Purchases and Sales Made in Q4 2023 in Coca Cola CO (KO)
This table provides information about the institutional ownership of Coca Cola CO (KO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.32K+ 72.28% |
$383K - $438K
|
17.4K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
7.31K+ 8.36% |
$383K - $438K
|
94.8K
$5.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
7.29KNew |
$382K - $437K
|
7.29K
$458K
|
|
|
Feb 13, 2024
Q4 2023
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
7.2KNew |
$377K - $431K
|
7.2K
$452K
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
7.16K+ 26.05% |
$375K - $429K
|
34.7K
$2.18M
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
7.16K+ 96.55% |
$375K - $429K
|
14.6K
$916K
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
7.09KNew |
$371K - $425K
|
7.09K
$445K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.07K+ 10.34% |
$370K - $424K
|
75.4K
$4.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
6.97KNew |
$365K - $417K
|
6.97K
$438K
|
|
|
Feb 06, 2024
Q4 2023
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
6.96KNew |
$365K - $417K
|
6.96K
$438K
|
|
|
Jan 22, 2024
Q4 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
6.94KNew |
$363K - $416K
|
6.94K
$436K
|
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
6.93KNew |
$363K - $415K
|
6.93K
$436K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.93K+ 8.57% |
$363K - $415K
|
87.8K
$5.51M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6.92K+ 45.09% |
$362K - $414K
|
22.3K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.91K+ 0.38% |
$362K - $414K
|
1.82M
$115M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.9K+ 4.63% |
$361K - $414K
|
156K
$9.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
6.9K+ 1.83% |
$361K - $413K
|
384K
$24.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
6.86KNew |
$359K - $411K
|
6.86K
$431K
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
BUY
|
- |
6.8K+ 1.78% |
$356K - $408K
|
389K
$24.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6.79KNew |
$356K - $407K
|
6.79K
$427K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
6.73K+ 35.38% |
$352K - $403K
|
25.7K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
6.7K+ 33.35% |
$351K - $401K
|
26.8K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
6.68KNew |
$350K - $401K
|
6.68K
$420K
|
|
|
Feb 09, 2024
Q4 2023
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
6.66KNew |
$349K - $399K
|
6.66K
$418K
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.64K+ 20.92% |
$348K - $398K
|
38.4K
$2.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
6.59KNew |
$345K - $395K
|
6.59K
$414K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
6.58K+ 7.14% |
$345K - $395K
|
98.8K
$6.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.58K+ 6.08% |
$345K - $394K
|
115K
$7.22M
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
6.46KNew |
$338K - $387K
|
6.46K
$406K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
6.38K+ 40.97% |
$334K - $382K
|
22K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
6.27K+ 39.88% |
$329K - $376K
|
22K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
6.24KNew |
$327K - $374K
|
6.24K
$392K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
6.16KNew |
$322K - $369K
|
6.16K
$387K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
6.1KNew |
$320K - $366K
|
6.1K
$384K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
6.08K+ 27.19% |
$318K - $364K
|
28.4K
$1.79M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
6.06K+ 10.73% |
$317K - $363K
|
62.5K
$3.93M
|
|
|
Jul 01, 2024
Q4 2023
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
6.03KNew |
$316K - $361K
|
6.03K
$379K
|
|
|
Jan 18, 2024
Q4 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
6K+ 2.13% |
$314K - $360K
|
288K
$18.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
5.98K+ 1.85% |
$313K - $359K
|
330K
$20.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
5.94KNew |
$311K - $356K
|
5.94K
$373K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
5.92K+ 1.99% |
$310K - $355K
|
304K
$19.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
5.91K+ 18.98% |
$310K - $354K
|
37.1K
$2.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
5.88K+ 37.88% |
$308K - $352K
|
21.4K
$1.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
5.87KNew |
$307K - $352K
|
5.87K
$369K
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
5.87KNew |
$307K - $352K
|
5.87K
$369K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.86K+ 7.53% |
$307K - $351K
|
83.7K
$5.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.86KNew |
$307K - $351K
|
5.86K
$368K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
5.84KNew |
$306K - $350K
|
5.84K
$367K
|
|
|
Jan 18, 2024
Q4 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
5.82K+ 1.54% |
$305K - $349K
|
383K
$24.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
5.8K+ 8.04% |
$304K - $347K
|
77.9K
$4.9M
|