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 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.6K- 6.63% |
$89.4K - $101K
|
22.5K
$1.59M
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.6K- 27.11% |
$89.4K - $101K
|
4.31K
$304K
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-1.64K- 5.05% |
$91.5K - $103K
|
30.8K
$2.18M
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.66K- 13.5% |
$92.4K - $104K
|
10.6K
$749K
|
|
|
Oct 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-1.66K- 9.21% |
$92.5K - $104K
|
16.3K
$1.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.66K- 22.52% |
$92.5K - $105K
|
5.71K
$403K
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-1.67K- 10.88% |
$93.4K - $105K
|
13.7K
$968K
|
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
SELL
|
- |
-1.67K- 13.53% |
$93.4K - $106K
|
10.7K
$755K
|
|
|
Oct 17, 2023
Q3 2023
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-1.68K- 2.51% |
$93.5K - $106K
|
65.1K
$4.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1.68K- 14.45% |
$93.5K - $106K
|
9.92K
$700K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.69K- 1.55% |
$94.3K - $107K
|
107K
$7.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-1.7K- 13.53% |
$95K - $107K
|
10.9K
$768K
|
|
|
Oct 20, 2023
Q3 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-1.71K- 18.47% |
$95.2K - $108K
|
7.53K
$531K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.72K- 6.24% |
$95.8K - $108K
|
25.8K
$1.82M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.75K- 6.57% |
$97.5K - $110K
|
24.8K
$1.75M
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.75K- 8.47% |
$97.9K - $111K
|
18.9K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-1.76K- 1.95% |
$97.9K - $111K
|
88.1K
$6.22M
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.76K- 4.35% |
$98.3K - $111K
|
38.7K
$2.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.77K- 1.65% |
$98.9K - $112K
|
105K
$7.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-1.77K- 1.7% |
$99K - $112K
|
103K
$7.24M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.8K- 1.58% |
$101K - $114K
|
112K
$7.93M
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.82K- 1.98% |
$101K - $115K
|
89.9K
$6.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.85K- 2.97% |
$103K - $116K
|
60.3K
$4.26M
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-1.87K- 4.71% |
$104K - $118K
|
37.8K
$2.67M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.9K- 3.52% |
$106K - $120K
|
52.1K
$3.67M
|
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.92K- 4.43% |
$107K - $121K
|
41.3K
$2.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-1.94K- 6.39% |
$108K - $122K
|
28.4K
$2M
|
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1.95K- 33.64% |
$109K - $123K
|
3.84K
$271K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.96K- 3.29% |
$109K - $124K
|
57.7K
$4.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-1.96K- 2.54% |
$109K - $124K
|
75.3K
$5.32M
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2K- 4.74% |
$111K - $126K
|
40.1K
$2.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Knott David M Jr
Syosset, NY |
SELL
|
- |
-2K- 20.83% |
$112K - $126K
|
7.6K
$536K
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-2.01K- 31.4% |
$112K - $127K
|
4.39K
$310K
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-2.01K- 42.4% |
$112K - $127K
|
2.74K
$193K
|
|
|
Oct 17, 2023
Q3 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-2.01K- 16.46% |
$112K - $127K
|
10.2K
$721K
|
|
|
Oct 18, 2023
Q3 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-2.02K- 2.31% |
$113K - $127K
|
85.4K
$6.03M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.02K- 16.64% |
$113K - $127K
|
10.1K
$714K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-2.04K- 4.36% |
$114K - $129K
|
44.8K
$3.17M
|
|
|
Oct 16, 2023
Q3 2023
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-2.05K- 1.21% |
$114K - $129K
|
168K
$11.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.05K- 2.66% |
$115K - $129K
|
75K
$5.29M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.06K- 17.41% |
$115K - $130K
|
9.77K
$690K
|
|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-2.09K- 28.46% |
$117K - $132K
|
5.25K
$371K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.1K- 2.62% |
$117K - $132K
|
77.9K
$5.5M
|
|
|
Nov 21, 2023
Q3 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-2.1K- 2.12% |
$117K - $133K
|
97.2K
$6.86M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.11K- 6.83% |
$118K - $133K
|
28.7K
$2.03M
|
|
|
Oct 27, 2023
Q3 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-2.12K- 1.34% |
$118K - $133K
|
156K
$11M
|
|
|
Nov 14, 2023
Q3 2023
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-2.14K- 1.57% |
$119K - $135K
|
134K
$9.49M
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-2.15K- 29.32% |
$120K - $135K
|
5.18K
$366K
|
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-2.16K- 7.31% |
$120K - $136K
|
27.3K
$1.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.18K- 0.74% |
$122K - $138K
|
293K
$20.7M
|