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 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
73+ 0.61% |
$3.82K - $4.37K
|
12.1K
$758K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
72+ 4.07% |
$3.77K - $4.31K
|
1.84K
$115K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
72+ 0.04% |
$3.77K - $4.31K
|
182K
$11.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
71+ 1.03% |
$3.72K - $4.26K
|
6.96K
$434K
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
69+ 1.1% |
$3.61K - $4.14K
|
6.34K
$396K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
69+ 1.33% |
$3.61K - $4.14K
|
5.25K
$328K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
69+ 0.03% |
$3.61K - $4.14K
|
214K
$13.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
67+ 4.39% |
$3.51K - $4.02K
|
1.59K
$99.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
64New |
$3.35K - $3.84K
|
64
$4K
|
|
|
Jan 18, 2024
Q4 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
63+ 1.55% |
$3.3K - $3.78K
|
4.13K
$258K
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
63+ 0.4% |
$3.3K - $3.78K
|
15.9K
$995K
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
63+ 0.27% |
$3.3K - $3.78K
|
23.2K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
63+ 0.17% |
$3.3K - $3.78K
|
37.8K
$2.36M
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
61+ 0.28% |
$3.2K - $3.66K
|
21.9K
$1.37M
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
60+ 8.57% |
$3.14K - $3.6K
|
760
$47.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
60+ 0.63% |
$3.14K - $3.6K
|
9.61K
$600K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
59+ 1.63% |
$3.09K - $3.54K
|
3.68K
$230K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
58+ 6.79% |
$3.04K - $3.48K
|
912
$57K
|
|
|
Jan 19, 2024
Q4 2023
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
58+ 0.4% |
$3.04K - $3.48K
|
14.5K
$906K
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
58+ 0.86% |
$3.04K - $3.48K
|
6.83K
$426K
|
|
|
Jan 05, 2024
Q4 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
57+ 1.04% |
$2.99K - $3.42K
|
5.55K
$347K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
56+ 0.64% |
$2.93K - $3.36K
|
8.75K
$547K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
56+ 1.32% |
$2.93K - $3.36K
|
4.3K
$269K
|
|
|
Feb 13, 2024
Q4 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
56+ 1.4% |
$2.93K - $3.36K
|
4.06K
$253K
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
53+ 1.01% |
$2.78K - $3.18K
|
5.29K
$330K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
52+ 0.74% |
$2.72K - $3.12K
|
7.05K
$440K
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
52+ 0.38% |
$2.72K - $3.12K
|
13.8K
$864K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
51+ 0.65% |
$2.67K - $3.06K
|
7.93K
$495K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
51+ 0.08% |
$2.67K - $3.06K
|
62.1K
$3.88M
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
51+ 0.06% |
$2.67K - $3.06K
|
79.8K
$4.98M
|
|
|
Jan 29, 2024
Q4 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
50+ 0.05% |
$2.62K - $3K
|
105K
$6.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
50+ 0.19% |
$2.62K - $3K
|
26.7K
$1.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
49+ 0.82% |
$2.57K - $2.94K
|
6.03K
$376K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
48+ 1.11% |
$2.51K - $2.88K
|
4.35K
$272K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
48+ 0.33% |
$2.51K - $2.88K
|
14.5K
$906K
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
47New |
$2.46K - $2.82K
|
47
$2.94K
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
47+ 0.58% |
$2.46K - $2.82K
|
8.09K
$505K
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
47+ 0.67% |
$2.46K - $2.82K
|
7.1K
$443K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
46+ 0.41% |
$2.41K - $2.76K
|
11.2K
$699K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
46+ 0.53% |
$2.41K - $2.76K
|
8.77K
$547K
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
46+ 1.02% |
$2.41K - $2.76K
|
4.57K
$285K
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
46+ 0.85% |
$2.41K - $2.76K
|
5.45K
$340K
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
45+ 0.26% |
$2.36K - $2.7K
|
17.3K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
44+ 6.92% |
$2.3K - $2.64K
|
680
$42.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
43+ 0.45% |
$2.25K - $2.58K
|
9.64K
$602K
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
42+ 0.13% |
$2.2K - $2.52K
|
33.4K
$2.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
42+ 1.11% |
$2.2K - $2.52K
|
3.81K
$238K
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
41+ 0.73% |
$2.15K - $2.46K
|
5.64K
$352K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
41+ 0.22% |
$2.15K - $2.46K
|
18.6K
$1.16M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
40+ 0.3% |
$2.1K - $2.4K
|
13.3K
$831K
|