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 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-20- 0.47% |
$1.05K - $1.2K
|
4.21K
$297K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-21- 0.21% |
$1.1K - $1.26K
|
9.78K
$690K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-22- 0.5% |
$1.15K - $1.32K
|
4.41K
$311K
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-22- 0.17% |
$1.15K - $1.32K
|
13K
$919K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-23- 0.56% |
$1.2K - $1.38K
|
4.06K
$287K
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-23- 0.34% |
$1.2K - $1.38K
|
6.72K
$475K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-23- 1.18% |
$1.2K - $1.38K
|
1.93K
$137K
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-25- 0.64% |
$1.31K - $1.5K
|
3.88K
$274K
|
|
|
Feb 08, 2024
Q4 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-25- 0.35% |
$1.31K - $1.5K
|
7.19K
$508K
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-26- 5.64% |
$1.36K - $1.56K
|
435
$30.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-26- 0.31% |
$1.36K - $1.56K
|
8.46K
$597K
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-27- 0.04% |
$1.41K - $1.62K
|
68.5K
$4.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-27- 0.54% |
$1.41K - $1.62K
|
5K
$353K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-30- 0.2% |
$1.57K - $1.8K
|
15.4K
$1.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-30- 0.7% |
$1.57K - $1.8K
|
4.28K
$302K
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-30- 0.31% |
$1.57K - $1.8K
|
9.67K
$683K
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-32- 0.33% |
$1.68K - $1.92K
|
9.56K
$675K
|
|
|
Feb 02, 2024
Q4 2023
|
Corbyn Investment Management Inc
|
SELL
|
- |
-32- 0.88% |
$1.68K - $1.92K
|
3.62K
$256K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-33- 1.7% |
$1.73K - $1.98K
|
1.91K
$135K
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-34- 0.84% |
$1.78K - $2.04K
|
4.02K
$284K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-34- 23.78% |
$1.78K - $2.04K
|
109
$7.69K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-35- 0.86% |
$1.83K - $2.1K
|
4.02K
$284K
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-35- 0.14% |
$1.83K - $2.1K
|
25K
$1.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-35- 0.04% |
$1.83K - $2.1K
|
94.6K
$6.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-35- 0.02% |
$1.83K - $2.1K
|
143K
$10.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-36- 1.14% |
$1.89K - $2.16K
|
3.12K
$220K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-36- 2.66% |
$1.89K - $2.16K
|
1.32K
$92.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-38- 3.25% |
$1.99K - $2.28K
|
1.13K
$79.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-38- 0.15% |
$1.99K - $2.28K
|
25.5K
$1.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Nbw Capital LLC
|
SELL
|
- |
-39- 0.98% |
$2.04K - $2.34K
|
3.94K
$278K
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-41- 0.26% |
$2.15K - $2.46K
|
15.6K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-41- 0.59% |
$2.15K - $2.46K
|
6.9K
$487K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-42- 0.29% |
$2.2K - $2.52K
|
14.4K
$1.01M
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
SELL
|
- |
-43- 13.69% |
$2.25K - $2.58K
|
271
$19.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-43- 1.24% |
$2.25K - $2.58K
|
3.42K
$242K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-44- 7.19% |
$2.3K - $2.64K
|
568
$40.1K
|
|
|
Jan 11, 2024
Q4 2023
|
17 Capital Partners, LLC
|
SELL
|
- |
-45- 0.2% |
$2.36K - $2.7K
|
22.3K
$1.57M
|
|
|
Jan 29, 2024
Q4 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-45- 0.77% |
$2.36K - $2.7K
|
5.81K
$410K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-45- 0.27% |
$2.36K - $2.7K
|
16.6K
$1.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-45- 0.41% |
$2.36K - $2.7K
|
10.9K
$769K
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-46- 0.19% |
$2.41K - $2.76K
|
24K
$1.69M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-46- 0.7% |
$2.41K - $2.76K
|
6.48K
$458K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-47- 5.25% |
$2.46K - $2.82K
|
849
$59.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-48- 1.02% |
$2.51K - $2.88K
|
4.64K
$327K
|
|
|
Jan 29, 2024
Q4 2023
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-49- 0.04% |
$2.57K - $2.94K
|
109K
$7.72M
|
|
|
Jan 10, 2024
Q4 2023
|
M. Kraus & CO
|
SELL
|
- |
-50- 0.72% |
$2.62K - $3K
|
6.94K
$490K
|
|
|
Jan 26, 2024
Q4 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-50- 0.11% |
$2.62K - $3K
|
46.2K
$3.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Puzo Michael J
|
SELL
|
- |
-50- 1.23% |
$2.62K - $3K
|
4K
$282K
|
|
|
Feb 14, 2024
Q4 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-50- 0.85% |
$2.62K - $3K
|
5.82K
$411K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-54- 5.65% |
$2.83K - $3.24K
|
901
$63.6K
|