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 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
1.97K+ 7.0% |
$110K - $124K
|
30.1K
$1.89M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
BUY
|
- |
1.96K+ 6.48% |
$109K - $124K
|
32.2K
$2.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.96K+ 5.79% |
$109K - $124K
|
35.8K
$2.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.96K+ 8.91% |
$109K - $123K
|
23.9K
$1.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.94K+ 37.95% |
$108K - $122K
|
7.06K
$441K
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
BUY
|
- |
1.9K+ 0.27% |
$106K - $120K
|
707K
$44.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
1.88K+ 9.86% |
$105K - $118K
|
20.9K
$1.31M
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.87K+ 7.7% |
$104K - $118K
|
26.1K
$1.63M
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.85K+ 0.73% |
$103K - $117K
|
256K
$16M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.83K+ 38.02% |
$102K - $115K
|
6.64K
$416K
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
BUY
|
- |
1.83K+ 29.56% |
$102K - $115K
|
8.01K
$501K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.82K+ 0.71% |
$102K - $115K
|
259K
$16.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.81K+ 13.56% |
$101K - $114K
|
15.1K
$947K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.81K+ 1.31% |
$101K - $114K
|
140K
$8.75M
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.8K+ 0.21% |
$101K - $114K
|
855K
$53.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
1.79K+ 18.39% |
$100K - $113K
|
11.5K
$722K
|
|
|
Nov 13, 2023
Q3 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.76K+ 3.68% |
$98.2K - $111K
|
49.6K
$3.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1.76K+ 0.3% |
$97.9K - $111K
|
591K
$37M
|
|
|
Nov 13, 2023
Q3 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.76K+ 2.02% |
$97.9K - $111K
|
88.7K
$5.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
1.75K+ 12.02% |
$97.9K - $111K
|
16.4K
$1.02M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.74K+ 213.76% |
$97.1K - $110K
|
2.55K
$160K
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.73K+ 27.97% |
$96.4K - $109K
|
7.91K
$495K
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.7K+ 124.45% |
$94.9K - $107K
|
3.07K
$192K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.7K+ 37.63% |
$94.7K - $107K
|
6.21K
$388K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.69K+ 7.39% |
$94.4K - $107K
|
24.6K
$1.54M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
1.67K+ 2.44% |
$93.3K - $105K
|
70.2K
$4.39M
|
|
|
Oct 09, 2024
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.67K+ 18.3% |
$93K - $105K
|
10.8K
$674K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.66K+ 39.37% |
$92.8K - $105K
|
5.88K
$368K
|
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.66K+ 3.67% |
$92.4K - $104K
|
46.8K
$2.93M
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.63K+ 0.66% |
$91.1K - $103K
|
249K
$15.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.62K+ 10.13% |
$90.1K - $102K
|
17.6K
$1.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.6K+ 168.42% |
$89.3K - $101K
|
2.55K
$160K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.59K+ 3.87% |
$88.9K - $100K
|
42.8K
$2.68M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
1.59KNew |
$88.8K - $100K
|
1.59K
$99.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.58K+ 6.28% |
$88.2K - $99.6K
|
26.7K
$1.67M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
1.56K+ 1.11% |
$86.9K - $98.2K
|
141K
$8.84M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.56K+ 5.03% |
$86.9K - $98.2K
|
32.5K
$2.03M
|
|
|
Oct 11, 2023
Q3 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.55K+ 0.75% |
$86.2K - $97.4K
|
209K
$13.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.54K+ 5.96% |
$85.9K - $97.1K
|
27.4K
$1.71M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.53K+ 1.74% |
$85.3K - $96.4K
|
89.3K
$5.59M
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.51K+ 11.16% |
$84K - $94.9K
|
15K
$938K
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
1.5K+ 1.69% |
$83.8K - $94.6K
|
90.3K
$5.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.5K+ 1.98% |
$83.5K - $94.4K
|
77.2K
$4.83M
|
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.49K+ 81.01% |
$83.1K - $93.9K
|
3.33K
$208K
|
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.48K+ 4.81% |
$82.5K - $93.2K
|
32.2K
$2.02M
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.48K+ 0.92% |
$82.3K - $93K
|
162K
$10.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.47K+ 9.17% |
$82.1K - $92.7K
|
17.5K
$1.1M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.47K+ 15.04% |
$81.9K - $92.6K
|
11.2K
$703K
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.47K+ 5.38% |
$81.8K - $92.4K
|
28.7K
$1.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
1.46K+ 1.71% |
$81.5K - $92.1K
|
87.1K
$5.45M
|