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 23, 2024
Q4 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-107- 0.11% |
$5.6K - $6.41K
|
94.7K
$6M
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-108- 1.29% |
$5.66K - $6.47K
|
8.29K
$525K
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-110- 1.55% |
$5.76K - $6.59K
|
6.98K
$442K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-111- 4.92% |
$5.81K - $6.65K
|
2.14K
$136K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-112- 8.0% |
$5.87K - $6.71K
|
1.29K
$81.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-112- 2.46% |
$5.87K - $6.71K
|
4.44K
$281K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-112- 0.03% |
$5.87K - $6.71K
|
332K
$21M
|
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-114- 0.74% |
$5.97K - $6.83K
|
15.4K
$973K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-114- 0.81% |
$5.97K - $6.83K
|
13.9K
$882K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-114- 1.35% |
$5.97K - $6.83K
|
8.31K
$527K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-115- 2.23% |
$6.02K - $6.89K
|
5.04K
$319K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-116- 0.19% |
$6.08K - $6.95K
|
60.9K
$3.86M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-119- 3.04% |
$6.23K - $7.13K
|
3.8K
$241K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-121- 2.98% |
$6.34K - $7.25K
|
3.93K
$249K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-122- 1.35% |
$6.39K - $7.31K
|
8.9K
$564K
|
|
|
Feb 02, 2024
Q4 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-124- 1.11% |
$6.5K - $7.43K
|
11K
$700K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-124- 0.66% |
$6.5K - $7.43K
|
18.8K
$1.19M
|
|
|
Jan 18, 2024
Q4 2023
|
Fruth Investment Management
|
SELL
|
- |
-125- 0.39% |
$6.55K - $7.49K
|
32.2K
$2.04M
|
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-125- 0.88% |
$6.55K - $7.49K
|
14.1K
$891K
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-126- 3.4% |
$6.6K - $7.55K
|
3.58K
$227K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-130- 0.85% |
$6.81K - $7.79K
|
15.1K
$958K
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
SELL
|
- |
-130- 0.11% |
$6.81K - $7.79K
|
122K
$7.74M
|
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-130- 1.15% |
$6.81K - $7.79K
|
11.1K
$706K
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-131- 0.8% |
$6.86K - $7.85K
|
16.2K
$1.03M
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-131- 1.21% |
$6.86K - $7.85K
|
10.7K
$680K
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-132- 1.05% |
$6.91K - $7.91K
|
12.5K
$792K
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-133- 6.22% |
$6.97K - $7.97K
|
2.01K
$127K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-135- 2.1% |
$7.07K - $8.09K
|
6.28K
$398K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-135- 0.37% |
$7.07K - $8.09K
|
36K
$2.28M
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-136- 1.93% |
$7.12K - $8.15K
|
6.91K
$438K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-136- 2.76% |
$7.12K - $8.15K
|
4.79K
$304K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-137- 0.39% |
$7.18K - $8.21K
|
34.7K
$2.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-138- 3.8% |
$7.23K - $8.27K
|
3.5K
$221K
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-138- 0.71% |
$7.23K - $8.27K
|
19.4K
$1.23M
|
|
|
Feb 01, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-139- 1.91% |
$7.28K - $8.33K
|
7.12K
$451K
|
|
|
May 24, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-139- 1.91% |
$7.28K - $8.33K
|
7.12K
$451K
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-140- 2.29% |
$7.33K - $8.39K
|
5.97K
$378K
|
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-140- 3.78% |
$7.33K - $8.39K
|
3.56K
$226K
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-140- 3.75% |
$7.33K - $8.39K
|
3.6K
$228K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-140- 4.38% |
$7.33K - $8.39K
|
3.06K
$194K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-141- 3.09% |
$7.39K - $8.45K
|
4.43K
$281K
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-141- 1.32% |
$7.39K - $8.45K
|
10.6K
$670K
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
SELL
|
- |
-142- 0.48% |
$7.44K - $8.51K
|
29.5K
$1.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-145- 0.67% |
$7.6K - $8.69K
|
21.5K
$1.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-146- 0.18% |
$7.65K - $8.75K
|
80.1K
$5.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-146- 0.58% |
$7.65K - $8.75K
|
24.9K
$1.58M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-147- 0.27% |
$7.7K - $8.81K
|
54.3K
$3.44M
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-148- 0.17% |
$7.75K - $8.87K
|
88.4K
$5.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-148- 3.72% |
$7.75K - $8.87K
|
3.83K
$243K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-150- 0.54% |
$7.86K - $8.99K
|
27.5K
$1.74M
|