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 13, 2023
Q3 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
9.13K+ 6.61% |
$509K - $576K
|
147K
$9.25M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
9.12KNew |
$509K - $575K
|
9.12K
$573K
|
|
|
Nov 14, 2023
Q3 2023
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
9.09K+ 4.79% |
$507K - $573K
|
199K
$12.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
9.05K+ 2.0% |
$505K - $570K
|
462K
$29M
|
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
8.93K+ 43.71% |
$498K - $563K
|
29.4K
$1.84M
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
8.89K+ 145.72% |
$496K - $560K
|
15K
$942K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
8.7K+ 7.49% |
$485K - $548K
|
125K
$7.84M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
8.65K+ 1.9% |
$483K - $545K
|
464K
$29.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
8.62K+ 6.75% |
$481K - $544K
|
136K
$8.57M
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
8.61K+ 18.7% |
$481K - $543K
|
54.7K
$3.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
8.61K+ 121.93% |
$481K - $543K
|
15.7K
$985K
|
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
8.61K+ 8.82% |
$481K - $543K
|
106K
$6.68M
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
8.5KNew |
$474K - $536K
|
8.5K
$534K
|
|
|
Nov 16, 2023
Q3 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
8.47KNew |
$473K - $534K
|
8.47K
$532K
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
8.36K+ 42.12% |
$467K - $527K
|
28.2K
$1.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.3K+ 5.21% |
$463K - $523K
|
168K
$10.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
8.27K+ 0.63% |
$462K - $522K
|
1.33M
$83.6M
|
|
|
Nov 30, 2023
Q3 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
8.2KNew |
$458K - $517K
|
8.2K
$516K
|
|
|
Nov 01, 2023
Q3 2023
|
Donald Yacktman
Yacktman Asset Management LP
|
BUY
|
- |
8.13K+ 0.31% |
$454K - $513K
|
2.6M
$163M
|
|
|
Nov 09, 2023
Q3 2023
|
Tredje Ap Fonden
|
BUY
|
- |
8K+ 0.6% |
$447K - $505K
|
1.33M
$83.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Advisors LLC
|
BUY
|
- |
7.97K+ 0.63% |
$445K - $502K
|
1.27M
$80M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
7.92K+ 10.51% |
$442K - $499K
|
83.3K
$5.23M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7.8K+ 6.22% |
$435K - $491K
|
133K
$8.36M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
7.58K+ 3.15% |
$423K - $478K
|
248K
$15.6M
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
7.44K+ 22.06% |
$415K - $469K
|
41.2K
$2.59M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
7.44K+ 6.35% |
$415K - $469K
|
125K
$7.83M
|
|
|
Nov 06, 2023
Q3 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
7.4K+ 1233.33% |
$413K - $467K
|
8K
$503K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.27K+ 10.79% |
$406K - $459K
|
74.7K
$4.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
7.23K+ 12.4% |
$404K - $456K
|
65.5K
$4.12M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.09K+ 1.61% |
$396K - $447K
|
448K
$28.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
7.05K+ 6.2% |
$394K - $445K
|
121K
$7.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7K+ 7.01% |
$391K - $442K
|
107K
$6.72M
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
BUY
|
- |
6.96K+ 12.32% |
$388K - $439K
|
63.5K
$3.99M
|
|
|
Sep 04, 2024
Q3 2023
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
6.94K+ 31.87% |
$387K - $438K
|
28.7K
$1.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Biglari, Sardar
San Antonio, TX |
BUY
|
- |
6.94K+ 11.96% |
$387K - $437K
|
65K
$4.08M
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
BUY
|
- |
6.92K+ 4.11% |
$386K - $436K
|
175K
$11M
|
|
|
Nov 01, 2023
Q3 2023
|
Cadinha & CO LLC
|
BUY
|
- |
6.9K+ 4.22% |
$385K - $435K
|
170K
$10.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
6.88KNew |
$384K - $434K
|
6.88K
$432K
|
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
6.86K+ 10.09% |
$383K - $433K
|
74.9K
$4.71M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.86K+ 21.75% |
$383K - $432K
|
38.4K
$2.41M
|
|
|
Nov 07, 2023
Q3 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
6.83K+ 63.32% |
$381K - $431K
|
17.6K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.8K+ 2.22% |
$379K - $429K
|
313K
$19.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
6.78K+ 13.91% |
$379K - $428K
|
55.5K
$3.49M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
6.76KNew |
$377K - $426K
|
6.76K
$425K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.7K+ 12643.4% |
$374K - $422K
|
6.75K
$424K
|
|
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
6.7K+ 1.93% |
$374K - $422K
|
354K
$22.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Ozk
|
BUY
|
- |
6.68K+ 29.84% |
$373K - $421K
|
29K
$1.83M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.64K+ 1.53% |
$371K - $419K
|
440K
$27.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.64K+ 9.69% |
$371K - $419K
|
75.2K
$4.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
6.63K+ 0.38% |
$370K - $418K
|
1.77M
$111M
|