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 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
221+ 2.63% |
$11.6K - $13.2K
|
8.63K
$547K
|
|
|
Feb 08, 2024
Q4 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
221+ 0.58% |
$11.6K - $13.2K
|
38K
$2.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
220+ 6.7% |
$11.5K - $13.2K
|
3.5K
$222K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
216+ 1.02% |
$11.3K - $12.9K
|
21.4K
$1.35M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
213+ 24.6% |
$11.2K - $12.8K
|
1.08K
$68.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
212+ 0.16% |
$11.1K - $12.7K
|
129K
$8.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
211+ 1.29% |
$11.1K - $12.6K
|
16.6K
$1.05M
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
209+ 1.63% |
$10.9K - $12.5K
|
13K
$824K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
209+ 2.05% |
$10.9K - $12.5K
|
10.4K
$660K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
205+ 1.74% |
$10.7K - $12.3K
|
12K
$761K
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
205+ 5.71% |
$10.7K - $12.3K
|
3.8K
$240K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
205+ 1.23% |
$10.7K - $12.3K
|
16.9K
$1.07M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
203+ 27.66% |
$10.6K - $12.2K
|
937
$59.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
202New |
$10.6K - $12.1K
|
202
$12.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
201+ 2.29% |
$10.5K - $12K
|
8.97K
$568K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
200+ 0.86% |
$10.5K - $12K
|
23.4K
$1.48M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
200+ 4.53% |
$10.5K - $12K
|
4.61K
$292K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
200+ 7.84% |
$10.5K - $12K
|
2.75K
$174K
|
|
|
Feb 12, 2024
Q4 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
200+ 3.19% |
$10.5K - $12K
|
6.46K
$409K
|
|
|
Feb 13, 2024
Q4 2023
|
William Allan, LLC
|
BUY
|
- |
200+ 1.52% |
$10.5K - $12K
|
13.3K
$844K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
200New |
$10.5K - $12K
|
200
$12.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
197+ 0.28% |
$10.3K - $11.8K
|
69.5K
$4.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
196+ 2.42% |
$10.3K - $11.7K
|
8.29K
$525K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
194+ 0.63% |
$10.2K - $11.6K
|
31.1K
$1.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
192+ 4.18% |
$10.1K - $11.5K
|
4.79K
$303K
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
192+ 4.82% |
$10.1K - $11.5K
|
4.18K
$265K
|
|
|
Feb 09, 2024
Q4 2023
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
191+ 0.42% |
$10K - $11.4K
|
45.5K
$2.88M
|
|
|
Feb 01, 2024
Q4 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
189+ 0.91% |
$9.9K - $11.3K
|
20.9K
$1.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
189+ 3.1% |
$9.9K - $11.3K
|
6.29K
$398K
|
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
BUY
|
- |
187+ 0.19% |
$9.8K - $11.2K
|
96.5K
$6.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
187New |
$9.8K - $11.2K
|
187
$11.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
186+ 1.7% |
$9.74K - $11.1K
|
11.2K
$707K
|
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
BUY
|
- |
186+ 1.07% |
$9.74K - $11.1K
|
17.6K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
183+ 0.39% |
$9.59K - $11K
|
47K
$2.98M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
182+ 0.78% |
$9.53K - $10.9K
|
23.4K
$1.48M
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
181+ 2.12% |
$9.48K - $10.8K
|
8.72K
$552K
|
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
178+ 2.44% |
$9.32K - $10.7K
|
7.48K
$474K
|
|
|
Feb 12, 2024
Q4 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
178+ 0.29% |
$9.32K - $10.7K
|
61.8K
$3.92M
|
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
178+ 2.44% |
$9.32K - $10.7K
|
7.48K
$474K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
176+ 0.38% |
$9.22K - $10.5K
|
46.6K
$2.95M
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
175+ 1.83% |
$9.17K - $10.5K
|
9.73K
$617K
|
|
|
Jan 31, 2024
Q4 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
175+ 2.21% |
$9.17K - $10.5K
|
8.08K
$512K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
174New |
$9.11K - $10.4K
|
174
$11K
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
171+ 2.97% |
$8.96K - $10.2K
|
5.93K
$376K
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
170+ 1.59% |
$8.9K - $10.2K
|
10.8K
$687K
|
|
|
Jan 24, 2024
Q4 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
170+ 3.8% |
$8.9K - $10.2K
|
4.65K
$294K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
170New |
$8.9K - $10.2K
|
170
$10.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
169+ 1.78% |
$8.85K - $10.1K
|
9.68K
$613K
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
167+ 3.44% |
$8.75K - $10K
|
5.02K
$318K
|
|
|
Jan 05, 2024
Q4 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
162+ 3.8% |
$8.49K - $9.71K
|
4.43K
$280K
|