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 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-754- 11.15% |
$39.5K - $45.2K
|
6.01K
$381K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-756- 1.71% |
$39.6K - $45.3K
|
43.4K
$2.75M
|
|
|
Jan 09, 2024
Q4 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-759- 6.88% |
$39.8K - $45.5K
|
10.3K
$651K
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-759- 11.83% |
$39.8K - $45.5K
|
5.66K
$358K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-761- 10.97% |
$39.9K - $45.6K
|
6.17K
$391K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-769- 30.11% |
$40.3K - $46.1K
|
1.79K
$113K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-769- 1.41% |
$40.3K - $46.1K
|
53.6K
$3.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-776- 0.1% |
$40.6K - $46.5K
|
803K
$50.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-783- 1.5% |
$41K - $46.9K
|
51.3K
$3.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-785- 12.67% |
$41.1K - $47K
|
5.41K
$343K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-785- 5.84% |
$41.1K - $47K
|
12.7K
$803K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-788- 7.91% |
$41.3K - $47.2K
|
9.17K
$581K
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-791- 3.56% |
$41.4K - $47.4K
|
21.4K
$1.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-804- 11.12% |
$42.1K - $48.2K
|
6.42K
$407K
|
|
|
Jan 17, 2024
Q4 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-810- 0.73% |
$42.4K - $48.5K
|
110K
$6.98M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-810- 7.35% |
$42.4K - $48.5K
|
10.2K
$647K
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-811- 12.61% |
$42.5K - $48.6K
|
5.62K
$356K
|
|
|
Feb 13, 2024
Q4 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-815- 3.44% |
$42.7K - $48.8K
|
22.9K
$1.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-817- 0.73% |
$42.8K - $49K
|
111K
$7.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-822- 1.88% |
$43.1K - $49.3K
|
43K
$2.72M
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-825- 1.66% |
$43.2K - $49.4K
|
48.8K
$3.09M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-830- 11.01% |
$43.5K - $49.7K
|
6.71K
$425K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-830- 3.34% |
$43.5K - $49.7K
|
24K
$1.52M
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-833- 8.38% |
$43.6K - $49.9K
|
9.11K
$577K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-835- 18.0% |
$43.7K - $50K
|
3.8K
$241K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-838- 18.8% |
$43.9K - $50.2K
|
3.62K
$229K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-845- 5.12% |
$44.3K - $50.6K
|
15.7K
$992K
|
|
|
Feb 13, 2024
Q4 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-845- 1.09% |
$44.3K - $50.6K
|
76.6K
$4.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-860- 14.28% |
$45K - $51.5K
|
5.16K
$327K
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-867- 3.54% |
$45.4K - $52K
|
23.7K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Argent Capital Management LLC
|
SELL
|
- |
-880- 7.86% |
$46.1K - $52.7K
|
10.3K
$653K
|
|
|
Feb 13, 2024
Q4 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-889- 1.32% |
$46.6K - $53.3K
|
66.6K
$4.22M
|
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-893- 0.65% |
$46.8K - $53.5K
|
137K
$8.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-893- 0.44% |
$46.8K - $53.5K
|
201K
$12.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-894- 4.3% |
$46.8K - $53.6K
|
19.9K
$1.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-894- 0.61% |
$46.8K - $53.6K
|
146K
$9.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-895- 10.41% |
$46.9K - $53.6K
|
7.7K
$488K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-897- 3.28% |
$47K - $53.8K
|
26.5K
$1.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-900- 6.57% |
$47.1K - $53.9K
|
12.8K
$811K
|
|
|
Feb 07, 2024
Q4 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-906- 1.84% |
$47.5K - $54.3K
|
48.4K
$3.07M
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-908- 10.02% |
$47.6K - $54.4K
|
8.15K
$517K
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-909- 15.33% |
$47.6K - $54.5K
|
5.02K
$318K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-921- 5.27% |
$48.2K - $55.2K
|
16.6K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-921- 2.8% |
$48.2K - $55.2K
|
32K
$2.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-927- 24.8% |
$48.6K - $55.6K
|
2.81K
$178K
|
|
|
Nov 07, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-931- 2.06% |
$48.8K - $55.8K
|
44.2K
$2.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-934- 7.79% |
$48.9K - $56K
|
11.1K
$700K
|
|
|
Jan 30, 2024
Q4 2023
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-937- 19.54% |
$49.1K - $56.2K
|
3.86K
$244K
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-945- 1.73% |
$49.5K - $56.6K
|
53.5K
$3.39M
|
|
|
Jan 31, 2024
Q4 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-952- 1.34% |
$49.9K - $57.1K
|
70K
$4.44M
|