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 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-4.47K- 29.54% |
$249K - $282K
|
10.7K
$651K
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.5K- 7.16% |
$251K - $284K
|
58.4K
$3.56M
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
SELL
|
- |
-4.51K- 2.52% |
$252K - $285K
|
174K
$10.7M
|
|
Oct 10, 2023
Q3 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-4.53K- 1.58% |
$253K - $285K
|
282K
$17.2M
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-4.59K- 0.33% |
$256K - $289K
|
1.38M
$84.4M
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-4.63K- 1.28% |
$258K - $292K
|
356K
$21.7M
|
|
Oct 26, 2023
Q3 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-4.63K- 1.95% |
$259K - $292K
|
233K
$14.2M
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-4.67K- 5.18% |
$261K - $294K
|
85.5K
$5.22M
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-4.7K- 19.95% |
$262K - $296K
|
18.9K
$1.15M
|
|
Oct 26, 2023
Q3 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-4.8K- 1.31% |
$268K - $303K
|
362K
$22.1M
|
|
Nov 09, 2023
Q3 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-4.9K- 27.18% |
$273K - $309K
|
13.1K
$801K
|
|
Nov 03, 2023
Q3 2023
|
Troy Asset Management LTD
|
SELL
|
- |
-4.92K- 1.23% |
$275K - $310K
|
395K
$24.1M
|
|
Sep 10, 2024
Q3 2023
|
Troy Asset Management LTD
|
SELL
|
- |
-4.92K- 1.23% |
$275K - $310K
|
395K
$24.1M
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.93K- 7.47% |
$275K - $311K
|
61.2K
$3.73M
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.93K- 7.47% |
$275K - $311K
|
61.2K
$3.73M
|
|
Nov 09, 2023
Q3 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-4.96K- 6.89% |
$277K - $313K
|
67K
$4.09M
|
|
Oct 30, 2023
Q3 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-4.96K- 34.95% |
$277K - $313K
|
9.24K
$564K
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-4.98K- 31.95% |
$278K - $314K
|
10.6K
$648K
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-5.18K- 16.18% |
$289K - $326K
|
26.8K
$1.64M
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-5.18K- 1.24% |
$289K - $327K
|
413K
$25.2M
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-5.2K- 7.39% |
$290K - $328K
|
65.1K
$3.98M
|
|
Oct 25, 2023
Q3 2023
|
Railway Pension Investments LTD
London, X0 |
SELL
|
- |
-5.2K- 1.06% |
$290K - $328K
|
485K
$29.6M
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5.21K- 12.23% |
$291K - $329K
|
37.4K
$2.28M
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5.55K- 5.88% |
$310K - $350K
|
88.8K
$5.43M
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-5.55K- 11.68% |
$310K - $350K
|
42K
$2.56M
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-5.6K- 29.16% |
$312K - $353K
|
13.6K
$830K
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-5.72K- 10.02% |
$319K - $360K
|
51.3K
$3.13M
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-5.8K- 4.19% |
$323K - $365K
|
132K
$8.09M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.84K- 1.8% |
$326K - $368K
|
319K
$19.5M
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-5.92K- 6.24% |
$331K - $374K
|
88.9K
$5.43M
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
SELL
|
- |
-5.93K- 1.24% |
$331K - $374K
|
473K
$28.9M
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-5.99K- 18.71% |
$334K - $378K
|
26K
$1.59M
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6.21K- 8.53% |
$347K - $392K
|
66.6K
$4.07M
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-6.24K- 14.13% |
$348K - $393K
|
37.9K
$2.31M
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-6.25K- 19.63% |
$349K - $394K
|
25.6K
$1.56M
|
|
Oct 10, 2023
Q3 2023
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-6.36K- 7.7% |
$355K - $401K
|
76.2K
$4.65M
|
|
Nov 01, 2023
Q3 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-6.45K- 7.02% |
$360K - $407K
|
85.5K
$5.22M
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-6.47K- 10.94% |
$361K - $408K
|
52.6K
$3.21M
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-6.5K- 4.89% |
$363K - $410K
|
126K
$7.71M
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-6.51K- 49.9% |
$363K - $410K
|
6.53K
$399K
|
|
Nov 13, 2023
Q3 2023
|
Ns Partners LTD
|
SELL
|
- |
-6.51K- 1.29% |
$363K - $411K
|
497K
$30.3M
|
|
Oct 31, 2023
Q3 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-6.53K- 2.75% |
$364K - $412K
|
231K
$14.1M
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
SELL
|
- |
-6.54K- 61.73% |
$365K - $412K
|
4.06K
$248K
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-6.63K- 4.81% |
$370K - $418K
|
131K
$8.02M
|
|
Nov 13, 2023
Q3 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-6.69K- 6.99% |
$373K - $421K
|
89K
$5.43M
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-6.7K- 51.19% |
$374K - $422K
|
6.39K
$390K
|
|
Oct 25, 2023
Q3 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-6.75K- 12.96% |
$377K - $426K
|
45.3K
$2.77M
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-6.76K- 8.36% |
$377K - $426K
|
74.1K
$4.52M
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.8K- 4.08% |
$379K - $429K
|
160K
$9.77M
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-6.83K- 15.43% |
$381K - $430K
|
37.4K
$2.29M
|