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
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
513+ 3.46% |
$26.9K - $30.7K
|
15.4K
$973K
|
|
|
Feb 06, 2024
Q4 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
512+ 3.1% |
$26.8K - $30.7K
|
17K
$1.08M
|
|
|
Jan 26, 2024
Q4 2023
|
Capital Square, LLC
|
BUY
|
- |
508+ 6.64% |
$26.6K - $30.4K
|
8.16K
$517K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
507+ 12.57% |
$26.6K - $30.4K
|
4.54K
$288K
|
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
505+ 10.09% |
$26.5K - $30.3K
|
5.51K
$349K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
503+ 0.24% |
$26.3K - $30.1K
|
208K
$13.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
502New |
$26.3K - $30.1K
|
502
$31.8K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
500+ 26.91% |
$26.2K - $30K
|
2.36K
$149K
|
|
|
Feb 14, 2024
Q4 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
500+ 50.0% |
$26.2K - $30K
|
1.5K
$95K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
499+ 2.6% |
$26.1K - $29.9K
|
19.7K
$1.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
496+ 3.24% |
$26K - $29.7K
|
15.8K
$1M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
495+ 17.08% |
$25.9K - $29.7K
|
3.39K
$215K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
492+ 12.39% |
$25.8K - $29.5K
|
4.46K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
488+ 1.05% |
$25.6K - $29.2K
|
46.9K
$2.97M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
488+ 0.72% |
$25.6K - $29.2K
|
68.4K
$4.33M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
486+ 3.0% |
$25.5K - $29.1K
|
16.7K
$1.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
477+ 0.08% |
$25K - $28.6K
|
608K
$38.5M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
469+ 5.21% |
$24.6K - $28.1K
|
9.47K
$600K
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
468+ 2.37% |
$24.5K - $28K
|
20.2K
$1.28M
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
466+ 12.19% |
$24.4K - $27.9K
|
4.29K
$272K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
466+ 7.51% |
$24.4K - $27.9K
|
6.67K
$423K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
460+ 4.33% |
$24.1K - $27.6K
|
11.1K
$702K
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
BUY
|
- |
460+ 8.8% |
$24.1K - $27.6K
|
5.69K
$360K
|
|
|
Feb 08, 2024
Q4 2023
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
460+ 0.1% |
$24.1K - $27.6K
|
456K
$28.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
459New |
$24K - $27.5K
|
459
$29.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
450+ 1.95% |
$23.6K - $27K
|
23.6K
$1.49M
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
447+ 2.12% |
$23.4K - $26.8K
|
21.6K
$1.37M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
443+ 0.73% |
$23.2K - $26.5K
|
60.9K
$3.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
443+ 1.41% |
$23.2K - $26.5K
|
31.8K
$2.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
441New |
$23.1K - $26.4K
|
441
$27.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
440+ 0.72% |
$23K - $26.4K
|
61.7K
$3.91M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
439+ 2.27% |
$23K - $26.3K
|
19.8K
$1.25M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
437+ 0.18% |
$22.9K - $26.2K
|
245K
$15.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
437+ 12.17% |
$22.9K - $26.2K
|
4.03K
$255K
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
431+ 8.93% |
$22.6K - $25.8K
|
5.26K
$333K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
427+ 1.29% |
$22.4K - $25.6K
|
33.5K
$2.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
423+ 3.42% |
$22.2K - $25.4K
|
12.8K
$810K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
418+ 2.82% |
$21.9K - $25.1K
|
15.2K
$964K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
418New |
$21.9K - $25.1K
|
418
$26.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
417+ 6.64% |
$21.8K - $25K
|
6.69K
$424K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
416+ 10.93% |
$21.8K - $24.9K
|
4.22K
$268K
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
BUY
|
- |
411+ 7.83% |
$21.5K - $24.6K
|
5.66K
$359K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
407New |
$21.3K - $24.4K
|
407
$25.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
406+ 1.62% |
$21.3K - $24.3K
|
25.5K
$1.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
400+ 0.93% |
$21K - $24K
|
43.4K
$2.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
400+ 0.34% |
$21K - $24K
|
117K
$7.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
396+ 3.71% |
$20.7K - $23.7K
|
11.1K
$701K
|
|
|
Jan 30, 2024
Q4 2023
|
Act Advisors, Llc.
|
BUY
|
- |
394+ 2.98% |
$20.6K - $23.6K
|
13.6K
$862K
|
|
|
Jan 17, 2024
Q4 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
392+ 3.08% |
$20.5K - $23.5K
|
13.1K
$832K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
392+ 2.64% |
$20.5K - $23.5K
|
15.2K
$966K
|