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 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-83- 1.64% |
$4.35K - $4.97K
|
4.97K
$347K
|
|
Feb 14, 2024
Q4 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-84- 16.67% |
$4.4K - $5.03K
|
420
$29.4K
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-85- 0.1% |
$4.45K - $5.09K
|
81K
$5.66M
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
SELL
|
- |
-86- 2.01% |
$4.5K - $5.15K
|
4.2K
$294K
|
|
Feb 05, 2024
Q4 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-86- 0.54% |
$4.5K - $5.15K
|
15.8K
$1.11M
|
|
Jan 26, 2024
Q4 2023
|
Reik & Co., LLC
|
SELL
|
- |
-87- 0.07% |
$4.56K - $5.21K
|
117K
$8.15M
|
|
Jan 09, 2024
Q4 2023
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-88- 2.36% |
$4.61K - $5.27K
|
3.64K
$254K
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-88- 1.23% |
$4.61K - $5.27K
|
7.06K
$493K
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-88- 1.17% |
$4.61K - $5.27K
|
7.41K
$518K
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-89- 0.84% |
$4.66K - $5.33K
|
10.5K
$732K
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-89- 1.12% |
$4.66K - $5.33K
|
7.89K
$551K
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-90- 14.04% |
$4.71K - $5.39K
|
551
$38.5K
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
SELL
|
- |
-90- 1.18% |
$4.71K - $5.39K
|
7.52K
$526K
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-92- 0.65% |
$4.82K - $5.51K
|
14K
$982K
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-92- 1.43% |
$4.82K - $5.51K
|
6.35K
$444K
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-95- 0.17% |
$4.98K - $5.69K
|
55.7K
$3.89M
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-96- 1.34% |
$5.03K - $5.75K
|
7.06K
$494K
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-96- 0.87% |
$5.03K - $5.75K
|
10.9K
$762K
|
|
Feb 14, 2024
Q4 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-97- 1.3% |
$5.08K - $5.81K
|
7.37K
$515K
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-98- 0.18% |
$5.13K - $5.87K
|
52.9K
$3.7M
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
SELL
|
- |
-100- 1.45% |
$5.24K - $5.99K
|
6.79K
$474K
|
|
Feb 02, 2024
Q4 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-100- 0.44% |
$5.24K - $5.99K
|
22.4K
$1.57M
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
SELL
|
- |
-100- 0.6% |
$5.24K - $5.99K
|
16.5K
$1.16M
|
|
Feb 13, 2024
Q4 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-100- 0.23% |
$5.24K - $5.99K
|
43.5K
$3.04M
|
|
Feb 15, 2024
Q4 2023
|
Hoertkorn Richard Charles
|
SELL
|
- |
-100- 0.76% |
$5.24K - $5.99K
|
13K
$911K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-101- 3.51% |
$5.29K - $6.05K
|
2.78K
$194K
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-103- 1.22% |
$5.4K - $6.17K
|
8.34K
$583K
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-105- 0.23% |
$5.5K - $6.29K
|
45.2K
$3.16M
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-105- 0.18% |
$5.5K - $6.29K
|
57.5K
$4.02M
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-105- 0.38% |
$5.5K - $6.29K
|
27.8K
$1.94M
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
SELL
|
- |
-105- 0.37% |
$5.5K - $6.29K
|
28.6K
$2M
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-107- 2.13% |
$5.6K - $6.41K
|
4.92K
$344K
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-107- 0.82% |
$5.6K - $6.41K
|
13K
$905K
|
|
Jan 23, 2024
Q4 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-107- 0.11% |
$5.6K - $6.41K
|
94.7K
$6.62M
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-108- 1.29% |
$5.66K - $6.47K
|
8.29K
$580K
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-110- 1.55% |
$5.76K - $6.59K
|
6.98K
$488K
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-111- 4.92% |
$5.81K - $6.65K
|
2.14K
$150K
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-112- 8.0% |
$5.87K - $6.71K
|
1.29K
$90K
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-112- 2.46% |
$5.87K - $6.71K
|
4.44K
$310K
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-112- 0.03% |
$5.87K - $6.71K
|
332K
$23.2M
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-114- 0.74% |
$5.97K - $6.83K
|
15.4K
$1.07M
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-114- 0.81% |
$5.97K - $6.83K
|
13.9K
$973K
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-114- 1.35% |
$5.97K - $6.83K
|
8.31K
$581K
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-115- 2.23% |
$6.02K - $6.89K
|
5.04K
$352K
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-116- 0.19% |
$6.08K - $6.95K
|
60.9K
$4.26M
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-119- 3.04% |
$6.23K - $7.13K
|
3.8K
$265K
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-121- 2.98% |
$6.34K - $7.25K
|
3.93K
$275K
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-122- 1.35% |
$6.39K - $7.31K
|
8.9K
$622K
|
|
Feb 02, 2024
Q4 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-124- 1.11% |
$6.5K - $7.43K
|
11K
$772K
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-124- 0.66% |
$6.5K - $7.43K
|
18.8K
$1.31M
|