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 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
830+ 4.86% |
$46.3K - $52.3K
|
17.9K
$1.09M
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
826+ 2.54% |
$46.1K - $52.1K
|
33.4K
$2.04M
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
BUY
|
- |
825+ 3.78% |
$46K - $52K
|
22.7K
$1.38M
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
825+ 3.24% |
$46K - $52K
|
26.3K
$1.61M
|
|
Oct 10, 2023
Q3 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
824+ 17.64% |
$46K - $52K
|
5.5K
$336K
|
|
Oct 30, 2023
Q3 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
819+ 4.4% |
$45.7K - $51.6K
|
19.4K
$1.19M
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
819+ 5.66% |
$45.7K - $51.6K
|
15.3K
$934K
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
809+ 3.23% |
$45.2K - $51K
|
25.9K
$1.58M
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
803+ 7.18% |
$44.8K - $50.6K
|
12K
$732K
|
|
Mar 06, 2024
Q3 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
801+ 13.08% |
$44.7K - $50.5K
|
6.92K
$423K
|
|
Oct 16, 2023
Q3 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
800+ 0.16% |
$44.6K - $50.4K
|
486K
$29.7M
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
800+ 14.62% |
$44.6K - $50.4K
|
6.27K
$383K
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
800+ 9.14% |
$44.6K - $50.4K
|
9.55K
$583K
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
797+ 11.92% |
$44.5K - $50.3K
|
7.48K
$457K
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
794+ 6.64% |
$44.3K - $50.1K
|
12.8K
$779K
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
786+ 2.42% |
$43.9K - $49.6K
|
33.3K
$2.03M
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
770+ 7.81% |
$43K - $48.5K
|
10.6K
$649K
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
761+ 21.42% |
$42.5K - $48K
|
4.31K
$263K
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
759+ 1.72% |
$42.4K - $47.9K
|
44.8K
$2.74M
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
757+ 1.83% |
$42.2K - $47.7K
|
42.2K
$2.58M
|
|
Oct 13, 2023
Q3 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
752+ 3.23% |
$42K - $47.4K
|
24.1K
$1.47M
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
750+ 5.13% |
$41.9K - $47.3K
|
15.4K
$939K
|
|
Oct 24, 2023
Q3 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
750+ 2.5% |
$41.9K - $47.3K
|
30.7K
$1.88M
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
750+ 7.73% |
$41.9K - $47.3K
|
10.4K
$638K
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
749+ 15.87% |
$41.8K - $47.2K
|
5.47K
$334K
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
748+ 4.55% |
$41.7K - $47.2K
|
17.2K
$1.05M
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
738+ 0.98% |
$41.2K - $46.5K
|
76.3K
$4.66M
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
731+ 8.97% |
$40.8K - $46.1K
|
8.88K
$542K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
729+ 0.36% |
$40.7K - $46K
|
206K
$12.6M
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
BUY
|
- |
729+ 11.3% |
$40.7K - $46K
|
7.18K
$438K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
726+ 58.98% |
$40.5K - $45.8K
|
1.96K
$120K
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
718+ 4.08% |
$40.1K - $45.3K
|
18.3K
$1.12M
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
718+ 1.81% |
$40.1K - $45.3K
|
40.3K
$2.46M
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
718+ 0.7% |
$40.1K - $45.3K
|
103K
$6.28M
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
717+ 0.84% |
$40K - $45.2K
|
86.5K
$5.28M
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
BUY
|
- |
715+ 0.62% |
$39.9K - $45.1K
|
116K
$7.1M
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
713+ 9.22% |
$39.8K - $45K
|
8.45K
$516K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
712New |
$39.7K - $44.9K
|
712
$43.5K
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
712+ 1.94% |
$39.7K - $44.9K
|
37.5K
$2.29M
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
706+ 10.42% |
$39.4K - $44.5K
|
7.48K
$457K
|
|
Oct 30, 2023
Q3 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
702+ 4.76% |
$39.2K - $44.3K
|
15.5K
$944K
|
|
Oct 24, 2023
Q3 2023
|
Eclectic Associates Inc
|
BUY
|
- |
701+ 2.51% |
$39.1K - $44.2K
|
28.7K
$1.75M
|
|
Oct 13, 2023
Q3 2023
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
700+ 3.39% |
$39.1K - $44.1K
|
21.3K
$1.3M
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
695+ 18.97% |
$38.8K - $43.8K
|
4.36K
$266K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
691+ 1.46% |
$38.6K - $43.6K
|
48K
$2.93M
|
|
Oct 18, 2023
Q3 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
689+ 24.8% |
$38.5K - $43.4K
|
3.47K
$212K
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
BUY
|
- |
681+ 0.6% |
$38K - $42.9K
|
115K
$7M
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
677+ 6.99% |
$37.8K - $42.7K
|
10.4K
$633K
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
674New |
$37.6K - $42.5K
|
674
$41.2K
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
671+ 2.85% |
$37.4K - $42.3K
|
24.2K
$1.48M
|