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
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-58- 1.53% |
$3.24K - $3.66K
|
3.74K
$231K
|
|
|
Nov 01, 2023
Q3 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-59- 0.28% |
$3.29K - $3.72K
|
20.8K
$1.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-60- 0.19% |
$3.35K - $3.78K
|
31.7K
$1.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-60- 1.22% |
$3.35K - $3.78K
|
4.87K
$301K
|
|
|
Oct 24, 2023
Q3 2023
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-61- 1.32% |
$3.4K - $3.85K
|
4.56K
$282K
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-61- 0.87% |
$3.4K - $3.85K
|
6.94K
$429K
|
|
|
Nov 13, 2023
Q3 2023
|
Resource Planning Group
|
SELL
|
- |
-61- 0.35% |
$3.4K - $3.85K
|
17.3K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-61- 1.3% |
$3.4K - $3.85K
|
4.64K
$286K
|
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-63- 1.65% |
$3.52K - $3.97K
|
3.75K
$231K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-63- 0.35% |
$3.52K - $3.97K
|
17.9K
$1.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-65- 0.89% |
$3.63K - $4.1K
|
7.22K
$446K
|
|
|
Oct 19, 2023
Q3 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-66- 0.89% |
$3.68K - $4.16K
|
7.31K
$452K
|
|
|
Oct 23, 2023
Q3 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-66- 0.28% |
$3.68K - $4.16K
|
23.9K
$1.47M
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-67- 1.02% |
$3.74K - $4.22K
|
6.5K
$401K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-67- 1.35% |
$3.74K - $4.22K
|
4.91K
$303K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-67- 0.98% |
$3.74K - $4.22K
|
6.74K
$416K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
SELL
|
- |
-69- 0.97% |
$3.85K - $4.35K
|
7.04K
$435K
|
|
|
Oct 17, 2023
Q3 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-69- 1.52% |
$3.85K - $4.35K
|
4.47K
$276K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-69- 47.26% |
$3.85K - $4.35K
|
77
$4.75K
|
|
|
Nov 02, 2023
Q3 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-69- 1.01% |
$3.85K - $4.35K
|
6.75K
$417K
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
SELL
|
- |
-70- 1.89% |
$3.91K - $4.41K
|
3.64K
$225K
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-71- 0.83% |
$3.96K - $4.48K
|
8.53K
$527K
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-72- 1.56% |
$4.02K - $4.54K
|
4.53K
$280K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-73- 0.31% |
$4.07K - $4.6K
|
23.2K
$1.43M
|
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-73- 0.28% |
$4.07K - $4.6K
|
25.6K
$1.58M
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
SELL
|
- |
-74- 1.06% |
$4.13K - $4.67K
|
6.93K
$428K
|
|
|
Oct 25, 2023
Q3 2023
|
Jackson Square Capital, LLC
|
SELL
|
- |
-75- 1.98% |
$4.19K - $4.73K
|
3.72K
$229K
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-75- 0.54% |
$4.19K - $4.73K
|
13.8K
$849K
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-75- 0.31% |
$4.19K - $4.73K
|
24.4K
$1.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-76- 0.08% |
$4.24K - $4.79K
|
94.8K
$5.85M
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
SELL
|
- |
-77- 0.87% |
$4.3K - $4.85K
|
8.78K
$542K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-77- 0.24% |
$4.3K - $4.85K
|
32.6K
$2.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-78- 1.45% |
$4.35K - $4.92K
|
5.3K
$327K
|
|
|
Nov 07, 2023
Q3 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-79- 0.18% |
$4.41K - $4.98K
|
45.1K
$2.78M
|
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-80- 5.47% |
$4.46K - $5.04K
|
1.38K
$85.3K
|
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-81- 6.05% |
$4.52K - $5.11K
|
1.26K
$77.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-82- 0.32% |
$4.58K - $5.17K
|
25.5K
$1.58M
|
|
|
Nov 09, 2023
Q3 2023
|
Gould Capital, LLC
|
SELL
|
- |
-83- 0.18% |
$4.63K - $5.23K
|
45K
$2.78M
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-84- 0.1% |
$4.69K - $5.3K
|
81K
$5M
|
|
|
Oct 25, 2023
Q3 2023
|
Planning Center, Inc.
|
SELL
|
- |
-84- 1.03% |
$4.69K - $5.3K
|
8.09K
$500K
|
|
|
Nov 02, 2023
Q3 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-86- 0.31% |
$4.8K - $5.42K
|
27.3K
$1.68M
|
|
|
Oct 17, 2023
Q3 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-87- 0.52% |
$4.86K - $5.49K
|
16.6K
$1.02M
|
|
|
Oct 18, 2023
Q3 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-88- 0.29% |
$4.91K - $5.55K
|
30.2K
$1.86M
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-89- 1.77% |
$4.97K - $5.61K
|
4.93K
$304K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-89- 0.38% |
$4.97K - $5.61K
|
23.2K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-90- 1.33% |
$5.02K - $5.67K
|
6.66K
$411K
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-90- 1.82% |
$5.02K - $5.67K
|
4.85K
$299K
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-91- 0.04% |
$5.08K - $5.74K
|
223K
$13.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-93- 1.28% |
$5.19K - $5.86K
|
7.16K
$442K
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-93- 2.1% |
$5.19K - $5.86K
|
4.34K
$268K
|