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 21, 2023
Q3 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
390+ 6.08% |
$21.8K - $24.6K
|
6.8K
$425K
|
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
386+ 5.79% |
$21.5K - $24.3K
|
7.05K
$440K
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
382+ 5.38% |
$21.3K - $24.1K
|
7.48K
$467K
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
382+ 1.06% |
$21.3K - $24.1K
|
36.3K
$2.27M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
379+ 1.0% |
$21.2K - $23.9K
|
38.4K
$2.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
376+ 1.76% |
$21K - $23.7K
|
21.8K
$1.36M
|
|
|
Oct 13, 2023
Q3 2023
|
Jacobs & CO
|
BUY
|
- |
373+ 0.28% |
$20.8K - $23.5K
|
136K
$8.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
369+ 0.88% |
$20.6K - $23.3K
|
42.3K
$2.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
367+ 2.0% |
$20.5K - $23.1K
|
18.7K
$1.17M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
363+ 2.14% |
$20.3K - $22.9K
|
17.3K
$1.08M
|
|
|
Oct 16, 2023
Q3 2023
|
Gam Holding Ag
|
BUY
|
- |
361+ 0.51% |
$20.1K - $22.8K
|
71.3K
$4.45M
|
|
|
Oct 13, 2023
Q3 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
358+ 0.78% |
$20K - $22.6K
|
46.5K
$2.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
358+ 1.66% |
$20K - $22.6K
|
21.9K
$1.37M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Management CO
|
BUY
|
- |
357+ 1.26% |
$19.9K - $22.5K
|
28.7K
$1.79M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
356+ 0.11% |
$19.9K - $22.4K
|
332K
$20.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
353+ 5.43% |
$19.7K - $22.3K
|
6.85K
$428K
|
|
|
Nov 03, 2023
Q3 2023
|
Ar Asset Management Inc
|
BUY
|
- |
350+ 0.2% |
$19.5K - $22.1K
|
172K
$10.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Clarus Group, Inc.
|
BUY
|
- |
341+ 3.3% |
$19K - $21.5K
|
10.7K
$666K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
339+ 6.73% |
$18.9K - $21.4K
|
5.38K
$336K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
337+ 0.66% |
$18.8K - $21.2K
|
51.8K
$3.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
337+ 9.99% |
$18.8K - $21.2K
|
3.71K
$232K
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
333+ 1.46% |
$18.6K - $21K
|
23.1K
$1.44M
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
332+ 9.11% |
$18.5K - $20.9K
|
3.98K
$248K
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
331+ 0.61% |
$18.5K - $20.9K
|
54.5K
$3.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
330+ 0.6% |
$18.4K - $20.8K
|
55.2K
$3.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
326+ 6.03% |
$18.2K - $20.6K
|
5.73K
$358K
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
322+ 6.63% |
$18K - $20.3K
|
5.18K
$323K
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
316New |
$17.6K - $19.9K
|
316
$19.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
314+ 1.51% |
$17.5K - $19.8K
|
21.1K
$1.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
313+ 6.3% |
$17.5K - $19.7K
|
5.28K
$330K
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
302+ 1.84% |
$16.9K - $19K
|
16.7K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
302+ 0.88% |
$16.9K - $19K
|
34.5K
$2.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
301+ 1.41% |
$16.8K - $19K
|
21.7K
$1.35M
|
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
300+ 0.96% |
$16.7K - $18.9K
|
31.4K
$1.96M
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 0.12% |
$16.7K - $18.9K
|
241K
$15.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Wendell David Associates Inc
|
BUY
|
- |
300+ 0.16% |
$16.7K - $18.9K
|
184K
$11.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
300+ 0.39% |
$16.7K - $18.9K
|
77.4K
$4.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
299+ 6.89% |
$16.7K - $18.9K
|
4.64K
$290K
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
297+ 0.23% |
$16.6K - $18.7K
|
128K
$7.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
297+ 2.83% |
$16.6K - $18.7K
|
10.8K
$675K
|
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
291+ 6.88% |
$16.2K - $18.3K
|
4.52K
$282K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
289+ 1.72% |
$16.1K - $18.2K
|
17.1K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
289+ 3.4% |
$16.1K - $18.2K
|
8.78K
$548K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
286+ 0.22% |
$16K - $18K
|
132K
$8.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
BUY
|
- |
284+ 0.71% |
$15.9K - $17.9K
|
40.2K
$2.51M
|
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
283+ 214.39% |
$15.8K - $17.8K
|
415
$25.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
283+ 6.81% |
$15.8K - $17.8K
|
4.44K
$277K
|
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
283+ 1.04% |
$15.8K - $17.8K
|
27.6K
$1.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
279+ 1.06% |
$15.6K - $17.6K
|
26.7K
$1.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
275+ 0.63% |
$15.3K - $17.3K
|
43.9K
$2.74M
|