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 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
13.1K+ 15.73% |
$685K - $784K
|
96.3K
$6.05M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13.1K+ 9.35% |
$685K - $783K
|
153K
$9.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13.1K+ 21.63% |
$684K - $782K
|
73.4K
$4.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Ns Partners LTD
|
BUY
|
- |
13K+ 2.62% |
$682K - $781K
|
510K
$32M
|
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
13KNew |
$681K - $780K
|
13K
$817K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.9K+ 7.71% |
$677K - $775K
|
181K
$11.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
12.9KNew |
$677K - $774K
|
12.9K
$812K
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
12.9KNew |
$676K - $774K
|
12.9K
$811K
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
12.8K+ 8.89% |
$671K - $767K
|
157K
$9.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
12.5KNew |
$656K - $751K
|
12.5K
$787K
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
12.5KNew |
$653K - $747K
|
12.5K
$784K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
12.3K+ 18.19% |
$645K - $738K
|
80K
$5.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
12.1K+ 9.36% |
$635K - $727K
|
142K
$8.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
12.1K+ 3.12% |
$632K - $723K
|
399K
$25.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
12K+ 54.94% |
$628K - $719K
|
33.8K
$2.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
12K+ 4.14% |
$628K - $719K
|
302K
$19M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
11.9K+ 21.71% |
$622K - $711K
|
66.5K
$4.18M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11.9K+ 59.07% |
$621K - $710K
|
31.9K
$2.01M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
11.8KNew |
$620K - $710K
|
11.8K
$744K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
11.8KNew |
$620K - $709K
|
11.8K
$744K
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
11.8KNew |
$619K - $708K
|
11.8K
$742K
|
|
|
Feb 06, 2024
Q4 2023
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
11.8K+ 27.31% |
$618K - $707K
|
55K
$3.46M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.7K+ 8.78% |
$615K - $703K
|
145K
$9.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
11.7K+ 8.37% |
$614K - $702K
|
152K
$9.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
11.6K+ 2.81% |
$608K - $696K
|
425K
$26.7M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
11.6K+ 37.74% |
$608K - $695K
|
42.3K
$2.66M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.5K+ 6.77% |
$602K - $689K
|
181K
$11.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
11.4K+ 9.04% |
$597K - $683K
|
138K
$8.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
11.4KNew |
$596K - $682K
|
11.4K
$715K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
11.3K+ 160.16% |
$592K - $677K
|
18.3K
$1.15M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
11.3KNew |
$592K - $677K
|
11.3K
$710K
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
11K+ 29.2% |
$574K - $657K
|
48.5K
$3.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
11K+ 33.87% |
$574K - $656K
|
43.3K
$2.72M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
11K+ 33.87% |
$574K - $656K
|
43.3K
$2.72M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
10.9K+ 0.24% |
$571K - $654K
|
4.5M
$283M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.9KNew |
$569K - $651K
|
10.9K
$682K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
10.8KNew |
$566K - $648K
|
10.8K
$679K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
10.8KNew |
$564K - $645K
|
10.8K
$677K
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.7K+ 20.8% |
$563K - $644K
|
62.4K
$3.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
10.7K+ 12.88% |
$562K - $643K
|
94K
$5.91M
|
|
|
Feb 22, 2024
Q4 2023
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
10.6KNew |
$557K - $638K
|
10.6K
$669K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
10.4K+ 102.8% |
$543K - $622K
|
20.5K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
10.3K+ 30.13% |
$542K - $620K
|
44.7K
$2.81M
|
|
|
Nov 13, 2024
Q4 2023
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
10.3KNew |
$539K - $617K
|
10.3K
$647K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
10.2K+ 17300.0% |
$535K - $612K
|
10.3K
$645K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.2K+ 19.21% |
$532K - $609K
|
63K
$3.96M
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
10.1KNew |
$530K - $607K
|
10.1K
$636K
|
|
|
Feb 09, 2024
Q4 2023
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
10KNew |
$525K - $600K
|
10K
$630K
|
|
|
Jan 22, 2024
Q4 2023
|
Deltec Asset Management LLC
|
BUY
|
- |
10KNew |
$524K - $599K
|
10K
$628K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.98K+ 2.94% |
$523K - $598K
|
349K
$21.9M
|