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 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.47K+ 3.91% |
$129K - $148K
|
65.6K
$4.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
2.46KNew |
$129K - $148K
|
2.46K
$155K
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.43K+ 4.28% |
$127K - $146K
|
59.2K
$3.72M
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
BUY
|
- |
2.42K+ 24.22% |
$127K - $145K
|
12.4K
$780K
|
|
|
Jan 19, 2024
Q4 2023
|
Congress Park Capital LLC
|
BUY
|
- |
2.4K+ 22.38% |
$126K - $144K
|
13.1K
$825K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.39K+ 3.67% |
$125K - $143K
|
67.5K
$4.24M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
2.35K+ 6.05% |
$123K - $141K
|
41.3K
$2.59M
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
2.35KNew |
$123K - $141K
|
2.35K
$148K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
2.33K+ 3.01% |
$122K - $140K
|
79.7K
$5.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
2.32K+ 10.8% |
$122K - $139K
|
23.8K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
2.31K+ 2.08% |
$121K - $138K
|
114K
$7.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.26K+ 2.04% |
$118K - $136K
|
113K
$7.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.26K+ 14.04% |
$118K - $135K
|
18.3K
$1.15M
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
BUY
|
- |
2.23K+ 12.58% |
$117K - $134K
|
20K
$1.25M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.22K+ 4.95% |
$116K - $133K
|
47.1K
$2.96M
|
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
2.21K+ 0.94% |
$116K - $133K
|
237K
$14.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.2K+ 3.23% |
$115K - $132K
|
70.3K
$4.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2.19K+ 19.2% |
$115K - $131K
|
13.6K
$854K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2.16K+ 0.1% |
$113K - $130K
|
2.18M
$137M
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.16K+ 5.32% |
$113K - $129K
|
42.7K
$2.69M
|
|
|
Jan 18, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
2.15K+ 1.76% |
$113K - $129K
|
124K
$7.81M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.12K+ 14.0% |
$111K - $127K
|
17.2K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.12K+ 4.37% |
$111K - $127K
|
50.6K
$3.18M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2.09KNew |
$109K - $125K
|
2.09K
$131K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.08K+ 7.44% |
$109K - $125K
|
30.1K
$1.89M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.08K+ 56.11% |
$109K - $125K
|
5.79K
$364K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.07K+ 9.15% |
$108K - $124K
|
24.7K
$1.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
2.05K+ 2.06% |
$107K - $123K
|
102K
$6.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2.05K+ 26.27% |
$107K - $123K
|
9.83K
$618K
|
|
|
Feb 08, 2024
Q4 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
2.04K+ 12.58% |
$107K - $122K
|
18.3K
$1.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
2KNew |
$105K - $120K
|
2K
$126K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.99K+ 1.81% |
$104K - $120K
|
112K
$7.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.97K+ 8.56% |
$103K - $118K
|
25K
$1.57M
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
1.97K+ 8.19% |
$103K - $118K
|
26K
$1.64M
|
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
1.96K+ 54.21% |
$103K - $117K
|
5.57K
$350K
|
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.95K+ 19.9% |
$102K - $117K
|
11.7K
$738K
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.94K+ 3.76% |
$102K - $116K
|
53.5K
$3.36M
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.94K+ 18.61% |
$102K - $116K
|
12.4K
$776K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.93KNew |
$101K - $116K
|
1.93K
$121K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1.9K+ 24.27% |
$99.6K - $114K
|
9.74K
$612K
|
|
|
Jan 22, 2024
Q4 2023
|
Wendell David Associates Inc
|
BUY
|
- |
1.9K+ 1.03% |
$99.5K - $114K
|
186K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Biglari Capital Corp.
San Antonio, TX |
BUY
|
- |
1.9K+ 1583.33% |
$99.5K - $114K
|
2.02K
$127K
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.9K+ 5.72% |
$99.4K - $114K
|
35.1K
$2.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
1.89K+ 23.69% |
$99.1K - $113K
|
9.87K
$620K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.88K+ 23.59% |
$98.5K - $113K
|
9.85K
$619K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.87K+ 0.75% |
$98.2K - $112K
|
251K
$15.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.85K+ 24.72% |
$96.9K - $111K
|
9.33K
$586K
|
|
|
Feb 12, 2024
Q4 2023
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
1.84K+ 0.08% |
$96.2K - $110K
|
2.36M
$148M
|
|
|
Jan 08, 2024
Q4 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
1.84K+ 17.49% |
$96.1K - $110K
|
12.3K
$775K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
1.83K+ 10.44% |
$95.9K - $110K
|
19.4K
$1.22M
|