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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
650+ 6.39% |
$34K - $39K
|
10.8K
$693K
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
BUY
|
- |
650+ 0.23% |
$34K - $39K
|
288K
$18.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
647+ 0.47% |
$33.9K - $38.8K
|
138K
$8.85M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
640+ 2.08% |
$33.5K - $38.4K
|
31.4K
$2.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
640New |
$33.5K - $38.4K
|
640
$41K
|
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
638+ 0.69% |
$33.4K - $38.2K
|
92.7K
$5.94M
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
638+ 0.69% |
$33.4K - $38.2K
|
92.7K
$5.94M
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
BUY
|
- |
636+ 2.7% |
$33.3K - $38.1K
|
24.2K
$1.55M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
633+ 17.39% |
$33.2K - $37.9K
|
4.27K
$274K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
627+ 1.75% |
$32.8K - $37.6K
|
36.4K
$2.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
620+ 1.78% |
$32.5K - $37.2K
|
35.5K
$2.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
620+ 2.89% |
$32.5K - $37.2K
|
22.1K
$1.42M
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
605+ 4.02% |
$31.7K - $36.3K
|
15.7K
$1M
|
|
|
Feb 13, 2024
Q4 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
604+ 2.26% |
$31.6K - $36.2K
|
27.3K
$1.75M
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
603+ 5.65% |
$31.6K - $36.1K
|
11.3K
$722K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
603+ 99.83% |
$31.6K - $36.1K
|
1.21K
$77.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
602+ 10.95% |
$31.5K - $36.1K
|
6.1K
$391K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
601+ 14.16% |
$31.5K - $36K
|
4.85K
$310K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
600+ 3.87% |
$31.4K - $36K
|
16.1K
$1.03M
|
|
|
Jan 30, 2024
Q4 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
600+ 7.5% |
$31.4K - $36K
|
8.6K
$551K
|
|
|
Feb 07, 2024
Q4 2023
|
Ar Asset Management Inc
|
BUY
|
- |
600+ 0.35% |
$31.4K - $36K
|
173K
$11.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
600+ 4.46% |
$31.4K - $36K
|
14.1K
$900K
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
598+ 2.78% |
$31.3K - $35.8K
|
22.1K
$1.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
595+ 1.57% |
$31.2K - $35.7K
|
38.5K
$2.46M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
589+ 3.36% |
$30.9K - $35.3K
|
18.1K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
588New |
$30.8K - $35.2K
|
588
$37.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
587+ 1.76% |
$30.7K - $35.2K
|
33.9K
$2.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
587+ 9.84% |
$30.7K - $35.2K
|
6.55K
$420K
|
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
584+ 6.01% |
$30.6K - $35K
|
10.3K
$660K
|
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
583+ 4.7% |
$30.5K - $34.9K
|
13K
$832K
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
578+ 3.3% |
$30.3K - $34.6K
|
18.1K
$1.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
578+ 4.34% |
$30.3K - $34.6K
|
13.9K
$890K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
577+ 12.78% |
$30.2K - $34.6K
|
5.09K
$326K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
576+ 0.3% |
$30.2K - $34.5K
|
193K
$12.3M
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
574+ 3.5% |
$30.1K - $34.4K
|
17K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
558+ 7.82% |
$29.2K - $33.4K
|
7.69K
$493K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
554+ 7.1% |
$29K - $33.2K
|
8.35K
$535K
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
553+ 9.98% |
$29K - $33.1K
|
6.1K
$390K
|
|
|
Jan 30, 2024
Q4 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
548+ 4.77% |
$28.7K - $32.8K
|
12K
$770K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
546New |
$28.6K - $32.7K
|
546
$35K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
544+ 12.57% |
$28.5K - $32.6K
|
4.87K
$312K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
543+ 1.41% |
$28.4K - $32.5K
|
39K
$2.5M
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
540+ 0.6% |
$28.3K - $32.4K
|
89.9K
$5.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
539New |
$28.2K - $32.3K
|
539
$34.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
537+ 3.17% |
$28.1K - $32.2K
|
17.5K
$1.12M
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
535+ 5.77% |
$28K - $32.1K
|
9.81K
$628K
|
|
|
Feb 13, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
532+ 6.06% |
$27.9K - $31.9K
|
9.31K
$596K
|
|
|
Oct 09, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
532+ 4.94% |
$27.9K - $31.9K
|
11.3K
$724K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
521+ 0.39% |
$27.3K - $31.2K
|
133K
$8.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
521New |
$27.3K - $31.2K
|
521
$33.4K
|