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 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
277+ 1.4% |
$14.5K - $16.6K
|
20K
$1.4M
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
277+ 3.26% |
$14.5K - $16.6K
|
8.78K
$614K
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
275+ 2.69% |
$14.4K - $16.5K
|
10.5K
$734K
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
272+ 1.05% |
$14.2K - $16.3K
|
26.1K
$1.82M
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
269+ 1.08% |
$14.1K - $16.1K
|
25.3K
$1.77M
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
269New |
$14.1K - $16.1K
|
269
$18.8K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
268New |
$14K - $16.1K
|
268
$18.7K
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
BUY
|
- |
266+ 5.25% |
$13.9K - $15.9K
|
5.33K
$372K
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
265+ 2.94% |
$13.9K - $15.9K
|
9.27K
$648K
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
265+ 7.97% |
$13.9K - $15.9K
|
3.59K
$251K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
262+ 6.1% |
$13.7K - $15.7K
|
4.56K
$318K
|
|
Feb 14, 2024
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
260+ 0.58% |
$13.6K - $15.6K
|
45.2K
$3.16M
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
259+ 1.08% |
$13.6K - $15.5K
|
24.3K
$1.7M
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
255+ 0.42% |
$13.4K - $15.3K
|
61K
$4.26M
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
253+ 3.88% |
$13.3K - $15.2K
|
6.77K
$473K
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
253+ 0.72% |
$13.3K - $15.2K
|
35.4K
$2.47M
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
251+ 1.58% |
$13.1K - $15K
|
16.1K
$1.13M
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
250+ 3.89% |
$13.1K - $15K
|
6.68K
$467K
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
BUY
|
- |
250+ 1.47% |
$13.1K - $15K
|
17.3K
$1.21M
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
248+ 5.74% |
$13K - $14.9K
|
4.57K
$319K
|
|
Feb 12, 2024
Q4 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
247+ 1.79% |
$12.9K - $14.8K
|
14.1K
$984K
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
BUY
|
- |
246+ 0.24% |
$12.9K - $14.7K
|
104K
$7.27M
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
245+ 8.11% |
$12.8K - $14.7K
|
3.27K
$228K
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
244+ 3.07% |
$12.8K - $14.6K
|
8.2K
$573K
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
239+ 4.05% |
$12.5K - $14.3K
|
6.15K
$430K
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
BUY
|
- |
236+ 1.41% |
$12.4K - $14.1K
|
17K
$1.19M
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
235+ 1.28% |
$12.3K - $14.1K
|
18.6K
$1.3M
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
234+ 1.6% |
$12.3K - $14K
|
14.8K
$1.04M
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
233+ 3.08% |
$12.2K - $14K
|
7.8K
$545K
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
232+ 4.1% |
$12.2K - $13.9K
|
5.89K
$412K
|
|
Jan 23, 2024
Q4 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
230+ 0.37% |
$12K - $13.8K
|
62.8K
$4.39M
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
230+ 0.26% |
$12K - $13.8K
|
90.1K
$6.3M
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
BUY
|
- |
229+ 1.85% |
$12K - $13.7K
|
12.6K
$881K
|
|
Feb 13, 2024
Q4 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
229+ 0.19% |
$12K - $13.7K
|
121K
$8.46M
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
224+ 0.77% |
$11.7K - $13.4K
|
29.2K
$2.04M
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
222+ 3.88% |
$11.6K - $13.3K
|
5.95K
$416K
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
221+ 2.63% |
$11.6K - $13.2K
|
8.63K
$604K
|
|
Feb 08, 2024
Q4 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
221+ 0.58% |
$11.6K - $13.2K
|
38K
$2.66M
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
220+ 6.7% |
$11.5K - $13.2K
|
3.5K
$245K
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
216+ 1.02% |
$11.3K - $12.9K
|
21.4K
$1.49M
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
213+ 24.6% |
$11.2K - $12.8K
|
1.08K
$75.4K
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
212+ 0.16% |
$11.1K - $12.7K
|
129K
$9.01M
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
211+ 1.29% |
$11.1K - $12.6K
|
16.6K
$1.16M
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
209+ 1.63% |
$10.9K - $12.5K
|
13K
$909K
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
209+ 2.05% |
$10.9K - $12.5K
|
10.4K
$728K
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
205+ 1.74% |
$10.7K - $12.3K
|
12K
$839K
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
205+ 5.71% |
$10.7K - $12.3K
|
3.8K
$265K
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
205+ 1.23% |
$10.7K - $12.3K
|
16.9K
$1.18M
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
203+ 27.66% |
$10.6K - $12.2K
|
937
$65.5K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
202New |
$10.6K - $12.1K
|
202
$14.1K
|