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 07, 2024
Q4 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
3.83KNew |
$201K - $230K
|
3.83K
$241K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
3.81K+ 14.89% |
$200K - $228K
|
29.4K
$1.85M
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
3.81KNew |
$200K - $228K
|
3.81K
$239K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.79KNew |
$199K - $227K
|
3.79K
$238K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
3.77K+ 12.7% |
$198K - $226K
|
33.5K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.77K+ 318.78% |
$197K - $226K
|
4.95K
$311K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
3.75KNew |
$196K - $225K
|
3.75K
$235K
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
BUY
|
- |
3.75KNew |
$196K - $224K
|
3.75K
$235K
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
3.74K+ 41.69% |
$196K - $224K
|
12.7K
$799K
|
|
|
Jan 02, 2024
Q4 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
3.73KNew |
$195K - $224K
|
3.73K
$234K
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
3.68K+ 2.25% |
$192K - $220K
|
167K
$10.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
3.66K+ 43.68% |
$192K - $219K
|
12K
$756K
|
|
|
Jan 19, 2024
Q4 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
3.65KNew |
$191K - $219K
|
3.65K
$229K
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
3.63KNew |
$190K - $218K
|
3.63K
$228K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.63K+ 9.46% |
$190K - $218K
|
42K
$2.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
3.6KNew |
$189K - $216K
|
3.6K
$226K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
3.6KNew |
$189K - $216K
|
3.6K
$226K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3.59K+ 38.92% |
$188K - $215K
|
12.8K
$805K
|
|
|
Feb 01, 2024
Q4 2023
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
3.59KNew |
$188K - $215K
|
3.59K
$225K
|
|
|
May 07, 2024
Q4 2023
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
3.56KNew |
$186K - $213K
|
3.56K
$223K
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
3.55KNew |
$186K - $213K
|
3.55K
$223K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
3.54KNew |
$185K - $212K
|
3.54K
$222K
|
|
|
Feb 02, 2024
Q4 2023
|
Chapman Investment Management, LLC
|
BUY
|
- |
3.53KNew |
$185K - $212K
|
3.53K
$222K
|
|
|
Feb 05, 2024
Q4 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
3.53KNew |
$185K - $212K
|
3.53K
$222K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
3.53KNew |
$185K - $211K
|
3.53K
$222K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
3.52KNew |
$184K - $211K
|
3.52K
$221K
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
3.51KNew |
$184K - $210K
|
3.51K
$221K
|
|
|
Feb 09, 2024
Q4 2023
|
Capital Management Associates
New York, NY |
BUY
|
- |
3.5K+ 50.0% |
$183K - $210K
|
10.5K
$660K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.5K+ 7.41% |
$183K - $210K
|
50.7K
$3.18M
|
|
|
Jan 31, 2024
Q4 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
3.49KNew |
$183K - $209K
|
3.49K
$220K
|
|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
3.48K+ 27.44% |
$182K - $208K
|
16.2K
$1.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
3.47K+ 10.76% |
$182K - $208K
|
35.7K
$2.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
3.47KNew |
$182K - $208K
|
3.47K
$218K
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
3.47KNew |
$181K - $208K
|
3.47K
$218K
|
|
|
Feb 09, 2024
Q4 2023
|
Hourglass Capital, LLC
|
BUY
|
- |
3.45KNew |
$181K - $207K
|
3.45K
$217K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
3.45KNew |
$181K - $207K
|
3.45K
$217K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
3.44K+ 9.01% |
$180K - $206K
|
41.6K
$2.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
3.44K+ 1.92% |
$180K - $206K
|
182K
$11.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
3.43KNew |
$180K - $206K
|
3.43K
$216K
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.42KNew |
$179K - $205K
|
3.42K
$215K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
3.41KNew |
$179K - $204K
|
3.41K
$214K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
3.41KNew |
$179K - $204K
|
3.41K
$214K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
3.41KNew |
$178K - $204K
|
3.41K
$214K
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
3.4KNew |
$178K - $204K
|
3.4K
$214K
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
3.4KNew |
$178K - $204K
|
3.4K
$214K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
3.39K+ 19.75% |
$178K - $203K
|
20.6K
$1.29M
|
|
|
Jan 31, 2024
Q4 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
3.39K+ 16.24% |
$177K - $203K
|
24.2K
$1.52M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.37K+ 60.07% |
$176K - $202K
|
8.97K
$564K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
3.32K+ 139.17% |
$174K - $199K
|
5.71K
$359K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.27K+ 43.71% |
$171K - $196K
|
10.7K
$675K
|