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 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
139+ 1.58% |
$7.76K - $8.76K
|
8.92K
$553K
|
|
Nov 07, 2023
Q3 2023
|
Hc Advisors, LLC
|
BUY
|
- |
136+ 1.3% |
$7.59K - $8.57K
|
10.6K
$659K
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
135+ 0.42% |
$7.53K - $8.51K
|
32.3K
$2M
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
132+ 0.59% |
$7.37K - $8.32K
|
22.4K
$1.39M
|
|
Oct 26, 2023
Q3 2023
|
Sky Investment Group LLC
|
BUY
|
- |
130+ 0.09% |
$7.26K - $8.2K
|
138K
$8.56M
|
|
Oct 20, 2023
Q3 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
129+ 1.94% |
$7.2K - $8.13K
|
6.78K
$421K
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
129+ 3.08% |
$7.2K - $8.13K
|
4.32K
$268K
|
|
Nov 13, 2023
Q3 2023
|
Humankind Investments LLC
|
BUY
|
- |
129+ 2.61% |
$7.2K - $8.13K
|
5.06K
$314K
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
128+ 4.68% |
$7.14K - $8.07K
|
2.86K
$178K
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
128+ 2.89% |
$7.14K - $8.07K
|
4.55K
$282K
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
BUY
|
- |
128+ 1.85% |
$7.14K - $8.07K
|
7.04K
$437K
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
127+ 0.2% |
$7.09K - $8.01K
|
65.1K
$4.04M
|
|
Nov 09, 2023
Q3 2023
|
Sam Advisors, LLC
|
BUY
|
- |
125+ 2.28% |
$6.98K - $7.88K
|
5.6K
$347K
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
124+ 1.42% |
$6.92K - $7.82K
|
8.87K
$550K
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
BUY
|
- |
123+ 0.15% |
$6.86K - $7.76K
|
82.5K
$5.12M
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
120+ 0.09% |
$6.7K - $7.57K
|
138K
$8.54M
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
119+ 0.74% |
$6.64K - $7.5K
|
16.1K
$998K
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
118+ 2.96% |
$6.59K - $7.44K
|
4.1K
$255K
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
117+ 1.06% |
$6.53K - $7.38K
|
11.1K
$692K
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
115+ 0.21% |
$6.42K - $7.25K
|
55.6K
$3.45M
|
|
Oct 30, 2023
Q3 2023
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
115+ 1.22% |
$6.42K - $7.25K
|
9.55K
$592K
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
115+ 0.68% |
$6.42K - $7.25K
|
17.1K
$1.06M
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
113+ 0.22% |
$6.31K - $7.12K
|
52.4K
$3.25M
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
112+ 1.78% |
$6.25K - $7.06K
|
6.42K
$398K
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
111+ 0.35% |
$6.19K - $7K
|
31.8K
$1.97M
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
110+ 0.76% |
$6.14K - $6.94K
|
14.6K
$905K
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
104+ 2.72% |
$5.8K - $6.56K
|
3.93K
$244K
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
104+ 0.66% |
$5.8K - $6.56K
|
15.8K
$982K
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
104+ 1.96% |
$5.8K - $6.56K
|
5.4K
$335K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
103+ 0.73% |
$5.75K - $6.49K
|
14.2K
$883K
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
102+ 7.86% |
$5.69K - $6.43K
|
1.4K
$86.8K
|
|
Nov 13, 2023
Q3 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
102+ 1.48% |
$5.69K - $6.43K
|
7K
$434K
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
101+ 0.75% |
$5.64K - $6.37K
|
13.6K
$845K
|
|
Oct 16, 2023
Q3 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
100+ 1.09% |
$5.58K - $6.31K
|
9.27K
$575K
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
100+ 0.73% |
$5.58K - $6.31K
|
13.9K
$861K
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
100New |
$5.58K - $6.31K
|
100
$6.2K
|
|
Nov 02, 2023
Q3 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
100+ 0.22% |
$5.58K - $6.31K
|
46.4K
$2.88M
|
|
Nov 13, 2023
Q3 2023
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
100+ 0.04% |
$5.58K - $6.31K
|
256K
$15.9M
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
99+ 3.39% |
$5.53K - $6.24K
|
3.02K
$187K
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
99+ 0.32% |
$5.53K - $6.24K
|
30.8K
$1.91M
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
96+ 1.33% |
$5.36K - $6.05K
|
7.34K
$455K
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
95+ 0.92% |
$5.3K - $5.99K
|
10.4K
$644K
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
93+ 0.47% |
$5.19K - $5.86K
|
19.8K
$1.23M
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
92+ 0.73% |
$5.13K - $5.8K
|
12.7K
$790K
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
91+ 1.22% |
$5.08K - $5.74K
|
7.54K
$468K
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
89+ 2.47% |
$4.97K - $5.61K
|
3.7K
$229K
|
|
Nov 07, 2023
Q3 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
89+ 0.38% |
$4.97K - $5.61K
|
23.7K
$1.47M
|
|
Oct 05, 2023
Q3 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
85+ 2.2% |
$4.74K - $5.36K
|
3.95K
$245K
|
|
Oct 31, 2023
Q3 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
85+ 0.67% |
$4.74K - $5.36K
|
12.7K
$790K
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
84+ 4.72% |
$4.69K - $5.3K
|
1.86K
$116K
|