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 26, 2024
Q4 2023
|
Baillie Gifford & CO
|
SELL
|
- |
-1.29K- 0.17% |
$67.7K - $77.5K
|
759K
$47.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.3K- 4.61% |
$68K - $77.8K
|
26.9K
$1.69M
|
|
|
Jan 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.3K- 9.38% |
$68.3K - $78.1K
|
12.6K
$791K
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-1.3K- 1.66% |
$68.3K - $78.1K
|
77.2K
$4.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.31K- 6.2% |
$68.4K - $78.2K
|
19.7K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.31K- 8.81% |
$68.5K - $78.4K
|
13.5K
$851K
|
|
|
Feb 01, 2024
Q4 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-1.33K- 12.46% |
$69.4K - $79.4K
|
9.31K
$585K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.34K- 3.31% |
$70.2K - $80.3K
|
39.1K
$2.46M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.34K- 4.44% |
$70.2K - $80.4K
|
28.9K
$1.81M
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-1.35K- 4.49% |
$70.9K - $81.1K
|
28.8K
$1.81M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.36K- 0.68% |
$71.2K - $81.4K
|
198K
$12.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.36K- 0.68% |
$71.2K - $81.4K
|
198K
$12.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-1.37K- 1.58% |
$71.7K - $82K
|
85.5K
$5.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-1.37K- 18.33% |
$71.9K - $82.3K
|
6.12K
$384K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.39K- 1.63% |
$72.7K - $83.1K
|
84K
$5.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.39K- 7.35% |
$72.9K - $83.4K
|
17.6K
$1.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.4K- 7.03% |
$73.3K - $83.9K
|
18.5K
$1.16M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.41K- 18.21% |
$73.6K - $84.2K
|
6.31K
$397K
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-1.41K- 6.98% |
$73.8K - $84.4K
|
18.8K
$1.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-1.42K- 8.37% |
$74.5K - $85.2K
|
15.6K
$978K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.43K- 1.49% |
$74.7K - $85.5K
|
94.5K
$5.94M
|
|
|
Feb 20, 2024
Q4 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.43K- 1.55% |
$74.9K - $85.7K
|
90.6K
$5.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-1.43K- 21.5% |
$75K - $85.8K
|
5.23K
$329K
|
|
|
Feb 12, 2024
Q4 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-1.44K- 4.35% |
$75.3K - $86.1K
|
31.6K
$1.99M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.45K- 16.03% |
$75.7K - $86.6K
|
7.57K
$476K
|
|
|
Feb 14, 2024
Q4 2023
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-1.45K- 1.08% |
$75.7K - $86.7K
|
133K
$8.36M
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-1.45K- 23.09% |
$75.8K - $86.7K
|
4.82K
$303K
|
|
|
Feb 08, 2024
Q4 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-1.45K- 0.81% |
$75.9K - $86.8K
|
176K
$11.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-1.45K- 3.37% |
$76.2K - $87.1K
|
41.7K
$2.62M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.46K- 3.81% |
$76.6K - $87.6K
|
36.9K
$2.32M
|
|
|
Jan 23, 2024
Q4 2023
|
Founders Capital Management, LLC
|
SELL
|
- |
-1.47K- 1.03% |
$76.8K - $87.9K
|
141K
$8.88M
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-1.47K- 8.57% |
$77K - $88.1K
|
15.7K
$985K
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-1.48K- 5.15% |
$77.3K - $88.5K
|
27.2K
$1.71M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.48K- 1.26% |
$77.3K - $88.5K
|
116K
$7.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.49K- 13.74% |
$77.8K - $89K
|
9.32K
$586K
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
SELL
|
- |
-1.5K- 1.22% |
$78.5K - $89.8K
|
121K
$7.62M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.5K- 0.65% |
$78.5K - $89.8K
|
229K
$14.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-1.5K- 16.24% |
$78.6K - $89.9K
|
7.74K
$486K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.51K- 3.38% |
$79.3K - $90.7K
|
43.3K
$2.72M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.52K- 8.79% |
$79.5K - $91K
|
15.8K
$990K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.53K- 3.15% |
$80.1K - $91.6K
|
47K
$2.95M
|
|
|
Jan 24, 2024
Q4 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-1.53K- 4.56% |
$80.2K - $91.8K
|
32K
$2.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
SELL
|
- |
-1.53K- 16.18% |
$80.4K - $91.9K
|
7.94K
$499K
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-1.54K- 12.6% |
$80.9K - $92.5K
|
10.7K
$673K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-1.55K- 7.4% |
$81.1K - $92.8K
|
19.4K
$1.22M
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.55K- 0.82% |
$81.3K - $93K
|
189K
$11.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.56K- 4.76% |
$81.6K - $93.3K
|
31.1K
$1.96M
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.56K- 15.64% |
$81.6K - $93.4K
|
8.4K
$528K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.56K- 4.07% |
$81.7K - $93.4K
|
36.8K
$2.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.57K- 5.09% |
$82.2K - $94K
|
29.2K
$1.84M
|