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 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
17K+ 0.96% |
$889K - $1.02M
|
1.79M
$113M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
17K+ 273.27% |
$888K - $1.02M
|
23.2K
$1.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
16.9KNew |
$885K - $1.01M
|
16.9K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
16.9KNew |
$884K - $1.01M
|
16.9K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
16.5K+ 14.17% |
$863K - $988K
|
133K
$8.35M
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
16.4K+ 71.43% |
$861K - $985K
|
39.4K
$2.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
16.4KNew |
$860K - $984K
|
16.4K
$1.03M
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
16.4K+ 3.98% |
$860K - $983K
|
429K
$27M
|
|
|
Jan 30, 2024
Q4 2023
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
16.4KNew |
$858K - $982K
|
16.4K
$1.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Savoir Faire Capital Management, L.P.
Norwalk, CT |
BUY
|
- |
16.4K+ 14.44% |
$857K - $980K
|
130K
$8.14M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
16.3KNew |
$855K - $978K
|
16.3K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
16.3K+ 6.57% |
$854K - $977K
|
265K
$16.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
16.3KNew |
$852K - $975K
|
16.3K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
15.8K+ 43.36% |
$827K - $947K
|
52.2K
$3.28M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
15.7K+ 22.82% |
$823K - $942K
|
84.6K
$5.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
15.6K+ 5.42% |
$817K - $935K
|
303K
$19.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
15.6K+ 4.75% |
$817K - $934K
|
344K
$21.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.6K+ 3.57% |
$816K - $933K
|
452K
$28.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.6K+ 7.48% |
$815K - $933K
|
224K
$14.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
15.5KNew |
$814K - $932K
|
15.5K
$977K
|
|
|
Feb 14, 2024
Q4 2023
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
15.4KNew |
$806K - $922K
|
15.4K
$967K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
15.4K+ 40.29% |
$805K - $921K
|
53.5K
$3.36M
|
|
|
Jan 17, 2024
Q4 2023
|
Connective Portfolio Management, LLC
|
BUY
|
- |
15.3KNew |
$801K - $917K
|
15.3K
$961K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
15.1K+ 144.63% |
$791K - $906K
|
25.6K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
14.8K+ 4.31% |
$776K - $888K
|
359K
$22.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Ahl Investment Management, Inc.
|
BUY
|
- |
14.7K+ 14.47% |
$771K - $882K
|
116K
$7.31M
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
14.7KNew |
$768K - $879K
|
14.7K
$922K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.7K+ 0.83% |
$768K - $879K
|
1.78M
$112M
|
|
|
Feb 12, 2024
Q4 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
14.6K+ 0.7% |
$767K - $878K
|
2.09M
$131M
|
|
|
Oct 07, 2024
Q4 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
14.6K+ 0.7% |
$767K - $878K
|
2.09M
$131M
|
|
|
Feb 13, 2024
Q4 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
14.6KNew |
$765K - $875K
|
14.6K
$918K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
14.6K+ 1.0% |
$765K - $875K
|
1.48M
$92.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
14.5KNew |
$761K - $871K
|
14.5K
$913K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
14.1K+ 38.38% |
$739K - $846K
|
50.9K
$3.2M
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
14.1KNew |
$737K - $844K
|
14.1K
$884K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
14KNew |
$731K - $837K
|
14K
$877K
|
|
|
Aug 13, 2024
Q4 2023
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
13.9KNew |
$727K - $831K
|
13.9K
$872K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
13.8K+ 2.55% |
$723K - $827K
|
554K
$34.8M
|
|
|
Feb 13, 2024
Q4 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
13.8K+ 114941.67% |
$722K - $827K
|
13.8K
$868K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
13.8K+ 309.82% |
$722K - $826K
|
18.2K
$1.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
13.8K+ 30.23% |
$721K - $824K
|
59.3K
$3.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
13.7KNew |
$718K - $822K
|
13.7K
$862K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
13.6K+ 22.49% |
$711K - $813K
|
73.9K
$4.64M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
13.5K+ 1.26% |
$707K - $808K
|
1.09M
$68.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
13.5KNew |
$707K - $808K
|
13.5K
$848K
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
13.4KNew |
$704K - $806K
|
13.4K
$845K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
13.3KNew |
$697K - $798K
|
13.3K
$837K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
13.3K+ 1.74% |
$696K - $797K
|
778K
$48.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
13.2K+ 15.25% |
$691K - $790K
|
99.6K
$6.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
13.2KNew |
$689K - $788K
|
13.2K
$826K
|