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 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-2.84K- 5.4% |
$149K - $170K
|
49.8K
$3.51M
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-2.84K- 32.11% |
$149K - $170K
|
6.01K
$423K
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.85K- 1.29% |
$149K - $171K
|
217K
$15.3M
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.86K- 1.52% |
$150K - $171K
|
185K
$13M
|
|
Feb 05, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-2.87K- 6.24% |
$150K - $172K
|
43.1K
$3.04M
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-2.87K- 2.02% |
$150K - $172K
|
140K
$9.83M
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.88K- 5.1% |
$151K - $172K
|
53.5K
$3.77M
|
|
Jan 24, 2024
Q4 2023
|
Mcdaniel Terry & CO
|
SELL
|
- |
-2.88K- 0.68% |
$151K - $173K
|
423K
$29.8M
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-2.88K- 35.15% |
$151K - $173K
|
5.32K
$375K
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-2.89K- 2.68% |
$151K - $173K
|
105K
$7.38M
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.89K- 17.3% |
$152K - $173K
|
13.8K
$974K
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-2.91K- 27.85% |
$152K - $174K
|
7.53K
$531K
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
SELL
|
- |
-2.91K- 20.91% |
$152K - $174K
|
11K
$775K
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-2.92K- 45.75% |
$153K - $175K
|
3.47K
$244K
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.92K- 7.48% |
$153K - $175K
|
36.1K
$2.55M
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.93K- 7.59% |
$153K - $175K
|
35.6K
$2.51M
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-2.96K- 13.16% |
$155K - $177K
|
19.5K
$1.37M
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.97K- 12.78% |
$155K - $178K
|
20.2K
$1.43M
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-2.99K- 1.52% |
$156K - $179K
|
194K
$13.7M
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-3K- 13.6% |
$157K - $180K
|
19.1K
$1.34M
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-3.02K- 10.45% |
$158K - $181K
|
25.9K
$1.82M
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-3.04K- 3.59% |
$159K - $182K
|
81.6K
$5.75M
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-3.05K- 11.63% |
$160K - $183K
|
23.2K
$1.63M
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3.06K- 2.24% |
$160K - $183K
|
133K
$9.38M
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-3.06K- 8.98% |
$160K - $184K
|
31.1K
$2.19M
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.1K- 34.05% |
$162K - $186K
|
6K
$422K
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-3.14K- 13.66% |
$165K - $188K
|
19.9K
$1.4M
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-3.17K- 14.18% |
$166K - $190K
|
19.2K
$1.35M
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.2K- 69.76% |
$168K - $192K
|
1.39K
$97.8K
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
SELL
|
- |
-3.24K- 4.5% |
$170K - $194K
|
68.8K
$4.84M
|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-3.25K- 0.51% |
$170K - $195K
|
634K
$44.6M
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-3.31K- 24.08% |
$173K - $198K
|
10.4K
$735K
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.33K- 20.68% |
$174K - $199K
|
12.8K
$899K
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.33K- 3.67% |
$175K - $200K
|
87.6K
$6.17M
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-3.33K- 4.48% |
$175K - $200K
|
71K
$5M
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-3.34K- 48.21% |
$175K - $200K
|
3.59K
$253K
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-3.35K- 15.44% |
$176K - $201K
|
18.4K
$1.29M
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
SELL
|
- |
-3.36K- 46.43% |
$176K - $202K
|
3.88K
$273K
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
SELL
|
- |
-3.41K- 0.52% |
$179K - $204K
|
652K
$45.9M
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-3.43K- 40.45% |
$179K - $205K
|
5.04K
$355K
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-3.5K- 23.1% |
$183K - $210K
|
11.7K
$820K
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.51K- 20.3% |
$184K - $210K
|
13.8K
$971K
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-3.53K- 22.27% |
$185K - $212K
|
12.3K
$868K
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-3.53K- 0.21% |
$185K - $212K
|
1.69M
$119M
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-3.57K- 12.5% |
$187K - $214K
|
25K
$1.76M
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.57K- 50.54% |
$187K - $214K
|
3.49K
$246K
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.57K- 7.44% |
$187K - $214K
|
44.4K
$3.13M
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-3.59K- 12.22% |
$188K - $215K
|
25.8K
$1.82M
|
|
Feb 02, 2024
Q4 2023
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-3.6K- 7.05% |
$188K - $216K
|
47.4K
$3.34M
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.67K- 9.79% |
$192K - $220K
|
33.8K
$2.38M
|