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 25, 2023
Q3 2023
|
Chicago Capital, LLC
|
BUY
|
- |
51+ 0.07% |
$2.85K - $3.22K
|
72.9K
$4.51M
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
51+ 0.31% |
$2.85K - $3.22K
|
16.7K
$1.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
51+ 2.69% |
$2.85K - $3.22K
|
1.95K
$120K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
50+ 0.56% |
$2.79K - $3.15K
|
8.92K
$552K
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
50+ 1.31% |
$2.79K - $3.15K
|
3.86K
$239K
|
|
|
Oct 18, 2023
Q3 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
49+ 0.72% |
$2.73K - $3.09K
|
6.89K
$426K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
49+ 8.15% |
$2.73K - $3.09K
|
650
$40.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
48+ 0.56% |
$2.68K - $3.03K
|
8.7K
$538K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
48+ 20.25% |
$2.68K - $3.03K
|
285
$17.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
46+ 0.58% |
$2.57K - $2.9K
|
7.98K
$494K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
46New |
$2.57K - $2.9K
|
46
$2.84K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
45+ 0.17% |
$2.51K - $2.84K
|
27.3K
$1.69M
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
44+ 0.52% |
$2.46K - $2.77K
|
8.52K
$527K
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
44+ 0.67% |
$2.46K - $2.77K
|
6.6K
$408K
|
|
|
Oct 13, 2023
Q3 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
43+ 0.2% |
$2.4K - $2.71K
|
21.4K
$1.32M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
43+ 0.17% |
$2.4K - $2.71K
|
25K
$1.55M
|
|
|
Oct 27, 2023
Q3 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
43+ 0.61% |
$2.4K - $2.71K
|
7.11K
$440K
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
42+ 0.08% |
$2.34K - $2.65K
|
51K
$3.15M
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
41+ 0.21% |
$2.29K - $2.59K
|
19.8K
$1.22M
|
|
|
Nov 01, 2023
Q3 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
40+ 0.39% |
$2.23K - $2.52K
|
10.2K
$631K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
38+ 4.14% |
$2.12K - $2.4K
|
955
$59.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
38+ 0.3% |
$2.12K - $2.4K
|
12.6K
$780K
|
|
|
Oct 10, 2023
Q3 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
36+ 0.69% |
$2.01K - $2.27K
|
5.24K
$324K
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
36+ 0.4% |
$2.01K - $2.27K
|
9.02K
$558K
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
36+ 0.32% |
$2.01K - $2.27K
|
11.2K
$694K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
35+ 0.03% |
$1.95K - $2.21K
|
110K
$6.79M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
34+ 0.78% |
$1.9K - $2.14K
|
4.38K
$271K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
33+ 4.71% |
$1.84K - $2.08K
|
734
$45.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
33+ 0.23% |
$1.84K - $2.08K
|
14.5K
$896K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
33+ 0.04% |
$1.84K - $2.08K
|
90.9K
$5.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
31+ 0.84% |
$1.73K - $1.95K
|
3.7K
$229K
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
31+ 0.44% |
$1.73K - $1.95K
|
7.13K
$441K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
30+ 0.38% |
$1.67K - $1.89K
|
7.92K
$490K
|
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
29+ 0.14% |
$1.62K - $1.83K
|
20.6K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
29+ 0.28% |
$1.62K - $1.83K
|
10.3K
$638K
|
|
|
Oct 10, 2023
Q3 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
28+ 0.28% |
$1.56K - $1.77K
|
9.89K
$611K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
28+ 0.58% |
$1.56K - $1.77K
|
4.85K
$300K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
28+ 3.23% |
$1.56K - $1.77K
|
896
$55.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
28+ 0.22% |
$1.56K - $1.77K
|
13K
$802K
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
27+ 0.07% |
$1.51K - $1.7K
|
36.3K
$2.24M
|
|
|
Oct 16, 2023
Q3 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
26+ 0.56% |
$1.45K - $1.64K
|
4.66K
$288K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
25+ 0.9% |
$1.4K - $1.58K
|
2.8K
$173K
|
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
BUY
|
- |
25+ 0.07% |
$1.4K - $1.58K
|
35.7K
$2.21M
|
|
|
Oct 25, 2023
Q3 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
25+ 0.15% |
$1.4K - $1.58K
|
16.3K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
25+ 0.18% |
$1.4K - $1.58K
|
13.8K
$853K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
24+ 0.65% |
$1.34K - $1.51K
|
3.73K
$230K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
24+ 0.04% |
$1.34K - $1.51K
|
61K
$3.77M
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
22+ 0.26% |
$1.23K - $1.39K
|
8.42K
$521K
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
22+ 0.14% |
$1.23K - $1.39K
|
15.7K
$968K
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
21+ 0.0% |
$1.17K - $1.32K
|
1.2M
$74.3M
|