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 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-269- 0.65% |
$14.1K - $16.1K
|
41K
$2.86M
|
|
|
Feb 06, 2024
Q4 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-270- 0.56% |
$14.1K - $16.2K
|
47.5K
$3.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-270- 97.12% |
$14.1K - $16.2K
|
8
$558
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-273- 7.0% |
$14.3K - $16.4K
|
3.63K
$253K
|
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
SELL
|
- |
-278- 1.97% |
$14.6K - $16.7K
|
13.9K
$967K
|
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-281- 1.15% |
$14.7K - $16.8K
|
24.2K
$1.68M
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-282- 4.44% |
$14.8K - $16.9K
|
6.06K
$423K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-282- 1.85% |
$14.8K - $16.9K
|
14.9K
$1.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
SELL
|
- |
-285- 2.62% |
$14.9K - $17.1K
|
10.6K
$739K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-285- 0.99% |
$14.9K - $17.1K
|
28.4K
$1.98M
|
|
|
Jan 10, 2024
Q4 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-286- 2.87% |
$15K - $17.1K
|
9.68K
$675K
|
|
|
Jan 09, 2024
Q4 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-288- 4.17% |
$15.1K - $17.3K
|
6.61K
$461K
|
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-290- 2.74% |
$15.2K - $17.4K
|
10.3K
$718K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-294- 7.35% |
$15.4K - $17.6K
|
3.7K
$258K
|
|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-295- 1.19% |
$15.5K - $17.7K
|
24.5K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-295- 4.43% |
$15.5K - $17.7K
|
6.37K
$444K
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
SELL
|
- |
-297- 3.5% |
$15.6K - $17.8K
|
8.2K
$571K
|
|
|
Jan 05, 2024
Q4 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-300- 3.03% |
$15.7K - $18K
|
9.59K
$668K
|
|
|
Jan 17, 2024
Q4 2023
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-300- 0.46% |
$15.7K - $18K
|
64.8K
$4.52M
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-300- 1.04% |
$15.7K - $18K
|
28.6K
$2M
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-300- 1.12% |
$15.7K - $18K
|
26.4K
$1.84M
|
|
|
Jan 09, 2024
Q4 2023
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-305- 5.11% |
$16K - $18.3K
|
5.67K
$395K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-305- 0.51% |
$16K - $18.3K
|
59.1K
$4.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-307- 4.1% |
$16.1K - $18.4K
|
7.18K
$500K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-307- 3.41% |
$16.1K - $18.4K
|
8.7K
$606K
|
|
|
Feb 05, 2024
Q4 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-310- 5.6% |
$16.2K - $18.6K
|
5.23K
$365K
|
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-311- 7.33% |
$16.3K - $18.6K
|
3.93K
$274K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-313- 3.76% |
$16.4K - $18.8K
|
8.01K
$558K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-313- 3.83% |
$16.4K - $18.8K
|
7.86K
$548K
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-315- 2.97% |
$16.5K - $18.9K
|
10.3K
$718K
|
|
|
Jan 09, 2024
Q4 2023
|
Sl Advisors, LLC
|
SELL
|
- |
-322- 5.96% |
$16.9K - $19.3K
|
5.09K
$354K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-330- 4.8% |
$17.3K - $19.8K
|
6.54K
$456K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-332- 2.12% |
$17.4K - $19.9K
|
15.3K
$1.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-334- 2.17% |
$17.5K - $20K
|
15K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-335- 0.92% |
$17.5K - $20.1K
|
36K
$2.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-337- 4.74% |
$17.7K - $20.2K
|
6.77K
$472K
|
|
|
Feb 15, 2024
Q4 2023
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-337- 4.17% |
$17.7K - $20.2K
|
7.74K
$540K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-343- 1.07% |
$18K - $20.6K
|
31.7K
$2.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-343- 2.1% |
$18K - $20.6K
|
16K
$1.11M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-345- 1.51% |
$18.1K - $20.7K
|
22.5K
$1.57M
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-346- 4.52% |
$18.1K - $20.7K
|
7.31K
$509K
|
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-346- 6.84% |
$18.1K - $20.7K
|
4.71K
$328K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-346- 0.96% |
$18.1K - $20.7K
|
35.8K
$2.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-349- 3.44% |
$18.3K - $20.9K
|
9.8K
$683K
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-350- 1.76% |
$18.3K - $21K
|
19.5K
$1.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-350- 7.23% |
$18.3K - $21K
|
4.49K
$313K
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-359- 5.14% |
$18.8K - $21.5K
|
6.62K
$462K
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-360- 0.64% |
$18.9K - $21.6K
|
55.8K
$3.89M
|
|
|
Feb 21, 2024
Q4 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-363- 8.42% |
$19K - $21.8K
|
3.95K
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-364- 3.41% |
$19.1K - $21.8K
|
10.3K
$718K
|