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 18, 2023
Q3 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-785- 0.57% |
$43.8K - $49.5K
|
137K
$8.36M
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
SELL
|
- |
-792- 15.73% |
$44.2K - $49.9K
|
4.24K
$258K
|
|
|
Oct 31, 2023
Q3 2023
|
Sierra Capital LLC
|
SELL
|
- |
-792- 7.67% |
$44.2K - $49.9K
|
9.53K
$580K
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-794- 6.49% |
$44.3K - $50.1K
|
11.4K
$696K
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
SELL
|
- |
-796- 6.64% |
$44.4K - $50.2K
|
11.2K
$681K
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
SELL
|
- |
-797- 0.37% |
$44.5K - $50.3K
|
215K
$13.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-800- 2.35% |
$44.6K - $50.4K
|
33.3K
$2.02M
|
|
|
Oct 17, 2023
Q3 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-800- 10.77% |
$44.6K - $50.4K
|
6.63K
$403K
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-800- 0.6% |
$44.6K - $50.4K
|
133K
$8.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-809- 4.94% |
$45.2K - $51K
|
15.6K
$948K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-814- 3.01% |
$45.4K - $51.3K
|
26.2K
$1.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-816- 62.01% |
$45.5K - $51.4K
|
500
$30.4K
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-827- 16.84% |
$46.2K - $52.1K
|
4.08K
$248K
|
|
|
Nov 07, 2023
Q3 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-833- 1.08% |
$46.5K - $52.5K
|
76.4K
$4.65M
|
|
|
Nov 06, 2023
Q3 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-843- 5.67% |
$47K - $53.2K
|
14K
$854K
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-848- 4.37% |
$47.3K - $53.5K
|
18.6K
$1.13M
|
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-848- 4.37% |
$47.3K - $53.5K
|
18.6K
$1.13M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-855- 5.38% |
$47.7K - $53.9K
|
15K
$916K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-858- 6.93% |
$47.9K - $54.1K
|
11.5K
$701K
|
|
|
Oct 16, 2023
Q3 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-870- 15.2% |
$48.6K - $54.9K
|
4.85K
$295K
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-880- 14.3% |
$49.1K - $55.5K
|
5.28K
$321K
|
|
|
Oct 19, 2023
Q3 2023
|
Sather Financial Group Inc
|
SELL
|
- |
-883- 0.22% |
$49.3K - $55.7K
|
410K
$24.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-886- 12.23% |
$49.4K - $55.9K
|
6.36K
$387K
|
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-892- 11.1% |
$49.8K - $56.2K
|
7.15K
$435K
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-894- 2.08% |
$49.9K - $56.4K
|
42.1K
$2.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-899- 0.67% |
$50.2K - $56.7K
|
133K
$8.11M
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-903- 2.25% |
$50.4K - $56.9K
|
39.3K
$2.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-905- 2.64% |
$50.5K - $57.1K
|
33.4K
$2.03M
|
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-917- 0.32% |
$51.2K - $57.8K
|
287K
$17.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-917- 1.74% |
$51.2K - $57.8K
|
51.7K
$3.15M
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-940- 8.47% |
$52.5K - $59.3K
|
10.2K
$618K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-943- 34.8% |
$52.6K - $59.5K
|
1.77K
$108K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-945- 10.13% |
$52.7K - $59.6K
|
8.38K
$510K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-945- 7.9% |
$52.7K - $59.6K
|
11K
$671K
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-946- 15.95% |
$52.8K - $59.6K
|
4.98K
$303K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-956- 0.31% |
$53.4K - $60.3K
|
306K
$18.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-964Closed |
$53.8K - $60.8K
|
0
$0
|
|
|
Oct 16, 2023
Q3 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-977- 2.11% |
$54.5K - $61.6K
|
45.3K
$2.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-981- 12.24% |
$54.7K - $61.9K
|
7.03K
$428K
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-986- 3.3% |
$55K - $62.2K
|
28.9K
$1.76M
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-992- 13.52% |
$55.4K - $62.5K
|
6.34K
$386K
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-992- 8.47% |
$55.4K - $62.5K
|
10.7K
$652K
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
SELL
|
- |
-995- 0.81% |
$55.5K - $62.7K
|
122K
$7.44M
|
|
|
Oct 18, 2023
Q3 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-1K- 2.24% |
$55.8K - $63.1K
|
43.6K
$2.65M
|
|
|
Oct 23, 2023
Q3 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1K- 4.62% |
$55.8K - $63.1K
|
20.6K
$1.26M
|
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-1K- 39.57% |
$55.8K - $63.1K
|
1.53K
$92.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Jensen Investment Management Inc
Lake Oswego, OR |
SELL
|
- |
-1K- 0.78% |
$55.8K - $63.1K
|
127K
$7.74M
|
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-1.01K- 4.83% |
$56.2K - $63.5K
|
19.8K
$1.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-1.01K- 8.21% |
$56.4K - $63.7K
|
11.3K
$687K
|
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.02K- 9.73% |
$56.9K - $64.3K
|
9.47K
$576K
|