$114K - $129K
|
286K
$17.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
2.04K+ 4.43% |
$114K - $128K
|
48K
$2.93M
|
|
|
May 24, 2024
Q3 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
2.04K+ 38.93% |
$114K - $128K
|
7.26K
$443K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.03K+ 3.11% |
$113K - $128K
|
67.3K
$4.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.02K+ 3.01% |
$113K - $128K
|
69.1K
$4.22M
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2.01K+ 37.3% |
$112K - $127K
|
7.4K
$452K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
2K+ 6.33% |
$112K - $126K
|
33.6K
$2.05M
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2K+ 14.38% |
$111K - $126K
|
15.9K
$970K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.99K+ 6.55% |
$111K - $125K
|
32.3K
$1.98M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1.98K+ 9.48% |
$111K - $125K
|
22.9K
$1.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.98K+ 29.47% |
$111K - $125K
|
8.7K
$532K
|