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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q4 2023
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
25.3KNew |
$1.32M - $1.51M
|
25.3K
$1.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
25KNew |
$1.31M - $1.5M
|
25K
$1.57M
|
|
|
Feb 05, 2024
Q4 2023
|
Amica Mutual Insurance CO
|
BUY
|
- |
24.6K+ 26.88% |
$1.29M - $1.47M
|
116K
$7.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Infusive Asset Management Inc.
New York, NY |
BUY
|
- |
24.5K+ 15.84% |
$1.28M - $1.47M
|
179K
$11.2M
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
24.3KNew |
$1.27M - $1.46M
|
24.3K
$1.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.8K+ 3.71% |
$1.25M - $1.42M
|
665K
$41.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
23.3KNew |
$1.22M - $1.4M
|
23.3K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
23.2K+ 17.41% |
$1.22M - $1.39M
|
157K
$9.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
23.2KNew |
$1.21M - $1.39M
|
23.2K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Biglari, Sardar
San Antonio, TX |
BUY
|
- |
23.1K+ 35.6% |
$1.21M - $1.39M
|
88.1K
$5.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
23K+ 0.27% |
$1.21M - $1.38M
|
8.47M
$533M
|
|
|
Feb 12, 2024
Q4 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
22.9K+ 150.17% |
$1.2M - $1.37M
|
38.2K
$2.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
22.5K+ 31.06% |
$1.18M - $1.35M
|
94.7K
$5.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
22.4K+ 19.38% |
$1.17M - $1.34M
|
138K
$8.66M
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
22.2K+ 0.53% |
$1.16M - $1.33M
|
4.21M
$264M
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
21.5KNew |
$1.13M - $1.29M
|
21.5K
$1.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
21.3K+ 2.08% |
$1.12M - $1.28M
|
1.04M
$65.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
21K+ 17.77% |
$1.1M - $1.26M
|
139K
$8.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
20.9K+ 11.35% |
$1.09M - $1.25M
|
205K
$12.9M
|
|
|
Aug 20, 2024
Q4 2023
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
20.8KNew |
$1.09M - $1.25M
|
20.8K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
20.5KNew |
$1.07M - $1.23M
|
20.5K
$1.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
20.5K+ 13.9% |
$1.07M - $1.23M
|
168K
$10.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
20.4K+ 279.67% |
$1.07M - $1.22M
|
27.7K
$1.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
20.3K+ 28.63% |
$1.07M - $1.22M
|
91.4K
$5.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
20.3K+ 44.75% |
$1.06M - $1.22M
|
65.7K
$4.13M
|
|
|
Feb 01, 2024
Q4 2023
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
20.3KNew |
$1.06M - $1.22M
|
20.3K
$1.28M
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
20.3K+ 8.83% |
$1.06M - $1.21M
|
250K
$15.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
20.3K+ 67.78% |
$1.06M - $1.21M
|
50.2K
$3.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
20.2K+ 5.37% |
$1.06M - $1.21M
|
396K
$24.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
20K+ 9.24% |
$1.05M - $1.2M
|
237K
$14.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Alta Capital Management LLC
|
BUY
|
- |
20KNew |
$1.05M - $1.2M
|
20K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
19.8K+ 146.62% |
$1.04M - $1.19M
|
33.3K
$2.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
19.2KNew |
$1.01M - $1.15M
|
19.2K
$1.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
19K+ 21.34% |
$993K - $1.14M
|
108K
$6.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
18.7K+ 46.18% |
$982K - $1.12M
|
59.3K
$3.73M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
18.4K+ 98.63% |
$964K - $1.1M
|
37.1K
$2.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
18.4K+ 58.04% |
$964K - $1.1M
|
50.1K
$3.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
18.4K+ 0.79% |
$964K - $1.1M
|
2.35M
$147M
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
18.4K+ 140.04% |
$963K - $1.1M
|
31.5K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
18.1KNew |
$947K - $1.08M
|
18.1K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
17.9KNew |
$940K - $1.08M
|
17.9K
$1.13M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
17.9K+ 380.61% |
$940K - $1.08M
|
22.7K
$1.42M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
17.9K+ 98.26% |
$939K - $1.07M
|
36.2K
$2.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
17.8K+ 8.13% |
$930K - $1.06M
|
236K
$14.8M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
17.7K+ 9.01% |
$928K - $1.06M
|
214K
$13.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
17.7K+ 17.15% |
$925K - $1.06M
|
121K
$7.58M
|
|
|
Feb 14, 2024
Q4 2023
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
17.6K+ 21.79% |
$922K - $1.05M
|
98.4K
$6.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
17.2K+ 3.44% |
$900K - $1.03M
|
517K
$32.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
17.1K+ 25.62% |
$894K - $1.02M
|
83.7K
$5.26M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
17KNew |
$890K - $1.02M
|
17K
$1.07M
|