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 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-264- 2.96% |
$14.7K - $16.6K
|
8.67K
$527K
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-269- 4.75% |
$15K - $17K
|
5.4K
$328K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-270- 4.9% |
$15.1K - $17K
|
5.24K
$319K
|
|
|
Nov 14, 2023
Q3 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-270- 2.05% |
$15.1K - $17K
|
12.9K
$783K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-276- 6.74% |
$15.4K - $17.4K
|
3.82K
$232K
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-277- 0.35% |
$15.5K - $17.5K
|
78K
$4.75M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-278- 1.26% |
$15.5K - $17.5K
|
21.8K
$1.33M
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-282- 3.62% |
$15.7K - $17.8K
|
7.5K
$456K
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-282- 2.87% |
$15.7K - $17.8K
|
9.56K
$581K
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-283- 3.43% |
$15.8K - $17.8K
|
7.98K
$485K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-284- 36.36% |
$15.9K - $17.9K
|
497
$30.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-286- 1.07% |
$16K - $18K
|
26.4K
$1.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-290- 0.85% |
$16.2K - $18.3K
|
33.7K
$2.05M
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-291- 3.97% |
$16.2K - $18.3K
|
7.04K
$428K
|
|
|
Nov 14, 2023
Q3 2023
|
Birinyi Associates Inc
|
SELL
|
- |
-292- 4.11% |
$16.3K - $18.4K
|
6.81K
$414K
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-295- 5.86% |
$16.5K - $18.6K
|
4.74K
$288K
|
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
SELL
|
- |
-295- 2.64% |
$16.5K - $18.6K
|
10.9K
$662K
|
|
|
Nov 13, 2023
Q3 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-295- 1.08% |
$16.5K - $18.6K
|
27K
$1.64M
|
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-296- 0.71% |
$16.5K - $18.7K
|
41.2K
$2.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-298- 5.6% |
$16.6K - $18.8K
|
5.02K
$305K
|
|
|
Oct 12, 2023
Q3 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-300- 0.64% |
$16.7K - $18.9K
|
46.3K
$2.82M
|
|
|
Oct 17, 2023
Q3 2023
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-300- 0.27% |
$16.7K - $18.9K
|
109K
$6.65M
|
|
|
Oct 18, 2023
Q3 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-300- 0.35% |
$16.7K - $18.9K
|
84.9K
$5.16M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-300- 5.5% |
$16.7K - $18.9K
|
5.15K
$313K
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-302- 3.57% |
$16.9K - $19K
|
8.17K
$497K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-310- 0.03% |
$17.3K - $19.5K
|
1.04M
$63M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-312- 6.73% |
$17.4K - $19.7K
|
4.33K
$263K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-313- 2.78% |
$17.5K - $19.7K
|
11K
$666K
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-316- 2.94% |
$17.6K - $19.9K
|
10.4K
$635K
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-323- 5.72% |
$18K - $20.4K
|
5.32K
$324K
|
|
|
Oct 19, 2023
Q3 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-325- 0.64% |
$18.1K - $20.5K
|
50.7K
$3.08M
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-325- 3.19% |
$18.1K - $20.5K
|
9.86K
$600K
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-325- 6.34% |
$18.1K - $20.5K
|
4.81K
$292K
|
|
|
Nov 13, 2023
Q3 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-333- 7.28% |
$18.6K - $21K
|
4.24K
$258K
|
|
|
Nov 08, 2023
Q3 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-335- 5.92% |
$18.7K - $21.1K
|
5.32K
$324K
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-336- 7.6% |
$18.8K - $21.2K
|
4.08K
$248K
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-336- 7.34% |
$18.8K - $21.2K
|
4.24K
$258K
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
SELL
|
- |
-337- 5.73% |
$18.8K - $21.2K
|
5.54K
$337K
|
|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-340- 1.22% |
$19K - $21.4K
|
27.6K
$1.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-340- 4.15% |
$19K - $21.4K
|
7.86K
$478K
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-341- 1.2% |
$19K - $21.5K
|
28.2K
$1.71M
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-344- 13.24% |
$19.2K - $21.7K
|
2.25K
$137K
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-345- 1.73% |
$19.3K - $21.8K
|
19.6K
$1.19M
|
|
|
Oct 27, 2023
Q3 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-346- 0.5% |
$19.3K - $21.8K
|
68.5K
$4.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-350- 4.47% |
$19.5K - $22.1K
|
7.48K
$455K
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-351- 7.3% |
$19.6K - $22.1K
|
4.46K
$271K
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-357- 3.81% |
$19.9K - $22.5K
|
9K
$547K
|
|
|
Oct 12, 2023
Q3 2023
|
Nat West Group PLC
|
SELL
|
- |
-363- 1.03% |
$20.3K - $22.9K
|
34.8K
$2.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-369- 6.29% |
$20.6K - $23.3K
|
5.5K
$335K
|
|
|
Oct 20, 2023
Q3 2023
|
Hgk Asset Management Inc
|
SELL
|
- |
-370- 0.42% |
$20.6K - $23.3K
|
88.8K
$5.4M
|