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 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
109+ 1.61% |
$5.71K - $6.53K
|
6.86K
$435K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
109+ 0.96% |
$5.71K - $6.53K
|
11.5K
$728K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
106+ 0.94% |
$5.55K - $6.35K
|
11.3K
$718K
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
106+ 0.8% |
$5.55K - $6.35K
|
13.3K
$843K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
105+ 0.92% |
$5.5K - $6.29K
|
11.5K
$730K
|
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
104+ 1.12% |
$5.45K - $6.23K
|
9.38K
$594K
|
|
|
Mar 07, 2024
Q4 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
104+ 1.53% |
$5.45K - $6.23K
|
6.91K
$438K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
103+ 0.65% |
$5.4K - $6.17K
|
16K
$1.01M
|
|
|
Jan 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
100+ 1.3% |
$5.24K - $5.99K
|
7.79K
$494K
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
100+ 0.46% |
$5.24K - $5.99K
|
21.9K
$1.39M
|
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
100+ 2.79% |
$5.24K - $5.99K
|
3.68K
$233K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
100+ 5.23% |
$5.24K - $5.99K
|
2.01K
$128K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
97+ 0.13% |
$5.08K - $5.81K
|
76.3K
$4.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
96+ 0.47% |
$5.03K - $5.75K
|
20.7K
$1.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
96+ 1.93% |
$5.03K - $5.75K
|
5.07K
$321K
|
|
|
Jan 24, 2024
Q4 2023
|
Sky Investment Group LLC
|
BUY
|
- |
94+ 0.07% |
$4.92K - $5.63K
|
138K
$8.75M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
93+ 1.27% |
$4.87K - $5.57K
|
7.43K
$471K
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
93+ 1.09% |
$4.87K - $5.57K
|
8.61K
$545K
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
93+ 1.96% |
$4.87K - $5.57K
|
4.85K
$307K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
91+ 1.3% |
$4.77K - $5.45K
|
7.08K
$448K
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
91New |
$4.77K - $5.45K
|
91
$5.77K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
91+ 1.03% |
$4.77K - $5.45K
|
8.91K
$564K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
90+ 0.34% |
$4.71K - $5.39K
|
26.3K
$1.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
90+ 0.37% |
$4.71K - $5.39K
|
24.6K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
90+ 1.85% |
$4.71K - $5.39K
|
4.96K
$315K
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
89+ 1.81% |
$4.66K - $5.33K
|
5.02K
$318K
|
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
89+ 3.06% |
$4.66K - $5.33K
|
3K
$190K
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
88+ 0.99% |
$4.61K - $5.27K
|
8.96K
$568K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
87+ 2.15% |
$4.56K - $5.21K
|
4.13K
$261K
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
87+ 0.99% |
$4.56K - $5.21K
|
8.86K
$561K
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
86+ 2.31% |
$4.5K - $5.15K
|
3.8K
$241K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
85+ 1.69% |
$4.45K - $5.09K
|
5.11K
$324K
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
85+ 2.32% |
$4.45K - $5.09K
|
3.74K
$237K
|
|
|
Feb 08, 2024
Q4 2023
|
Dillon & Associates Inc
|
BUY
|
- |
84+ 1.3% |
$4.4K - $5.03K
|
6.55K
$415K
|
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
BUY
|
- |
82+ 0.45% |
$4.3K - $4.91K
|
18.4K
$1.17M
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
82+ 0.16% |
$4.3K - $4.91K
|
52.5K
$3.32M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
80+ 4.29% |
$4.19K - $4.79K
|
1.94K
$123K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
79+ 0.22% |
$4.14K - $4.73K
|
35.9K
$2.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
79+ 0.92% |
$4.14K - $4.73K
|
8.66K
$549K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
78+ 1.71% |
$4.09K - $4.67K
|
4.65K
$294K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
78+ 3.9% |
$4.09K - $4.67K
|
2.08K
$132K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
76+ 0.0% |
$3.98K - $4.55K
|
371M
$23.5B
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
BUY
|
- |
75+ 0.36% |
$3.93K - $4.49K
|
20.7K
$1.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
75+ 1.87% |
$3.93K - $4.49K
|
4.09K
$259K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
75+ 1.89% |
$3.93K - $4.49K
|
4.05K
$257K
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
75+ 1.58% |
$3.93K - $4.49K
|
4.83K
$306K
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
75+ 0.02% |
$3.93K - $4.49K
|
369K
$23.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
75+ 0.79% |
$3.93K - $4.49K
|
9.63K
$610K
|
|
|
Jan 09, 2024
Q4 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
74+ 0.32% |
$3.88K - $4.43K
|
23.2K
$1.47M
|
|
|
Jan 30, 2024
Q4 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
74+ 1.29% |
$3.88K - $4.43K
|
5.82K
$369K
|