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 02, 2024
Q4 2023
|
Corbyn Investment Management Inc
|
SELL
|
- |
-32- 0.88% |
$1.68K - $1.92K
|
3.62K
$226K
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-33- 1.7% |
$1.73K - $1.98K
|
1.91K
$119K
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-34- 0.84% |
$1.78K - $2.04K
|
4.02K
$251K
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-34- 23.78% |
$1.78K - $2.04K
|
109
$6.81K
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-35- 0.86% |
$1.83K - $2.1K
|
4.02K
$251K
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-35- 0.14% |
$1.83K - $2.1K
|
25K
$1.56M
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-35- 0.04% |
$1.83K - $2.1K
|
94.6K
$5.91M
|
|
Feb 13, 2024
Q4 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-35- 0.02% |
$1.83K - $2.1K
|
143K
$8.93M
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-36- 1.14% |
$1.89K - $2.16K
|
3.12K
$195K
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-36- 2.66% |
$1.89K - $2.16K
|
1.32K
$82.2K
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-38- 3.25% |
$1.99K - $2.28K
|
1.13K
$70.6K
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-38- 0.15% |
$1.99K - $2.28K
|
25.5K
$1.59M
|
|
Jan 31, 2024
Q4 2023
|
Nbw Capital LLC
|
SELL
|
- |
-39- 0.98% |
$2.04K - $2.34K
|
3.94K
$246K
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-41- 0.26% |
$2.15K - $2.46K
|
15.6K
$975K
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-41- 0.59% |
$2.15K - $2.46K
|
6.9K
$431K
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-42- 0.29% |
$2.2K - $2.52K
|
14.4K
$898K
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
SELL
|
- |
-43- 13.69% |
$2.25K - $2.58K
|
271
$16.9K
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-43- 1.24% |
$2.25K - $2.58K
|
3.42K
$214K
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-44- 7.19% |
$2.3K - $2.64K
|
568
$35.5K
|
|
Jan 11, 2024
Q4 2023
|
17 Capital Partners, LLC
|
SELL
|
- |
-45- 0.2% |
$2.36K - $2.7K
|
22.3K
$1.39M
|
|
Jan 29, 2024
Q4 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-45- 0.77% |
$2.36K - $2.7K
|
5.81K
$363K
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-45- 0.27% |
$2.36K - $2.7K
|
16.6K
$1.04M
|
|
Feb 07, 2024
Q4 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-45- 0.41% |
$2.36K - $2.7K
|
10.9K
$680K
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-46- 0.19% |
$2.41K - $2.76K
|
24K
$1.5M
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-46- 0.7% |
$2.41K - $2.76K
|
6.48K
$405K
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-47- 5.25% |
$2.46K - $2.82K
|
849
$53K
|
|
Feb 12, 2024
Q4 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-48- 1.02% |
$2.51K - $2.88K
|
4.64K
$290K
|
|
Jan 29, 2024
Q4 2023
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-49- 0.04% |
$2.57K - $2.94K
|
109K
$6.83M
|
|
Jan 10, 2024
Q4 2023
|
M. Kraus & CO
|
SELL
|
- |
-50- 0.72% |
$2.62K - $3K
|
6.94K
$433K
|
|
Jan 26, 2024
Q4 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-50- 0.11% |
$2.62K - $3K
|
46.2K
$2.89M
|
|
Feb 13, 2024
Q4 2023
|
Puzo Michael J
|
SELL
|
- |
-50- 1.23% |
$2.62K - $3K
|
4K
$250K
|
|
Feb 14, 2024
Q4 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-50- 0.85% |
$2.62K - $3K
|
5.82K
$363K
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-54- 5.65% |
$2.83K - $3.24K
|
901
$56.3K
|
|
Jan 11, 2024
Q4 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-55- 0.11% |
$2.88K - $3.3K
|
48K
$3M
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-56- 0.11% |
$2.93K - $3.36K
|
51.1K
$3.19M
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-56- 13.49% |
$2.93K - $3.36K
|
359
$22.4K
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-56- 0.5% |
$2.93K - $3.36K
|
11.1K
$695K
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-57- 0.84% |
$2.99K - $3.42K
|
6.74K
$421K
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-57- 0.81% |
$2.99K - $3.42K
|
6.99K
$436K
|
|
Jan 10, 2024
Q4 2023
|
Insight Folios Inc
|
SELL
|
- |
-59- 0.89% |
$3.09K - $3.54K
|
6.54K
$409K
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-60- 0.37% |
$3.14K - $3.6K
|
16.1K
$1.01M
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-60- 0.58% |
$3.14K - $3.6K
|
10.3K
$644K
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-60- 0.96% |
$3.14K - $3.6K
|
6.18K
$386K
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-61- 1.09% |
$3.2K - $3.66K
|
5.52K
$345K
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-62- 1.13% |
$3.25K - $3.72K
|
5.4K
$337K
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-62- 0.41% |
$3.25K - $3.72K
|
15.2K
$950K
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-63- 53.39% |
$3.3K - $3.78K
|
55
$3.43K
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
SELL
|
- |
-63- 0.66% |
$3.3K - $3.78K
|
9.47K
$591K
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-63- 1.46% |
$3.3K - $3.78K
|
4.24K
$265K
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-64- 2.02% |
$3.35K - $3.84K
|
3.1K
$194K
|