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 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-7.83K- 1.56% |
$410K - $469K
|
494K
$34.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
SELL
|
- |
-7.83K- 28.16% |
$410K - $469K
|
20K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-7.99K- 29.8% |
$419K - $479K
|
18.8K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.03K- 1.06% |
$421K - $481K
|
747K
$52.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-8.13K- 56.77% |
$426K - $487K
|
6.19K
$437K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-8.14K- 7.97% |
$426K - $488K
|
94K
$6.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-8.15K- 1.25% |
$427K - $488K
|
646K
$45.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-8.21K- 10.17% |
$430K - $492K
|
72.5K
$5.12M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-8.27K- 1.44% |
$433K - $495K
|
564K
$39.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-8.29K- 5.25% |
$434K - $497K
|
150K
$10.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-8.3K- 15.03% |
$435K - $497K
|
46.9K
$3.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Hodges Capital Management Inc.
|
SELL
|
- |
-8.37K- 34.93% |
$438K - $502K
|
15.6K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-8.39K- 5.72% |
$439K - $503K
|
138K
$9.76M
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-8.62K- 9.69% |
$451K - $517K
|
80.4K
$5.67M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-8.68K- 0.85% |
$455K - $520K
|
1.01M
$71M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-8.68K- 13.56% |
$455K - $520K
|
55.4K
$3.91M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-8.73K- 6.59% |
$457K - $523K
|
124K
$8.73M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-8.78K- 4.16% |
$460K - $526K
|
202K
$14.3M
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-8.82K- 23.34% |
$462K - $529K
|
29K
$2.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
SELL
|
- |
-8.86K- 1.87% |
$464K - $531K
|
464K
$32.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-8.95K- 42.2% |
$469K - $537K
|
12.3K
$866K
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-9.03K- 1.25% |
$473K - $541K
|
715K
$50.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9.03K- 8.19% |
$473K - $541K
|
101K
$7.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-9.06K- 48.06% |
$475K - $543K
|
9.8K
$691K
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-9.07K- 35.61% |
$475K - $543K
|
16.4K
$1.16M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-9.16K- 61.1% |
$480K - $549K
|
5.83K
$411K
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-9.17K- 25.27% |
$480K - $549K
|
27.1K
$1.91M
|
|
|
Jan 24, 2024
Q4 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-9.21K- 5.38% |
$482K - $552K
|
162K
$11.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-9.23K- 29.72% |
$483K - $553K
|
21.8K
$1.54M
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-9.31K- 38.71% |
$488K - $558K
|
14.7K
$1.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-9.33K- 47.18% |
$489K - $559K
|
10.4K
$737K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-9.33K- 47.18% |
$489K - $559K
|
10.4K
$737K
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-9.39K- 0.6% |
$492K - $563K
|
1.55M
$109M
|
|
|
Feb 12, 2024
Q4 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-9.42K- 1.92% |
$493K - $564K
|
481K
$34M
|
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-9.55K- 62.56% |
$500K - $572K
|
5.72K
$403K
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-9.6K- 57.31% |
$503K - $575K
|
7.15K
$505K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.6K- 37.28% |
$503K - $576K
|
16.2K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-9.65K- 11.84% |
$505K - $578K
|
71.8K
$5.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-9.78K- 30.1% |
$512K - $586K
|
22.7K
$1.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Stack Financial Management, Inc
|
SELL
|
- |
-9.91K- 2.86% |
$519K - $594K
|
337K
$23.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-10.2K- 50.16% |
$535K - $612K
|
10.2K
$717K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-10.3K- 38.38% |
$540K - $618K
|
16.6K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-10.4K- 5.82% |
$546K - $625K
|
169K
$11.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-10.4K- 64.79% |
$546K - $625K
|
5.67K
$400K
|
|
|
Feb 14, 2024
Q4 2023
|
Isam Funds (Uk) LTD
London, X0 |
SELL
|
- |
-10.5K- 31.52% |
$548K - $627K
|
22.7K
$1.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-10.5K- 62.67% |
$548K - $627K
|
6.24K
$440K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-10.7K- 99.45% |
$558K - $639K
|
59
$4.16K
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-10.7K- 30.16% |
$563K - $644K
|
24.9K
$1.76M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-10.8K- 75.25% |
$566K - $648K
|
3.56K
$251K
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-10.9K- 30.06% |
$571K - $654K
|
25.4K
$1.79M
|