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 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
849+ 3.62% |
$44.5K - $50.9K
|
24.3K
$1.53M
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
841+ 5.56% |
$44.1K - $50.4K
|
16K
$1M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
841+ 36.27% |
$44.1K - $50.4K
|
3.16K
$199K
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
831+ 7.33% |
$43.5K - $49.8K
|
12.2K
$765K
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
831+ 2.84% |
$43.5K - $49.8K
|
30.1K
$1.89M
|
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
821+ 10.97% |
$43K - $49.2K
|
8.3K
$522K
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
820+ 10.53% |
$43K - $49.1K
|
8.6K
$541K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
818+ 2.51% |
$42.8K - $49K
|
33.4K
$2.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
817+ 15.89% |
$42.8K - $49K
|
5.96K
$375K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
810+ 7.68% |
$42.4K - $48.5K
|
11.4K
$714K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
805+ 4.57% |
$42.2K - $48.2K
|
18.4K
$1.16M
|
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
803+ 1.73% |
$42.1K - $48.1K
|
47.3K
$2.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
800+ 0.94% |
$41.9K - $47.9K
|
85.8K
$5.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
788+ 0.22% |
$41.3K - $47.2K
|
357K
$22.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
785+ 5.64% |
$41.1K - $47K
|
14.7K
$925K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
781+ 5.9% |
$40.9K - $46.8K
|
14K
$881K
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
780+ 5.6% |
$40.9K - $46.7K
|
14.7K
$924K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
774+ 22.67% |
$40.5K - $46.4K
|
4.19K
$263K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
772+ 21.11% |
$40.4K - $46.3K
|
4.43K
$278K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
771+ 16.11% |
$40.4K - $46.2K
|
5.56K
$349K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
765+ 15.47% |
$40.1K - $45.8K
|
5.71K
$359K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
753+ 2.06% |
$39.4K - $45.1K
|
37.3K
$2.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
743+ 4.54% |
$38.9K - $44.5K
|
17.1K
$1.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
723+ 3.35% |
$37.9K - $43.3K
|
22.3K
$1.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
714+ 1.54% |
$37.4K - $42.8K
|
47.2K
$2.96M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
713+ 3.37% |
$37.3K - $42.7K
|
21.9K
$1.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Parthenon LLC
|
BUY
|
- |
710+ 1.0% |
$37.2K - $42.6K
|
71.6K
$4.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
706+ 4.98% |
$37K - $42.3K
|
14.9K
$935K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
705New |
$36.9K - $42.3K
|
705
$44.3K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
701+ 9.34% |
$36.7K - $42K
|
8.21K
$516K
|
|
|
Jan 25, 2024
Q4 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
700+ 1.79% |
$36.7K - $42K
|
39.9K
$2.51M
|
|
|
Feb 02, 2024
Q4 2023
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
700+ 9.36% |
$36.7K - $42K
|
8.18K
$514K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
698+ 15.9% |
$36.6K - $41.8K
|
5.09K
$320K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
696+ 14.48% |
$36.5K - $41.7K
|
5.5K
$346K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
691+ 0.2% |
$36.2K - $41.4K
|
340K
$21.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
691+ 106.14% |
$36.2K - $41.4K
|
1.34K
$84.3K
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
BUY
|
- |
686+ 3.03% |
$35.9K - $41.1K
|
23.4K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
683+ 13.88% |
$35.8K - $40.9K
|
5.6K
$352K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
681New |
$35.7K - $40.8K
|
681
$42.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
675+ 2.74% |
$35.4K - $40.5K
|
25.3K
$1.59M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
675+ 13.94% |
$35.4K - $40.5K
|
5.52K
$347K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
674+ 3.77% |
$35.3K - $40.4K
|
18.6K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
663+ 2.77% |
$34.7K - $39.7K
|
24.6K
$1.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
659+ 2.66% |
$34.5K - $39.5K
|
25.5K
$1.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
656New |
$34.4K - $39.3K
|
656
$41.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
655+ 1.07% |
$34.3K - $39.3K
|
61.8K
$3.88M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
655+ 1.07% |
$34.3K - $39.3K
|
61.8K
$3.88M
|
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
650+ 6.39% |
$34K - $39K
|
10.8K
$680K
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
BUY
|
- |
650+ 0.23% |
$34K - $39K
|
288K
$18.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
647+ 0.47% |
$33.9K - $38.8K
|
138K
$8.69M
|