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
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-635- 0.71% |
$33.3K - $38.1K
|
89K
$6.27M
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-638- 12.0% |
$33.4K - $38.2K
|
4.68K
$329K
|
|
Feb 09, 2024
Q4 2023
|
X Square Capital, LLC
|
SELL
|
- |
-642- 8.76% |
$33.6K - $38.5K
|
6.69K
$471K
|
|
Feb 14, 2024
Q4 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-646- 1.4% |
$33.8K - $38.7K
|
45.4K
$3.2M
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
SELL
|
- |
-676- 9.6% |
$35.4K - $40.5K
|
6.37K
$448K
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
SELL
|
- |
-680- 4.84% |
$35.6K - $40.8K
|
13.4K
$941K
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-690- 5.27% |
$36.1K - $41.4K
|
12.4K
$873K
|
|
Feb 01, 2024
Q4 2023
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-691- 14.71% |
$36.2K - $41.4K
|
4.01K
$282K
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-695- 3.91% |
$36.4K - $41.7K
|
17.1K
$1.2M
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-703- 5.9% |
$36.8K - $42.1K
|
11.2K
$789K
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-707- 0.82% |
$37K - $42.4K
|
85.2K
$6M
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
SELL
|
- |
-709- 13.43% |
$37.1K - $42.5K
|
4.57K
$322K
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-712- 6.71% |
$37.3K - $42.7K
|
9.91K
$698K
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-714- 7.1% |
$37.4K - $42.8K
|
9.34K
$658K
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-715- 6.2% |
$37.5K - $42.8K
|
10.8K
$762K
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-716- 3.32% |
$37.5K - $42.9K
|
20.9K
$1.47M
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-717- 2.27% |
$37.6K - $43K
|
30.9K
$2.18M
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-721- 9.37% |
$37.8K - $43.2K
|
6.97K
$491K
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-725- 4.18% |
$38K - $43.4K
|
16.6K
$1.17M
|
|
Jan 12, 2024
Q4 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-737- 0.78% |
$38.6K - $44.2K
|
93.5K
$6.58M
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-743- 8.08% |
$38.9K - $44.5K
|
8.45K
$595K
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-745- 12.66% |
$39K - $44.6K
|
5.14K
$362K
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-746- 1.54% |
$39.1K - $44.7K
|
47.7K
$3.36M
|
|
Feb 02, 2024
Q4 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-746- 1.35% |
$39.1K - $44.7K
|
54.5K
$3.84M
|
|
Feb 09, 2024
Q4 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-746- 15.36% |
$39.1K - $44.7K
|
4.11K
$290K
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-750- 7.62% |
$39.3K - $44.9K
|
9.09K
$640K
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-750- 6.85% |
$39.3K - $44.9K
|
10.2K
$719K
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-750- 0.52% |
$39.3K - $44.9K
|
142K
$10M
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-751- 8.88% |
$39.3K - $45K
|
7.71K
$543K
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-752- 15.19% |
$39.4K - $45.1K
|
4.2K
$296K
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-754- 11.15% |
$39.5K - $45.2K
|
6.01K
$423K
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-756- 1.71% |
$39.6K - $45.3K
|
43.4K
$3.05M
|
|
Jan 09, 2024
Q4 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-759- 6.88% |
$39.8K - $45.5K
|
10.3K
$724K
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-759- 11.83% |
$39.8K - $45.5K
|
5.66K
$398K
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-761- 10.97% |
$39.9K - $45.6K
|
6.17K
$435K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-769- 30.11% |
$40.3K - $46.1K
|
1.79K
$126K
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-769- 1.41% |
$40.3K - $46.1K
|
53.6K
$3.78M
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-776- 0.1% |
$40.6K - $46.5K
|
803K
$56.6M
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-783- 1.5% |
$41K - $46.9K
|
51.3K
$3.61M
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-785- 12.67% |
$41.1K - $47K
|
5.41K
$381K
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-785- 5.84% |
$41.1K - $47K
|
12.7K
$892K
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-788- 7.91% |
$41.3K - $47.2K
|
9.17K
$646K
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-791- 3.56% |
$41.4K - $47.4K
|
21.4K
$1.51M
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-804- 11.12% |
$42.1K - $48.2K
|
6.42K
$452K
|
|
Jan 17, 2024
Q4 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-810- 0.73% |
$42.4K - $48.5K
|
110K
$7.75M
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-810- 7.35% |
$42.4K - $48.5K
|
10.2K
$719K
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-811- 12.61% |
$42.5K - $48.6K
|
5.62K
$396K
|
|
Feb 13, 2024
Q4 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-815- 3.44% |
$42.7K - $48.8K
|
22.9K
$1.61M
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-817- 0.73% |
$42.8K - $49K
|
111K
$7.82M
|
|
Feb 12, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-822- 1.88% |
$43.1K - $49.3K
|
43K
$3.03M
|