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 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
605+ 4.02% |
$31.7K - $36.3K
|
15.7K
$1.09M
|
|
Feb 13, 2024
Q4 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
604+ 2.26% |
$31.6K - $36.2K
|
27.3K
$1.91M
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
603+ 5.65% |
$31.6K - $36.1K
|
11.3K
$788K
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
602+ 10.95% |
$31.5K - $36.1K
|
6.1K
$426K
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
601+ 14.16% |
$31.5K - $36K
|
4.85K
$339K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
600+ 3.87% |
$31.4K - $36K
|
16.1K
$1.13M
|
|
Jan 30, 2024
Q4 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
600+ 7.5% |
$31.4K - $36K
|
8.6K
$601K
|
|
Feb 07, 2024
Q4 2023
|
Ar Asset Management Inc
|
BUY
|
- |
600+ 0.35% |
$31.4K - $36K
|
173K
$12.1M
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
600+ 4.46% |
$31.4K - $36K
|
14.1K
$982K
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
598+ 2.78% |
$31.3K - $35.8K
|
22.1K
$1.55M
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
595+ 1.57% |
$31.2K - $35.7K
|
38.5K
$2.69M
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
589+ 3.36% |
$30.9K - $35.3K
|
18.1K
$1.27M
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
588New |
$30.8K - $35.2K
|
588
$41.1K
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
587+ 1.76% |
$30.7K - $35.2K
|
33.9K
$2.37M
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
587+ 9.84% |
$30.7K - $35.2K
|
6.55K
$458K
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
584+ 6.01% |
$30.6K - $35K
|
10.3K
$720K
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
583+ 4.7% |
$30.5K - $34.9K
|
13K
$908K
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
578+ 3.3% |
$30.3K - $34.6K
|
18.1K
$1.26M
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
578+ 4.34% |
$30.3K - $34.6K
|
13.9K
$971K
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
577+ 12.78% |
$30.2K - $34.6K
|
5.09K
$356K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
576+ 0.3% |
$30.2K - $34.5K
|
193K
$13.5M
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
558+ 7.82% |
$29.2K - $33.4K
|
7.69K
$538K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
554+ 7.1% |
$29K - $33.2K
|
8.35K
$584K
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
553+ 9.98% |
$29K - $33.1K
|
6.1K
$426K
|
|
Jan 30, 2024
Q4 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
548+ 4.77% |
$28.7K - $32.8K
|
12K
$841K
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
546New |
$28.6K - $32.7K
|
546
$38.2K
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
544+ 12.57% |
$28.5K - $32.6K
|
4.87K
$340K
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
543+ 1.41% |
$28.4K - $32.5K
|
39K
$2.73M
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
540+ 0.6% |
$28.3K - $32.4K
|
89.9K
$6.28M
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
539New |
$28.2K - $32.3K
|
539
$37.7K
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
537+ 3.17% |
$28.1K - $32.2K
|
17.5K
$1.22M
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
535+ 5.77% |
$28K - $32.1K
|
9.81K
$686K
|
|
Feb 13, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
532+ 6.06% |
$27.9K - $31.9K
|
9.31K
$651K
|
|
Oct 09, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
532+ 4.94% |
$27.9K - $31.9K
|
11.3K
$791K
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
521+ 0.39% |
$27.3K - $31.2K
|
133K
$9.29M
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
521New |
$27.3K - $31.2K
|
521
$36.4K
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
513+ 3.46% |
$26.9K - $30.7K
|
15.4K
$1.07M
|
|
Feb 06, 2024
Q4 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
512+ 3.1% |
$26.8K - $30.7K
|
17K
$1.19M
|
|
Jan 26, 2024
Q4 2023
|
Capital Square, LLC
|
BUY
|
- |
508+ 6.64% |
$26.6K - $30.4K
|
8.16K
$570K
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
507+ 12.57% |
$26.6K - $30.4K
|
4.54K
$317K
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
505+ 10.09% |
$26.5K - $30.3K
|
5.51K
$385K
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
503+ 0.24% |
$26.3K - $30.1K
|
208K
$14.5M
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
502New |
$26.3K - $30.1K
|
502
$35.1K
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
500+ 26.91% |
$26.2K - $30K
|
2.36K
$165K
|
|
Feb 14, 2024
Q4 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
500+ 50.0% |
$26.2K - $30K
|
1.5K
$105K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
499+ 2.6% |
$26.1K - $29.9K
|
19.7K
$1.37M
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
496+ 3.24% |
$26K - $29.7K
|
15.8K
$1.1M
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
495+ 17.08% |
$25.9K - $29.7K
|
3.39K
$237K
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
492+ 12.39% |
$25.8K - $29.5K
|
4.46K
$312K
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
488+ 1.05% |
$25.6K - $29.2K
|
46.9K
$3.28M
|