Purchases and Sales Made in Q3 2023 in Coca Cola CO (KO)
This table provides information about the institutional ownership of Coca Cola CO (KO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
5.12K+ 9.59% |
$286K - $323K
|
58.5K
$3.66M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
5.12KNew |
$285K - $323K
|
5.12K
$320K
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
5.11K+ 1.79% |
$285K - $322K
|
291K
$18.2M
|
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
5.06K+ 19.83% |
$282K - $319K
|
30.6K
$1.91M
|
|
|
Nov 02, 2023
Q3 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
5.05K+ 2.2% |
$282K - $318K
|
234K
$14.7M
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
5.05KNew |
$282K - $318K
|
5.05K
$316K
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
5.02KNew |
$280K - $316K
|
5.02K
$314K
|
|
|
Oct 11, 2023
Q3 2023
|
Close Asset Management LTD
|
BUY
|
- |
5.01K+ 2.69% |
$280K - $316K
|
191K
$12M
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
5.01K+ 20.12% |
$279K - $316K
|
29.9K
$1.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
4.99K+ 9.84% |
$278K - $314K
|
55.7K
$3.48M
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
4.95K+ 14.88% |
$276K - $312K
|
38.2K
$2.39M
|
|
|
Nov 03, 2023
Q3 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
4.92K+ 28.62% |
$274K - $310K
|
22.1K
$1.38M
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
BUY
|
- |
4.89K+ 32.98% |
$273K - $308K
|
19.7K
$1.23M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.88K+ 4.41% |
$273K - $308K
|
116K
$7.23M
|
|
|
Nov 06, 2023
Q3 2023
|
Carroll Investors, Inc
|
BUY
|
- |
4.85KNew |
$270K - $305K
|
4.85K
$303K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4.83K+ 0.47% |
$270K - $305K
|
1.03M
$64.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.81K+ 4.13% |
$269K - $303K
|
121K
$7.59M
|
|
|
Nov 09, 2023
Q3 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
4.8K+ 160.86% |
$268K - $303K
|
7.78K
$487K
|
|
|
Nov 14, 2023
Q3 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
4.77K+ 43.56% |
$266K - $301K
|
15.7K
$984K
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
4.75KNew |
$265K - $299K
|
4.75K
$297K
|
|
|
Dec 13, 2023
Q3 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
4.68K+ 5.35% |
$261K - $295K
|
92K
$5.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
4.66K+ 59.02% |
$260K - $294K
|
12.6K
$786K
|
|
|
Oct 11, 2023
Q3 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
4.66K+ 11.13% |
$260K - $294K
|
46.5K
$2.91M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.63K+ 2.81% |
$259K - $292K
|
170K
$10.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.6K+ 5.09% |
$257K - $290K
|
95.1K
$5.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.6K+ 8.35% |
$257K - $290K
|
59.6K
$3.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.59KNew |
$256K - $290K
|
4.59K
$287K
|
|
|
Nov 06, 2023
Q3 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
4.59K+ 28.55% |
$256K - $289K
|
20.7K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.53K+ 12.18% |
$253K - $285K
|
41.7K
$2.61M
|
|
|
Nov 09, 2023
Q3 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
4.48K+ 40.6% |
$250K - $282K
|
15.5K
$971K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.47K+ 8.46% |
$250K - $282K
|
57.4K
$3.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
4.46K+ 6.22% |
$249K - $281K
|
76.2K
$4.77M
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
4.46K+ 5.44% |
$249K - $281K
|
86.4K
$5.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
4.45KNew |
$248K - $281K
|
4.45K
$278K
|
|
|
Nov 13, 2023
Q3 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
4.43K+ 33.05% |
$247K - $279K
|
17.8K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4.41K+ 32.37% |
$246K - $278K
|
18K
$1.13M
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
4.4K+ 208.63% |
$246K - $278K
|
6.51K
$407K
|
|
|
Oct 18, 2023
Q3 2023
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
4.4K+ 3.74% |
$246K - $277K
|
122K
$7.64M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
4.4K+ 4.8% |
$245K - $277K
|
95.9K
$6M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
4.39K+ 1.71% |
$245K - $276K
|
260K
$16.3M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.32KNew |
$241K - $272K
|
4.32K
$270K
|
|
|
Nov 03, 2023
Q3 2023
|
Stack Financial Management, Inc
|
BUY
|
- |
4.26K+ 1.24% |
$238K - $268K
|
346K
$21.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.22KNew |
$236K - $266K
|
4.22K
$264K
|
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
BUY
|
- |
4.21K+ 29.55% |
$235K - $265K
|
18.4K
$1.15M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
4.19K+ 0.21% |
$234K - $264K
|
2.03M
$127M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
4.18K+ 5.88% |
$233K - $263K
|
75.1K
$4.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.14K+ 4.92% |
$231K - $261K
|
88.3K
$5.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
4.14K+ 38.67% |
$231K - $261K
|
14.8K
$928K
|
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
4.13K+ 0.96% |
$231K - $260K
|
435K
$27.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
4.13K+ 72.83% |
$230K - $260K
|
9.8K
$613K
|