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
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-560- 1.85% |
$29.3K - $33.6K
|
29.8K
$2.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-560- 1.14% |
$29.3K - $33.6K
|
48.4K
$3.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-564- 0.83% |
$29.5K - $33.8K
|
67K
$4.73M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-567- 1.95% |
$29.7K - $34K
|
28.5K
$2.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-570- 1.18% |
$29.9K - $34.2K
|
47.5K
$3.36M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-571- 1.14% |
$29.9K - $34.2K
|
49.3K
$3.48M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-573- 2.43% |
$30K - $34.3K
|
23K
$1.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-586- 3.78% |
$30.7K - $35.1K
|
14.9K
$1.05M
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-587- 8.38% |
$30.7K - $35.2K
|
6.42K
$453K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-588- 0.52% |
$30.8K - $35.2K
|
112K
$7.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-590- 0.65% |
$30.9K - $35.4K
|
89.7K
$6.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-591- 3.33% |
$31K - $35.4K
|
17.2K
$1.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-592- 2.57% |
$31K - $35.5K
|
22.5K
$1.59M
|
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-600- 1.97% |
$31.4K - $36K
|
29.8K
$2.11M
|
|
|
Jan 24, 2024
Q4 2023
|
Harvey Investment CO LLC
|
SELL
|
- |
-600- 0.78% |
$31.4K - $36K
|
76.4K
$5.39M
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-600- 1.17% |
$31.4K - $36K
|
50.6K
$3.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
SELL
|
- |
-602- 3.99% |
$31.5K - $36.1K
|
14.5K
$1.02M
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-603- 1.46% |
$31.6K - $36.1K
|
40.7K
$2.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-604- 8.28% |
$31.6K - $36.2K
|
6.69K
$472K
|
|
|
Feb 01, 2024
Q4 2023
|
Jennison Associates LLC
|
SELL
|
- |
-610- 1.31% |
$32K - $36.6K
|
45.8K
$3.23M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-611- 9.0% |
$32K - $36.6K
|
6.18K
$436K
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-613- 4.45% |
$32.1K - $36.7K
|
13.2K
$930K
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
SELL
|
- |
-616- 8.6% |
$32.3K - $36.9K
|
6.54K
$462K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-619- 1.21% |
$32.4K - $37.1K
|
50.7K
$3.58M
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-620- 1.59% |
$32.5K - $37.2K
|
38.4K
$2.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
SELL
|
- |
-622- 5.81% |
$32.6K - $37.3K
|
10.1K
$711K
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-623- 0.9% |
$32.6K - $37.3K
|
68.4K
$4.83M
|
|
|
Jan 17, 2024
Q4 2023
|
Jacobs & CO
|
SELL
|
- |
-624- 0.46% |
$32.7K - $37.4K
|
135K
$9.53M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-626- 3.22% |
$32.8K - $37.5K
|
18.8K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-629- 0.61% |
$32.9K - $37.7K
|
102K
$7.21M
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-630- 9.12% |
$33K - $37.8K
|
6.28K
$443K
|
|
|
Feb 13, 2024
Q4 2023
|
Bell Asset Management LTD
Melbourne, C3 |
SELL
|
- |
-630- 0.37% |
$33K - $37.8K
|
168K
$11.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-634- 9.54% |
$33.2K - $38K
|
6.01K
$424K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-635- 0.71% |
$33.3K - $38.1K
|
89K
$6.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-638- 12.0% |
$33.4K - $38.2K
|
4.68K
$330K
|
|
|
Feb 09, 2024
Q4 2023
|
X Square Capital, LLC
|
SELL
|
- |
-642- 8.76% |
$33.6K - $38.5K
|
6.69K
$472K
|
|
|
Feb 14, 2024
Q4 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-646- 1.4% |
$33.8K - $38.7K
|
45.4K
$3.21M
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
SELL
|
- |
-676- 9.6% |
$35.4K - $40.5K
|
6.37K
$449K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
SELL
|
- |
-680- 4.84% |
$35.6K - $40.8K
|
13.4K
$944K
|
|
|
Mar 21, 2025
Q4 2023
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-686- 3.98% |
$35.9K - $41.1K
|
16.6K
$1.17M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-690- 5.27% |
$36.1K - $41.4K
|
12.4K
$876K
|
|
|
Feb 01, 2024
Q4 2023
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-691- 14.71% |
$36.2K - $41.4K
|
4.01K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-695- 3.91% |
$36.4K - $41.7K
|
17.1K
$1.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-703- 5.9% |
$36.8K - $42.1K
|
11.2K
$791K
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-707- 0.82% |
$37K - $42.4K
|
85.2K
$6.01M
|
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
SELL
|
- |
-709- 13.43% |
$37.1K - $42.5K
|
4.57K
$323K
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-712- 6.71% |
$37.3K - $42.7K
|
9.91K
$699K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-714- 7.1% |
$37.4K - $42.8K
|
9.34K
$660K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-715- 6.2% |
$37.5K - $42.8K
|
10.8K
$764K
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-716- 3.32% |
$37.5K - $42.9K
|
20.9K
$1.47M
|