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 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-3.97K- 9.6% |
$208K - $238K
|
37.3K
$2.64M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.97K- 8.93% |
$208K - $238K
|
40.5K
$2.86M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-4K- 7.16% |
$209K - $239K
|
51.8K
$3.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-4.01K- 2.99% |
$210K - $240K
|
130K
$9.19M
|
|
|
Apr 22, 2025
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-4.03K- 8.27% |
$211K - $241K
|
44.6K
$3.15M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-4.05K- 0.73% |
$212K - $242K
|
553K
$39M
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
SELL
|
- |
-4.07K- 22.09% |
$213K - $244K
|
14.4K
$1.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-4.09K- 1.39% |
$214K - $245K
|
290K
$20.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-4.12K- 36.69% |
$216K - $247K
|
7.1K
$501K
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-4.12K- 3.87% |
$216K - $247K
|
102K
$7.23M
|
|
|
Jan 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-4.13K- 0.95% |
$216K - $248K
|
431K
$30.4M
|
|
|
Feb 29, 2024
Q4 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-4.14K- 1.22% |
$217K - $248K
|
335K
$23.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-4.15K- 2.26% |
$217K - $249K
|
179K
$12.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-4.16K- 10.67% |
$218K - $250K
|
34.9K
$2.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-4.16K- 40.42% |
$218K - $250K
|
6.14K
$433K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-4.19K- 10.46% |
$220K - $251K
|
35.9K
$2.54M
|
|
|
Feb 05, 2024
Q4 2023
|
C World Wide Group Holding A
|
SELL
|
- |
-4.21K- 15.17% |
$220K - $252K
|
23.5K
$1.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-4.25K- 3.32% |
$223K - $255K
|
124K
$8.73M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-4.34K- 1.86% |
$227K - $260K
|
230K
$16.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-4.34K- 7.55% |
$228K - $260K
|
53.2K
$3.76M
|
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-4.35K- 12.91% |
$228K - $261K
|
29.3K
$2.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-4.37K- 3.85% |
$229K - $262K
|
109K
$7.71M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-4.4K- 44.86% |
$230K - $263K
|
5.4K
$381K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-4.45K- 37.81% |
$233K - $267K
|
7.32K
$517K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-4.47K- 25.69% |
$234K - $268K
|
12.9K
$912K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.48K- 2.8% |
$235K - $268K
|
156K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-4.54K- 33.3% |
$238K - $272K
|
9.09K
$641K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.54K- 4.05% |
$238K - $272K
|
108K
$7.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-4.56K- 5.84% |
$239K - $273K
|
73.5K
$5.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-4.56K- 25.48% |
$239K - $274K
|
13.3K
$942K
|
|
|
Feb 02, 2024
Q4 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-4.58K- 32.61% |
$240K - $274K
|
9.46K
$668K
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-4.61K- 1.59% |
$241K - $276K
|
286K
$20.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-4.73K- 16.36% |
$248K - $284K
|
24.2K
$1.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-4.74K- 51.3% |
$248K - $284K
|
4.5K
$318K
|
|
|
Feb 20, 2025
Q4 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-4.77K- 12.9% |
$250K - $286K
|
32.2K
$2.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-4.97K- 3.73% |
$260K - $298K
|
128K
$9.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-5.01K- 4.43% |
$262K - $300K
|
108K
$7.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-5.07K- 3.04% |
$266K - $304K
|
162K
$11.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-5.08K- 1.9% |
$266K - $304K
|
262K
$18.5M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.09K- 0.1% |
$266K - $305K
|
4.97M
$351M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-5.09K- 1.61% |
$267K - $305K
|
311K
$22M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.12K- 6.85% |
$268K - $307K
|
69.5K
$4.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-5.14K- 1.94% |
$269K - $308K
|
260K
$18.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.15K- 7.63% |
$269K - $308K
|
62.3K
$4.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-5.22K- 14.05% |
$273K - $313K
|
31.9K
$2.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-5.24K- 1.5% |
$275K - $314K
|
345K
$24.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-5.29K- 42.21% |
$277K - $317K
|
7.25K
$512K
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-5.3K- 16.31% |
$277K - $317K
|
27.2K
$1.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-5.33K- 1.48% |
$279K - $319K
|
354K
$25M
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-5.51K- 0.41% |
$288K - $330K
|
1.33M
$93.5M
|