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 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-4.4K- 44.86% |
$230K - $263K
|
5.4K
$340K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-4.45K- 37.81% |
$233K - $267K
|
7.32K
$460K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-4.47K- 25.69% |
$234K - $268K
|
12.9K
$812K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.48K- 2.8% |
$235K - $268K
|
156K
$9.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-4.54K- 33.3% |
$238K - $272K
|
9.09K
$571K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.54K- 4.05% |
$238K - $272K
|
108K
$6.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-4.56K- 5.84% |
$239K - $273K
|
73.5K
$4.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-4.56K- 25.48% |
$239K - $274K
|
13.3K
$839K
|
|
|
Feb 02, 2024
Q4 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-4.58K- 32.61% |
$240K - $274K
|
9.46K
$594K
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-4.61K- 1.59% |
$241K - $276K
|
286K
$18M
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-4.73K- 16.36% |
$248K - $284K
|
24.2K
$1.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-4.74K- 51.3% |
$248K - $284K
|
4.5K
$283K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-4.97K- 3.73% |
$260K - $298K
|
128K
$8.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-5.01K- 4.43% |
$262K - $300K
|
108K
$6.79M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-5.07K- 3.04% |
$266K - $304K
|
162K
$10.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-5.08K- 1.9% |
$266K - $304K
|
262K
$16.5M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.09K- 0.1% |
$266K - $305K
|
4.97M
$312M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-5.09K- 1.61% |
$267K - $305K
|
311K
$19.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.12K- 6.85% |
$268K - $307K
|
69.5K
$4.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-5.14K- 1.94% |
$269K - $308K
|
260K
$16.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.15K- 7.63% |
$269K - $308K
|
62.3K
$3.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-5.22K- 14.05% |
$273K - $313K
|
31.9K
$2M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-5.24K- 1.5% |
$275K - $314K
|
345K
$21.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-5.29K- 42.21% |
$277K - $317K
|
7.25K
$456K
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-5.3K- 16.31% |
$277K - $317K
|
27.2K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-5.33K- 1.48% |
$279K - $319K
|
354K
$22.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-5.51K- 0.41% |
$288K - $330K
|
1.33M
$83.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-5.55K- 9.91% |
$291K - $333K
|
50.5K
$3.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-5.56K- 6.25% |
$291K - $333K
|
83.4K
$5.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-5.72K- 29.42% |
$300K - $343K
|
13.7K
$862K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.72K- 7.71% |
$300K - $343K
|
68.4K
$4.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-5.76K- 13.15% |
$302K - $345K
|
38.1K
$2.39M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-5.8K- 2.41% |
$304K - $348K
|
235K
$14.8M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-5.82K- 30.85% |
$305K - $349K
|
13K
$820K
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-5.84K- 26.84% |
$306K - $350K
|
15.9K
$1M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-5.89K- 33.84% |
$309K - $353K
|
11.5K
$724K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.9K- 4.39% |
$309K - $354K
|
129K
$8.08M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-6.01K- 4.61% |
$315K - $360K
|
124K
$7.82M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-6.02K- 5.6% |
$315K - $361K
|
101K
$6.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-6.03K- 9.32% |
$316K - $361K
|
58.7K
$3.69M
|
|
|
Jan 25, 2024
Q4 2023
|
Focused Investors LLC
|
SELL
|
- |
-6.1K- 0.54% |
$320K - $366K
|
1.12M
$70.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
SELL
|
- |
-6.1K- 28.69% |
$320K - $366K
|
15.2K
$953K
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-6.11K- 59.72% |
$320K - $366K
|
4.12K
$259K
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-6.22K- 4.33% |
$326K - $373K
|
138K
$8.65M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-6.23K- 12.04% |
$326K - $373K
|
45.5K
$2.86M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.24K- 7.34% |
$327K - $374K
|
78.8K
$4.95M
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-6.32K- 99.62% |
$331K - $379K
|
24
$1.51K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.33K- 21.1% |
$332K - $379K
|
23.7K
$1.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-6.34K- 55.92% |
$332K - $380K
|
5K
$314K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-6.36K- 94.04% |
$333K - $381K
|
403
$25.3K
|