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 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
20+ 0.27% |
$1.05K - $1.2K
|
7.42K
$524K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
20+ 0.16% |
$1.05K - $1.2K
|
12.9K
$911K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
20+ 0.08% |
$1.05K - $1.2K
|
25.3K
$1.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
20+ 0.19% |
$1.05K - $1.2K
|
10.3K
$730K
|
|
|
Jan 29, 2025
Q4 2023
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
19+ 0.24% |
$995 - $1.14K
|
7.94K
$560K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
18+ 0.29% |
$943 - $1.08K
|
6.28K
$443K
|
|
|
Feb 07, 2024
Q4 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
18+ 0.11% |
$943 - $1.08K
|
17.1K
$1.21M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
17+ 0.42% |
$890 - $1.02K
|
4.1K
$289K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
17+ 1.47% |
$890 - $1.02K
|
1.18K
$82.9K
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
17+ 0.17% |
$890 - $1.02K
|
10.3K
$728K
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
15+ 0.32% |
$786 - $899
|
4.66K
$329K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
15+ 0.11% |
$786 - $899
|
13.2K
$935K
|
|
|
Jan 26, 2024
Q4 2023
|
Blossom Wealth Management
|
BUY
|
- |
15+ 0.32% |
$786 - $899
|
4.68K
$330K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
15+ 0.06% |
$786 - $899
|
24.2K
$1.71M
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
14+ 3.47% |
$733 - $839
|
417
$29.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
14+ 0.36% |
$733 - $839
|
3.94K
$278K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
14+ 0.1% |
$733 - $839
|
13.8K
$971K
|
|
|
Feb 12, 2024
Q4 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
14+ 1.85% |
$733 - $839
|
770
$54.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
14+ 0.02% |
$733 - $839
|
64.7K
$4.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
14+ 1.68% |
$733 - $839
|
847
$59.8K
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
14+ 0.1% |
$733 - $839
|
14.6K
$1.03M
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
14New |
$733 - $839
|
14
$988
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
13+ 0.2% |
$681 - $779
|
6.55K
$462K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
12+ 0.18% |
$629 - $719
|
6.75K
$477K
|
|
|
Feb 14, 2024
Q4 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
12+ 0.03% |
$629 - $719
|
37.3K
$2.64M
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
11+ 0.09% |
$576 - $659
|
12.7K
$896K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
11+ 0.15% |
$576 - $659
|
7.31K
$516K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
11New |
$576 - $659
|
11
$776
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
10+ 0.22% |
$524 - $599
|
4.62K
$326K
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
10+ 0.17% |
$524 - $599
|
5.89K
$416K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
10+ 0.15% |
$524 - $599
|
6.83K
$482K
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
10+ 0.11% |
$524 - $599
|
9.48K
$669K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10+ 0.02% |
$524 - $599
|
42.9K
$3.03M
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
9+ 0.18% |
$471 - $539
|
4.88K
$345K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
9+ 0.11% |
$471 - $539
|
7.93K
$560K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
9+ 0.58% |
$471 - $539
|
1.56K
$110K
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
9+ 0.23% |
$471 - $539
|
3.85K
$272K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
9+ 1.38% |
$471 - $539
|
659
$46.5K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
8+ 0.04% |
$419 - $479
|
18.4K
$1.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
8+ 0.08% |
$419 - $479
|
10.4K
$735K
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
8+ 0.11% |
$419 - $479
|
7.58K
$535K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
7+ 1.05% |
$367 - $420
|
672
$47.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
5+ 1.02% |
$262 - $300
|
494
$34.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
5+ 0.01% |
$262 - $300
|
41K
$2.9M
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
5+ 1.02% |
$262 - $300
|
494
$34.9K
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4+ 0.29% |
$210 - $240
|
1.37K
$96.4K
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
4+ 6.78% |
$210 - $240
|
63
$4.45K
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
4+ 0.98% |
$210 - $240
|
412
$29.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
4+ 0.11% |
$210 - $240
|
3.66K
$258K
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
4+ 0.09% |
$210 - $240
|
4.33K
$305K
|