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 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.83K+ 2.39% |
$95.6K - $109K
|
78.1K
$4.91M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.81K+ 10.34% |
$94.8K - $108K
|
19.3K
$1.21M
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.81K+ 7.53% |
$94.8K - $108K
|
25.8K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.8K+ 18.42% |
$94.5K - $108K
|
11.6K
$729K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1.8KNew |
$94.3K - $108K
|
1.8K
$113K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.79K+ 10.92% |
$93.7K - $107K
|
18.2K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.78K+ 6.15% |
$93.3K - $107K
|
30.7K
$1.93M
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
BUY
|
- |
1.78K+ 2.81% |
$93.3K - $107K
|
65.2K
$4.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
BUY
|
- |
1.78K+ 10.13% |
$93.1K - $107K
|
19.3K
$1.22M
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.78K+ 9.03% |
$93.1K - $106K
|
21.5K
$1.35M
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.77K+ 6.91% |
$92.8K - $106K
|
27.4K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.77K+ 6.86% |
$92.7K - $106K
|
27.6K
$1.73M
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.76K+ 33.49% |
$92.1K - $105K
|
7.01K
$441K
|
|
|
Feb 08, 2024
Q4 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
1.76K+ 1.76% |
$91.9K - $105K
|
102K
$6.39M
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
1.75K+ 11.55% |
$91.6K - $105K
|
16.9K
$1.06M
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
1.75K+ 3.47% |
$91.5K - $105K
|
52.2K
$3.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.73K+ 2.12% |
$90.4K - $103K
|
83K
$5.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
1.72K+ 0.17% |
$90.3K - $103K
|
1.04M
$65.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.72K+ 5.74% |
$90.1K - $103K
|
31.7K
$1.99M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.71K+ 10.69% |
$89.6K - $102K
|
17.7K
$1.11M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.67K+ 3.95% |
$87.4K - $100K
|
43.9K
$2.76M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
1.66K+ 2.15% |
$86.9K - $99.4K
|
78.7K
$4.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.63K+ 0.16% |
$85.6K - $97.9K
|
994K
$62.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.62K+ 4.57% |
$85K - $97.3K
|
37.1K
$2.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.61K+ 1.25% |
$84.2K - $96.4K
|
130K
$8.19M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.59K+ 13.46% |
$83.3K - $95.3K
|
13.4K
$842K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.59K+ 0.14% |
$83.3K - $95.3K
|
1.11M
$70M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1.58K+ 11278.57% |
$82.7K - $94.6K
|
1.59K
$100K
|
|
|
Jan 18, 2024
Q4 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
1.57K+ 20.84% |
$82.2K - $94K
|
9.1K
$572K
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.57K+ 11.39% |
$82.1K - $93.9K
|
15.3K
$963K
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
1.56K+ 14.78% |
$81.7K - $93.4K
|
12.1K
$761K
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.55K+ 2.11% |
$81.2K - $93K
|
75.1K
$4.72M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.55K+ 0.48% |
$81K - $92.7K
|
324K
$20.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
1.54K+ 9.41% |
$80.6K - $92.2K
|
17.9K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.52K+ 3.06% |
$79.7K - $91.2K
|
51.2K
$3.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.51K+ 3.3% |
$79.3K - $90.7K
|
47.4K
$2.98M
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.5K+ 0.22% |
$78.7K - $90K
|
682K
$42.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.5K+ 0.73% |
$78.6K - $89.9K
|
206K
$13M
|
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
BUY
|
- |
1.5K+ 5.96% |
$78.6K - $89.9K
|
26.7K
$1.68M
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
1.5K+ 0.13% |
$78.6K - $89.9K
|
1.12M
$70.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.5K+ 13.93% |
$78.5K - $89.8K
|
12.3K
$770K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
1.5K+ 27.73% |
$78.5K - $89.8K
|
6.9K
$434K
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
1.5K+ 8.09% |
$78.4K - $89.7K
|
20K
$1.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.5K+ 13.44% |
$78.3K - $89.6K
|
12.6K
$793K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
1.49K+ 34.26% |
$78.2K - $89.5K
|
5.85K
$368K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.49K+ 5.48% |
$77.9K - $89.1K
|
28.6K
$1.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.48K+ 46.36% |
$77.4K - $88.5K
|
4.66K
$293K
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.48K+ 4.58% |
$77.3K - $88.4K
|
33.7K
$2.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.47K+ 28.64% |
$76.7K - $87.8K
|
6.58K
$413K
|
|
|
Jan 12, 2024
Q4 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
1.46K+ 3.23% |
$76.2K - $87.2K
|
46.5K
$2.92M
|