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 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
84+ 0.31% |
$4.69K - $5.3K
|
27.1K
$1.68M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
83+ 0.03% |
$4.63K - $5.23K
|
245K
$15.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
83+ 15.01% |
$4.63K - $5.23K
|
636
$39.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
81+ 0.99% |
$4.52K - $5.11K
|
8.3K
$515K
|
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
81+ 2.2% |
$4.52K - $5.11K
|
3.77K
$234K
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
81+ 0.74% |
$4.52K - $5.11K
|
11K
$682K
|
|
|
Nov 01, 2023
Q3 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
81+ 1.87% |
$4.52K - $5.11K
|
4.42K
$274K
|
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
BUY
|
- |
81+ 1.13% |
$4.52K - $5.11K
|
7.24K
$449K
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
80+ 0.9% |
$4.46K - $5.04K
|
8.93K
$554K
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
79+ 0.19% |
$4.41K - $4.98K
|
41.1K
$2.55M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
78+ 0.38% |
$4.35K - $4.92K
|
20.8K
$1.29M
|
|
|
Oct 24, 2023
Q3 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
77+ 1.56% |
$4.3K - $4.85K
|
5.01K
$310K
|
|
|
Oct 16, 2023
Q3 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
75+ 0.09% |
$4.19K - $4.73K
|
81.3K
$5.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
75+ 0.28% |
$4.19K - $4.73K
|
26.7K
$1.66M
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
74+ 1.51% |
$4.13K - $4.67K
|
4.97K
$308K
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
74+ 0.5% |
$4.13K - $4.67K
|
15K
$929K
|
|
|
Nov 13, 2023
Q3 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
74+ 0.76% |
$4.13K - $4.67K
|
9.8K
$608K
|
|
|
Nov 09, 2023
Q3 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
73+ 1.13% |
$4.07K - $4.6K
|
6.53K
$405K
|
|
|
Oct 25, 2023
Q3 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
72+ 0.28% |
$4.02K - $4.54K
|
26.2K
$1.63M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
71+ 0.57% |
$3.96K - $4.48K
|
12.5K
$775K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
71+ 0.06% |
$3.96K - $4.48K
|
123K
$7.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
70+ 1.03% |
$3.91K - $4.41K
|
6.89K
$427K
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
70+ 0.28% |
$3.91K - $4.41K
|
24.9K
$1.54M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
BUY
|
- |
69+ 0.87% |
$3.85K - $4.35K
|
7.96K
$494K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
69+ 0.12% |
$3.85K - $4.35K
|
58.4K
$3.62M
|
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
67+ 1.6% |
$3.74K - $4.22K
|
4.24K
$263K
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
BUY
|
- |
65+ 0.2% |
$3.63K - $4.1K
|
32.1K
$1.99M
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
63+ 0.29% |
$3.52K - $3.97K
|
21.8K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
63+ 2.02% |
$3.52K - $3.97K
|
3.19K
$198K
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
62+ 0.04% |
$3.46K - $3.91K
|
143K
$8.88M
|
|
|
Nov 15, 2023
Q3 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
62+ 0.83% |
$3.46K - $3.91K
|
7.49K
$465K
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
BUY
|
- |
61+ 0.33% |
$3.4K - $3.85K
|
18.4K
$1.14M
|
|
|
Oct 26, 2023
Q3 2023
|
Joule Financial, LLC
|
BUY
|
- |
61+ 1.36% |
$3.4K - $3.85K
|
4.55K
$282K
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
61+ 1.0% |
$3.4K - $3.85K
|
6.15K
$381K
|
|
|
Oct 19, 2023
Q3 2023
|
Blossom Wealth Management
|
BUY
|
- |
60+ 1.3% |
$3.35K - $3.78K
|
4.66K
$289K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
60+ 8.1% |
$3.35K - $3.78K
|
801
$49.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
60+ 8.62% |
$3.35K - $3.78K
|
756
$46.9K
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
59New |
$3.29K - $3.72K
|
59
$3.66K
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
59+ 0.62% |
$3.29K - $3.72K
|
9.59K
$595K
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
59+ 1.39% |
$3.29K - $3.72K
|
4.31K
$267K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
58+ 0.2% |
$3.24K - $3.66K
|
28.9K
$1.79M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
57+ 0.36% |
$3.18K - $3.59K
|
15.9K
$986K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
56+ 0.43% |
$3.13K - $3.53K
|
13K
$808K
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
56+ 1.41% |
$3.13K - $3.53K
|
4.03K
$250K
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
56+ 0.47% |
$3.13K - $3.53K
|
11.9K
$739K
|
|
|
Nov 14, 2023
Q3 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
56+ 0.56% |
$3.13K - $3.53K
|
9.98K
$619K
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
55+ 0.86% |
$3.07K - $3.47K
|
6.43K
$399K
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
55+ 1.42% |
$3.07K - $3.47K
|
3.92K
$243K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
54+ 0.27% |
$3.01K - $3.4K
|
20K
$1.24M
|
|
|
Oct 24, 2023
Q3 2023
|
Sippican Capital Advisors
|
BUY
|
- |
52+ 0.97% |
$2.9K - $3.28K
|
5.4K
$335K
|