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 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-1.14K- 4.83% |
$59.8K - $68.4K
|
22.5K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.15K- 7.74% |
$60.4K - $69.1K
|
13.7K
$970K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.16K- 10.95% |
$60.8K - $69.6K
|
9.44K
$667K
|
|
|
Feb 07, 2024
Q4 2023
|
Pettee Investors, Inc.
|
SELL
|
- |
-1.17K- 13.43% |
$61.1K - $69.9K
|
7.52K
$531K
|
|
|
Feb 12, 2024
Q4 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-1.17K- 1.75% |
$61.3K - $70.2K
|
65.9K
$4.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.17K- 9.31% |
$61.4K - $70.2K
|
11.4K
$806K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.18K- 1.07% |
$62K - $70.9K
|
110K
$7.74M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-1.19K- 1.51% |
$62.1K - $71.1K
|
77.5K
$5.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-1.19K- 1.16% |
$62.2K - $71.1K
|
101K
$7.15M
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-1.2K- 1.76% |
$62.6K - $71.6K
|
66.7K
$4.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-1.2K- 3.47% |
$62.6K - $71.7K
|
33.3K
$2.35M
|
|
|
Jan 24, 2024
Q4 2023
|
Antipodes Partners LTD
Royal Exchange, C3 |
SELL
|
- |
-1.2K- 0.48% |
$63K - $72K
|
247K
$17.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
SELL
|
- |
-1.21K- 3.01% |
$63.2K - $72.3K
|
39K
$2.75M
|
|
|
Jan 23, 2024
Q4 2023
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-1.22K- 6.0% |
$63.9K - $73.1K
|
19.1K
$1.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-1.23K- 56.44% |
$64.5K - $73.8K
|
951
$67.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-1.24K- 9.76% |
$65K - $74.3K
|
11.5K
$809K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.24K- 1.2% |
$65K - $74.3K
|
102K
$7.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-1.24K- 1.52% |
$65.1K - $74.5K
|
80.4K
$5.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.25K- 4.79% |
$65.5K - $75K
|
24.9K
$1.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.26K- 5.11% |
$66.1K - $75.6K
|
23.4K
$1.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.26K- 14.79% |
$66.2K - $75.7K
|
7.28K
$514K
|
|
|
Jan 26, 2024
Q4 2023
|
Baillie Gifford & CO
|
SELL
|
- |
-1.29K- 0.17% |
$67.7K - $77.5K
|
759K
$53.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.3K- 4.61% |
$68K - $77.8K
|
26.9K
$1.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.3K- 9.38% |
$68.3K - $78.1K
|
12.6K
$889K
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-1.3K- 1.66% |
$68.3K - $78.1K
|
77.2K
$5.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.31K- 6.2% |
$68.4K - $78.2K
|
19.7K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.31K- 8.81% |
$68.5K - $78.4K
|
13.5K
$956K
|
|
|
Feb 01, 2024
Q4 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-1.33K- 12.46% |
$69.4K - $79.4K
|
9.31K
$657K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.34K- 3.31% |
$70.2K - $80.3K
|
39.1K
$2.76M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.34K- 4.44% |
$70.2K - $80.4K
|
28.9K
$2.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-1.35K- 4.49% |
$70.9K - $81.1K
|
28.8K
$2.03M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.36K- 0.68% |
$71.2K - $81.4K
|
198K
$13.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.36K- 0.68% |
$71.2K - $81.4K
|
198K
$13.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-1.37K- 1.58% |
$71.7K - $82K
|
85.5K
$6.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-1.37K- 18.33% |
$71.9K - $82.3K
|
6.12K
$432K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.39K- 1.63% |
$72.7K - $83.1K
|
84K
$5.93M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.39K- 7.35% |
$72.9K - $83.4K
|
17.6K
$1.24M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.4K- 7.03% |
$73.3K - $83.9K
|
18.5K
$1.31M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.41K- 18.21% |
$73.6K - $84.2K
|
6.31K
$445K
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-1.41K- 6.98% |
$73.8K - $84.4K
|
18.8K
$1.33M
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-1.42K- 8.37% |
$74.5K - $85.2K
|
15.6K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.43K- 1.49% |
$74.7K - $85.5K
|
94.5K
$6.67M
|
|
|
Feb 20, 2024
Q4 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.43K- 1.55% |
$74.9K - $85.7K
|
90.6K
$6.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-1.43K- 21.5% |
$75K - $85.8K
|
5.23K
$369K
|
|
|
Feb 12, 2024
Q4 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-1.44K- 4.35% |
$75.3K - $86.1K
|
31.6K
$2.23M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.45K- 16.03% |
$75.7K - $86.6K
|
7.57K
$534K
|
|
|
Feb 14, 2024
Q4 2023
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-1.45K- 1.08% |
$75.7K - $86.7K
|
133K
$9.39M
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-1.45K- 23.09% |
$75.8K - $86.7K
|
4.82K
$340K
|
|
|
Feb 08, 2024
Q4 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-1.45K- 0.81% |
$75.9K - $86.8K
|
176K
$12.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-1.45K- 3.37% |
$76.2K - $87.1K
|
41.7K
$2.94M
|