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 06, 2024
Q4 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-350- 7.23% |
$18.3K - $21K
|
4.49K
$317K
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-359- 5.14% |
$18.8K - $21.5K
|
6.62K
$468K
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-360- 0.64% |
$18.9K - $21.6K
|
55.8K
$3.94M
|
|
|
Feb 21, 2024
Q4 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-363- 8.42% |
$19K - $21.8K
|
3.95K
$279K
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-364- 3.41% |
$19.1K - $21.8K
|
10.3K
$727K
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-366- 9.14% |
$19.2K - $21.9K
|
3.64K
$257K
|
|
|
Jan 05, 2024
Q4 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-367- 0.37% |
$19.2K - $22K
|
99.9K
$7.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-367- 4.29% |
$19.2K - $22K
|
8.19K
$578K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-367- 1.42% |
$19.2K - $22K
|
25.4K
$1.79M
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
SELL
|
- |
-368- 1.26% |
$19.3K - $22.1K
|
28.8K
$2.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-370- 1.28% |
$19.4K - $22.2K
|
28.6K
$2.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-377- 1.77% |
$19.7K - $22.6K
|
21K
$1.48M
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-377- 0.63% |
$19.7K - $22.6K
|
59.3K
$4.19M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-378- 7.27% |
$19.8K - $22.7K
|
4.82K
$340K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
SELL
|
- |
-382- 0.29% |
$20K - $22.9K
|
133K
$9.38M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-384- 2.43% |
$20.1K - $23K
|
15.4K
$1.09M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-384- 2.43% |
$20.1K - $23K
|
15.4K
$1.09M
|
|
|
Jan 29, 2024
Q4 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-385- 9.66% |
$20.2K - $23.1K
|
3.6K
$254K
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-387- 3.45% |
$20.3K - $23.2K
|
10.8K
$764K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-388- 9.59% |
$20.3K - $23.3K
|
3.66K
$258K
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-389- 4.12% |
$20.4K - $23.3K
|
9.04K
$638K
|
|
|
Feb 12, 2024
Q4 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-389- 2.85% |
$20.4K - $23.3K
|
13.3K
$936K
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-393- 3.12% |
$20.6K - $23.6K
|
12.2K
$862K
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-396- 2.71% |
$20.7K - $23.7K
|
14.2K
$1M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-398- 3.15% |
$20.8K - $23.9K
|
12.2K
$865K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-399- 8.15% |
$20.9K - $23.9K
|
4.5K
$318K
|
|
|
Jan 18, 2024
Q4 2023
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-399- 1.87% |
$20.9K - $23.9K
|
20.9K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-399- 1.63% |
$20.9K - $23.9K
|
24K
$1.7M
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-400- 6.36% |
$21K - $24K
|
5.89K
$416K
|
|
|
Jan 23, 2024
Q4 2023
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-400- 0.92% |
$21K - $24K
|
42.9K
$3.03M
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-400- 4.04% |
$21K - $24K
|
9.51K
$671K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-400- 0.58% |
$21K - $24K
|
68.3K
$4.82M
|
|
|
Feb 09, 2024
Q4 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-400- 26.25% |
$21K - $24K
|
1.12K
$79.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-400Closed |
$21K - $24K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-400- 1.24% |
$21K - $24K
|
31.9K
$2.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-400- 3.11% |
$21K - $24K
|
12.5K
$881K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-401- 8.06% |
$21K - $24K
|
4.57K
$323K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-402- 2.41% |
$21.1K - $24.1K
|
16.3K
$1.15M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-404- 0.99% |
$21.2K - $24.2K
|
40.4K
$2.86M
|
|
|
Feb 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-405- 0.42% |
$21.2K - $24.3K
|
96.8K
$6.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-411- 6.65% |
$21.5K - $24.6K
|
5.77K
$408K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-413- 4.53% |
$21.6K - $24.8K
|
8.7K
$614K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-415- 4.97% |
$21.7K - $24.9K
|
7.94K
$561K
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-417- 3.1% |
$21.8K - $25K
|
13K
$919K
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-418- 2.71% |
$21.9K - $25.1K
|
15K
$1.06M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-420- 1.31% |
$22K - $25.2K
|
31.7K
$2.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-422- 0.32% |
$22.1K - $25.3K
|
133K
$9.36M
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-423- 1.81% |
$22.2K - $25.4K
|
23K
$1.62M
|
|
|
Jan 12, 2024
Q4 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-427- 5.29% |
$22.4K - $25.6K
|
7.65K
$540K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-432- 11.19% |
$22.6K - $25.9K
|
3.43K
$242K
|