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 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
20+ 0.04% |
$1.12K - $1.26K
|
46.5K
$2.87M
|
|
|
Nov 02, 2023
Q3 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
20+ 0.35% |
$1.12K - $1.26K
|
5.7K
$352K
|
|
|
Nov 08, 2023
Q3 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
20+ 3.22% |
$1.12K - $1.26K
|
641
$39.6K
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
20+ 0.21% |
$1.12K - $1.26K
|
9.38K
$580K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
20+ 25.97% |
$1.12K - $1.26K
|
97
$6K
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
19+ 0.18% |
$1.06K - $1.2K
|
10.7K
$660K
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
19+ 0.07% |
$1.06K - $1.2K
|
27.4K
$1.69M
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
19+ 0.19% |
$1.06K - $1.2K
|
9.99K
$618K
|
|
|
Oct 30, 2023
Q3 2023
|
Private Management Group Inc
|
BUY
|
- |
18+ 0.37% |
$1K - $1.13K
|
4.94K
$306K
|
|
|
Nov 08, 2023
Q3 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
18+ 0.46% |
$1K - $1.13K
|
3.92K
$242K
|
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
17+ 0.22% |
$949 - $1.07K
|
7.84K
$485K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
17+ 0.14% |
$949 - $1.07K
|
11.8K
$730K
|
|
|
Oct 16, 2023
Q3 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
17+ 0.4% |
$949 - $1.07K
|
4.26K
$264K
|
|
|
Oct 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
17+ 0.75% |
$949 - $1.07K
|
2.27K
$140K
|
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
BUY
|
- |
17+ 0.06% |
$949 - $1.07K
|
29.6K
$1.83M
|
|
|
Oct 24, 2023
Q3 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
16+ 0.34% |
$893 - $1.01K
|
4.66K
$288K
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
BUY
|
- |
15+ 0.03% |
$837 - $946
|
49.1K
$3.03M
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
BUY
|
- |
14+ 0.17% |
$781 - $883
|
8.25K
$510K
|
|
|
Nov 06, 2023
Q3 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
14+ 0.09% |
$781 - $883
|
15.4K
$952K
|
|
|
Nov 07, 2023
Q3 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
14+ 0.22% |
$781 - $883
|
6.26K
$387K
|
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
13+ 0.09% |
$726 - $820
|
15.3K
$944K
|
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
12+ 0.06% |
$670 - $757
|
19K
$1.17M
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
BUY
|
- |
12+ 0.01% |
$670 - $757
|
117K
$7.21M
|
|
|
Oct 30, 2023
Q3 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
12+ 0.11% |
$670 - $757
|
10.7K
$660K
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
12+ 0.2% |
$670 - $757
|
5.88K
$364K
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
12+ 0.25% |
$670 - $757
|
4.76K
$294K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
12+ 0.52% |
$670 - $757
|
2.33K
$144K
|
|
|
Nov 09, 2023
Q3 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
12+ 0.11% |
$670 - $757
|
10.9K
$677K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
12+ 0.88% |
$670 - $757
|
1.38K
$85.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
BUY
|
- |
11+ 0.12% |
$614 - $694
|
9.01K
$557K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
11+ 5.58% |
$614 - $694
|
208
$12.9K
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
10+ 0.14% |
$558 - $631
|
7.4K
$458K
|
|
|
Oct 19, 2023
Q3 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
10+ 0.22% |
$558 - $631
|
4.48K
$277K
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
BUY
|
- |
10+ 0.01% |
$558 - $631
|
76.2K
$4.71M
|
|
|
Nov 01, 2023
Q3 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
10+ 0.07% |
$558 - $631
|
13.6K
$841K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
10+ 142.86% |
$558 - $631
|
17
$1.05K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10+ 0.1% |
$558 - $631
|
10.4K
$642K
|
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
10+ 0.22% |
$558 - $631
|
4.54K
$280K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
10+ 0.09% |
$558 - $631
|
10.7K
$664K
|
|
|
Oct 10, 2023
Q3 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
9+ 0.11% |
$502 - $567
|
8.41K
$520K
|
|
|
Nov 06, 2023
Q3 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.17% |
$502 - $567
|
5.17K
$320K
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
8+ 0.08% |
$446 - $504
|
10.4K
$643K
|
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
8+ 0.04% |
$446 - $504
|
17.9K
$1.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
8+ 0.1% |
$446 - $504
|
7.66K
$474K
|
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
8+ 0.03% |
$446 - $504
|
29.3K
$1.81M
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
8+ 0.21% |
$446 - $504
|
3.91K
$242K
|
|
|
Nov 09, 2023
Q3 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
8+ 0.11% |
$446 - $504
|
7.49K
$463K
|
|
|
Nov 13, 2023
Q3 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
8+ 0.01% |
$446 - $504
|
61.6K
$3.81M
|
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
8+ 0.01% |
$446 - $504
|
59.2K
$3.66M
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
7+ 0.03% |
$391 - $441
|
24.2K
$1.5M
|