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 11, 2024
Q4 2023
|
Joule Financial, LLC
|
BUY
|
- |
384+ 8.43% |
$20.1K - $23K
|
4.94K
$309K
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
384+ 5.38% |
$20.1K - $23K
|
7.52K
$470K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
382+ 1.12% |
$20K - $22.9K
|
34.5K
$2.16M
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
380+ 6.22% |
$19.9K - $22.8K
|
6.49K
$406K
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
380+ 2.74% |
$19.9K - $22.8K
|
14.3K
$892K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
375+ 0.59% |
$19.6K - $22.5K
|
64.3K
$4.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
374+ 2.42% |
$19.6K - $22.4K
|
15.8K
$989K
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
372+ 4.81% |
$19.5K - $22.3K
|
8.11K
$507K
|
|
|
Jan 12, 2024
Q4 2023
|
Ferguson Shapiro LLC
|
BUY
|
- |
371+ 3.96% |
$19.4K - $22.2K
|
9.73K
$609K
|
|
|
Jan 12, 2024
Q4 2023
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
369+ 0.98% |
$19.3K - $22.1K
|
38K
$2.38M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
367+ 0.89% |
$19.2K - $22K
|
41.6K
$2.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
365+ 2.14% |
$19.1K - $21.9K
|
17.5K
$1.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
364+ 0.34% |
$19.1K - $21.8K
|
108K
$6.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
364+ 1.13% |
$19.1K - $21.8K
|
32.6K
$2.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
363+ 3.42% |
$19K - $21.8K
|
11K
$687K
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
362+ 3.02% |
$19K - $21.7K
|
12.3K
$772K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
360+ 1.45% |
$18.9K - $21.6K
|
25.1K
$1.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
360+ 0.67% |
$18.9K - $21.6K
|
54.4K
$3.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
358+ 1.17% |
$18.8K - $21.5K
|
31.1K
$1.94M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
357+ 6.89% |
$18.7K - $21.4K
|
5.54K
$346K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
357+ 4.93% |
$18.7K - $21.4K
|
7.59K
$475K
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
355+ 1.13% |
$18.6K - $21.3K
|
31.8K
$1.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
354+ 5.05% |
$18.5K - $21.2K
|
7.37K
$461K
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
351+ 1.38% |
$18.4K - $21K
|
25.8K
$1.62M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
350+ 13.43% |
$18.3K - $21K
|
2.96K
$185K
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
350+ 3.45% |
$18.3K - $21K
|
10.5K
$656K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
347+ 630.91% |
$18.2K - $20.8K
|
402
$25.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
341+ 4.45% |
$17.9K - $20.4K
|
8K
$501K
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
337+ 5.81% |
$17.7K - $20.2K
|
6.14K
$384K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
336+ 2.92% |
$17.6K - $20.1K
|
11.9K
$742K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
331+ 2.44% |
$17.3K - $19.8K
|
13.9K
$871K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
327+ 2.71% |
$17.1K - $19.6K
|
12.4K
$774K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
324+ 0.31% |
$17K - $19.4K
|
104K
$6.48M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
322+ 64.79% |
$16.9K - $19.3K
|
819
$51.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
321+ 0.26% |
$16.8K - $19.2K
|
123K
$7.71M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
320+ 213.33% |
$16.8K - $19.2K
|
470
$29.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
318+ 6.15% |
$16.7K - $19.1K
|
5.49K
$344K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
BUY
|
- |
318+ 1.61% |
$16.7K - $19.1K
|
20K
$1.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
317New |
$16.6K - $19K
|
317
$19.8K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
317+ 5.9% |
$16.6K - $19K
|
5.69K
$356K
|
|
|
Jan 08, 2024
Q4 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
315+ 8.54% |
$16.5K - $18.9K
|
4.01K
$251K
|
|
|
Jan 22, 2024
Q4 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
310+ 0.38% |
$16.2K - $18.6K
|
81.6K
$5.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
310+ 3.92% |
$16.2K - $18.6K
|
8.22K
$514K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
308+ 4.59% |
$16.1K - $18.5K
|
7.02K
$439K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
306+ 2.4% |
$16K - $18.3K
|
13K
$816K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
300+ 3.0% |
$15.7K - $18K
|
10.3K
$644K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
300+ 3.22% |
$15.7K - $18K
|
9.61K
$601K
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
300+ 2.92% |
$15.7K - $18K
|
10.6K
$662K
|
|
|
Feb 14, 2024
Q4 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
300+ 1.95% |
$15.7K - $18K
|
15.7K
$979K
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
299+ 7.54% |
$15.7K - $17.9K
|
4.27K
$267K
|