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 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-140- 3.75% |
$7.33K - $8.39K
|
3.6K
$254K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-140- 4.38% |
$7.33K - $8.39K
|
3.06K
$216K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-141- 3.09% |
$7.39K - $8.45K
|
4.43K
$313K
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-141- 1.32% |
$7.39K - $8.45K
|
10.6K
$747K
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
SELL
|
- |
-142- 0.48% |
$7.44K - $8.51K
|
29.5K
$2.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-145- 0.67% |
$7.6K - $8.69K
|
21.5K
$1.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-146- 0.18% |
$7.65K - $8.75K
|
80.1K
$5.65M
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-146- 0.58% |
$7.65K - $8.75K
|
24.9K
$1.76M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-147- 0.27% |
$7.7K - $8.81K
|
54.3K
$3.83M
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-148- 0.17% |
$7.75K - $8.87K
|
88.4K
$6.24M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-148- 3.72% |
$7.75K - $8.87K
|
3.83K
$271K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-150- 0.54% |
$7.86K - $8.99K
|
27.5K
$1.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-150- 2.31% |
$7.86K - $8.99K
|
6.36K
$449K
|
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-153- 2.09% |
$8.01K - $9.17K
|
7.16K
$505K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-153- 0.36% |
$8.01K - $9.17K
|
41.8K
$2.95M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-153- 0.54% |
$8.01K - $9.17K
|
28.4K
$2M
|
|
|
Feb 12, 2024
Q4 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-155- 4.12% |
$8.12K - $9.29K
|
3.61K
$254K
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-155- 0.36% |
$8.12K - $9.29K
|
43.3K
$3.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-156- 1.05% |
$8.17K - $9.35K
|
14.7K
$1.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
SELL
|
- |
-159- 0.39% |
$8.33K - $9.53K
|
41K
$2.89M
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
SELL
|
- |
-160- 0.94% |
$8.38K - $9.59K
|
16.8K
$1.18M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
SELL
|
- |
-160- 9.82% |
$8.38K - $9.59K
|
1.47K
$104K
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
SELL
|
- |
-160- 3.96% |
$8.38K - $9.59K
|
3.88K
$274K
|
|
|
Feb 09, 2024
Q4 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-165- 0.4% |
$8.64K - $9.89K
|
40.9K
$2.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-165- 2.47% |
$8.64K - $9.89K
|
6.52K
$460K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-169- 0.55% |
$8.85K - $10.1K
|
30.5K
$2.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-169- 2.72% |
$8.85K - $10.1K
|
6.04K
$426K
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-171- 1.64% |
$8.96K - $10.2K
|
10.3K
$725K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-171- 1.18% |
$8.96K - $10.2K
|
14.3K
$1.01M
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-172- 0.71% |
$9.01K - $10.3K
|
24.1K
$1.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-173- 2.07% |
$9.06K - $10.4K
|
8.2K
$579K
|
|
|
Jan 29, 2024
Q4 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-174- 1.47% |
$9.11K - $10.4K
|
11.7K
$825K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-175- 1.43% |
$9.17K - $10.5K
|
12K
$849K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-177- 3.56% |
$9.27K - $10.6K
|
4.8K
$339K
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-178- 2.11% |
$9.32K - $10.7K
|
8.27K
$584K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-180- 0.43% |
$9.43K - $10.8K
|
41.9K
$2.96M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-181- 1.87% |
$9.48K - $10.8K
|
9.49K
$670K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-187- 3.7% |
$9.8K - $11.2K
|
4.87K
$343K
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-188- 0.3% |
$9.85K - $11.3K
|
63.4K
$4.47M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-188- 1.69% |
$9.85K - $11.3K
|
11K
$774K
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-190- 0.63% |
$9.95K - $11.4K
|
30K
$2.12M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-192- 67.37% |
$10.1K - $11.5K
|
93
$6.56K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-193- 0.48% |
$10.1K - $11.6K
|
40.1K
$2.83M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-195- 0.86% |
$10.2K - $11.7K
|
22.5K
$1.59M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-197- 3.84% |
$10.3K - $11.8K
|
4.93K
$348K
|
|
|
Jan 09, 2024
Q4 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-199- 0.29% |
$10.4K - $11.9K
|
68.9K
$4.87M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-200- 6.99% |
$10.5K - $12K
|
2.66K
$188K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-200- 2.34% |
$10.5K - $12K
|
8.36K
$590K
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-200- 2.76% |
$10.5K - $12K
|
7.04K
$497K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-200- 3.93% |
$10.5K - $12K
|
4.89K
$345K
|