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 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$52.4 - $59.9
|
9.79K
$611K
|
|
|
Feb 05, 2024
Q4 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1+ 0.01% |
$52.4 - $59.9
|
8.5K
$531K
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
BUY
|
- |
1+ 0.0% |
$52.4 - $59.9
|
23.4K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
1+ 0.02% |
$52.4 - $59.9
|
4.05K
$253K
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
1+ 0.02% |
$52.4 - $59.9
|
5K
$312K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1- 0.01% |
$52.4 - $59.9
|
10.6K
$662K
|
|
|
Feb 08, 2024
Q4 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-1- -0.0% |
$52.4 - $59.9
|
76.4K
$4.77M
|
|
|
Jan 24, 2024
Q4 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-2- -0.0% |
$105 - $120
|
53.2K
$3.32M
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-3- 0.08% |
$157 - $180
|
3.92K
$245K
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-3- -0.0% |
$157 - $180
|
81K
$5.06M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-5- 0.08% |
$262 - $300
|
6.5K
$406K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-5- 0.02% |
$262 - $300
|
26.3K
$1.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-5- 0.05% |
$262 - $300
|
10.5K
$655K
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-6- 0.02% |
$314 - $360
|
35.6K
$2.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-6- 0.08% |
$314 - $360
|
7.3K
$456K
|
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-6- 0.15% |
$314 - $360
|
3.9K
$243K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-7- 7.22% |
$367 - $420
|
90
$5.62K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-8- 0.26% |
$419 - $479
|
3.03K
$189K
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-10- 0.13% |
$524 - $599
|
7.43K
$464K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-10- 0.11% |
$524 - $599
|
8.79K
$549K
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-10- -0.0% |
$524 - $599
|
203K
$12.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-10- 0.07% |
$524 - $599
|
14.2K
$889K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-10- 1.15% |
$524 - $599
|
860
$53.7K
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
SELL
|
- |
-12- 0.29% |
$629 - $719
|
4.14K
$259K
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
SELL
|
- |
-13- 0.08% |
$681 - $779
|
16K
$1M
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-13- 0.94% |
$681 - $779
|
1.37K
$85.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-16- 0.66% |
$838 - $959
|
2.4K
$150K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-18- 0.44% |
$943 - $1.08K
|
4.12K
$257K
|
|
|
Feb 12, 2024
Q4 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-18- 0.34% |
$943 - $1.08K
|
5.29K
$330K
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-19- 0.53% |
$995 - $1.14K
|
3.59K
$224K
|
|
|
Jan 26, 2024
Q4 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-19- 0.07% |
$995 - $1.14K
|
27K
$1.69M
|
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-20- 0.2% |
$1.05K - $1.2K
|
10.2K
$636K
|
|
|
Jan 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-20- 0.47% |
$1.05K - $1.2K
|
4.21K
$263K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-21- 0.21% |
$1.1K - $1.26K
|
9.78K
$611K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-22- 0.5% |
$1.15K - $1.32K
|
4.41K
$275K
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-22- 0.17% |
$1.15K - $1.32K
|
13K
$813K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-23- 0.56% |
$1.2K - $1.38K
|
4.06K
$254K
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-23- 0.34% |
$1.2K - $1.38K
|
6.72K
$420K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-23- 1.18% |
$1.2K - $1.38K
|
1.93K
$121K
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-25- 0.64% |
$1.31K - $1.5K
|
3.88K
$243K
|
|
|
Feb 08, 2024
Q4 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-25- 0.35% |
$1.31K - $1.5K
|
7.19K
$449K
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-26- 5.64% |
$1.36K - $1.56K
|
435
$27.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-26- 0.31% |
$1.36K - $1.56K
|
8.46K
$528K
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-27- 0.04% |
$1.41K - $1.62K
|
68.5K
$4.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-27- 0.54% |
$1.41K - $1.62K
|
5K
$312K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-30- 0.2% |
$1.57K - $1.8K
|
15.4K
$959K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-30- 0.7% |
$1.57K - $1.8K
|
4.28K
$267K
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-30- 0.31% |
$1.57K - $1.8K
|
9.67K
$604K
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-32- 0.33% |
$1.68K - $1.92K
|
9.56K
$597K
|