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 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
159+ 1.46% |
$8.33K - $9.53K
|
11.1K
$693K
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
157+ 3.46% |
$8.22K - $9.41K
|
4.69K
$294K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
BUY
|
- |
156+ 0.19% |
$8.17K - $9.35K
|
82.7K
$5.17M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
156+ 4.0% |
$8.17K - $9.35K
|
4.06K
$254K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
155+ 0.69% |
$8.12K - $9.29K
|
22.6K
$1.41M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
153+ 0.22% |
$8.01K - $9.17K
|
69.7K
$4.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
153+ 0.58% |
$8.01K - $9.17K
|
26.4K
$1.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
152New |
$7.96K - $9.11K
|
152
$9.51K
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
150+ 1.12% |
$7.86K - $8.99K
|
13.5K
$847K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
149+ 0.13% |
$7.8K - $8.93K
|
115K
$7.18M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
148+ 5.28% |
$7.75K - $8.87K
|
2.95K
$185K
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
BUY
|
- |
145+ 1.3% |
$7.6K - $8.69K
|
11.3K
$710K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
141+ 0.5% |
$7.39K - $8.45K
|
28.3K
$1.77M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
138+ 0.6% |
$7.23K - $8.27K
|
23K
$1.44M
|
|
|
Jan 11, 2024
Q4 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
134+ 0.57% |
$7.02K - $8.03K
|
23.8K
$1.49M
|
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
133+ 1.49% |
$6.97K - $7.97K
|
9.05K
$566K
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
133+ 2.3% |
$6.97K - $7.97K
|
5.92K
$370K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
132+ 0.23% |
$6.91K - $7.91K
|
57.8K
$3.62M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
130+ 0.14% |
$6.81K - $7.79K
|
90.7K
$5.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
130+ 1.02% |
$6.81K - $7.79K
|
12.9K
$806K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
127+ 0.12% |
$6.65K - $7.61K
|
104K
$6.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
126New |
$6.6K - $7.55K
|
126
$7.88K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
126+ 1.72% |
$6.6K - $7.55K
|
7.45K
$466K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
125+ 1.64% |
$6.55K - $7.49K
|
7.75K
$485K
|
|
|
Mar 05, 2024
Q4 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
BUY
|
- |
125+ 0.14% |
$6.55K - $7.49K
|
91.2K
$5.71M
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
124+ 2.27% |
$6.5K - $7.43K
|
5.59K
$350K
|
|
|
Jan 24, 2024
Q4 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
121+ 3.1% |
$6.34K - $7.25K
|
4.03K
$252K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
120+ 0.54% |
$6.29K - $7.19K
|
22.4K
$1.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
BUY
|
- |
119+ 0.16% |
$6.23K - $7.13K
|
73K
$4.57M
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
119+ 1.15% |
$6.23K - $7.13K
|
10.4K
$653K
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
119+ 1.35% |
$6.23K - $7.13K
|
8.91K
$557K
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
119+ 0.64% |
$6.23K - $7.13K
|
18.8K
$1.18M
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
118+ 2.07% |
$6.18K - $7.07K
|
5.83K
$365K
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
118+ 1.62% |
$6.18K - $7.07K
|
7.38K
$462K
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
118+ 0.86% |
$6.18K - $7.07K
|
13.8K
$863K
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
116+ 0.61% |
$6.08K - $6.95K
|
19.1K
$1.19M
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
116+ 1.41% |
$6.08K - $6.95K
|
8.37K
$524K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
116+ 9.23% |
$6.08K - $6.95K
|
1.37K
$85.9K
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
113+ 0.1% |
$5.92K - $6.77K
|
108K
$6.76M
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
113+ 0.14% |
$5.92K - $6.77K
|
83.8K
$5.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
111+ 1.75% |
$5.81K - $6.65K
|
6.44K
$403K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
111+ 0.98% |
$5.81K - $6.65K
|
11.4K
$714K
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
110+ 3.59% |
$5.76K - $6.59K
|
3.18K
$199K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
110+ 0.6% |
$5.76K - $6.59K
|
18.5K
$1.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
110+ 1.57% |
$5.76K - $6.59K
|
7.11K
$445K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
110+ 0.06% |
$5.76K - $6.59K
|
199K
$12.5M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
109+ 1.61% |
$5.71K - $6.53K
|
6.86K
$429K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
109+ 0.96% |
$5.71K - $6.53K
|
11.5K
$719K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
106+ 0.94% |
$5.55K - $6.35K
|
11.3K
$709K
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
106+ 0.8% |
$5.55K - $6.35K
|
13.3K
$832K
|