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
|
Farmers Trust CO
|
SELL
|
- |
-94- 0.53% |
$5.25K - $5.93K
|
17.7K
$1.09M
|
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-94- 0.21% |
$5.25K - $5.93K
|
45.6K
$2.82M
|
|
|
Oct 23, 2023
Q3 2023
|
First Bancorp, Inc
|
SELL
|
- |
-95- 1.25% |
$5.3K - $5.99K
|
7.5K
$463K
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-98- 2.4% |
$5.47K - $6.18K
|
3.98K
$246K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-100- 0.44% |
$5.58K - $6.31K
|
22.8K
$1.41M
|
|
|
Oct 16, 2023
Q3 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-100- 1.35% |
$5.58K - $6.31K
|
7.3K
$451K
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-100- 0.69% |
$5.58K - $6.31K
|
14.5K
$894K
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-100- 0.12% |
$5.58K - $6.31K
|
81.1K
$5.01M
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-100- 5.25% |
$5.58K - $6.31K
|
1.81K
$111K
|
|
|
Oct 31, 2023
Q3 2023
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-100- 0.23% |
$5.58K - $6.31K
|
43.3K
$2.67M
|
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-100- 0.51% |
$5.58K - $6.31K
|
19.4K
$1.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-100- 1.02% |
$5.58K - $6.31K
|
9.7K
$599K
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-100- 48.78% |
$5.58K - $6.31K
|
105
$6.48K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-100- 0.62% |
$5.58K - $6.31K
|
16.1K
$993K
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-101- 2.05% |
$5.64K - $6.37K
|
4.83K
$298K
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
SELL
|
- |
-101- 2.1% |
$5.64K - $6.37K
|
4.71K
$291K
|
|
|
Nov 06, 2023
Q3 2023
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-102- 0.43% |
$5.69K - $6.43K
|
23.8K
$1.47M
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-103- 1.5% |
$5.75K - $6.49K
|
6.77K
$418K
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-108- 1.5% |
$6.03K - $6.81K
|
7.09K
$438K
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-109- 1.48% |
$6.08K - $6.87K
|
7.27K
$449K
|
|
|
Nov 14, 2023
Q3 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-110- 0.04% |
$6.14K - $6.94K
|
294K
$18.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-112- 2.21% |
$6.25K - $7.06K
|
4.95K
$306K
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-112- 0.23% |
$6.25K - $7.06K
|
49.6K
$3.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-116- 0.31% |
$6.47K - $7.31K
|
37.6K
$2.32M
|
|
|
Oct 27, 2023
Q3 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-116- 0.3% |
$6.47K - $7.31K
|
38.3K
$2.37M
|
|
|
Nov 15, 2023
Q3 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-116- 0.17% |
$6.47K - $7.31K
|
67.5K
$4.17M
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-118- 0.87% |
$6.59K - $7.44K
|
13.4K
$830K
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-118- 1.19% |
$6.59K - $7.44K
|
9.8K
$605K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-118- 1.12% |
$6.59K - $7.44K
|
10.4K
$643K
|
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-121- 0.31% |
$6.75K - $7.63K
|
39.1K
$2.41M
|
|
|
Oct 19, 2023
Q3 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-122- 0.27% |
$6.81K - $7.69K
|
45K
$2.78M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-123- 0.06% |
$6.86K - $7.76K
|
207K
$12.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-124- 2.28% |
$6.92K - $7.82K
|
5.32K
$328K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-124- 0.31% |
$6.92K - $7.82K
|
40K
$2.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-124- 4.17% |
$6.92K - $7.82K
|
2.85K
$176K
|
|
|
Nov 13, 2023
Q3 2023
|
Sl Advisors, LLC
|
SELL
|
- |
-125- 2.26% |
$6.98K - $7.88K
|
5.41K
$334K
|
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-126- 0.93% |
$7.03K - $7.94K
|
13.5K
$831K
|
|
|
Nov 13, 2023
Q3 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-127- 1.42% |
$7.09K - $8.01K
|
8.82K
$545K
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-130- 0.77% |
$7.26K - $8.2K
|
16.8K
$1.04M
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-133- 1.09% |
$7.42K - $8.39K
|
12.1K
$749K
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-135- 0.23% |
$7.53K - $8.51K
|
59.3K
$3.66M
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
SELL
|
- |
-137- 1.59% |
$7.65K - $8.64K
|
8.46K
$522K
|
|
|
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-141- 3.72% |
$7.87K - $8.89K
|
3.65K
$225K
|
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-142- 2.19% |
$7.93K - $8.95K
|
6.36K
$392K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-142- 6.11% |
$7.93K - $8.95K
|
2.18K
$135K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-142- 3.51% |
$7.93K - $8.95K
|
3.9K
$241K
|
|
|
Apr 01, 2024
Q3 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-142- 0.33% |
$7.93K - $8.95K
|
43.5K
$2.69M
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-143- 2.0% |
$7.98K - $9.02K
|
7.01K
$433K
|
|
|
Nov 13, 2023
Q3 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-144- 23.8% |
$8.04K - $9.08K
|
461
$28.5K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-145- 10.33% |
$8.09K - $9.14K
|
1.26K
$77.7K
|