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
|
Legacy Advisors, LLC
|
BUY
|
- |
666+ 1.25% |
$37.2K - $42K
|
54.1K
$3.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
666+ 9.37% |
$37.2K - $42K
|
7.77K
$475K
|
|
|
Oct 16, 2023
Q3 2023
|
Exeter Financial, LLC
|
BUY
|
- |
665+ 2.71% |
$37.1K - $41.9K
|
25.2K
$1.54M
|
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
665+ 4.84% |
$37.1K - $41.9K
|
14.4K
$880K
|
|
|
Oct 25, 2023
Q3 2023
|
Sicart Associates LLC
|
BUY
|
- |
663+ 0.77% |
$37K - $41.8K
|
86.7K
$5.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
BUY
|
- |
660+ 0.24% |
$36.8K - $41.6K
|
275K
$16.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
657+ 8.85% |
$36.7K - $41.4K
|
8.08K
$493K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
657+ 1.37% |
$36.7K - $41.4K
|
48.5K
$2.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
655+ 10.35% |
$36.6K - $41.3K
|
6.98K
$426K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
651+ 6.31% |
$36.3K - $41K
|
11K
$670K
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
649+ 2.65% |
$36.2K - $40.9K
|
25.1K
$1.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
644+ 8.9% |
$35.9K - $40.6K
|
7.88K
$481K
|
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
642+ 6.49% |
$35.8K - $40.5K
|
10.5K
$643K
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
641+ 2.58% |
$35.8K - $40.4K
|
25.5K
$1.55M
|
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
640+ 1.34% |
$35.7K - $40.4K
|
48.5K
$2.96M
|
|
|
Oct 10, 2023
Q3 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
640+ 6.43% |
$35.7K - $40.4K
|
10.6K
$647K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
630+ 7.25% |
$35.2K - $39.7K
|
9.33K
$569K
|
|
|
Nov 14, 2023
Q3 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
629+ 2.4% |
$35.1K - $39.7K
|
26.8K
$1.64M
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
627+ 4.96% |
$35K - $39.5K
|
13.3K
$810K
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
618+ 2.96% |
$34.5K - $39K
|
21.5K
$1.31M
|
|
|
Oct 20, 2023
Q3 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
609+ 1.58% |
$34K - $38.4K
|
39.2K
$2.39M
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
608+ 9.39% |
$33.9K - $38.3K
|
7.09K
$433K
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
600+ 47.69% |
$33.5K - $37.8K
|
1.86K
$113K
|
|
|
Oct 25, 2023
Q3 2023
|
Keating Investment Counselors Inc
|
BUY
|
- |
600+ 3.23% |
$33.5K - $37.8K
|
19.2K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
600+ 1.89% |
$33.5K - $37.8K
|
32.3K
$1.97M
|
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
596+ 8.9% |
$33.3K - $37.6K
|
7.29K
$445K
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
595+ 3.99% |
$33.2K - $37.5K
|
15.5K
$948K
|
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
593+ 0.7% |
$33.1K - $37.4K
|
85.3K
$5.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
592+ 3.76% |
$33K - $37.3K
|
16.4K
$999K
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
589+ 4.39% |
$32.9K - $37.1K
|
14K
$855K
|
|
|
Nov 13, 2023
Q3 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
585+ 1.38% |
$32.6K - $36.9K
|
43K
$2.63M
|
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
580+ 4.87% |
$32.4K - $36.6K
|
12.5K
$762K
|
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
573+ 2.87% |
$32K - $36.1K
|
20.6K
$1.26M
|
|
|
Nov 08, 2023
Q3 2023
|
Lewis Capital Management, LLC
|
BUY
|
- |
564+ 15.68% |
$31.5K - $35.6K
|
4.16K
$254K
|
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
560+ 1.37% |
$31.3K - $35.3K
|
41.4K
$2.53M
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
556+ 3.52% |
$31K - $35.1K
|
16.4K
$999K
|
|
|
Nov 07, 2023
Q3 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
553+ 4.13% |
$30.9K - $34.9K
|
13.9K
$851K
|
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
550+ 5.13% |
$30.7K - $34.7K
|
11.3K
$688K
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
550+ 10.25% |
$30.7K - $34.7K
|
5.92K
$361K
|
|
|
Oct 18, 2023
Q3 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
548+ 5.34% |
$30.6K - $34.6K
|
10.8K
$660K
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
541+ 2.5% |
$30.2K - $34.1K
|
22.2K
$1.36M
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
536+ 1.56% |
$29.9K - $33.8K
|
34.9K
$2.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
536+ 2.79% |
$29.9K - $33.8K
|
19.8K
$1.21M
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
536+ 2.79% |
$29.9K - $33.8K
|
19.8K
$1.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
533+ 6.31% |
$29.7K - $33.6K
|
8.98K
$548K
|
|
|
Nov 13, 2023
Q3 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
531+ 13.82% |
$29.6K - $33.5K
|
4.37K
$267K
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
530+ 0.69% |
$29.6K - $33.4K
|
77K
$4.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Ballast, Inc.
|
BUY
|
- |
527+ 3.9% |
$29.4K - $33.2K
|
14K
$858K
|
|
|
Nov 13, 2023
Q3 2023
|
Claret Asset Management Corp
|
BUY
|
- |
525+ 2.19% |
$29.3K - $33.1K
|
24.4K
$1.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
524+ 4.32% |
$29.2K - $33K
|
12.6K
$772K
|