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 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-65- 0.68% |
$3.4K - $3.9K
|
9.52K
$594K
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-69- 1.35% |
$3.61K - $4.14K
|
5.03K
$314K
|
|
|
Feb 14, 2024
Q4 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-70- 0.98% |
$3.67K - $4.2K
|
7.04K
$440K
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-71- 1.25% |
$3.72K - $4.26K
|
5.63K
$351K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-72- 1.55% |
$3.77K - $4.31K
|
4.56K
$285K
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-73- 0.64% |
$3.82K - $4.37K
|
11.4K
$710K
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-75- 0.69% |
$3.93K - $4.49K
|
10.9K
$678K
|
|
|
Jan 25, 2024
Q4 2023
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-77- 1.69% |
$4.03K - $4.61K
|
4.47K
$279K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-80- 11.64% |
$4.19K - $4.79K
|
607
$37.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-81- 0.19% |
$4.24K - $4.85K
|
42.2K
$2.63M
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-82- 0.81% |
$4.3K - $4.91K
|
10.1K
$629K
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-82- 0.33% |
$4.3K - $4.91K
|
25K
$1.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-83- 1.64% |
$4.35K - $4.97K
|
4.97K
$310K
|
|
|
Feb 14, 2024
Q4 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-84- 16.67% |
$4.4K - $5.03K
|
420
$26.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-85- 0.1% |
$4.45K - $5.09K
|
81K
$5.06M
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
SELL
|
- |
-86- 2.01% |
$4.5K - $5.15K
|
4.2K
$262K
|
|
|
Feb 05, 2024
Q4 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-86- 0.54% |
$4.5K - $5.15K
|
15.8K
$988K
|
|
|
Jan 26, 2024
Q4 2023
|
Reik & Co., LLC
|
SELL
|
- |
-87- 0.07% |
$4.56K - $5.21K
|
117K
$7.28M
|
|
|
Jan 09, 2024
Q4 2023
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-88- 2.36% |
$4.61K - $5.27K
|
3.64K
$227K
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-88- 1.23% |
$4.61K - $5.27K
|
7.06K
$441K
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-88- 1.17% |
$4.61K - $5.27K
|
7.41K
$462K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-89- 0.84% |
$4.66K - $5.33K
|
10.5K
$654K
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-89- 1.12% |
$4.66K - $5.33K
|
7.89K
$493K
|
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-90- 14.04% |
$4.71K - $5.39K
|
551
$34.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
SELL
|
- |
-90- 1.18% |
$4.71K - $5.39K
|
7.52K
$470K
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-92- 0.65% |
$4.82K - $5.51K
|
14K
$877K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-92- 1.43% |
$4.82K - $5.51K
|
6.35K
$397K
|
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-95- 0.17% |
$4.98K - $5.69K
|
55.7K
$3.48M
|
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-96- 1.34% |
$5.03K - $5.75K
|
7.06K
$441K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-96- 0.87% |
$5.03K - $5.75K
|
10.9K
$680K
|
|
|
Feb 14, 2024
Q4 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-97- 1.3% |
$5.08K - $5.81K
|
7.37K
$460K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-98- 0.18% |
$5.13K - $5.87K
|
52.9K
$3.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
SELL
|
- |
-100- 1.45% |
$5.24K - $5.99K
|
6.79K
$424K
|
|
|
Feb 02, 2024
Q4 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-100- 0.44% |
$5.24K - $5.99K
|
22.4K
$1.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
SELL
|
- |
-100- 0.6% |
$5.24K - $5.99K
|
16.5K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-100- 0.23% |
$5.24K - $5.99K
|
43.5K
$2.72M
|
|
|
Feb 15, 2024
Q4 2023
|
Hoertkorn Richard Charles
|
SELL
|
- |
-100- 0.76% |
$5.24K - $5.99K
|
13K
$814K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-101- 3.51% |
$5.29K - $6.05K
|
2.78K
$174K
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-103- 1.22% |
$5.4K - $6.17K
|
8.34K
$521K
|
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-105- 0.23% |
$5.5K - $6.29K
|
45.2K
$2.82M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-105- 0.18% |
$5.5K - $6.29K
|
57.5K
$3.59M
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-105- 0.38% |
$5.5K - $6.29K
|
27.8K
$1.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
SELL
|
- |
-105- 0.37% |
$5.5K - $6.29K
|
28.6K
$1.79M
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-107- 2.13% |
$5.6K - $6.41K
|
4.92K
$307K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-107- 0.82% |
$5.6K - $6.41K
|
13K
$809K
|
|
|
Jan 23, 2024
Q4 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-107- 0.11% |
$5.6K - $6.41K
|
94.7K
$5.91M
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-108- 1.29% |
$5.66K - $6.47K
|
8.29K
$518K
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-110- 1.55% |
$5.76K - $6.59K
|
6.98K
$436K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-111- 4.92% |
$5.81K - $6.65K
|
2.14K
$134K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-112- 8.0% |
$5.87K - $6.71K
|
1.29K
$80.4K
|