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 |
---|---|---|---|---|---|---|---|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.12K+ 11.2% |
$62.6K - $70.7K
|
11.1K
$695K
|
|
Nov 07, 2023
Q3 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.12K+ 0.78% |
$62.4K - $70.5K
|
144K
$9.02M
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.12K+ 1.88% |
$62.3K - $70.4K
|
60.6K
$3.78M
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
1.11K+ 2.79% |
$62K - $70K
|
40.9K
$2.55M
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.1K+ 70.18% |
$61.3K - $69.3K
|
2.67K
$166K
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.1K+ 5.19% |
$61.2K - $69.2K
|
22.2K
$1.39M
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
1.1K+ 1.2% |
$61.2K - $69.1K
|
92.1K
$5.75M
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
1.09K+ 4.47% |
$60.9K - $68.8K
|
25.5K
$1.59M
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1.09K+ 33.39% |
$60.8K - $68.7K
|
4.35K
$272K
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.08K+ 4.2% |
$60.5K - $68.3K
|
26.9K
$1.68M
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.06K+ 6.78% |
$59.3K - $67K
|
16.7K
$1.05M
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
1.05K+ 4.4% |
$58.4K - $66K
|
24.8K
$1.55M
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.04K+ 10.89% |
$58.2K - $65.7K
|
10.6K
$663K
|
|
Oct 25, 2023
Q3 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
1.04K+ 3.88% |
$57.8K - $65.3K
|
27.7K
$1.73M
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.03K+ 11.13% |
$57.6K - $65.1K
|
10.3K
$643K
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.03K+ 3.52% |
$57.5K - $65K
|
30.3K
$1.89M
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.03K+ 1.3% |
$57.5K - $64.9K
|
80.2K
$5.01M
|
|
Nov 07, 2023
Q3 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
1.03K+ 3.17% |
$57.5K - $64.9K
|
33.5K
$2.09M
|
|
Dec 14, 2023
Q3 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.03K+ 207.26% |
$57.4K - $64.8K
|
1.52K
$95.2K
|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.03K+ 7.43% |
$57.3K - $64.8K
|
14.9K
$927K
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
1K+ 5.37% |
$56K - $63.2K
|
19.7K
$1.23M
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
1KNew |
$55.8K - $63.1K
|
1K
$62.5K
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
994+ 4.2% |
$55.5K - $62.7K
|
24.7K
$1.54M
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
987+ 0.6% |
$55.1K - $62.2K
|
164K
$10.3M
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
BUY
|
- |
977+ 5.95% |
$54.5K - $61.6K
|
17.4K
$1.09M
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
977+ 0.88% |
$54.5K - $61.6K
|
112K
$6.99M
|
|
Nov 14, 2023
Q3 2023
|
Symmetry Investments LP
|
BUY
|
- |
972+ 12.48% |
$54.2K - $61.3K
|
8.76K
$547K
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
962+ 19.36% |
$53.7K - $60.7K
|
5.93K
$370K
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
960+ 5.8% |
$53.6K - $60.5K
|
17.5K
$1.09M
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
959+ 4.79% |
$53.5K - $60.5K
|
21K
$1.31M
|
|
Nov 14, 2023
Q3 2023
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
957+ 2.16% |
$53.4K - $60.3K
|
45.3K
$2.83M
|
|
Oct 18, 2023
Q3 2023
|
Papp L Roy & Associates
|
BUY
|
- |
955+ 2.93% |
$53.3K - $60.2K
|
33.5K
$2.09M
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
955+ 1.56% |
$53.3K - $60.2K
|
62K
$3.87M
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
947+ 4.61% |
$52.9K - $59.7K
|
21.5K
$1.34M
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
944+ 3.86% |
$52.7K - $59.5K
|
25.4K
$1.58M
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
934+ 5.19% |
$52.1K - $58.9K
|
18.9K
$1.18M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
931+ 0.21% |
$52K - $58.7K
|
436K
$27.2M
|
|
Nov 06, 2023
Q3 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
928+ 7.3% |
$51.8K - $58.5K
|
13.6K
$852K
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
923+ 16.02% |
$51.5K - $58.2K
|
6.69K
$417K
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
919+ 1.99% |
$51.3K - $57.9K
|
47.2K
$2.95M
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
919+ 0.34% |
$51.3K - $57.9K
|
273K
$17M
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
BUY
|
- |
913+ 9.32% |
$51K - $57.6K
|
10.7K
$669K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
909+ 0.34% |
$50.7K - $57.3K
|
266K
$16.6M
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
895+ 11.62% |
$49.9K - $56.4K
|
8.6K
$537K
|
|
Oct 13, 2023
Q3 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
884+ 6.24% |
$49.3K - $55.7K
|
15.1K
$940K
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
BUY
|
- |
875+ 3.63% |
$48.8K - $55.2K
|
25K
$1.56M
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
871+ 13.9% |
$48.6K - $54.9K
|
7.14K
$446K
|
|
Nov 08, 2023
Q3 2023
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
850+ 0.19% |
$47.4K - $53.6K
|
456K
$28.5M
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
837+ 10.49% |
$46.7K - $52.8K
|
8.81K
$550K
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
831+ 8.54% |
$46.4K - $52.4K
|
10.6K
$660K
|