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 27, 2023
Q3 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
1+ 0.01% |
$55.8 - $63.1
|
9.27K
$573K
|
|
Nov 02, 2023
Q3 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1+ 0.01% |
$55.8 - $63.1
|
8.5K
$525K
|
|
Nov 03, 2023
Q3 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
1+ 0.0% |
$55.8 - $63.1
|
52.7K
$3.26M
|
|
Nov 06, 2023
Q3 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1+ 0.01% |
$55.8 - $63.1
|
10.1K
$622K
|
|
Nov 07, 2023
Q3 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
1+ 0.02% |
$55.8 - $63.1
|
5.47K
$338K
|
|
Nov 07, 2023
Q3 2023
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
1+ 0.0% |
$55.8 - $63.1
|
26.1K
$1.61M
|
|
Nov 08, 2023
Q3 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
1+ 0.02% |
$55.8 - $63.1
|
5.21K
$322K
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.01% |
$55.8 - $63.1
|
9.57K
$592K
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$55.8 - $63.1
|
4.43K
$274K
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.03% |
$55.8 - $63.1
|
3.63K
$224K
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-1- 0.02% |
$55.8 - $63.1
|
4.87K
$301K
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1- 0.44% |
$55.8 - $63.1
|
225
$13.9K
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-2- 0.02% |
$112 - $126
|
8.56K
$529K
|
|
Oct 12, 2023
Q3 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-2- 0.03% |
$112 - $126
|
7.77K
$481K
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-2- 0.17% |
$112 - $126
|
1.16K
$71.6K
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-2- 0.02% |
$112 - $126
|
10.6K
$657K
|
|
Oct 19, 2023
Q3 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-3- 0.07% |
$167 - $189
|
4.42K
$273K
|
|
Oct 20, 2023
Q3 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-3- 0.02% |
$167 - $189
|
13.3K
$824K
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
SELL
|
- |
-4- 0.11% |
$223 - $252
|
3.75K
$232K
|
|
Nov 14, 2023
Q3 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-4- 0.04% |
$223 - $252
|
10.1K
$625K
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-5- 0.02% |
$279 - $315
|
24.6K
$1.52M
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-5- 1.01% |
$279 - $315
|
489
$30.2K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-6- 0.41% |
$335 - $378
|
1.45K
$89.9K
|
|
Oct 04, 2023
Q3 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-9- 0.06% |
$502 - $567
|
16K
$990K
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-9- 0.02% |
$502 - $567
|
45.2K
$2.8M
|
|
Nov 03, 2023
Q3 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-9- 0.14% |
$502 - $567
|
6.3K
$390K
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-10- 0.2% |
$558 - $631
|
5.05K
$312K
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
SELL
|
- |
-10- 0.2% |
$558 - $631
|
5.02K
$311K
|
|
Nov 14, 2023
Q3 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-10- 0.16% |
$558 - $631
|
6.2K
$383K
|
|
Dec 07, 2023
Q3 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-10- 0.14% |
$558 - $631
|
7.14K
$441K
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-11- 0.12% |
$614 - $694
|
9.26K
$573K
|
|
Oct 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-11- 7.14% |
$614 - $694
|
143
$8.84K
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-11- 0.05% |
$614 - $694
|
21.6K
$1.34M
|
|
Nov 09, 2023
Q3 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-12- 0.09% |
$670 - $757
|
12.7K
$785K
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-12- 0.26% |
$670 - $757
|
4.57K
$282K
|
|
Nov 14, 2023
Q3 2023
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-14- 0.18% |
$781 - $883
|
7.69K
$475K
|
|
Oct 30, 2023
Q3 2023
|
Amarillo National Bank
|
SELL
|
- |
-15- 0.28% |
$837 - $946
|
5.28K
$326K
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-16- 0.44% |
$893 - $1.01K
|
3.63K
$225K
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-16- 0.15% |
$893 - $1.01K
|
10.9K
$675K
|
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-16- 0.33% |
$893 - $1.01K
|
4.87K
$301K
|
|
Oct 11, 2023
Q3 2023
|
626 Financial, LLC
|
SELL
|
- |
-18- 0.43% |
$1K - $1.13K
|
4.16K
$257K
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-19- 5.31% |
$1.06K - $1.2K
|
339
$21K
|
|
Oct 10, 2023
Q3 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-20- 0.04% |
$1.12K - $1.26K
|
56K
$3.46M
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-20- 0.19% |
$1.12K - $1.26K
|
10.4K
$644K
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
SELL
|
- |
-23- 0.39% |
$1.28K - $1.45K
|
5.8K
$359K
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-23- 0.03% |
$1.28K - $1.45K
|
74.2K
$4.59M
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-24- 0.08% |
$1.34K - $1.51K
|
30.3K
$1.88M
|