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 09, 2023
Q3 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
6.61K+ 3.16% |
$369K - $417K
|
216K
$13.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
6.54K+ 8.11% |
$365K - $412K
|
87.2K
$5.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
6.54KNew |
$365K - $412K
|
6.54K
$405K
|
|
|
Nov 01, 2023
Q3 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
6.5K+ 37.25% |
$363K - $410K
|
24K
$1.48M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
6.44K+ 13.8% |
$359K - $406K
|
53.1K
$3.29M
|
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
6.42KNew |
$358K - $405K
|
6.42K
$397K
|
|
|
Nov 08, 2023
Q3 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
6.38KNew |
$356K - $403K
|
6.38K
$395K
|
|
|
Nov 13, 2023
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
6.32K+ 9.6% |
$353K - $398K
|
72.1K
$4.47M
|
|
|
Nov 13, 2024
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
6.32K+ 9.6% |
$353K - $398K
|
72.1K
$4.47M
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
6.28KNew |
$350K - $396K
|
6.28K
$389K
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
6.2K+ 13.66% |
$346K - $391K
|
51.6K
$3.19M
|
|
|
Oct 18, 2023
Q3 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
6.17K+ 14.05% |
$344K - $389K
|
50.1K
$3.1M
|
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
6.11K+ 36.17% |
$341K - $385K
|
23K
$1.42M
|
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
6.11K+ 148.26% |
$341K - $385K
|
10.2K
$634K
|
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
6.1K+ 72.47% |
$340K - $384K
|
14.5K
$898K
|
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
6.09K+ 94.33% |
$340K - $384K
|
12.6K
$777K
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
6.07K+ 20.11% |
$339K - $383K
|
36.3K
$2.25M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
6.02KNew |
$336K - $379K
|
6.02K
$373K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
6K+ 14.12% |
$335K - $378K
|
48.5K
$3M
|
|
|
Nov 09, 2023
Q3 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
6K+ 63.49% |
$335K - $378K
|
15.4K
$956K
|
|
|
Nov 13, 2023
Q3 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
5.97KNew |
$333K - $376K
|
5.97K
$369K
|
|
|
Nov 14, 2023
Q3 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
5.93KNew |
$331K - $374K
|
5.93K
$367K
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.92K+ 9.55% |
$330K - $373K
|
67.9K
$4.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.89K+ 5.23% |
$328K - $371K
|
118K
$7.33M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.86K+ 12.46% |
$327K - $369K
|
52.9K
$3.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
5.86K+ 2.18% |
$327K - $369K
|
275K
$17M
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
5.81K+ 62.33% |
$324K - $366K
|
15.1K
$937K
|
|
|
Nov 13, 2023
Q3 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
5.77K+ 4.17% |
$322K - $364K
|
144K
$8.92M
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
BUY
|
- |
5.75K+ 32.3% |
$321K - $362K
|
23.5K
$1.46M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.74K+ 18.5% |
$320K - $362K
|
36.8K
$2.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
5.71K+ 10.26% |
$319K - $360K
|
61.4K
$3.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
5.68K+ 2.88% |
$317K - $358K
|
203K
$12.6M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.66K+ 14.08% |
$316K - $357K
|
45.9K
$2.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5.66KNew |
$316K - $357K
|
5.66K
$350K
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
5.66KNew |
$316K - $357K
|
5.66K
$350K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
5.65K+ 9.81% |
$315K - $356K
|
63.2K
$3.91M
|
|
|
Nov 02, 2023
Q3 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
5.64K+ 89.94% |
$314K - $355K
|
11.9K
$737K
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
5.63K+ 1.67% |
$314K - $355K
|
344K
$21.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
5.6KNew |
$312K - $353K
|
5.6K
$347K
|
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
5.41K+ 129.89% |
$302K - $341K
|
9.58K
$593K
|
|
|
Nov 13, 2023
Q3 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
5.38KNew |
$300K - $339K
|
5.38K
$333K
|
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
5.36K+ 5.74% |
$299K - $338K
|
98.7K
$6.11M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
5.34K+ 1.92% |
$298K - $337K
|
284K
$17.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
5.31K+ 53.39% |
$296K - $335K
|
15.3K
$944K
|
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
5.3K+ 23.34% |
$296K - $334K
|
28K
$1.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.26K+ 24.18% |
$293K - $331K
|
27K
$1.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
5.22K+ 0.91% |
$291K - $329K
|
577K
$35.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
5.17K+ 1.5% |
$289K - $326K
|
349K
$21.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
5.14K+ 5.2% |
$287K - $324K
|
104K
$6.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.14K+ 6.74% |
$287K - $324K
|
81.3K
$5.03M
|