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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-200- 2.09% |
$10.5K - $12K
|
9.35K
$660K
|
|
|
Jun 06, 2024
Q4 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-200- 2.71% |
$10.5K - $12K
|
7.17K
$506K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-200- 1.08% |
$10.5K - $12K
|
18.4K
$1.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-204- 0.16% |
$10.7K - $12.2K
|
128K
$9.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-205- 0.79% |
$10.7K - $12.3K
|
25.7K
$1.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-206- 0.98% |
$10.8K - $12.3K
|
20.9K
$1.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-206- 0.76% |
$10.8K - $12.3K
|
27K
$1.91M
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-206- 39.39% |
$10.8K - $12.3K
|
317
$22.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-208- 3.4% |
$10.9K - $12.5K
|
5.91K
$417K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-208- 0.29% |
$10.9K - $12.5K
|
71.6K
$5.06M
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-209- 0.46% |
$10.9K - $12.5K
|
45.1K
$3.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-211- 1.23% |
$11.1K - $12.6K
|
16.9K
$1.19M
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-213- 2.52% |
$11.2K - $12.8K
|
8.23K
$581K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-213- 2.27% |
$11.2K - $12.8K
|
9.16K
$647K
|
|
|
Jan 08, 2024
Q4 2023
|
Campbell Capital Management Inc
|
SELL
|
- |
-214- 0.52% |
$11.2K - $12.8K
|
41K
$2.89M
|
|
|
Jan 29, 2024
Q4 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-218- 1.34% |
$11.4K - $13.1K
|
16K
$1.13M
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-220- 4.87% |
$11.5K - $13.2K
|
4.3K
$303K
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
SELL
|
- |
-220- 2.93% |
$11.5K - $13.2K
|
7.28K
$514K
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-220- 0.51% |
$11.5K - $13.2K
|
43.3K
$3.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
SELL
|
- |
-223- 0.44% |
$11.7K - $13.4K
|
50K
$3.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-224- 5.31% |
$11.7K - $13.4K
|
4K
$282K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-225- 5.07% |
$11.8K - $13.5K
|
4.21K
$297K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-225- 3.54% |
$11.8K - $13.5K
|
6.14K
$433K
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-226- 3.82% |
$11.8K - $13.5K
|
5.69K
$401K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-227- 2.53% |
$11.9K - $13.6K
|
8.74K
$617K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-227- 2.53% |
$11.9K - $13.6K
|
8.74K
$617K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-228- 0.02% |
$11.9K - $13.7K
|
1.03M
$72.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-231- 1.54% |
$12.1K - $13.8K
|
14.8K
$1.05M
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-232- 2.78% |
$12.2K - $13.9K
|
8.11K
$572K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-238- 18.92% |
$12.5K - $14.3K
|
1.02K
$72K
|
|
|
Feb 13, 2024
Q4 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-240- 0.39% |
$12.6K - $14.4K
|
61.1K
$4.31M
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-244- 5.01% |
$12.8K - $14.6K
|
4.63K
$327K
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-245- 1.17% |
$12.8K - $14.7K
|
20.7K
$1.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-245- 3.32% |
$12.8K - $14.7K
|
7.12K
$503K
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-247- 0.41% |
$12.9K - $14.8K
|
60.6K
$4.28M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-248- 0.83% |
$13K - $14.9K
|
29.7K
$2.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-249- 1.62% |
$13K - $14.9K
|
15.1K
$1.07M
|
|
|
Jan 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-250- 4.92% |
$13.1K - $15K
|
4.83K
$341K
|
|
|
Jan 26, 2024
Q4 2023
|
Hendley & CO Inc
|
SELL
|
- |
-250- 1.56% |
$13.1K - $15K
|
15.8K
$1.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-250- 2.83% |
$13.1K - $15K
|
8.57K
$605K
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-251- 2.52% |
$13.1K - $15K
|
9.73K
$687K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-253- 1.13% |
$13.3K - $15.2K
|
22.1K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-254- 4.45% |
$13.3K - $15.2K
|
5.45K
$385K
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
SELL
|
- |
-258- 3.22% |
$13.5K - $15.5K
|
7.75K
$547K
|
|
|
Feb 13, 2024
Q4 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-260- 4.88% |
$13.6K - $15.6K
|
5.06K
$357K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-262- 2.02% |
$13.7K - $15.7K
|
12.7K
$897K
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-262- 2.03% |
$13.7K - $15.7K
|
12.6K
$891K
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-262- 4.18% |
$13.7K - $15.7K
|
6.01K
$424K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-265- 4.14% |
$13.9K - $15.9K
|
6.13K
$433K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-265- 0.34% |
$13.9K - $15.9K
|
76.9K
$5.43M
|