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 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
202+ 4.04% |
$11.3K - $12.7K
|
5.2K
$323K
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
200+ 4.09% |
$11.2K - $12.6K
|
5.09K
$316K
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
200+ 3.33% |
$11.2K - $12.6K
|
6.21K
$385K
|
|
Nov 14, 2023
Q3 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
200+ 2.77% |
$11.2K - $12.6K
|
7.42K
$460K
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
197+ 5.13% |
$11K - $12.4K
|
4.04K
$250K
|
|
Oct 16, 2023
Q3 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
196+ 1.68% |
$10.9K - $12.4K
|
11.9K
$736K
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
195+ 0.82% |
$10.9K - $12.3K
|
24K
$1.49M
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
194+ 2.94% |
$10.8K - $12.2K
|
6.8K
$422K
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
193+ 1.98% |
$10.8K - $12.2K
|
9.96K
$618K
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
189+ 0.7% |
$10.5K - $11.9K
|
27.1K
$1.68M
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
189+ 1.09% |
$10.5K - $11.9K
|
17.5K
$1.09M
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
186+ 1.53% |
$10.4K - $11.7K
|
12.4K
$767K
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
185+ 0.23% |
$10.3K - $11.7K
|
79.7K
$4.94M
|
|
Nov 13, 2023
Q3 2023
|
Carmignac Gestion
Paris, I0 |
BUY
|
- |
184+ 3.28% |
$10.3K - $11.6K
|
5.8K
$360K
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
183+ 0.23% |
$10.2K - $11.5K
|
80.3K
$4.98M
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
181+ 4.18% |
$10.1K - $11.4K
|
4.52K
$280K
|
|
Oct 20, 2023
Q3 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
179+ 4.8% |
$9.99K - $11.3K
|
3.91K
$242K
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
179+ 0.34% |
$9.99K - $11.3K
|
53K
$3.29M
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
179+ 4.43% |
$9.99K - $11.3K
|
4.22K
$262K
|
|
Nov 14, 2023
Q3 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
179+ 4.43% |
$9.99K - $11.3K
|
4.22K
$262K
|
|
Oct 13, 2023
Q3 2023
|
Congress Park Capital LLC
|
BUY
|
- |
175+ 1.66% |
$9.77K - $11K
|
10.7K
$665K
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
175+ 4.95% |
$9.77K - $11K
|
3.71K
$230K
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
175+ 1.02% |
$9.77K - $11K
|
17.3K
$1.07M
|
|
Oct 17, 2023
Q3 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
174+ 1.54% |
$9.71K - $11K
|
11.5K
$712K
|
|
Nov 13, 2023
Q3 2023
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
173+ 3.43% |
$9.66K - $10.9K
|
5.22K
$324K
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
171+ 3.45% |
$9.54K - $10.8K
|
5.13K
$318K
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
169+ 1.43% |
$9.43K - $10.7K
|
12K
$742K
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
169+ 0.82% |
$9.43K - $10.7K
|
20.8K
$1.29M
|
|
Nov 02, 2023
Q3 2023
|
William Allan, LLC
|
BUY
|
- |
166+ 1.28% |
$9.26K - $10.5K
|
13.1K
$814K
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
165+ 5.51% |
$9.21K - $10.4K
|
3.16K
$196K
|
|
Oct 25, 2023
Q3 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
163+ 0.76% |
$9.1K - $10.3K
|
21.5K
$1.34M
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
161+ 0.49% |
$8.99K - $10.2K
|
33K
$2.04M
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
158+ 1.41% |
$8.82K - $9.96K
|
11.3K
$704K
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
BUY
|
- |
158+ 4.56% |
$8.82K - $9.96K
|
3.62K
$225K
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
157+ 1.4% |
$8.76K - $9.9K
|
11.4K
$706K
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
156+ 0.33% |
$8.71K - $9.84K
|
48.1K
$2.98M
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
154+ 21.63% |
$8.59K - $9.71K
|
866
$53.7K
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
152+ 0.62% |
$8.48K - $9.58K
|
24.6K
$1.53M
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
152+ 1.18% |
$8.48K - $9.58K
|
13.1K
$810K
|
|
Nov 16, 2023
Q3 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
151+ 1.81% |
$8.43K - $9.52K
|
8.49K
$526K
|
|
Nov 06, 2023
Q3 2023
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
150+ 0.35% |
$8.37K - $9.46K
|
43.2K
$2.68M
|
|
Nov 09, 2023
Q3 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
150+ 0.63% |
$8.37K - $9.46K
|
24.1K
$1.49M
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
149+ 1.32% |
$8.32K - $9.39K
|
11.4K
$708K
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
148New |
$8.26K - $9.33K
|
148
$9.18K
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
146+ 28.91% |
$8.15K - $9.21K
|
651
$40.4K
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
145+ 2.34% |
$8.09K - $9.14K
|
6.35K
$394K
|
|
Oct 13, 2023
Q3 2023
|
Martin Capital Partners, LLC
|
BUY
|
- |
144+ 0.14% |
$8.04K - $9.08K
|
100K
$6.22M
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
142+ 1.81% |
$7.93K - $8.95K
|
7.97K
$494K
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
141+ 12.06% |
$7.87K - $8.89K
|
1.31K
$81.3K
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
140+ 3.21% |
$7.81K - $8.83K
|
4.5K
$279K
|