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 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.25K+ 3.64% |
$170K - $195K
|
92.5K
$5.82M
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3.23K+ 3.42% |
$169K - $194K
|
97.5K
$6.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
3.23K+ 1.08% |
$169K - $193K
|
303K
$19.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
3.23K+ 33.84% |
$169K - $193K
|
12.8K
$802K
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
3.21K+ 3.87% |
$168K - $192K
|
86.1K
$5.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
3.21K+ 7.12% |
$168K - $192K
|
48.3K
$3.03M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.16K+ 1.15% |
$165K - $189K
|
277K
$17.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.16K+ 5.1% |
$165K - $189K
|
65.1K
$4.09M
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
3.15K+ 10.74% |
$165K - $189K
|
32.5K
$2.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.12K+ 5.87% |
$164K - $187K
|
56.3K
$3.54M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
3.06K+ 16.99% |
$160K - $183K
|
21.1K
$1.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
3.06K+ 26.66% |
$160K - $183K
|
14.5K
$913K
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
3.03K+ 71.16% |
$159K - $182K
|
7.29K
$458K
|
|
|
Feb 12, 2024
Q4 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
3.02K+ 30.57% |
$158K - $181K
|
12.9K
$809K
|
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
3K+ 17.4% |
$157K - $180K
|
20.2K
$1.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
2.99K+ 3.37% |
$157K - $179K
|
91.7K
$5.76M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.98K+ 9.29% |
$156K - $178K
|
35K
$2.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
2.97K+ 38.47% |
$156K - $178K
|
10.7K
$672K
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
2.96K+ 2.26% |
$155K - $178K
|
134K
$8.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.93K+ 1.13% |
$153K - $175K
|
262K
$16.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
2.92K+ 11.07% |
$153K - $175K
|
29.3K
$1.84M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.91K+ 3.58% |
$152K - $174K
|
84.3K
$5.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.88K+ 59.35% |
$151K - $172K
|
7.72K
$485K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.87K+ 26.1% |
$150K - $172K
|
13.9K
$872K
|
|
|
Jan 23, 2024
Q4 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
2.86K+ 61.46% |
$150K - $172K
|
7.52K
$473K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.85K+ 3.77% |
$149K - $171K
|
78.5K
$4.93M
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.84K+ 64.21% |
$148K - $170K
|
7.25K
$456K
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
2.83K+ 7.2% |
$148K - $170K
|
42.1K
$2.65M
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.82K+ 1.35% |
$148K - $169K
|
212K
$13.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
2.8K+ 15.86% |
$146K - $168K
|
20.4K
$1.28M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
2.78K+ 23.85% |
$145K - $166K
|
14.4K
$906K
|
|
|
Feb 02, 2024
Q4 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
2.73K+ 14.93% |
$143K - $164K
|
21K
$1.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
2.73KNew |
$143K - $163K
|
2.73K
$171K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
2.72K+ 16.08% |
$142K - $163K
|
19.6K
$1.23M
|
|
|
Jan 18, 2024
Q4 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
2.7K+ 1.36% |
$141K - $162K
|
202K
$12.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.7K+ 28.94% |
$141K - $162K
|
12K
$756K
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
BUY
|
- |
2.69K+ 14.06% |
$141K - $161K
|
21.8K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
2.67K+ 41.84% |
$140K - $160K
|
9.06K
$569K
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
2.65K+ 10.45% |
$139K - $159K
|
28.1K
$1.76M
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.65K+ 10.39% |
$139K - $159K
|
28.2K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.63K+ 4.49% |
$138K - $157K
|
61.2K
$3.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.59K+ 26.52% |
$136K - $155K
|
12.4K
$777K
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
2.57K+ 9.28% |
$135K - $154K
|
30.3K
$1.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
2.54K+ 9.02% |
$133K - $152K
|
30.8K
$1.93M
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
2.54K+ 0.8% |
$133K - $152K
|
321K
$20.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2.53KNew |
$133K - $152K
|
2.53K
$159K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.52K+ 2.78% |
$132K - $151K
|
93.1K
$5.85M
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2.49K+ 4.54% |
$131K - $149K
|
57.4K
$3.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
2.49K+ 0.91% |
$130K - $149K
|
275K
$17.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
2.48K+ 2.68% |
$130K - $149K
|
95.1K
$5.98M
|