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 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-147- 17.63% |
$8.2K - $9.27K
|
687
$42.4K
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-147- 0.72% |
$8.2K - $9.27K
|
20.2K
$1.25M
|
|
Nov 14, 2023
Q3 2023
|
Nbw Capital LLC
|
SELL
|
- |
-147- 3.56% |
$8.2K - $9.27K
|
3.98K
$246K
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
SELL
|
- |
-149- 1.55% |
$8.32K - $9.39K
|
9.48K
$585K
|
|
Oct 31, 2023
Q3 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-149- 0.23% |
$8.32K - $9.39K
|
64.4K
$3.97M
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-149- 0.59% |
$8.32K - $9.39K
|
25.1K
$1.55M
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-150- 3.37% |
$8.37K - $9.46K
|
4.31K
$266K
|
|
Nov 08, 2023
Q3 2023
|
Terril Brothers, Inc.
|
SELL
|
- |
-150- 1.79% |
$8.37K - $9.46K
|
8.22K
$508K
|
|
Nov 13, 2023
Q3 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-150- 0.18% |
$8.37K - $9.46K
|
85K
$5.25M
|
|
Oct 18, 2023
Q3 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-151- 1.35% |
$8.43K - $9.52K
|
11K
$681K
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-151- 1.01% |
$8.43K - $9.52K
|
14.8K
$917K
|
|
Nov 14, 2023
Q3 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-151- 0.75% |
$8.43K - $9.52K
|
20K
$1.24M
|
|
Nov 22, 2023
Q3 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-153- 0.11% |
$8.54K - $9.65K
|
138K
$8.52M
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-154- 0.62% |
$8.59K - $9.71K
|
24.7K
$1.53M
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-155- 1.15% |
$8.65K - $9.77K
|
13.3K
$822K
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-157- 1.2% |
$8.76K - $9.9K
|
12.9K
$796K
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-158- 3.39% |
$8.82K - $9.96K
|
4.5K
$278K
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-159- 1.06% |
$8.87K - $10K
|
14.8K
$914K
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-162- 3.2% |
$9.04K - $10.2K
|
4.9K
$302K
|
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-162- 1.08% |
$9.04K - $10.2K
|
14.9K
$921K
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-163- 1.91% |
$9.1K - $10.3K
|
8.37K
$517K
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-164- 9.59% |
$9.15K - $10.3K
|
1.55K
$95.5K
|
|
Oct 19, 2023
Q3 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-165- 2.36% |
$9.21K - $10.4K
|
6.82K
$421K
|
|
Oct 19, 2023
Q3 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-165- 0.3% |
$9.21K - $10.4K
|
55.6K
$3.43M
|
|
Nov 03, 2023
Q3 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-165- 0.19% |
$9.21K - $10.4K
|
85.7K
$5.29M
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-168- 1.71% |
$9.38K - $10.6K
|
9.67K
$597K
|
|
Oct 10, 2023
Q3 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-169- 0.56% |
$9.43K - $10.7K
|
30K
$1.85M
|
|
Oct 10, 2023
Q3 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-174- 3.09% |
$9.71K - $11K
|
5.46K
$337K
|
|
Nov 08, 2023
Q3 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-174- 0.31% |
$9.71K - $11K
|
55.3K
$3.41M
|
|
Nov 15, 2023
Q3 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-175- 2.9% |
$9.77K - $11K
|
5.87K
$362K
|
|
Feb 15, 2024
Q3 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-178- 2.38% |
$9.93K - $11.2K
|
7.3K
$451K
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-179- 4.29% |
$9.99K - $11.3K
|
4K
$247K
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-180- 0.8% |
$10K - $11.3K
|
22.4K
$1.39M
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-182- 0.5% |
$10.2K - $11.5K
|
36.1K
$2.23M
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-182- 0.78% |
$10.2K - $11.5K
|
23.2K
$1.44M
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-183- 1.43% |
$10.2K - $11.5K
|
12.6K
$777K
|
|
Nov 01, 2023
Q3 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-185- 1.43% |
$10.3K - $11.7K
|
12.8K
$790K
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
SELL
|
- |
-186- 2.44% |
$10.4K - $11.7K
|
7.44K
$460K
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-186- 1.4% |
$10.4K - $11.7K
|
13.1K
$811K
|
|
Nov 03, 2023
Q3 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-187- 2.44% |
$10.4K - $11.8K
|
7.48K
$462K
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-189- 0.8% |
$10.5K - $11.9K
|
23.4K
$1.44M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-192- 2.97% |
$10.7K - $12.1K
|
6.26K
$387K
|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
SELL
|
- |
-195- 1.82% |
$10.9K - $12.3K
|
10.5K
$648K
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-196- 2.48% |
$10.9K - $12.4K
|
7.69K
$475K
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-200- 13.33% |
$11.2K - $12.6K
|
1.3K
$80.3K
|
|
Oct 23, 2023
Q3 2023
|
Carderock Capital Management Inc
|
SELL
|
- |
-200- 5.06% |
$11.2K - $12.6K
|
3.75K
$232K
|
|
Oct 23, 2023
Q3 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-200- 4.81% |
$11.2K - $12.6K
|
3.96K
$245K
|
|
Oct 25, 2023
Q3 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-200- 4.52% |
$11.2K - $12.6K
|
4.23K
$261K
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-200- 1.21% |
$11.2K - $12.6K
|
16.4K
$1.01M
|
|
Nov 13, 2023
Q3 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-200- 2.05% |
$11.2K - $12.6K
|
9.55K
$590K
|