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
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.58K- 2.42% |
$82.6K - $94.4K
|
63.6K
$3.99M
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.58K- 3.45% |
$82.6K - $94.4K
|
44.1K
$2.77M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.58K- 5.2% |
$82.7K - $94.6K
|
28.7K
$1.81M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.58K- 6.0% |
$82.9K - $94.8K
|
24.8K
$1.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.59K- 2.11% |
$83.1K - $95.1K
|
73.6K
$4.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.59K- 6.85% |
$83.4K - $95.4K
|
21.7K
$1.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.61K- 3.42% |
$84.5K - $96.7K
|
45.6K
$2.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.63K- 6.42% |
$85.4K - $97.7K
|
23.7K
$1.49M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-1.63K- 2.94% |
$85.4K - $97.7K
|
53.9K
$3.39M
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-1.64K- 2.95% |
$85.9K - $98.3K
|
54K
$3.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.65K- 60.22% |
$86.3K - $98.7K
|
1.09K
$68.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.66K- 16.0% |
$87K - $99.5K
|
8.72K
$548K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.66K- 2.37% |
$87.1K - $99.6K
|
68.6K
$4.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
SELL
|
- |
-1.67K- 11.16% |
$87.5K - $100K
|
13.3K
$836K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1.68K- 12.39% |
$87.9K - $101K
|
11.9K
$745K
|
|
|
Feb 08, 2024
Q4 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-1.7K- 36.71% |
$88.8K - $102K
|
2.92K
$184K
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-1.7K- 5.2% |
$89K - $102K
|
31K
$1.95M
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-1.7K- 0.35% |
$89.2K - $102K
|
483K
$30.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.71K- 1.62% |
$89.6K - $102K
|
104K
$6.51M
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-1.73K- 2.02% |
$90.4K - $103K
|
83.7K
$5.26M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-1.73K- 4.95% |
$90.7K - $104K
|
33.2K
$2.09M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.74K- 2.58% |
$91K - $104K
|
65.5K
$4.12M
|
|
|
Jan 19, 2024
Q4 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-1.74K- 5.54% |
$91.1K - $104K
|
29.6K
$1.86M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-1.74K- 20.75% |
$91.3K - $104K
|
6.66K
$418K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.75K- 1.63% |
$91.5K - $105K
|
106K
$6.64M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.75K- 27.62% |
$91.8K - $105K
|
4.59K
$288K
|
|
|
Feb 13, 2024
Q4 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-1.76K- 8.81% |
$92.3K - $106K
|
18.2K
$1.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.77K- 4.88% |
$92.5K - $106K
|
34.4K
$2.16M
|
|
|
Feb 01, 2024
Q4 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-1.77K- 1.14% |
$92.7K - $106K
|
154K
$9.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-1.79K- 2.28% |
$93.6K - $107K
|
76.7K
$4.82M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-1.8K- 2.31% |
$94K - $108K
|
75.8K
$4.76M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.82K- 13.23% |
$95.5K - $109K
|
12K
$752K
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-1.84K- 12.69% |
$96.3K - $110K
|
12.7K
$795K
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-1.88K- 5.27% |
$98.6K - $113K
|
33.8K
$2.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.9K- 21.87% |
$99.3K - $114K
|
6.77K
$425K
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-1.9K- 4.38% |
$99.5K - $114K
|
41.5K
$2.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-1.9K- 29.46% |
$99.5K - $114K
|
4.55K
$286K
|
|
|
Feb 13, 2024
Q4 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-1.92K- 3.24% |
$101K - $115K
|
57.4K
$3.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-1.93K- 2.31% |
$101K - $116K
|
81.7K
$5.14M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.93K- 6.07% |
$101K - $116K
|
29.9K
$1.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Kidder Stephen W
|
SELL
|
- |
-1.95K- 15.82% |
$102K - $117K
|
10.4K
$652K
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-1.95K- 28.5% |
$102K - $117K
|
4.9K
$308K
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-1.96K- 7.43% |
$102K - $117K
|
24.3K
$1.53M
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.98K- 27.53% |
$104K - $119K
|
5.22K
$328K
|
|
|
Jan 22, 2024
Q4 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-2K- 42.48% |
$105K - $120K
|
2.71K
$170K
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-2K- 12.9% |
$105K - $120K
|
13.5K
$849K
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2.01K- 7.13% |
$105K - $120K
|
26.1K
$1.64M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-2.01K- 12.67% |
$105K - $121K
|
13.9K
$872K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2.03K- 5.08% |
$106K - $122K
|
37.9K
$2.38M
|
|
|
Feb 01, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-2.08K- 0.59% |
$109K - $124K
|
352K
$22.1M
|