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 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6+ 0.13% |
$335 - $378
|
4.57K
$283K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
6New |
$335 - $378
|
6
$371
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
BUY
|
- |
6+ 0.04% |
$335 - $378
|
13.8K
$853K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
6+ 0.73% |
$335 - $378
|
833
$51.5K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
6+ 0.09% |
$335 - $378
|
7.05K
$436K
|
|
|
Oct 10, 2023
Q3 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
5+ 0.13% |
$279 - $315
|
3.9K
$241K
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
5+ 0.09% |
$279 - $315
|
5.88K
$364K
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5+ 0.14% |
$279 - $315
|
3.62K
$224K
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5+ 0.16% |
$279 - $315
|
3.2K
$198K
|
|
|
Oct 25, 2023
Q3 2023
|
Westhampton Capital, LLC
|
BUY
|
- |
5+ 0.02% |
$279 - $315
|
23.6K
$1.46M
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
5+ 0.05% |
$279 - $315
|
10.1K
$622K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
5+ 0.23% |
$279 - $315
|
2.18K
$135K
|
|
|
Nov 03, 2023
Q3 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
5+ 0.04% |
$279 - $315
|
12.9K
$798K
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
5+ 0.04% |
$279 - $315
|
11.6K
$720K
|
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
5+ 0.02% |
$279 - $315
|
25.1K
$1.55M
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
5+ 0.02% |
$279 - $315
|
21.1K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
5+ 0.03% |
$279 - $315
|
18.4K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
360 Financial, Inc.
|
BUY
|
- |
5+ 0.06% |
$279 - $315
|
8.5K
$525K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4+ 0.82% |
$223 - $252
|
489
$30.2K
|
|
|
Oct 16, 2023
Q3 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
4+ 0.09% |
$223 - $252
|
4.28K
$264K
|
|
|
Oct 18, 2023
Q3 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
4+ 0.1% |
$223 - $252
|
3.84K
$238K
|
|
|
Oct 23, 2023
Q3 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
4+ 0.61% |
$223 - $252
|
665
$41.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
4+ 0.02% |
$223 - $252
|
17.8K
$1.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
3+ 0.06% |
$167 - $189
|
4.72K
$292K
|
|
|
Oct 17, 2023
Q3 2023
|
Fortune 45 LLC
|
BUY
|
- |
3+ 0.05% |
$167 - $189
|
5.69K
$352K
|
|
|
Oct 24, 2023
Q3 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
3+ 0.05% |
$167 - $189
|
6.07K
$375K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
3+ 0.04% |
$167 - $189
|
7.24K
$448K
|
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
BUY
|
- |
3+ 0.03% |
$167 - $189
|
12K
$740K
|
|
|
Oct 26, 2023
Q3 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
3+ 0.05% |
$167 - $189
|
5.85K
$362K
|
|
|
Oct 27, 2023
Q3 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
3+ 0.08% |
$167 - $189
|
3.61K
$223K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3+ 0.26% |
$167 - $189
|
1.17K
$72.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
3+ 0.08% |
$167 - $189
|
3.75K
$232K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
3+ 0.75% |
$167 - $189
|
403
$24.9K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3+ 0.02% |
$167 - $189
|
13.2K
$818K
|
|
|
Oct 05, 2023
Q3 2023
|
Ahl Investment Management, Inc.
|
BUY
|
- |
2+ 0.0% |
$112 - $126
|
102K
$6.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
2+ 0.01% |
$112 - $126
|
20.9K
$1.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2+ 0.03% |
$112 - $126
|
6.71K
$415K
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2+ 0.15% |
$112 - $126
|
1.36K
$84.2K
|
|
|
Oct 20, 2023
Q3 2023
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
2+ 0.02% |
$112 - $126
|
11.2K
$691K
|
|
|
Oct 30, 2023
Q3 2023
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
2+ 0.04% |
$112 - $126
|
4.62K
$286K
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2+ 0.05% |
$112 - $126
|
3.65K
$226K
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2+ 0.02% |
$112 - $126
|
11.4K
$705K
|
|
|
Nov 09, 2023
Q3 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
2+ 0.01% |
$112 - $126
|
25.6K
$1.59M
|
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1+ 0.02% |
$55.8 - $63.1
|
4.21K
$261K
|
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
BUY
|
- |
1+ 0.79% |
$55.8 - $63.1
|
127
$7.85K
|
|
|
Oct 23, 2023
Q3 2023
|
Hoertkorn Richard Charles
|
BUY
|
- |
1+ 0.01% |
$55.8 - $63.1
|
13.1K
$812K
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$55.8 - $63.1
|
5.5K
$340K
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
BUY
|
- |
1+ 0.01% |
$55.8 - $63.1
|
9K
$556K
|
|
|
Oct 24, 2023
Q3 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
1+ 0.03% |
$55.8 - $63.1
|
2.91K
$180K
|
|
|
Oct 24, 2023
Q3 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1+ 0.02% |
$55.8 - $63.1
|
4.69K
$290K
|