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 15, 2023
Q3 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-200- 0.29% |
$11.2K - $12.6K
|
68.4K
$4.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-201- 0.39% |
$11.2K - $12.7K
|
51.2K
$3.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Woodstock Corp
|
SELL
|
- |
-205- 0.38% |
$11.4K - $12.9K
|
54.1K
$3.29M
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-205- 2.28% |
$11.4K - $12.9K
|
8.77K
$533K
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-208- 4.5% |
$11.6K - $13.1K
|
4.41K
$268K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-209- 0.68% |
$11.7K - $13.2K
|
30.7K
$1.87M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-209- 0.72% |
$11.7K - $13.2K
|
28.9K
$1.76M
|
|
|
Nov 07, 2023
Q3 2023
|
Klcm Advisors, Inc.
|
SELL
|
- |
-209- 3.51% |
$11.7K - $13.2K
|
5.75K
$350K
|
|
|
Nov 13, 2023
Q3 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-209- 2.62% |
$11.7K - $13.2K
|
7.76K
$472K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-210- 8.3% |
$11.7K - $13.2K
|
2.32K
$141K
|
|
|
Oct 30, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-210- 5.23% |
$11.7K - $13.2K
|
3.81K
$232K
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-213- 0.59% |
$11.9K - $13.4K
|
35.8K
$2.17M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-213- 0.2% |
$11.9K - $13.4K
|
108K
$6.54M
|
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-214- 0.12% |
$11.9K - $13.5K
|
185K
$11.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-216- 3.14% |
$12.1K - $13.6K
|
6.66K
$405K
|
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-216- 2.08% |
$12.1K - $13.6K
|
10.1K
$617K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-217- 1.19% |
$12.1K - $13.7K
|
18K
$1.09M
|
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-220- 1.64% |
$12.3K - $13.9K
|
13.2K
$804K
|
|
|
Nov 08, 2023
Q3 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-220- 10.44% |
$12.3K - $13.9K
|
1.89K
$115K
|
|
|
Nov 14, 2023
Q3 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-222- 2.0% |
$12.4K - $14K
|
10.9K
$662K
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-225- 0.35% |
$12.6K - $14.2K
|
63.4K
$3.86M
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-225- 7.2% |
$12.6K - $14.2K
|
2.9K
$176K
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-225- 0.72% |
$12.6K - $14.2K
|
30.8K
$1.87M
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-226- 0.45% |
$12.6K - $14.2K
|
50K
$3.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-227- 3.19% |
$12.7K - $14.3K
|
6.9K
$420K
|
|
|
Oct 26, 2023
Q3 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-227- 0.26% |
$12.7K - $14.3K
|
86.3K
$5.25M
|
|
|
Oct 10, 2023
Q3 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-228- 0.26% |
$12.7K - $14.4K
|
85.9K
$5.22M
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-232- 3.08% |
$12.9K - $14.6K
|
7.29K
$443K
|
|
|
Nov 15, 2023
Q3 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-235- 0.35% |
$13.1K - $14.8K
|
66.4K
$4.04M
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-238- 6.06% |
$13.3K - $15K
|
3.69K
$224K
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-239- 4.1% |
$13.3K - $15.1K
|
5.59K
$340K
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-240- 0.47% |
$13.4K - $15.1K
|
51K
$3.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-243- 0.17% |
$13.6K - $15.3K
|
147K
$8.93M
|
|
|
Nov 09, 2023
Q3 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-245- 3.94% |
$13.7K - $15.4K
|
5.98K
$363K
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-246- 1.72% |
$13.7K - $15.5K
|
14K
$854K
|
|
|
Nov 03, 2023
Q3 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-247- 4.85% |
$13.8K - $15.6K
|
4.84K
$295K
|
|
|
Oct 23, 2023
Q3 2023
|
Norway Savings Bank
|
SELL
|
- |
-250- 1.1% |
$14K - $15.8K
|
22.4K
$1.36M
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-250- 1.52% |
$14K - $15.8K
|
16.2K
$984K
|
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-250- 0.78% |
$14K - $15.8K
|
31.9K
$1.94M
|
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-251- 0.05% |
$14K - $15.8K
|
484K
$29.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-251- 3.46% |
$14K - $15.8K
|
7K
$425K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-252- 1.45% |
$14.1K - $15.9K
|
17.1K
$1.04M
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-253- 3.88% |
$14.1K - $16K
|
6.27K
$381K
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-256- 0.62% |
$14.3K - $16.1K
|
41.3K
$2.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-256- 8.16% |
$14.3K - $16.1K
|
2.88K
$175K
|
|
|
Nov 13, 2023
Q3 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-256- 1.13% |
$14.3K - $16.1K
|
22.4K
$1.36M
|
|
|
Oct 13, 2023
Q3 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-260- 6.15% |
$14.5K - $16.4K
|
3.97K
$241K
|
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-261- 1.6% |
$14.6K - $16.5K
|
16.1K
$977K
|
|
|
Nov 13, 2023
Q3 2023
|
Dillon & Associates Inc
|
SELL
|
- |
-261- 3.88% |
$14.6K - $16.5K
|
6.46K
$393K
|
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
SELL
|
- |
-263- 4.79% |
$14.7K - $16.6K
|
5.23K
$318K
|