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 13, 2024
Q4 2023
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-2.36K- 2.09% |
$124K - $141K
|
110K
$7.78M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-2.37K- 4.93% |
$124K - $142K
|
45.6K
$3.22M
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-2.37K- 3.05% |
$124K - $142K
|
75.3K
$5.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2.37K- 24.28% |
$124K - $142K
|
7.4K
$522K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-2.38K- 2.78% |
$125K - $143K
|
83.1K
$5.86M
|
|
|
Jan 25, 2024
Q4 2023
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-2.43K- 3.18% |
$127K - $145K
|
73.8K
$5.21M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.43K- 17.14% |
$127K - $146K
|
11.8K
$830K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-2.46K- 10.51% |
$129K - $147K
|
20.9K
$1.48M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-2.47K- 11.59% |
$130K - $148K
|
18.9K
$1.33M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-2.48K- 20.71% |
$130K - $148K
|
9.49K
$670K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-2.49K- 21.22% |
$130K - $149K
|
9.23K
$652K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-2.49K- 5.51% |
$130K - $149K
|
42.7K
$3.01M
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-2.52K- 1.46% |
$132K - $151K
|
171K
$12M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-2.55K- 35.95% |
$134K - $153K
|
4.54K
$321K
|
|
|
Feb 06, 2024
Q4 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-2.55K- 3.92% |
$134K - $153K
|
62.6K
$4.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-2.57K- 0.94% |
$135K - $154K
|
272K
$19.2M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-2.58K- 5.58% |
$135K - $154K
|
43.6K
$3.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.59K- 2.99% |
$136K - $155K
|
83.8K
$5.92M
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-2.59K- 15.46% |
$136K - $155K
|
14.2K
$999K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-2.6K- 2.16% |
$136K - $156K
|
118K
$8.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.6K- 29.92% |
$136K - $156K
|
6.1K
$431K
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-2.62K- 1.1% |
$137K - $157K
|
235K
$16.6M
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-2.63K- 6.38% |
$138K - $157K
|
38.6K
$2.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.64K- 1.64% |
$138K - $158K
|
158K
$11.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.65K- 1.34% |
$139K - $159K
|
195K
$13.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-2.65K- 1.88% |
$139K - $159K
|
139K
$9.79M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-2.68K- 9.0% |
$140K - $161K
|
27.1K
$1.91M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.68K- 11.99% |
$141K - $161K
|
19.7K
$1.39M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
SELL
|
- |
-2.69K- 75.36% |
$141K - $161K
|
881
$62.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-2.7K- 21.63% |
$141K - $162K
|
9.79K
$691K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-2.72K- 0.96% |
$142K - $163K
|
282K
$19.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-2.74K- 4.28% |
$143K - $164K
|
61.2K
$4.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-2.75K- 45.53% |
$144K - $165K
|
3.29K
$232K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.78K- 7.42% |
$145K - $166K
|
34.6K
$2.44M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.8K- 5.59% |
$147K - $168K
|
47.4K
$3.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-2.84K- 5.4% |
$149K - $170K
|
49.8K
$3.52M
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-2.84K- 32.11% |
$149K - $170K
|
6.01K
$424K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.85K- 1.29% |
$149K - $171K
|
217K
$15.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.86K- 1.52% |
$150K - $171K
|
185K
$13.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-2.87K- 6.24% |
$150K - $172K
|
43.1K
$3.04M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-2.87K- 2.02% |
$150K - $172K
|
140K
$9.86M
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.88K- 5.1% |
$151K - $172K
|
53.5K
$3.78M
|
|
|
Jan 24, 2024
Q4 2023
|
Mcdaniel Terry & CO
|
SELL
|
- |
-2.88K- 0.68% |
$151K - $173K
|
423K
$29.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-2.88K- 35.15% |
$151K - $173K
|
5.32K
$376K
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-2.89K- 2.68% |
$151K - $173K
|
105K
$7.39M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.89K- 17.3% |
$152K - $173K
|
13.8K
$977K
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-2.91K- 27.85% |
$152K - $174K
|
7.53K
$532K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
SELL
|
- |
-2.91K- 20.91% |
$152K - $174K
|
11K
$777K
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-2.92K- 45.75% |
$153K - $175K
|
3.47K
$245K
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.92K- 7.48% |
$153K - $175K
|
36.1K
$2.55M
|