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 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
274+ 1.23% |
$15.3K - $17.3K
|
22.5K
$1.39M
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
274+ 3.89% |
$15.3K - $17.3K
|
7.32K
$454K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
267+ 1.74% |
$14.9K - $16.8K
|
15.6K
$970K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
266+ 1.64% |
$14.8K - $16.8K
|
16.5K
$1.02M
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
266+ 4.25% |
$14.8K - $16.8K
|
6.52K
$404K
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
BUY
|
- |
263+ 1.32% |
$14.7K - $16.6K
|
20.2K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
262+ 2.51% |
$14.6K - $16.5K
|
10.7K
$665K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
261+ 0.38% |
$14.6K - $16.5K
|
68.7K
$4.26M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
259+ 1.07% |
$14.5K - $16.3K
|
24.5K
$1.52M
|
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
255+ 0.79% |
$14.2K - $16.1K
|
32.7K
$2.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
255+ 3.09% |
$14.2K - $16.1K
|
8.5K
$527K
|
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
BUY
|
- |
255+ 7.03% |
$14.2K - $16.1K
|
3.88K
$241K
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
253+ 0.64% |
$14.1K - $16K
|
39.8K
$2.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
251+ 1.77% |
$14K - $15.8K
|
14.5K
$897K
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
250+ 1.98% |
$14K - $15.8K
|
12.9K
$799K
|
|
|
Oct 24, 2023
Q3 2023
|
Vera Bank, N.A.
|
BUY
|
- |
250+ 1.22% |
$14K - $15.8K
|
20.7K
$1.28M
|
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
249+ 4.08% |
$13.9K - $15.7K
|
6.35K
$394K
|
|
|
Oct 18, 2023
Q3 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
248+ 5.77% |
$13.8K - $15.6K
|
4.55K
$282K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
247+ 0.75% |
$13.8K - $15.6K
|
33.1K
$2.05M
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
246+ 36.07% |
$13.7K - $15.5K
|
928
$57.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
245+ 2.89% |
$13.7K - $15.4K
|
8.72K
$541K
|
|
|
Oct 25, 2023
Q3 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
240+ 1.72% |
$13.4K - $15.1K
|
14.2K
$880K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
239+ 1.69% |
$13.3K - $15.1K
|
14.4K
$891K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
239+ 2.94% |
$13.3K - $15.1K
|
8.37K
$519K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
BUY
|
- |
236+ 0.18% |
$13.2K - $14.9K
|
129K
$7.98M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
233+ 2.01% |
$13K - $14.7K
|
11.8K
$733K
|
|
|
Oct 30, 2023
Q3 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
228+ 0.89% |
$12.7K - $14.4K
|
25.7K
$1.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Capital Square, LLC
|
BUY
|
- |
227+ 3.06% |
$12.7K - $14.3K
|
7.65K
$474K
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
227+ 1.29% |
$12.7K - $14.3K
|
17.8K
$1.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Stolper CO
|
BUY
|
- |
226+ 0.24% |
$12.6K - $14.2K
|
96.3K
$5.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
226+ 3.08% |
$12.6K - $14.2K
|
7.56K
$469K
|
|
|
Oct 10, 2023
Q3 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
225+ 1.76% |
$12.6K - $14.2K
|
13K
$809K
|
|
|
Oct 30, 2023
Q3 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
225+ 0.21% |
$12.6K - $14.2K
|
105K
$6.51M
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
223+ 0.94% |
$12.4K - $14.1K
|
24K
$1.49M
|
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
220+ 6.53% |
$12.3K - $13.9K
|
3.59K
$223K
|
|
|
Oct 31, 2023
Q3 2023
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
217+ 4.84% |
$12.1K - $13.7K
|
4.7K
$291K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
217+ 0.73% |
$12.1K - $13.7K
|
29.9K
$1.86M
|
|
|
Nov 09, 2023
Q3 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
217+ 0.63% |
$12.1K - $13.7K
|
34.9K
$2.16M
|
|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
216+ 0.61% |
$12.1K - $13.6K
|
35.9K
$2.22M
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
BUY
|
- |
216+ 0.92% |
$12.1K - $13.6K
|
23.6K
$1.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
216+ 6.63% |
$12.1K - $13.6K
|
3.48K
$216K
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
215+ 2.8% |
$12K - $13.6K
|
7.91K
$490K
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
213+ 0.55% |
$11.9K - $13.4K
|
39K
$2.42M
|
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
BUY
|
- |
213+ 2.08% |
$11.9K - $13.4K
|
10.4K
$648K
|
|
|
Oct 10, 2023
Q3 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
213+ 6.13% |
$11.9K - $13.4K
|
3.69K
$229K
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
207+ 0.08% |
$11.6K - $13.1K
|
245K
$15.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
206+ 0.03% |
$11.5K - $13K
|
724K
$44.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
205+ 5.01% |
$11.4K - $12.9K
|
4.29K
$266K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
204+ 5.77% |
$11.4K - $12.9K
|
3.74K
$232K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
203+ 3.1% |
$11.3K - $12.8K
|
6.75K
$419K
|