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 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-480- 2.89% |
$25.1K - $28.8K
|
16.1K
$1.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-483- 1.45% |
$25.3K - $28.9K
|
32.8K
$2.06M
|
|
|
Feb 02, 2024
Q4 2023
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-489- 8.06% |
$25.6K - $29.3K
|
5.58K
$351K
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-492- 4.61% |
$25.8K - $29.5K
|
10.2K
$640K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-494- 1.88% |
$25.9K - $29.6K
|
25.8K
$1.62M
|
|
|
Jan 19, 2024
Q4 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-500- 2.11% |
$26.2K - $30K
|
23.1K
$1.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-500- 5.46% |
$26.2K - $30K
|
8.65K
$544K
|
|
|
Jan 26, 2024
Q4 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-501- 0.78% |
$26.2K - $30K
|
63.8K
$4.01M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-510- 6.75% |
$26.7K - $30.6K
|
7.04K
$443K
|
|
|
Jan 26, 2024
Q4 2023
|
Cardinal Capital Management
|
SELL
|
- |
-513- 0.66% |
$26.9K - $30.7K
|
77K
$4.84M
|
|
|
Jul 12, 2024
Q4 2023
|
Cardinal Capital Management
|
SELL
|
- |
-513- 0.66% |
$26.9K - $30.7K
|
77K
$4.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-515- 3.22% |
$27K - $30.9K
|
15.5K
$974K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-516- 37.39% |
$27K - $30.9K
|
864
$54.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-519- 0.21% |
$27.2K - $31.1K
|
251K
$15.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-525- 7.8% |
$27.5K - $31.5K
|
6.21K
$390K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-525- 2.34% |
$27.5K - $31.5K
|
22K
$1.38M
|
|
|
Jan 22, 2024
Q4 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-526- 2.07% |
$27.6K - $31.5K
|
24.9K
$1.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-527- 13.11% |
$27.6K - $31.6K
|
3.49K
$219K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-528- 4.05% |
$27.7K - $31.6K
|
12.5K
$785K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-529- 2.72% |
$27.7K - $31.7K
|
18.9K
$1.19M
|
|
|
Jan 24, 2024
Q4 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-529- 9.98% |
$27.7K - $31.7K
|
4.77K
$300K
|
|
|
Feb 13, 2024
Q4 2023
|
Somerville Kurt F
|
SELL
|
- |
-530- 2.2% |
$27.8K - $31.8K
|
23.6K
$1.48M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-535- 1.11% |
$28K - $32.1K
|
47.7K
$2.99M
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-541- 4.06% |
$28.3K - $32.4K
|
12.8K
$804K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-543- 13.75% |
$28.4K - $32.5K
|
3.41K
$214K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-547- 1.32% |
$28.7K - $32.8K
|
41K
$2.58M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-549- 6.61% |
$28.8K - $32.9K
|
7.76K
$487K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-551- 2.75% |
$28.9K - $33K
|
19.5K
$1.22M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-555- 2.79% |
$29.1K - $33.3K
|
19.4K
$1.22M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-556- 11.79% |
$29.1K - $33.3K
|
4.16K
$261K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-557- 5.37% |
$29.2K - $33.4K
|
9.81K
$616K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-560- 1.85% |
$29.3K - $33.6K
|
29.8K
$1.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-560- 1.14% |
$29.3K - $33.6K
|
48.4K
$3.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-564- 0.83% |
$29.5K - $33.8K
|
67K
$4.21M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-567- 1.95% |
$29.7K - $34K
|
28.5K
$1.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-570- 1.18% |
$29.9K - $34.2K
|
47.5K
$2.99M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-571- 1.14% |
$29.9K - $34.2K
|
49.3K
$3.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-573- 2.43% |
$30K - $34.3K
|
23K
$1.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-586- 3.78% |
$30.7K - $35.1K
|
14.9K
$936K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-587- 8.38% |
$30.7K - $35.2K
|
6.42K
$403K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-588- 0.52% |
$30.8K - $35.2K
|
112K
$7.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-590- 0.65% |
$30.9K - $35.4K
|
89.7K
$5.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-591- 3.33% |
$31K - $35.4K
|
17.2K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-592- 2.57% |
$31K - $35.5K
|
22.5K
$1.41M
|
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-600- 1.97% |
$31.4K - $36K
|
29.8K
$1.87M
|
|
|
Jan 24, 2024
Q4 2023
|
Harvey Investment CO LLC
|
SELL
|
- |
-600- 0.78% |
$31.4K - $36K
|
76.4K
$4.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-600- 1.17% |
$31.4K - $36K
|
50.6K
$3.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
SELL
|
- |
-602- 3.99% |
$31.5K - $36.1K
|
14.5K
$909K
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-603- 1.46% |
$31.6K - $36.1K
|
40.7K
$2.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-604- 8.28% |
$31.6K - $36.2K
|
6.69K
$420K
|