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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-16- 0.15% |
$893 - $1.01K
|
10.9K
$770K
|
|
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-16- 0.33% |
$893 - $1.01K
|
4.87K
$344K
|
|
|
Oct 11, 2023
Q3 2023
|
626 Financial, LLC
|
SELL
|
- |
-18- 0.43% |
$1K - $1.13K
|
4.16K
$293K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-19- 5.31% |
$1.06K - $1.2K
|
339
$23.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-20- 0.04% |
$1.12K - $1.26K
|
56K
$3.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-20- 0.19% |
$1.12K - $1.26K
|
10.4K
$735K
|
|
|
Feb 13, 2025
Q3 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-21- 0.12% |
$1.17K - $1.32K
|
17.5K
$1.23M
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
SELL
|
- |
-23- 0.39% |
$1.28K - $1.45K
|
5.8K
$410K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-23- 0.03% |
$1.28K - $1.45K
|
74.2K
$5.24M
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-24- 0.08% |
$1.34K - $1.51K
|
30.3K
$2.14M
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-24- 0.07% |
$1.34K - $1.51K
|
35.2K
$2.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-24- 0.64% |
$1.34K - $1.51K
|
3.72K
$263K
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-25- 0.54% |
$1.4K - $1.58K
|
4.61K
$325K
|
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-25- 0.28% |
$1.4K - $1.58K
|
8.79K
$620K
|
|
|
Oct 17, 2023
Q3 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-25- 0.2% |
$1.4K - $1.58K
|
12.3K
$866K
|
|
|
Oct 18, 2023
Q3 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-25- 0.61% |
$1.4K - $1.58K
|
4.07K
$287K
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-25- 1.23% |
$1.4K - $1.58K
|
2.01K
$142K
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-25- 0.32% |
$1.4K - $1.58K
|
7.72K
$545K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-25- 0.38% |
$1.4K - $1.58K
|
6.51K
$459K
|
|
|
Nov 14, 2023
Q3 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-25- 0.15% |
$1.4K - $1.58K
|
16.2K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Puzo Michael J
|
SELL
|
- |
-25- 0.61% |
$1.4K - $1.58K
|
4.05K
$286K
|
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-27- 0.03% |
$1.51K - $1.7K
|
80.4K
$5.67M
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-27- 0.27% |
$1.51K - $1.7K
|
10.1K
$712K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-27- 0.31% |
$1.51K - $1.7K
|
8.56K
$604K
|
|
|
Oct 10, 2023
Q3 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-28- 0.1% |
$1.56K - $1.77K
|
27.2K
$1.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-28- 0.67% |
$1.56K - $1.77K
|
4.17K
$294K
|
|
|
Nov 14, 2023
Q3 2023
|
Broderick Brian C
|
SELL
|
- |
-30- 0.57% |
$1.67K - $1.89K
|
5.25K
$371K
|
|
|
Nov 09, 2023
Q3 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-33- 0.05% |
$1.84K - $2.08K
|
67.1K
$4.73M
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-34- 0.03% |
$1.9K - $2.14K
|
134K
$9.47M
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-34- 0.36% |
$1.9K - $2.14K
|
9.31K
$657K
|
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-34- 0.55% |
$1.9K - $2.14K
|
6.12K
$432K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-36- 2.59% |
$2.01K - $2.27K
|
1.35K
$95.4K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-39- 0.44% |
$2.18K - $2.46K
|
8.8K
$621K
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
SELL
|
- |
-39- 0.23% |
$2.18K - $2.46K
|
16.7K
$1.18M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-40- 0.42% |
$2.23K - $2.52K
|
9.51K
$671K
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-40- 0.42% |
$2.23K - $2.52K
|
9.58K
$676K
|
|
|
Oct 26, 2023
Q3 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-42- 0.9% |
$2.34K - $2.65K
|
4.63K
$326K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-42- 0.07% |
$2.34K - $2.65K
|
60.7K
$4.29M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-44- 8.07% |
$2.46K - $2.77K
|
501
$35.4K
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-45- 1.23% |
$2.51K - $2.84K
|
3.62K
$256K
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-45- 0.63% |
$2.51K - $2.84K
|
7.11K
$502K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-47- 0.69% |
$2.62K - $2.96K
|
6.79K
$479K
|
|
|
Oct 16, 2023
Q3 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-47- 0.55% |
$2.62K - $2.96K
|
8.45K
$596K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-48- 0.94% |
$2.68K - $3.03K
|
5.06K
$357K
|
|
|
Nov 07, 2023
Q3 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-48- 0.12% |
$2.68K - $3.03K
|
41K
$2.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-49- 0.58% |
$2.73K - $3.09K
|
8.45K
$597K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-49- 6.54% |
$2.73K - $3.09K
|
700
$49.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-50- 0.12% |
$2.79K - $3.15K
|
43.4K
$3.07M
|
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-50- 0.19% |
$2.79K - $3.15K
|
26.7K
$1.88M
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-50- 0.34% |
$2.79K - $3.15K
|
14.6K
$1.03M
|