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 |
---|---|---|---|---|---|---|---|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.9K- 3.52% |
$106K - $120K
|
52.1K
$3.64M
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.92K- 4.43% |
$107K - $121K
|
41.3K
$2.89M
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-1.94K- 6.39% |
$108K - $122K
|
28.4K
$1.98M
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1.95K- 33.64% |
$109K - $123K
|
3.84K
$268K
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.96K- 3.29% |
$109K - $124K
|
57.7K
$4.03M
|
|
Nov 14, 2023
Q3 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-1.96K- 2.54% |
$109K - $124K
|
75.3K
$5.26M
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2K- 4.74% |
$111K - $126K
|
40.1K
$2.8M
|
|
Nov 13, 2023
Q3 2023
|
Knott David M Jr
Syosset, NY |
SELL
|
- |
-2K- 20.83% |
$112K - $126K
|
7.6K
$531K
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-2.01K- 31.4% |
$112K - $127K
|
4.39K
$307K
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-2.01K- 42.4% |
$112K - $127K
|
2.74K
$191K
|
|
Oct 17, 2023
Q3 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-2.01K- 16.46% |
$112K - $127K
|
10.2K
$714K
|
|
Oct 18, 2023
Q3 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-2.02K- 2.31% |
$113K - $127K
|
85.4K
$5.97M
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.02K- 16.64% |
$113K - $127K
|
10.1K
$707K
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-2.04K- 4.36% |
$114K - $129K
|
44.8K
$3.13M
|
|
Oct 16, 2023
Q3 2023
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-2.05K- 1.21% |
$114K - $129K
|
168K
$11.7M
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.05K- 2.66% |
$115K - $129K
|
75K
$5.24M
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.06K- 17.41% |
$115K - $130K
|
9.77K
$683K
|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-2.09K- 28.46% |
$117K - $132K
|
5.25K
$367K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.1K- 2.62% |
$117K - $132K
|
77.9K
$5.44M
|
|
Nov 21, 2023
Q3 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-2.1K- 2.12% |
$117K - $133K
|
97.2K
$6.8M
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.11K- 6.83% |
$118K - $133K
|
28.7K
$2.01M
|
|
Oct 27, 2023
Q3 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-2.12K- 1.34% |
$118K - $133K
|
156K
$10.9M
|
|
Nov 14, 2023
Q3 2023
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-2.14K- 1.57% |
$119K - $135K
|
134K
$9.4M
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-2.15K- 29.32% |
$120K - $135K
|
5.18K
$362K
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-2.16K- 7.31% |
$120K - $136K
|
27.3K
$1.91M
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.18K- 0.74% |
$122K - $138K
|
293K
$20.5M
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-2.19K- 9.13% |
$122K - $138K
|
21.8K
$1.52M
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-2.19K- 2.09% |
$122K - $138K
|
103K
$7.2M
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.21K- 12.42% |
$123K - $139K
|
15.6K
$1.09M
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.22K- 2.65% |
$124K - $140K
|
81.4K
$5.69M
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-2.22K- 3.11% |
$124K - $140K
|
69.3K
$4.85M
|
|
Nov 02, 2023
Q3 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-2.27K- 17.34% |
$127K - $143K
|
10.8K
$756K
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-2.28K- 12.2% |
$127K - $144K
|
16.4K
$1.15M
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-2.29K- 4.09% |
$128K - $144K
|
53.6K
$3.75M
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-2.29K- 17.67% |
$128K - $144K
|
10.7K
$746K
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2.32K- 1.58% |
$130K - $146K
|
145K
$10.1M
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.34K- 0.85% |
$130K - $147K
|
274K
$19.1M
|
|
Nov 14, 2023
Q3 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-2.35K- 11.27% |
$131K - $148K
|
18.5K
$1.29M
|
|
Oct 18, 2023
Q3 2023
|
Next Capital Management LLC
|
SELL
|
- |
-2.37K- 11.96% |
$132K - $149K
|
17.5K
$1.22M
|
|
Nov 13, 2023
Q3 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-2.38K- 2.99% |
$133K - $150K
|
77.4K
$5.41M
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-2.4K- 7.12% |
$134K - $151K
|
31.3K
$2.19M
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
SELL
|
- |
-2.43K- 21.89% |
$136K - $153K
|
8.67K
$606K
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-2.44K- 5.89% |
$136K - $154K
|
39K
$2.73M
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-2.46K- 7.71% |
$137K - $155K
|
29.4K
$2.06M
|
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
SELL
|
- |
-2.47K- 4.68% |
$138K - $156K
|
50.2K
$3.51M
|
|
Oct 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-2.47K- 0.76% |
$138K - $156K
|
324K
$22.6M
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.49K- 8.87% |
$139K - $157K
|
25.6K
$1.79M
|
|
Oct 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-2.49K- 34.94% |
$139K - $157K
|
4.64K
$324K
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-2.5K- 19.3% |
$139K - $158K
|
10.5K
$731K
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-2.51K- 2.0% |
$140K - $158K
|
123K
$8.59M
|