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 14, 2023
Q3 2023
|
Kidder Stephen W
|
SELL
|
- |
-620- 4.79% |
$34.6K - $39.1K
|
12.3K
$750K
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-622- 0.71% |
$34.7K - $39.2K
|
86.9K
$5.28M
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
SELL
|
- |
-624- 1.02% |
$34.8K - $39.3K
|
60.4K
$3.68M
|
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-627- 2.5% |
$35K - $39.5K
|
24.4K
$1.49M
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-634- 1.3% |
$35.4K - $40K
|
47.9K
$2.92M
|
|
|
Nov 02, 2023
Q3 2023
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-649- 3.09% |
$36.2K - $40.9K
|
20.3K
$1.24M
|
|
|
Nov 07, 2023
Q3 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-649- 2.16% |
$36.2K - $40.9K
|
29.3K
$1.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-650- 9.07% |
$36.3K - $41K
|
6.51K
$396K
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-653- 5.13% |
$36.4K - $41.2K
|
12.1K
$734K
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-654- 0.72% |
$36.5K - $41.2K
|
89.6K
$5.45M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-656- 0.93% |
$36.6K - $41.4K
|
69.5K
$4.23M
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-660- 0.72% |
$36.8K - $41.6K
|
90.6K
$5.51M
|
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-662- 4.71% |
$36.9K - $41.7K
|
13.4K
$814K
|
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-662- 4.35% |
$36.9K - $41.7K
|
14.6K
$886K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-664- 3.93% |
$37.1K - $41.9K
|
16.2K
$987K
|
|
|
Nov 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-667- 7.66% |
$37.2K - $42.1K
|
8.04K
$489K
|
|
|
Nov 13, 2023
Q3 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-670- 2.83% |
$37.4K - $42.2K
|
23K
$1.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-671- 0.37% |
$37.4K - $42.3K
|
180K
$11M
|
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-677- 4.09% |
$37.8K - $42.7K
|
15.9K
$965K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-677- 11.47% |
$37.8K - $42.7K
|
5.23K
$318K
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-679- 6.86% |
$37.9K - $42.8K
|
9.23K
$561K
|
|
|
Nov 08, 2023
Q3 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-681- 0.73% |
$38K - $42.9K
|
92.7K
$5.64M
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
SELL
|
- |
-690- 4.13% |
$38.5K - $43.5K
|
16K
$975K
|
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-700- 0.19% |
$39.1K - $44.1K
|
369K
$22.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-707- 4.41% |
$39.5K - $44.6K
|
15.3K
$933K
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-711- 0.36% |
$39.7K - $44.8K
|
197K
$12M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-718- 12.04% |
$40.1K - $45.3K
|
5.25K
$319K
|
|
|
Nov 14, 2023
Q3 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-722- 1.54% |
$40.3K - $45.5K
|
46.1K
$2.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-724- 2.07% |
$40.4K - $45.6K
|
34.3K
$2.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-727- 1.9% |
$40.6K - $45.8K
|
37.6K
$2.28M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-731- 1.44% |
$40.8K - $46.1K
|
49.9K
$3.04M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-736- 10.21% |
$41.1K - $46.4K
|
6.47K
$394K
|
|
|
Oct 16, 2023
Q3 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-738- 5.5% |
$41.2K - $46.5K
|
12.7K
$772K
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-744- 10.99% |
$41.5K - $46.9K
|
6.02K
$367K
|
|
|
Oct 25, 2023
Q3 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-745- 9.63% |
$41.6K - $47K
|
6.99K
$425K
|
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
SELL
|
- |
-748- 0.61% |
$41.7K - $47.2K
|
123K
$7.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
SELL
|
- |
-750- 4.24% |
$41.9K - $47.3K
|
16.9K
$1.03M
|
|
|
Nov 06, 2023
Q3 2023
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-750- 1.41% |
$41.9K - $47.3K
|
52.5K
$3.19M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-751- 11.82% |
$41.9K - $47.4K
|
5.6K
$341K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-752- 9.69% |
$42K - $47.4K
|
7.01K
$426K
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-753- 9.36% |
$42K - $47.5K
|
7.29K
$444K
|
|
|
Oct 24, 2023
Q3 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-754- 0.34% |
$42.1K - $47.5K
|
224K
$13.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-755- 2.04% |
$42.1K - $47.6K
|
36.2K
$2.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-758- 4.24% |
$42.3K - $47.8K
|
17.1K
$1.04M
|
|
|
Nov 15, 2023
Q3 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-760- 2.35% |
$42.4K - $47.9K
|
31.6K
$1.92M
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-771- 1.57% |
$43K - $48.6K
|
48.2K
$2.93M
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-772- 11.52% |
$43.1K - $48.7K
|
5.93K
$361K
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-773- 7.44% |
$43.1K - $48.7K
|
9.61K
$585K
|
|
|
Oct 23, 2023
Q3 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-780- 1.44% |
$43.5K - $49.2K
|
53.2K
$3.24M
|
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-780- 0.64% |
$43.5K - $49.2K
|
121K
$7.34M
|