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 11, 2024
Q4 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-55- 0.11% |
$2.88K - $3.3K
|
48K
$3.39M
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-56- 0.11% |
$2.93K - $3.36K
|
51.1K
$3.61M
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-56- 13.49% |
$2.93K - $3.36K
|
359
$25.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-56- 0.5% |
$2.93K - $3.36K
|
11.1K
$786K
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-57- 0.84% |
$2.99K - $3.42K
|
6.74K
$476K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-57- 0.81% |
$2.99K - $3.42K
|
6.99K
$493K
|
|
|
Jan 10, 2024
Q4 2023
|
Insight Folios Inc
|
SELL
|
- |
-59- 0.89% |
$3.09K - $3.54K
|
6.54K
$462K
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-60- 0.37% |
$3.14K - $3.6K
|
16.1K
$1.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-60- 0.58% |
$3.14K - $3.6K
|
10.3K
$728K
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-60- 0.96% |
$3.14K - $3.6K
|
6.18K
$436K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-61- 1.09% |
$3.2K - $3.66K
|
5.52K
$390K
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-62- 1.13% |
$3.25K - $3.72K
|
5.4K
$381K
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-62- 0.41% |
$3.25K - $3.72K
|
15.2K
$1.07M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-63- 53.39% |
$3.3K - $3.78K
|
55
$3.88K
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
SELL
|
- |
-63- 0.66% |
$3.3K - $3.78K
|
9.47K
$668K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-63- 1.46% |
$3.3K - $3.78K
|
4.24K
$299K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-64- 2.02% |
$3.35K - $3.84K
|
3.1K
$219K
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-65- 0.68% |
$3.4K - $3.9K
|
9.52K
$672K
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-69- 1.35% |
$3.61K - $4.14K
|
5.03K
$355K
|
|
|
Feb 14, 2024
Q4 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-70- 0.98% |
$3.67K - $4.2K
|
7.04K
$497K
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-71- 1.25% |
$3.72K - $4.26K
|
5.63K
$397K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-72- 1.55% |
$3.77K - $4.31K
|
4.56K
$322K
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-73- 0.64% |
$3.82K - $4.37K
|
11.4K
$802K
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-75- 0.69% |
$3.93K - $4.49K
|
10.9K
$766K
|
|
|
Jan 25, 2024
Q4 2023
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-77- 1.69% |
$4.03K - $4.61K
|
4.47K
$316K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-80- 11.64% |
$4.19K - $4.79K
|
607
$42.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-81- 0.19% |
$4.24K - $4.85K
|
42.2K
$2.98M
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-82- 0.81% |
$4.3K - $4.91K
|
10.1K
$711K
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-82- 0.33% |
$4.3K - $4.91K
|
25K
$1.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-83- 1.64% |
$4.35K - $4.97K
|
4.97K
$351K
|
|
|
Feb 14, 2024
Q4 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-84- 16.67% |
$4.4K - $5.03K
|
420
$29.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-85- 0.1% |
$4.45K - $5.09K
|
81K
$5.72M
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
SELL
|
- |
-86- 2.01% |
$4.5K - $5.15K
|
4.2K
$296K
|
|
|
Feb 05, 2024
Q4 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-86- 0.54% |
$4.5K - $5.15K
|
15.8K
$1.12M
|
|
|
Jan 26, 2024
Q4 2023
|
Reik & Co., LLC
|
SELL
|
- |
-87- 0.07% |
$4.56K - $5.21K
|
117K
$8.23M
|
|
|
Jan 09, 2024
Q4 2023
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-88- 2.36% |
$4.61K - $5.27K
|
3.64K
$257K
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-88- 1.23% |
$4.61K - $5.27K
|
7.06K
$498K
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-88- 1.17% |
$4.61K - $5.27K
|
7.41K
$523K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-89- 0.84% |
$4.66K - $5.33K
|
10.5K
$739K
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-89- 1.12% |
$4.66K - $5.33K
|
7.89K
$557K
|
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-90- 14.04% |
$4.71K - $5.39K
|
551
$38.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
SELL
|
- |
-90- 1.18% |
$4.71K - $5.39K
|
7.52K
$531K
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-92- 0.65% |
$4.82K - $5.51K
|
14K
$992K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-92- 1.43% |
$4.82K - $5.51K
|
6.35K
$448K
|
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-95- 0.17% |
$4.98K - $5.69K
|
55.7K
$3.93M
|
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-96- 1.34% |
$5.03K - $5.75K
|
7.06K
$499K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-96- 0.87% |
$5.03K - $5.75K
|
10.9K
$769K
|
|
|
Feb 14, 2024
Q4 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-97- 1.3% |
$5.08K - $5.81K
|
7.37K
$520K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-98- 0.18% |
$5.13K - $5.87K
|
52.9K
$3.73M
|
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
SELL
|
- |
-100- 1.45% |
$5.24K - $5.99K
|
6.79K
$479K
|