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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-3.35K- 15.44% |
$176K - $201K
|
18.4K
$1.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
SELL
|
- |
-3.36K- 46.43% |
$176K - $202K
|
3.88K
$244K
|
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
SELL
|
- |
-3.41K- 0.52% |
$179K - $204K
|
652K
$41M
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-3.43K- 40.45% |
$179K - $205K
|
5.04K
$317K
|
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-3.5K- 23.1% |
$183K - $210K
|
11.7K
$732K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.51K- 20.3% |
$184K - $210K
|
13.8K
$866K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-3.53K- 22.27% |
$185K - $212K
|
12.3K
$774K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-3.53K- 0.21% |
$185K - $212K
|
1.69M
$106M
|
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-3.57K- 12.5% |
$187K - $214K
|
25K
$1.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.57K- 50.54% |
$187K - $214K
|
3.49K
$219K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.57K- 7.44% |
$187K - $214K
|
44.4K
$2.79M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-3.59K- 12.22% |
$188K - $215K
|
25.8K
$1.62M
|
|
|
Feb 02, 2024
Q4 2023
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-3.6K- 7.05% |
$188K - $216K
|
47.4K
$2.98M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.67K- 9.79% |
$192K - $220K
|
33.8K
$2.12M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-3.67K- 11.83% |
$192K - $220K
|
27.3K
$1.72M
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-3.7K- 0.84% |
$194K - $222K
|
436K
$27.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-3.7K- 15.41% |
$194K - $222K
|
20.3K
$1.28M
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-3.72K- 11.09% |
$195K - $223K
|
29.8K
$1.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-3.76K- 13.86% |
$197K - $225K
|
23.4K
$1.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.8K- 1.34% |
$199K - $228K
|
280K
$17.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-3.8K- 5.21% |
$199K - $228K
|
69.2K
$4.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.82K- 29.11% |
$200K - $229K
|
9.3K
$584K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-3.85K- 38.76% |
$201K - $230K
|
6.08K
$382K
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-3.89K- 21.81% |
$204K - $233K
|
13.9K
$875K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.89K- 26.79% |
$204K - $233K
|
10.6K
$668K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-3.9K- 1.9% |
$204K - $234K
|
202K
$12.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Sicart Associates LLC
|
SELL
|
- |
-3.93K- 4.53% |
$206K - $235K
|
82.8K
$5.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.96K- 9.58% |
$208K - $238K
|
37.4K
$2.35M
|
|
|
Jan 30, 2024
Q4 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-3.97K- 7.83% |
$208K - $238K
|
46.7K
$2.94M
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-3.97K- 9.6% |
$208K - $238K
|
37.3K
$2.35M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.97K- 8.93% |
$208K - $238K
|
40.5K
$2.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-4K- 7.16% |
$209K - $239K
|
51.8K
$3.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-4.01K- 2.99% |
$210K - $240K
|
130K
$8.18M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-4.05K- 0.73% |
$212K - $242K
|
553K
$34.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
SELL
|
- |
-4.07K- 22.09% |
$213K - $244K
|
14.4K
$903K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-4.09K- 1.39% |
$214K - $245K
|
290K
$18.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-4.12K- 36.69% |
$216K - $247K
|
7.1K
$446K
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-4.12K- 3.87% |
$216K - $247K
|
102K
$6.43M
|
|
|
Jan 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-4.13K- 0.95% |
$216K - $248K
|
431K
$27.1M
|
|
|
Feb 29, 2024
Q4 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-4.14K- 1.22% |
$217K - $248K
|
335K
$21.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-4.15K- 2.26% |
$217K - $249K
|
179K
$11.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-4.16K- 10.67% |
$218K - $250K
|
34.9K
$2.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-4.16K- 40.42% |
$218K - $250K
|
6.14K
$386K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-4.19K- 10.46% |
$220K - $251K
|
35.9K
$2.26M
|
|
|
Feb 05, 2024
Q4 2023
|
C World Wide Group Holding A
|
SELL
|
- |
-4.21K- 15.17% |
$220K - $252K
|
23.5K
$1.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-4.25K- 3.32% |
$223K - $255K
|
124K
$7.77M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-4.34K- 1.86% |
$227K - $260K
|
230K
$14.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-4.34K- 7.55% |
$228K - $260K
|
53.2K
$3.34M
|
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-4.35K- 12.91% |
$228K - $261K
|
29.3K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-4.37K- 3.85% |
$229K - $262K
|
109K
$6.86M
|