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 16, 2023
Q3 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-977- 2.11% |
$54.5K - $61.6K
|
45.3K
$3.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-981- 12.24% |
$54.7K - $61.9K
|
7.03K
$496K
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-986- 3.3% |
$55K - $62.2K
|
28.9K
$2.04M
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-992- 13.52% |
$55.4K - $62.5K
|
6.34K
$448K
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-992- 8.47% |
$55.4K - $62.5K
|
10.7K
$756K
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
SELL
|
- |
-995- 0.81% |
$55.5K - $62.7K
|
122K
$8.63M
|
|
|
Oct 18, 2023
Q3 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-1K- 2.24% |
$55.8K - $63.1K
|
43.6K
$3.08M
|
|
|
Oct 23, 2023
Q3 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1K- 4.62% |
$55.8K - $63.1K
|
20.6K
$1.46M
|
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-1K- 39.57% |
$55.8K - $63.1K
|
1.53K
$108K
|
|
|
Nov 07, 2023
Q3 2023
|
Jensen Investment Management Inc
Lake Oswego, OR |
SELL
|
- |
-1K- 0.78% |
$55.8K - $63.1K
|
127K
$8.98M
|
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-1.01K- 4.83% |
$56.2K - $63.5K
|
19.8K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-1.01K- 8.21% |
$56.4K - $63.7K
|
11.3K
$797K
|
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.02K- 9.73% |
$56.9K - $64.3K
|
9.47K
$668K
|
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-1.02K- 1.84% |
$57.1K - $64.5K
|
54.5K
$3.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.02K- 8.03% |
$57.1K - $64.5K
|
11.7K
$827K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.02K- 2.73% |
$57.1K - $64.5K
|
36.5K
$2.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.03K- 46.49% |
$57.3K - $64.8K
|
1.18K
$83.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
SELL
|
- |
-1.03K- 58.74% |
$57.6K - $65.1K
|
725
$51.2K
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.04K- 5.09% |
$58.2K - $65.8K
|
19.4K
$1.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-1.06K- 16.78% |
$59K - $66.7K
|
5.25K
$371K
|
|
|
Oct 17, 2023
Q3 2023
|
Advocate Group LLC
|
SELL
|
- |
-1.06K- 7.0% |
$59.4K - $67.1K
|
14.1K
$998K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.08K- 11.2% |
$60K - $67.8K
|
8.53K
$602K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.08K- 1.65% |
$60K - $67.8K
|
64.2K
$4.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.09K- 4.96% |
$60.8K - $68.7K
|
20.9K
$1.47M
|
|
|
Nov 09, 2023
Q3 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.09K- 0.76% |
$60.9K - $68.9K
|
143K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-1.1K- 1.34% |
$61.4K - $69.4K
|
80.8K
$5.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.1K- 5.24% |
$61.4K - $69.4K
|
19.9K
$1.41M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-1.11K- 1.39% |
$61.9K - $69.9K
|
78.7K
$5.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-1.12K- 1.26% |
$62.3K - $70.4K
|
87.7K
$6.19M
|
|
|
Oct 19, 2023
Q3 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.12K- 1.03% |
$62.5K - $70.6K
|
108K
$7.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-1.13K- 9.63% |
$62.8K - $70.9K
|
10.6K
$746K
|
|
|
Nov 14, 2023
Q3 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-1.13K- 1.12% |
$63.1K - $71.2K
|
99.5K
$7.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-1.16K- 3.3% |
$64.6K - $73K
|
33.9K
$2.39M
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.16K- 1.35% |
$64.8K - $73.2K
|
84.6K
$5.97M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.16K- 0.54% |
$64.9K - $73.3K
|
214K
$15.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.17K- 6.28% |
$65.2K - $73.6K
|
17.4K
$1.23M
|
|
|
Oct 04, 2023
Q3 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-1.18K- 9.73% |
$65.7K - $74.3K
|
10.9K
$771K
|
|
|
Oct 16, 2023
Q3 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-1.18K- 2.4% |
$65.9K - $74.5K
|
48.1K
$3.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-1.19K- 8.96% |
$66.2K - $74.8K
|
12.1K
$851K
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1.2K- 21.6% |
$67.1K - $75.8K
|
4.36K
$308K
|
|
|
Oct 23, 2023
Q3 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1.23K- 10.95% |
$68.4K - $77.2K
|
9.96K
$703K
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-1.23K- 2.71% |
$68.5K - $77.4K
|
44.1K
$3.11M
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.24K- 4.84% |
$69.3K - $78.2K
|
24.4K
$1.72M
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.25K- 25.54% |
$69.7K - $78.7K
|
3.64K
$257K
|
|
|
Nov 06, 2023
Q3 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1.25K- 14.5% |
$69.8K - $78.8K
|
7.37K
$520K
|
|
|
Nov 07, 2023
Q3 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-1.26K- 0.73% |
$70.2K - $79.3K
|
171K
$12M
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
SELL
|
- |
-1.27K- 4.91% |
$70.6K - $79.8K
|
24.5K
$1.73M
|
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-1.27K- 5.54% |
$70.7K - $79.9K
|
21.6K
$1.52M
|
|
|
Oct 19, 2023
Q3 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.27K- 6.45% |
$71.1K - $80.3K
|
18.5K
$1.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.28K- 0.63% |
$71.3K - $80.6K
|
202K
$14.2M
|