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 08, 2024
Q4 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
315+ 8.54% |
$16.5K - $18.9K
|
4.01K
$279K
|
|
|
Jan 22, 2024
Q4 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
310+ 0.38% |
$16.2K - $18.6K
|
81.6K
$5.69M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
310+ 3.92% |
$16.2K - $18.6K
|
8.22K
$573K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
308+ 4.59% |
$16.1K - $18.5K
|
7.02K
$489K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
306+ 2.4% |
$16K - $18.3K
|
13K
$909K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
300+ 3.0% |
$15.7K - $18K
|
10.3K
$717K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
300+ 3.22% |
$15.7K - $18K
|
9.61K
$670K
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
300+ 2.92% |
$15.7K - $18K
|
10.6K
$738K
|
|
|
Feb 14, 2024
Q4 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
300+ 1.95% |
$15.7K - $18K
|
15.7K
$1.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
299+ 7.54% |
$15.7K - $17.9K
|
4.27K
$297K
|
|
|
Feb 04, 2025
Q4 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
298+ 2.48% |
$15.6K - $17.9K
|
12.3K
$858K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
297New |
$15.6K - $17.8K
|
297
$20.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
296+ 6.8% |
$15.5K - $17.7K
|
4.65K
$324K
|
|
|
Feb 08, 2024
Q4 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
295+ 0.44% |
$15.5K - $17.7K
|
66.7K
$4.65M
|
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
294+ 2.05% |
$15.4K - $17.6K
|
14.7K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
293+ 0.13% |
$15.3K - $17.6K
|
231K
$16.1M
|
|
|
Feb 02, 2024
Q4 2023
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
291+ 0.17% |
$15.2K - $17.4K
|
171K
$11.9M
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
287+ 5.09% |
$15K - $17.2K
|
5.93K
$413K
|
|
|
Feb 14, 2024
Q4 2023
|
Gould Capital, LLC
|
BUY
|
- |
285+ 0.63% |
$14.9K - $17.1K
|
45.2K
$3.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
284+ 0.66% |
$14.9K - $17K
|
43.1K
$3M
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
283+ 0.57% |
$14.8K - $17K
|
50.3K
$3.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
277+ 1.4% |
$14.5K - $16.6K
|
20K
$1.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
277+ 3.26% |
$14.5K - $16.6K
|
8.78K
$612K
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
275+ 2.69% |
$14.4K - $16.5K
|
10.5K
$732K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
272+ 1.05% |
$14.2K - $16.3K
|
26.1K
$1.82M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
269+ 1.08% |
$14.1K - $16.1K
|
25.3K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
269New |
$14.1K - $16.1K
|
269
$18.8K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
268New |
$14K - $16.1K
|
268
$18.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
BUY
|
- |
266+ 5.25% |
$13.9K - $15.9K
|
5.33K
$371K
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
265+ 2.94% |
$13.9K - $15.9K
|
9.27K
$646K
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
265+ 7.97% |
$13.9K - $15.9K
|
3.59K
$250K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
262+ 6.1% |
$13.7K - $15.7K
|
4.56K
$318K
|
|
|
Feb 14, 2024
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
260+ 0.58% |
$13.6K - $15.6K
|
45.2K
$3.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
259+ 1.08% |
$13.6K - $15.5K
|
24.3K
$1.69M
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
255+ 0.42% |
$13.4K - $15.3K
|
61K
$4.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
253+ 3.88% |
$13.3K - $15.2K
|
6.77K
$472K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
253+ 0.72% |
$13.3K - $15.2K
|
35.4K
$2.47M
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
251+ 1.58% |
$13.1K - $15K
|
16.1K
$1.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
250+ 3.89% |
$13.1K - $15K
|
6.68K
$466K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
BUY
|
- |
250+ 1.47% |
$13.1K - $15K
|
17.3K
$1.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
248+ 5.74% |
$13K - $14.9K
|
4.57K
$318K
|
|
|
Feb 12, 2024
Q4 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
247+ 1.79% |
$12.9K - $14.8K
|
14.1K
$982K
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
BUY
|
- |
246+ 0.24% |
$12.9K - $14.7K
|
104K
$7.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
245+ 8.11% |
$12.8K - $14.7K
|
3.27K
$228K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
244+ 3.07% |
$12.8K - $14.6K
|
8.2K
$572K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
239+ 4.05% |
$12.5K - $14.3K
|
6.15K
$428K
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
BUY
|
- |
236+ 1.41% |
$12.4K - $14.1K
|
17K
$1.19M
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
235+ 1.28% |
$12.3K - $14.1K
|
18.6K
$1.29M
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
234+ 1.6% |
$12.3K - $14K
|
14.8K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
233+ 3.08% |
$12.2K - $14K
|
7.8K
$544K
|