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 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-895- 10.41% |
$46.9K - $53.6K
|
7.7K
$544K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-897- 3.28% |
$47K - $53.8K
|
26.5K
$1.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-900- 6.57% |
$47.1K - $53.9K
|
12.8K
$904K
|
|
|
Feb 07, 2024
Q4 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-906- 1.84% |
$47.5K - $54.3K
|
48.4K
$3.42M
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-908- 10.02% |
$47.6K - $54.4K
|
8.15K
$576K
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-909- 15.33% |
$47.6K - $54.5K
|
5.02K
$354K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-921- 5.27% |
$48.2K - $55.2K
|
16.6K
$1.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-921- 2.8% |
$48.2K - $55.2K
|
32K
$2.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-927- 24.8% |
$48.6K - $55.6K
|
2.81K
$198K
|
|
|
Nov 07, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-931- 2.06% |
$48.8K - $55.8K
|
44.2K
$3.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-934- 7.79% |
$48.9K - $56K
|
11.1K
$780K
|
|
|
Jan 30, 2024
Q4 2023
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-937- 19.54% |
$49.1K - $56.2K
|
3.86K
$272K
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-945- 1.73% |
$49.5K - $56.6K
|
53.5K
$3.78M
|
|
|
Jan 31, 2024
Q4 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-952- 1.34% |
$49.9K - $57.1K
|
70K
$4.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-953- 2.49% |
$49.9K - $57.1K
|
37.4K
$2.64M
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-963- 12.84% |
$50.4K - $57.7K
|
6.54K
$461K
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-973- 8.11% |
$51K - $58.3K
|
11K
$778K
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-980- 1.15% |
$51.3K - $58.7K
|
83.9K
$5.92M
|
|
|
Jan 18, 2024
Q4 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-1K- 11.84% |
$52.4K - $59.9K
|
7.44K
$525K
|
|
|
Jan 29, 2024
Q4 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-1K- 17.2% |
$52.4K - $59.9K
|
4.81K
$340K
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-1K- 15.88% |
$52.4K - $59.9K
|
5.3K
$374K
|
|
|
Feb 13, 2024
Q4 2023
|
Carmignac Gestion
Paris, I0 |
SELL
|
- |
-1.01K- 17.39% |
$52.8K - $60.4K
|
4.79K
$338K
|
|
|
Feb 06, 2024
Q4 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-1.01K- 5.95% |
$53.1K - $60.7K
|
16K
$1.13M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.02K- 16.23% |
$53.5K - $61.2K
|
5.27K
$372K
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1.02K- 4.97% |
$53.5K - $61.2K
|
19.5K
$1.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.02K- 38.39% |
$53.6K - $61.3K
|
1.64K
$116K
|
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-1.04K- 0.45% |
$54.4K - $62.3K
|
232K
$16.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.04K- 5.36% |
$54.6K - $62.4K
|
18.4K
$1.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.05K- 18.95% |
$55K - $62.9K
|
4.49K
$317K
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
SELL
|
- |
-1.06K- 4.34% |
$55.7K - $63.7K
|
23.4K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-1.07K- 8.84% |
$55.8K - $63.9K
|
11K
$776K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.07K- 17.79% |
$56.1K - $64.2K
|
4.95K
$349K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-1.08K- 6.94% |
$56.3K - $64.4K
|
14.4K
$1.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-1.08K- 10.09% |
$56.4K - $64.5K
|
9.58K
$676K
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.08K- 4.24% |
$56.7K - $64.8K
|
24.5K
$1.73M
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.08K- 18.26% |
$56.7K - $64.9K
|
4.85K
$342K
|
|
|
Jan 12, 2024
Q4 2023
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-1.09K- 2.5% |
$56.8K - $65K
|
42.3K
$2.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.09KClosed |
$57K - $65.2K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-1.09K- 22.21% |
$57.1K - $65.4K
|
3.82K
$270K
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-1.09K- 0.15% |
$57.3K - $65.5K
|
706K
$49.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.1K- 2.06% |
$57.4K - $65.6K
|
52K
$3.67M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.1K- 12.58% |
$57.5K - $65.7K
|
7.62K
$538K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.1K- 2.88% |
$57.8K - $66.2K
|
37.3K
$2.63M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-1.11K- 2.95% |
$57.9K - $66.3K
|
36.4K
$2.57M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.11K- 1.73% |
$58.3K - $66.7K
|
63.1K
$4.45M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.12K- 1.4% |
$58.7K - $67.1K
|
79.1K
$5.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.13K- 23.8% |
$59.2K - $67.7K
|
3.62K
$255K
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.13K- 9.35% |
$59.3K - $67.9K
|
11K
$776K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.14K- 4.91% |
$59.6K - $68.1K
|
22K
$1.55M
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-1.14K- 2.79% |
$59.6K - $68.2K
|
39.7K
$2.8M
|