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 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
48+ 0.33% |
$2.51K - $2.88K
|
14.5K
$1.02M
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
47New |
$2.46K - $2.82K
|
47
$3.32K
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
47+ 0.58% |
$2.46K - $2.82K
|
8.09K
$571K
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
47+ 0.67% |
$2.46K - $2.82K
|
7.1K
$501K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
46+ 0.41% |
$2.41K - $2.76K
|
11.2K
$790K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
46+ 0.53% |
$2.41K - $2.76K
|
8.77K
$619K
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
46+ 1.02% |
$2.41K - $2.76K
|
4.57K
$322K
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
46+ 0.85% |
$2.41K - $2.76K
|
5.45K
$384K
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
45+ 0.26% |
$2.36K - $2.7K
|
17.3K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
44+ 6.92% |
$2.3K - $2.64K
|
680
$48K
|
|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
43+ 0.45% |
$2.25K - $2.58K
|
9.64K
$680K
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
42+ 0.13% |
$2.2K - $2.52K
|
33.4K
$2.36M
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
42+ 1.11% |
$2.2K - $2.52K
|
3.81K
$269K
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
41+ 0.73% |
$2.15K - $2.46K
|
5.64K
$398K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
41+ 0.22% |
$2.15K - $2.46K
|
18.6K
$1.31M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
40+ 0.3% |
$2.1K - $2.4K
|
13.3K
$940K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
40+ 0.35% |
$2.1K - $2.4K
|
11.3K
$800K
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
BUY
|
- |
39+ 0.11% |
$2.04K - $2.34K
|
35.7K
$2.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
39+ 0.5% |
$2.04K - $2.34K
|
7.8K
$551K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
38+ 0.88% |
$1.99K - $2.28K
|
4.38K
$309K
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
38+ 0.97% |
$1.99K - $2.28K
|
3.96K
$279K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
38+ 0.84% |
$1.99K - $2.28K
|
4.54K
$320K
|
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
37+ 1.63% |
$1.94K - $2.22K
|
2.31K
$163K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
36+ 0.99% |
$1.89K - $2.16K
|
3.66K
$258K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
36+ 0.64% |
$1.89K - $2.16K
|
5.69K
$402K
|
|
|
Feb 14, 2024
Q4 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
36+ 0.49% |
$1.89K - $2.16K
|
7.46K
$526K
|
|
|
Jan 11, 2024
Q4 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
35+ 0.75% |
$1.83K - $2.1K
|
4.7K
$331K
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
35+ 0.53% |
$1.83K - $2.1K
|
6.6K
$466K
|
|
|
Jan 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
35+ 0.5% |
$1.83K - $2.1K
|
7.02K
$496K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
35+ 0.25% |
$1.83K - $2.1K
|
14K
$990K
|
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
33+ 0.88% |
$1.73K - $1.98K
|
3.79K
$267K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
33+ 0.2% |
$1.73K - $1.98K
|
16.7K
$1.18M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
33+ 0.39% |
$1.73K - $1.98K
|
8.41K
$593K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
33+ 1.16% |
$1.73K - $1.98K
|
2.89K
$204K
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
32+ 0.75% |
$1.68K - $1.92K
|
4.31K
$304K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
31+ 0.83% |
$1.62K - $1.86K
|
3.78K
$267K
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
31+ 0.73% |
$1.62K - $1.86K
|
4.27K
$302K
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
30+ 0.28% |
$1.57K - $1.8K
|
10.8K
$765K
|
|
|
Jan 25, 2024
Q4 2023
|
Benin Management Corp
|
BUY
|
- |
29+ 0.71% |
$1.52K - $1.74K
|
4.1K
$289K
|
|
|
Jan 09, 2024
Q4 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
27+ 0.37% |
$1.41K - $1.62K
|
7.4K
$522K
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
27+ 0.16% |
$1.41K - $1.62K
|
16.8K
$1.19M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
27+ 0.51% |
$1.41K - $1.62K
|
5.27K
$372K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
25+ 1.55% |
$1.31K - $1.5K
|
1.63K
$115K
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
25+ 0.23% |
$1.31K - $1.5K
|
10.9K
$770K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
25+ 2.69% |
$1.31K - $1.5K
|
953
$67.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
BUY
|
- |
24+ 0.3% |
$1.26K - $1.44K
|
8.11K
$573K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
24+ 0.41% |
$1.26K - $1.44K
|
5.91K
$417K
|
|
|
Feb 07, 2024
Q4 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
24+ 0.03% |
$1.26K - $1.44K
|
76.9K
$5.43M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
22+ 0.23% |
$1.15K - $1.32K
|
9.61K
$678K
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
BUY
|
- |
20+ 0.52% |
$1.05K - $1.2K
|
3.9K
$275K
|