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 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
40+ 0.35% |
$2.1K - $2.4K
|
11.3K
$708K
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
BUY
|
- |
39+ 0.11% |
$2.04K - $2.34K
|
35.7K
$2.23M
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
39+ 0.5% |
$2.04K - $2.34K
|
7.8K
$487K
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
38+ 0.88% |
$1.99K - $2.28K
|
4.38K
$273K
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
38+ 0.97% |
$1.99K - $2.28K
|
3.96K
$247K
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
38+ 0.84% |
$1.99K - $2.28K
|
4.54K
$283K
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
37+ 1.63% |
$1.94K - $2.22K
|
2.31K
$144K
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
36+ 0.99% |
$1.89K - $2.16K
|
3.66K
$228K
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
36+ 0.64% |
$1.89K - $2.16K
|
5.69K
$356K
|
|
Feb 14, 2024
Q4 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
36+ 0.49% |
$1.89K - $2.16K
|
7.46K
$466K
|
|
Jan 11, 2024
Q4 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
35+ 0.75% |
$1.83K - $2.1K
|
4.7K
$293K
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
35+ 0.53% |
$1.83K - $2.1K
|
6.6K
$412K
|
|
Jan 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
35+ 0.5% |
$1.83K - $2.1K
|
7.02K
$439K
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
35+ 0.25% |
$1.83K - $2.1K
|
14K
$876K
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
33+ 0.88% |
$1.73K - $1.98K
|
3.79K
$236K
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
33+ 0.2% |
$1.73K - $1.98K
|
16.7K
$1.04M
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
33+ 0.39% |
$1.73K - $1.98K
|
8.41K
$525K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
33+ 1.16% |
$1.73K - $1.98K
|
2.89K
$180K
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
32+ 0.75% |
$1.68K - $1.92K
|
4.31K
$269K
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
31+ 0.83% |
$1.62K - $1.86K
|
3.78K
$236K
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
31+ 0.73% |
$1.62K - $1.86K
|
4.27K
$267K
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
30+ 0.28% |
$1.57K - $1.8K
|
10.8K
$677K
|
|
Jan 25, 2024
Q4 2023
|
Benin Management Corp
|
BUY
|
- |
29+ 0.71% |
$1.52K - $1.74K
|
4.1K
$256K
|
|
Jan 09, 2024
Q4 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
27+ 0.37% |
$1.41K - $1.62K
|
7.4K
$462K
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
27+ 0.16% |
$1.41K - $1.62K
|
16.8K
$1.05M
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
27+ 0.51% |
$1.41K - $1.62K
|
5.27K
$329K
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
25+ 1.55% |
$1.31K - $1.5K
|
1.63K
$102K
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
25+ 0.23% |
$1.31K - $1.5K
|
10.9K
$681K
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
25+ 2.69% |
$1.31K - $1.5K
|
953
$59.5K
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
BUY
|
- |
24+ 0.3% |
$1.26K - $1.44K
|
8.11K
$507K
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
24+ 0.41% |
$1.26K - $1.44K
|
5.91K
$369K
|
|
Feb 07, 2024
Q4 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
24+ 0.03% |
$1.26K - $1.44K
|
76.9K
$4.8M
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
22+ 0.23% |
$1.15K - $1.32K
|
9.61K
$600K
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
BUY
|
- |
20+ 0.52% |
$1.05K - $1.2K
|
3.9K
$244K
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
20+ 0.27% |
$1.05K - $1.2K
|
7.42K
$464K
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
20+ 0.16% |
$1.05K - $1.2K
|
12.9K
$806K
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
20+ 0.08% |
$1.05K - $1.2K
|
25.3K
$1.58M
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
20+ 0.19% |
$1.05K - $1.2K
|
10.3K
$646K
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
18+ 0.29% |
$943 - $1.08K
|
6.28K
$392K
|
|
Feb 07, 2024
Q4 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
18+ 0.11% |
$943 - $1.08K
|
17.1K
$1.07M
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
17+ 0.42% |
$890 - $1.02K
|
4.1K
$256K
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
17+ 1.47% |
$890 - $1.02K
|
1.18K
$73.4K
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
17+ 0.17% |
$890 - $1.02K
|
10.3K
$644K
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
15+ 0.32% |
$786 - $899
|
4.66K
$291K
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
15+ 0.11% |
$786 - $899
|
13.2K
$827K
|
|
Jan 26, 2024
Q4 2023
|
Blossom Wealth Management
|
BUY
|
- |
15+ 0.32% |
$786 - $899
|
4.68K
$292K
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
15+ 0.06% |
$786 - $899
|
24.2K
$1.51M
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
14+ 3.47% |
$733 - $839
|
417
$26K
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
14+ 0.36% |
$733 - $839
|
3.94K
$246K
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
14+ 0.1% |
$733 - $839
|
13.8K
$859K
|