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
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-9.06K- 48.06% |
$475K - $543K
|
9.8K
$616K
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-9.07K- 35.61% |
$475K - $543K
|
16.4K
$1.03M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-9.16K- 61.1% |
$480K - $549K
|
5.83K
$366K
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-9.17K- 25.27% |
$480K - $549K
|
27.1K
$1.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-9.21K- 5.38% |
$482K - $552K
|
162K
$10.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-9.23K- 29.72% |
$483K - $553K
|
21.8K
$1.37M
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-9.31K- 38.71% |
$488K - $558K
|
14.7K
$926K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-9.33K- 47.18% |
$489K - $559K
|
10.4K
$656K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-9.33K- 47.18% |
$489K - $559K
|
10.4K
$656K
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-9.39K- 0.6% |
$492K - $563K
|
1.55M
$97.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-9.42K- 1.92% |
$493K - $564K
|
481K
$30.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-9.55K- 62.56% |
$500K - $572K
|
5.72K
$359K
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-9.6K- 57.31% |
$503K - $575K
|
7.15K
$449K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.6K- 37.28% |
$503K - $576K
|
16.2K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-9.65K- 11.84% |
$505K - $578K
|
71.8K
$4.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-9.78K- 30.1% |
$512K - $586K
|
22.7K
$1.43M
|
|
|
Feb 02, 2024
Q4 2023
|
Stack Financial Management, Inc
|
SELL
|
- |
-9.91K- 2.86% |
$519K - $594K
|
337K
$21.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-10.2K- 50.16% |
$535K - $612K
|
10.2K
$638K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-10.3K- 38.38% |
$540K - $618K
|
16.6K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-10.4K- 5.82% |
$546K - $625K
|
169K
$10.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-10.4K- 64.79% |
$546K - $625K
|
5.67K
$356K
|
|
|
Feb 14, 2024
Q4 2023
|
Isam Funds (Uk) LTD
London, X0 |
SELL
|
- |
-10.5K- 31.52% |
$548K - $627K
|
22.7K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-10.5K- 62.67% |
$548K - $627K
|
6.24K
$392K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-10.7K- 99.45% |
$558K - $639K
|
59
$3.71K
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-10.7K- 30.16% |
$563K - $644K
|
24.9K
$1.56M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-10.8K- 75.25% |
$566K - $648K
|
3.56K
$224K
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-10.9K- 30.06% |
$571K - $654K
|
25.4K
$1.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Old Republic International Corp
Chicago, IL |
SELL
|
- |
-11K- 1.04% |
$576K - $659K
|
1.04M
$65.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-11.1K- 49.32% |
$579K - $663K
|
11.4K
$714K
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-11.1K- 17.28% |
$581K - $665K
|
53.2K
$3.34M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-11.3K- 12.44% |
$590K - $675K
|
79.3K
$4.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-11.6K- 22.71% |
$607K - $694K
|
39.4K
$2.48M
|
|
|
Jan 30, 2024
Q4 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-11.9K- 25.23% |
$621K - $710K
|
35.1K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-11.9K- 21.13% |
$623K - $713K
|
44.4K
$2.79M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-11.9K- 46.54% |
$624K - $714K
|
13.7K
$860K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-12K- 7.76% |
$628K - $719K
|
143K
$8.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-12K- 64.47% |
$630K - $720K
|
6.62K
$416K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-12.2K- 23.58% |
$639K - $731K
|
39.5K
$2.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-12.3K- 10.85% |
$643K - $736K
|
101K
$6.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-12.3K- 2.4% |
$644K - $737K
|
499K
$31.4M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-12.4K- 70.04% |
$651K - $745K
|
5.32K
$334K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-12.5K- 8.66% |
$656K - $751K
|
132K
$8.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-12.5K- 32.97% |
$657K - $751K
|
25.5K
$1.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Tikehau Investment Management
Paris, I0 |
SELL
|
- |
-12.5K- 15.3% |
$657K - $751K
|
69.4K
$4.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-12.5K- 8.69% |
$657K - $752K
|
132K
$8.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-12.8K- 16.69% |
$668K - $764K
|
63.6K
$4M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-12.8K- 0.81% |
$669K - $766K
|
1.57M
$98.8M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-12.8K- 18.36% |
$671K - $767K
|
56.9K
$3.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-13.3K- 10.78% |
$694K - $794K
|
110K
$6.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-13.3K- 24.58% |
$697K - $797K
|
40.8K
$2.57M
|