Purchases and Sales Made in Q4 2023 in Coca Cola CO (KO)
This table provides information about the institutional ownership of Coca Cola CO (KO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
1.11KNew |
$58.2K - $66.6K
|
1.11K
$69.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
1.11K+ 14.28% |
$58.1K - $66.5K
|
8.88K
$558K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.09K+ 23.62% |
$57.3K - $65.5K
|
5.72K
$359K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.09K+ 0.54% |
$57.2K - $65.4K
|
203K
$12.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
BUY
|
- |
1.08K+ 6.76% |
$56.8K - $65K
|
17.1K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Socorro Asset Management LP
Dallas, TX |
BUY
|
- |
1.08K+ 0.74% |
$56.5K - $64.7K
|
147K
$9.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.08K+ 6.23% |
$56.5K - $64.6K
|
18.4K
$1.16M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.08KNew |
$56.5K - $64.6K
|
1.08K
$67.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.08K+ 6.6% |
$56.4K - $64.5K
|
17.4K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.07K+ 19.43% |
$55.8K - $63.8K
|
6.55K
$411K
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
1.06K+ 25.15% |
$55.7K - $63.8K
|
5.29K
$333K
|
|
|
Jan 05, 2024
Q4 2023
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
1.05KNew |
$55.2K - $63.2K
|
1.05K
$66.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.05K+ 3.92% |
$55.2K - $63.1K
|
27.9K
$1.75M
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.05K+ 27.45% |
$54.8K - $62.7K
|
4.86K
$305K
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.04K+ 12.23% |
$54.7K - $62.6K
|
9.58K
$602K
|
|
|
Feb 13, 2024
Q4 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
1.04K+ 6.34% |
$54.6K - $62.4K
|
17.5K
$1.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
1.04K+ 23.83% |
$54.5K - $62.3K
|
5.4K
$340K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1.03K+ 0.63% |
$53.8K - $61.5K
|
165K
$10.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
988+ 2.5% |
$51.8K - $59.2K
|
40.6K
$2.55M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
978+ 0.2% |
$51.2K - $58.6K
|
487K
$30.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
975+ 22.65% |
$51.1K - $58.4K
|
5.28K
$332K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
970+ 1.87% |
$50.8K - $58.1K
|
52.9K
$3.32M
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
970+ 7.25% |
$50.8K - $58.1K
|
14.3K
$901K
|
|
|
Jan 22, 2024
Q4 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
968+ 24.49% |
$50.7K - $58K
|
4.92K
$309K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
966+ 11.52% |
$50.6K - $57.9K
|
9.35K
$587K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
955+ 3.75% |
$50K - $57.2K
|
26.4K
$1.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
951New |
$49.8K - $57K
|
951
$59.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
944+ 4.31% |
$49.4K - $56.6K
|
22.8K
$1.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
940+ 17.93% |
$49.2K - $56.3K
|
6.18K
$388K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
939+ 358.4% |
$49.2K - $56.3K
|
1.2K
$75.5K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
931New |
$48.8K - $55.8K
|
931
$58.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
925+ 1.53% |
$48.5K - $55.4K
|
61.5K
$3.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
925+ 9.47% |
$48.5K - $55.4K
|
10.7K
$672K
|
|
|
Feb 12, 2024
Q4 2023
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
919+ 2.5% |
$48.1K - $55.1K
|
37.6K
$2.36M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
915New |
$47.9K - $54.8K
|
915
$57.5K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
912New |
$47.8K - $54.7K
|
912
$57.3K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
903+ 3.62% |
$47.3K - $54.1K
|
25.9K
$1.62M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
899New |
$47.1K - $53.9K
|
899
$56.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
899+ 4.18% |
$47.1K - $53.9K
|
22.4K
$1.41M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
896+ 18.89% |
$46.9K - $53.7K
|
5.64K
$354K
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
896+ 19.33% |
$46.9K - $53.7K
|
5.53K
$348K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
895+ 1.5% |
$46.9K - $53.6K
|
60.5K
$3.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
892+ 15.08% |
$46.7K - $53.5K
|
6.81K
$428K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
881New |
$46.1K - $52.8K
|
881
$55.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
877+ 2.08% |
$45.9K - $52.6K
|
43K
$2.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
BUY
|
- |
877+ 21.63% |
$45.9K - $52.6K
|
4.93K
$310K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
865+ 3.59% |
$45.3K - $51.8K
|
25K
$1.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
862+ 5.36% |
$45.2K - $51.7K
|
16.9K
$1.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
860+ 23.31% |
$45K - $51.5K
|
4.55K
$286K
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
858+ 4.64% |
$44.9K - $51.4K
|
19.3K
$1.21M
|