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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
4.82KNew |
$253K - $289K
|
4.82K
$303K
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
4.79K+ 2.23% |
$251K - $287K
|
220K
$13.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.72K+ 3.9% |
$247K - $283K
|
126K
$7.92M
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.72K+ 5.41% |
$247K - $283K
|
91.9K
$5.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4.71K+ 8.07% |
$247K - $282K
|
63.1K
$3.97M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
4.68K+ 2.32% |
$245K - $281K
|
206K
$13M
|
|
|
Jan 31, 2024
Q4 2023
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
4.63KNew |
$243K - $278K
|
4.63K
$291K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.6K+ 1.03% |
$241K - $275K
|
453K
$28.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.57K+ 1.72% |
$239K - $274K
|
270K
$17M
|
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
4.54KNew |
$238K - $272K
|
4.54K
$285K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.54K+ 5.14% |
$238K - $272K
|
92.8K
$5.83M
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
4.53KNew |
$237K - $271K
|
4.53K
$284K
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
4.47KNew |
$234K - $268K
|
4.47K
$281K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.46K+ 16.19% |
$234K - $267K
|
32K
$2.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4.46KNew |
$234K - $267K
|
4.46K
$280K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.45K+ 10.29% |
$233K - $267K
|
47.7K
$3M
|
|
|
Feb 08, 2024
Q4 2023
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
4.42KNew |
$232K - $265K
|
4.42K
$278K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
4.41K+ 14.67% |
$231K - $264K
|
34.5K
$2.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
4.4K+ 59.83% |
$230K - $264K
|
11.7K
$738K
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
BUY
|
- |
4.36KNew |
$228K - $261K
|
4.36K
$274K
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.33KNew |
$227K - $259K
|
4.33K
$272K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
4.33K+ 20.77% |
$227K - $259K
|
25.2K
$1.58M
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
4.31KNew |
$226K - $258K
|
4.31K
$271K
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
4.26KNew |
$223K - $255K
|
4.26K
$268K
|
|
|
Feb 14, 2024
Q4 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
4.23K+ 5.47% |
$222K - $253K
|
81.5K
$5.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
4.21KNew |
$221K - $252K
|
4.21K
$265K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
4.2KNew |
$220K - $252K
|
4.2K
$264K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.19K+ 2.59% |
$220K - $251K
|
166K
$10.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.18K+ 19.54% |
$219K - $251K
|
25.6K
$1.61M
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
4.17KNew |
$218K - $250K
|
4.17K
$262K
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.16KNew |
$218K - $249K
|
4.16K
$261K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
4.11KNew |
$215K - $246K
|
4.11K
$258K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.11K+ 15.21% |
$215K - $246K
|
31.1K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
4.1K+ 0.61% |
$215K - $246K
|
676K
$42.5M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4.09KNew |
$214K - $245K
|
4.09K
$257K
|
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
4.08KNew |
$214K - $244K
|
4.08K
$256K
|
|
|
Feb 02, 2024
Q4 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
4.04K+ 72.05% |
$211K - $242K
|
9.64K
$605K
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
4.02K+ 5.28% |
$211K - $241K
|
80.3K
$5.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
4.02K+ 28.97% |
$211K - $241K
|
17.9K
$1.13M
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
4KNew |
$210K - $240K
|
4K
$251K
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
3.99KNew |
$209K - $239K
|
3.99K
$251K
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
3.97KNew |
$208K - $238K
|
3.97K
$249K
|
|
|
Feb 14, 2024
Q4 2023
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
3.96KNew |
$208K - $238K
|
3.96K
$249K
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
3.96KNew |
$207K - $237K
|
3.96K
$249K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.96K+ 4.66% |
$207K - $237K
|
88.8K
$5.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.96K+ 15.14% |
$207K - $237K
|
30.1K
$1.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
3.94K+ 1.38% |
$206K - $236K
|
290K
$18.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.9K+ 21.6% |
$204K - $233K
|
21.9K
$1.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
3.88KNew |
$203K - $233K
|
3.88K
$244K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.87K+ 6.75% |
$203K - $232K
|
61.2K
$3.85M
|