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 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-434- 1.67% |
$22.7K - $26K
|
25.6K
$1.81M
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-435- 11.34% |
$22.8K - $26.1K
|
3.4K
$240K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-440- 24.38% |
$23K - $26.4K
|
1.37K
$96.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-443- 11.08% |
$23.2K - $26.5K
|
3.56K
$251K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-453- 0.77% |
$23.7K - $27.1K
|
58.6K
$4.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-455- 2.55% |
$23.8K - $27.3K
|
17.4K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-455- 3.48% |
$23.8K - $27.3K
|
12.6K
$890K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-456- 5.77% |
$23.9K - $27.3K
|
7.45K
$526K
|
|
|
Feb 07, 2024
Q4 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-457- 3.6% |
$23.9K - $27.4K
|
12.2K
$863K
|
|
|
Feb 12, 2024
Q4 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-458- 3.76% |
$24K - $27.4K
|
11.7K
$828K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-460- 1.49% |
$24.1K - $27.6K
|
30.4K
$2.14M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-462- 6.44% |
$24.2K - $27.7K
|
6.72K
$474K
|
|
|
May 28, 2025
Q4 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-464- 1.93% |
$24.3K - $27.8K
|
23.6K
$1.66M
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-468- 0.43% |
$24.5K - $28K
|
108K
$7.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-468- 0.55% |
$24.5K - $28K
|
85K
$6M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-471- 0.28% |
$24.7K - $28.2K
|
171K
$12.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-472- 0.25% |
$24.7K - $28.3K
|
186K
$13.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-477- 9.57% |
$25K - $28.6K
|
4.51K
$318K
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-479- 9.0% |
$25.1K - $28.7K
|
4.85K
$342K
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-480- 2.89% |
$25.1K - $28.8K
|
16.1K
$1.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-483- 1.45% |
$25.3K - $28.9K
|
32.8K
$2.32M
|
|
|
Feb 02, 2024
Q4 2023
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-489- 8.06% |
$25.6K - $29.3K
|
5.58K
$394K
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-492- 4.61% |
$25.8K - $29.5K
|
10.2K
$719K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-494- 1.88% |
$25.9K - $29.6K
|
25.8K
$1.82M
|
|
|
Jan 19, 2024
Q4 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-500- 2.11% |
$26.2K - $30K
|
23.1K
$1.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-500- 5.46% |
$26.2K - $30K
|
8.65K
$611K
|
|
|
Jan 26, 2024
Q4 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-501- 0.78% |
$26.2K - $30K
|
63.8K
$4.51M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-510- 6.75% |
$26.7K - $30.6K
|
7.04K
$497K
|
|
|
Jan 26, 2024
Q4 2023
|
Cardinal Capital Management
|
SELL
|
- |
-513- 0.66% |
$26.9K - $30.7K
|
77K
$5.44M
|
|
|
Jul 12, 2024
Q4 2023
|
Cardinal Capital Management
|
SELL
|
- |
-513- 0.66% |
$26.9K - $30.7K
|
77K
$5.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-515- 3.22% |
$27K - $30.9K
|
15.5K
$1.09M
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-516- 37.39% |
$27K - $30.9K
|
864
$61K
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-519- 0.21% |
$27.2K - $31.1K
|
251K
$17.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-525- 7.8% |
$27.5K - $31.5K
|
6.21K
$438K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-525- 2.34% |
$27.5K - $31.5K
|
22K
$1.55M
|
|
|
Jan 22, 2024
Q4 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-526- 2.07% |
$27.6K - $31.5K
|
24.9K
$1.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-527- 13.11% |
$27.6K - $31.6K
|
3.49K
$247K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-528- 4.05% |
$27.7K - $31.6K
|
12.5K
$882K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-529- 2.72% |
$27.7K - $31.7K
|
18.9K
$1.33M
|
|
|
Jan 24, 2024
Q4 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-529- 9.98% |
$27.7K - $31.7K
|
4.77K
$337K
|
|
|
Feb 13, 2024
Q4 2023
|
Somerville Kurt F
|
SELL
|
- |
-530- 2.2% |
$27.8K - $31.8K
|
23.6K
$1.66M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-535- 1.11% |
$28K - $32.1K
|
47.7K
$3.36M
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-541- 4.06% |
$28.3K - $32.4K
|
12.8K
$903K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-543- 13.75% |
$28.4K - $32.5K
|
3.41K
$241K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-547- 1.32% |
$28.7K - $32.8K
|
41K
$2.9M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-549- 6.61% |
$28.8K - $32.9K
|
7.76K
$548K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-551- 2.75% |
$28.9K - $33K
|
19.5K
$1.37M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-555- 2.79% |
$29.1K - $33.3K
|
19.4K
$1.37M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-556- 11.79% |
$29.1K - $33.3K
|
4.16K
$294K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-557- 5.37% |
$29.2K - $33.4K
|
9.81K
$692K
|