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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
5.8K+ 8.04% |
$304K - $347K
|
77.9K
$4.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
5.78KNew |
$303K - $347K
|
5.78K
$363K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.71K+ 8.89% |
$299K - $342K
|
70K
$4.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
5.71K+ 0.71% |
$299K - $342K
|
814K
$51.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
5.68K+ 3.14% |
$297K - $340K
|
186K
$11.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
5.67K+ 8.5% |
$297K - $340K
|
72.4K
$4.55M
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
5.64KNew |
$295K - $338K
|
5.64K
$354K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.64K+ 130.68% |
$295K - $338K
|
9.95K
$626K
|
|
|
Feb 15, 2024
Q4 2023
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
5.57KNew |
$292K - $334K
|
5.57K
$350K
|
|
|
Feb 15, 2024
Q4 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
5.56KNew |
$291K - $333K
|
5.56K
$349K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
5.51KNew |
$289K - $330K
|
5.51K
$346K
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
5.49KNew |
$288K - $329K
|
5.49K
$345K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
5.49KNew |
$287K - $329K
|
5.49K
$345K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5.47K+ 107.32% |
$287K - $328K
|
10.6K
$664K
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
5.39KNew |
$282K - $323K
|
5.39K
$339K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
5.38KNew |
$282K - $322K
|
5.38K
$338K
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
5.37KNew |
$281K - $322K
|
5.37K
$337K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
5.36K+ 21.22% |
$281K - $321K
|
30.6K
$1.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.31K+ 5.05% |
$278K - $318K
|
110K
$6.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
5.29KNew |
$277K - $317K
|
5.29K
$332K
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.22K+ 21.39% |
$273K - $313K
|
29.6K
$1.86M
|
|
|
Jan 17, 2024
Q4 2023
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
5.21KNew |
$273K - $312K
|
5.21K
$327K
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
5.18K+ 127.28% |
$271K - $310K
|
9.25K
$581K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5.17KNew |
$271K - $310K
|
5.17K
$325K
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
5.15K+ 13.52% |
$270K - $308K
|
43.2K
$2.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.14K+ 17.89% |
$269K - $308K
|
33.9K
$2.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5.13K+ 12.31% |
$269K - $308K
|
46.8K
$2.94M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
5.11K+ 78.88% |
$268K - $306K
|
11.6K
$728K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
5.1K+ 5.36% |
$267K - $305K
|
100K
$6.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
5.09KNew |
$267K - $305K
|
5.09K
$320K
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
5.08KNew |
$266K - $305K
|
5.08K
$319K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.07KNew |
$266K - $304K
|
5.07K
$319K
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
5.06KNew |
$265K - $303K
|
5.06K
$318K
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
5.04KNew |
$264K - $302K
|
5.04K
$317K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5.02K+ 134.41% |
$263K - $301K
|
8.75K
$550K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
5.01KNew |
$263K - $300K
|
5.01K
$315K
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
5KNew |
$262K - $300K
|
5K
$314K
|
|
|
Feb 14, 2024
Q4 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
5KNew |
$262K - $300K
|
5K
$314K
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
4.99K+ 6.21% |
$261K - $299K
|
85.4K
$5.37M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
4.98K+ 1.63% |
$261K - $298K
|
311K
$19.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
4.98KNew |
$261K - $298K
|
4.98K
$313K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.96K+ 5.37% |
$260K - $297K
|
97.4K
$6.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
4.94K+ 3.76% |
$259K - $296K
|
136K
$8.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
4.94KNew |
$259K - $296K
|
4.94K
$310K
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4.92K+ 6.57% |
$258K - $295K
|
79.8K
$5.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4.86K+ 139.83% |
$255K - $291K
|
8.33K
$524K
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
4.84KNew |
$254K - $290K
|
4.84K
$304K
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
4.84K+ 5.76% |
$253K - $290K
|
88.8K
$5.58M
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
4.83K+ 2.76% |
$253K - $290K
|
180K
$11.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4.83K+ 99.14% |
$253K - $289K
|
9.69K
$609K
|