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 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
522+ 1.79% |
$29.1K - $32.9K
|
29.7K
$1.85M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
512+ 149.71% |
$28.6K - $32.3K
|
854
$53.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
511+ 2.71% |
$28.5K - $32.2K
|
19.4K
$1.21M
|
|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
511+ 4.87% |
$28.5K - $32.2K
|
11K
$687K
|
|
|
Oct 10, 2023
Q3 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
508+ 0.54% |
$28.4K - $32K
|
94.2K
$5.88M
|
|
|
Oct 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
505+ 4.87% |
$28.2K - $31.8K
|
10.9K
$679K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
504+ 1.46% |
$28.1K - $31.8K
|
35.1K
$2.19M
|
|
|
Nov 01, 2023
Q3 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
497+ 14.31% |
$27.7K - $31.3K
|
3.97K
$248K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
491+ 8.25% |
$27.4K - $31K
|
6.44K
$402K
|
|
|
Oct 23, 2023
Q3 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
487+ 3.3% |
$27.2K - $30.7K
|
15.3K
$953K
|
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
485+ 1.24% |
$27.1K - $30.6K
|
39.6K
$2.47M
|
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
485+ 0.28% |
$27.1K - $30.6K
|
176K
$11M
|
|
|
Nov 07, 2023
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
483+ 0.53% |
$27K - $30.5K
|
92.1K
$5.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
483+ 6.29% |
$27K - $30.5K
|
8.17K
$510K
|
|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
483+ 0.53% |
$27K - $30.5K
|
92.1K
$5.75M
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
478+ 2.79% |
$26.7K - $30.1K
|
17.6K
$1.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
477+ 9.12% |
$26.6K - $30.1K
|
5.71K
$357K
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
476+ 7.56% |
$26.6K - $30K
|
6.77K
$423K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
473+ 8.16% |
$26.4K - $29.8K
|
6.27K
$391K
|
|
|
Oct 11, 2023
Q3 2023
|
Insight Folios Inc
|
BUY
|
- |
472+ 7.7% |
$26.3K - $29.8K
|
6.6K
$412K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
463+ 3.21% |
$25.8K - $29.2K
|
14.9K
$930K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
461+ 20.26% |
$25.7K - $29.1K
|
2.74K
$171K
|
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
460+ 13.38% |
$25.7K - $29K
|
3.9K
$243K
|
|
|
Nov 14, 2023
Q3 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
460+ 0.14% |
$25.7K - $29K
|
333K
$20.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
457+ 1.45% |
$25.5K - $28.8K
|
32K
$2M
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
455+ 3.42% |
$25.4K - $28.7K
|
13.7K
$858K
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
449+ 1.79% |
$25.1K - $28.3K
|
25.5K
$1.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
443New |
$24.7K - $27.9K
|
443
$27.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
443+ 2.15% |
$24.7K - $27.9K
|
21K
$1.31M
|
|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
438+ 6.28% |
$24.4K - $27.6K
|
7.42K
$463K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
436+ 10.69% |
$24.3K - $27.5K
|
4.52K
$282K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
435+ 1.09% |
$24.3K - $27.4K
|
40.5K
$2.53M
|
|
|
Oct 20, 2023
Q3 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
425+ 9.24% |
$23.7K - $26.8K
|
5.03K
$314K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
423+ 8.86% |
$23.6K - $26.7K
|
5.2K
$325K
|
|
|
Oct 11, 2023
Q3 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
423+ 6.09% |
$23.6K - $26.7K
|
7.37K
$460K
|
|
|
Nov 09, 2023
Q3 2023
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
418+ 0.13% |
$23.3K - $26.4K
|
316K
$19.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
415+ 4.27% |
$23.2K - $26.2K
|
10.1K
$633K
|
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
413+ 1.43% |
$23K - $26K
|
29.3K
$1.83M
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
410+ 0.8% |
$22.9K - $25.9K
|
51.6K
$3.22M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
406+ 11.3% |
$22.7K - $25.6K
|
4K
$250K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
405+ 3.07% |
$22.6K - $25.5K
|
13.6K
$849K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
402+ 0.85% |
$22.4K - $25.3K
|
47.7K
$2.98M
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
401+ 2.37% |
$22.4K - $25.3K
|
17.3K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
401+ 7.65% |
$22.4K - $25.3K
|
5.64K
$352K
|
|
|
Nov 13, 2023
Q3 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
400New |
$22.3K - $25.2K
|
400
$25K
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
397+ 9.11% |
$22.2K - $25K
|
4.76K
$297K
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
394+ 0.62% |
$22K - $24.8K
|
63.6K
$3.97M
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
392+ 11.15% |
$21.9K - $24.7K
|
3.91K
$244K
|
|
|
Oct 30, 2023
Q3 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
391+ 2.9% |
$21.8K - $24.7K
|
13.9K
$868K
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
390+ 3.57% |
$21.8K - $24.6K
|
11.3K
$706K
|