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 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
13.4KNew |
$746K - $843K
|
13.4K
$828K
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
13.3K+ 3.87% |
$741K - $837K
|
357K
$22.1M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.2K+ 13.84% |
$735K - $830K
|
108K
$6.7M
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
13.1K+ 10.73% |
$730K - $825K
|
135K
$8.36M
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
13.1KNew |
$729K - $823K
|
13.1K
$808K
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
12.7KNew |
$707K - $799K
|
12.7K
$785K
|
|
Oct 30, 2023
Q3 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
12.6KNew |
$705K - $796K
|
12.6K
$782K
|
|
Nov 17, 2023
Q3 2023
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
12.5KNew |
$699K - $790K
|
12.5K
$775K
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
12.4K+ 2.36% |
$694K - $785K
|
540K
$33.5M
|
|
Nov 14, 2023
Q3 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
12.4KNew |
$690K - $779K
|
12.4K
$765K
|
|
Nov 14, 2023
Q3 2023
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
12.3KNew |
$688K - $778K
|
12.3K
$764K
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
12.3K+ 2.06% |
$687K - $776K
|
609K
$37.7M
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
12.3K+ 25.6% |
$686K - $776K
|
60.3K
$3.74M
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
12.3KNew |
$684K - $772K
|
12.3K
$759K
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
12.2K+ 74.76% |
$682K - $770K
|
28.6K
$1.77M
|
|
Oct 31, 2023
Q3 2023
|
Jennison Associates LLC
|
BUY
|
- |
12.1K+ 35.09% |
$673K - $760K
|
46.4K
$2.87M
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
12KNew |
$672K - $760K
|
12K
$746K
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
12K+ 2.2% |
$672K - $759K
|
559K
$34.6M
|
|
Oct 31, 2023
Q3 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
11.8KNew |
$657K - $742K
|
11.8K
$729K
|
|
Oct 18, 2023
Q3 2023
|
Oak Thistle LLC
|
BUY
|
- |
11.6K+ 85.42% |
$645K - $728K
|
25.1K
$1.55M
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
11.4K+ 138.52% |
$634K - $716K
|
19.5K
$1.21M
|
|
Nov 13, 2023
Q3 2023
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
11.3KNew |
$633K - $715K
|
11.3K
$702K
|
|
Nov 06, 2023
Q3 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
11.3K+ 4.83% |
$631K - $713K
|
245K
$15.2M
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
11.2KNew |
$626K - $707K
|
11.2K
$694K
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
11.1KNew |
$622K - $703K
|
11.1K
$690K
|
|
Nov 13, 2023
Q3 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
11K+ 59.56% |
$616K - $696K
|
29.6K
$1.83M
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
11K+ 8.52% |
$613K - $693K
|
140K
$8.67M
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
10.8K+ 18.64% |
$604K - $682K
|
68.9K
$4.26M
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
10.8K+ 10.78% |
$601K - $679K
|
111K
$6.86M
|
|
Oct 27, 2023
Q3 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
10.8KNew |
$601K - $678K
|
10.8K
$666K
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
10.6K+ 89.68% |
$590K - $667K
|
22.4K
$1.38M
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
10.4KNew |
$583K - $659K
|
10.4K
$647K
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
10.4K+ 104.76% |
$582K - $657K
|
20.4K
$1.26M
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
10.4K+ 3.66% |
$581K - $656K
|
295K
$18.2M
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
10.3KNew |
$575K - $650K
|
10.3K
$638K
|
|
Oct 30, 2023
Q3 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
10.2KNew |
$570K - $644K
|
10.2K
$633K
|
|
Oct 12, 2023
Q3 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
10.2KNew |
$568K - $641K
|
10.2K
$630K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10.1K+ 1.83% |
$563K - $636K
|
562K
$34.8M
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
10K+ 11.2% |
$558K - $630K
|
99.3K
$6.15M
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.95K+ 111.69% |
$555K - $627K
|
18.9K
$1.17M
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
9.94K+ 7.27% |
$555K - $627K
|
147K
$9.08M
|
|
Nov 14, 2023
Q3 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
9.86KNew |
$551K - $622K
|
9.86K
$611K
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
9.76K+ 1.33% |
$545K - $615K
|
744K
$46.1M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.71K+ 0.62% |
$542K - $612K
|
1.58M
$98.1M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.63K+ 4.35% |
$537K - $607K
|
231K
$14.3M
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
9.57K+ 30.87% |
$534K - $603K
|
40.6K
$2.51M
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
9.51KNew |
$531K - $600K
|
9.51K
$589K
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
9.33K+ 37.71% |
$521K - $588K
|
34.1K
$2.11M
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
9.24K+ 10.51% |
$516K - $583K
|
97.2K
$6.02M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.16K+ 4.6% |
$511K - $577K
|
208K
$12.9M
|