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 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-2.09K- 13.91% |
$109K - $125K
|
12.9K
$811K
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-2.09K- 4.25% |
$109K - $125K
|
47K
$2.95M
|
|
|
Jan 11, 2024
Q4 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-2.1K- 4.2% |
$110K - $126K
|
48K
$3.01M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-2.11K- 13.01% |
$111K - $127K
|
14.1K
$888K
|
|
|
Feb 01, 2024
Q4 2023
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-2.12K- 88.33% |
$111K - $127K
|
280
$17.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.13K- 3.04% |
$112K - $128K
|
68K
$4.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-2.13K- 17.0% |
$112K - $128K
|
10.4K
$655K
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-2.15K- 0.97% |
$113K - $129K
|
221K
$13.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-2.16K- 8.28% |
$113K - $129K
|
23.9K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Hgk Asset Management Inc
|
SELL
|
- |
-2.16K- 2.43% |
$113K - $130K
|
86.6K
$5.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.16K- 12.68% |
$113K - $130K
|
14.9K
$936K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.17K- 7.52% |
$114K - $130K
|
26.7K
$1.68M
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-2.19K- 1.55% |
$114K - $131K
|
138K
$8.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2.19K- 1.72% |
$115K - $131K
|
125K
$7.85M
|
|
|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-2.19K- 7.47% |
$115K - $131K
|
27.1K
$1.71M
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
SELL
|
- |
-2.21K- 1.85% |
$116K - $132K
|
117K
$7.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-2.22K- 2.53% |
$116K - $133K
|
85.5K
$5.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-2.25K- 1.28% |
$118K - $135K
|
174K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.26K- 1.55% |
$118K - $135K
|
143K
$8.98M
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-2.27K- 30.72% |
$119K - $136K
|
5.13K
$322K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.27K- 0.49% |
$119K - $136K
|
460K
$28.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-2.28K- 0.39% |
$119K - $137K
|
588K
$37M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-2.29K- 4.27% |
$120K - $137K
|
51.3K
$3.22M
|
|
|
Feb 01, 2024
Q4 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-2.3K- 1.79% |
$120K - $138K
|
126K
$7.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-2.31K- 15.62% |
$121K - $138K
|
12.5K
$783K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.31K- 3.08% |
$121K - $138K
|
72.7K
$4.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.31K- 21.9% |
$121K - $139K
|
8.25K
$518K
|
|
|
Feb 09, 2024
Q4 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-2.33K- 10.56% |
$122K - $140K
|
19.8K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-2.35K- 8.52% |
$123K - $141K
|
25.3K
$1.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-2.36K- 2.09% |
$124K - $141K
|
110K
$6.93M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-2.37K- 4.93% |
$124K - $142K
|
45.6K
$2.86M
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-2.37K- 3.05% |
$124K - $142K
|
75.3K
$4.73M
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2.37K- 24.28% |
$124K - $142K
|
7.4K
$465K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-2.38K- 2.78% |
$125K - $143K
|
83.1K
$5.22M
|
|
|
Jan 25, 2024
Q4 2023
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-2.43K- 3.18% |
$127K - $145K
|
73.8K
$4.64M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.43K- 17.14% |
$127K - $146K
|
11.8K
$739K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-2.46K- 10.51% |
$129K - $147K
|
20.9K
$1.31M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-2.47K- 11.59% |
$130K - $148K
|
18.9K
$1.19M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-2.48K- 20.71% |
$130K - $148K
|
9.49K
$596K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-2.49K- 21.22% |
$130K - $149K
|
9.23K
$580K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-2.49K- 5.51% |
$130K - $149K
|
42.7K
$2.68M
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-2.52K- 1.46% |
$132K - $151K
|
171K
$10.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-2.55K- 35.95% |
$134K - $153K
|
4.54K
$286K
|
|
|
Feb 06, 2024
Q4 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-2.55K- 3.92% |
$134K - $153K
|
62.6K
$3.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-2.57K- 0.94% |
$135K - $154K
|
272K
$17.1M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-2.58K- 5.58% |
$135K - $154K
|
43.6K
$2.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.59K- 2.99% |
$136K - $155K
|
83.8K
$5.27M
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-2.59K- 15.46% |
$136K - $155K
|
14.2K
$890K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-2.6K- 2.16% |
$136K - $156K
|
118K
$7.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.6K- 29.92% |
$136K - $156K
|
6.1K
$383K
|