Purchases and Sales Made in Q3 2023 in Coca Cola CO (KO)
This table provides information about the institutional ownership of Coca Cola CO (KO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-1.31K- 2.09% |
$73.1K - $82.6K
|
61.3K
$4.38M
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
SELL
|
- |
-1.32K- 7.01% |
$73.8K - $83.4K
|
17.5K
$1.25M
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.33K- 13.74% |
$74.3K - $83.9K
|
8.36K
$596K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-1.34K- 5.66% |
$74.8K - $84.5K
|
22.3K
$1.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-1.35K- 1.95% |
$75.5K - $85.3K
|
67.9K
$4.84M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.36K- 7.82% |
$75.7K - $85.6K
|
16K
$1.14M
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.37K- 1.61% |
$76.6K - $86.6K
|
83.7K
$5.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.38K- 3.72% |
$76.9K - $86.8K
|
35.6K
$2.54M
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-1.38K- 16.71% |
$77K - $86.9K
|
6.87K
$490K
|
|
|
Nov 13, 2023
Q3 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-1.39K- 24.32% |
$77.5K - $87.6K
|
4.32K
$308K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-1.39K- 5.78% |
$77.8K - $87.9K
|
22.7K
$1.62M
|
|
|
Nov 06, 2023
Q3 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-1.4K- 11.62% |
$78.1K - $88.2K
|
10.6K
$759K
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-1.4K- 30.86% |
$78.1K - $88.3K
|
3.14K
$224K
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
SELL
|
- |
-1.4K- 4.28% |
$78.3K - $88.5K
|
31.4K
$2.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-1.42K- 21.59% |
$79K - $89.3K
|
5.14K
$367K
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-1.42K- 5.73% |
$79.4K - $89.7K
|
23.4K
$1.67M
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.44K- 2.23% |
$80.5K - $91K
|
63.1K
$4.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-1.45K- 1.71% |
$81.1K - $91.7K
|
83.7K
$5.97M
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.47K- 1.69% |
$81.9K - $92.5K
|
85.3K
$6.09M
|
|
|
Oct 20, 2023
Q3 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-1.47K- 12.8% |
$81.9K - $92.5K
|
9.99K
$713K
|
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-1.47K- 3.72% |
$82K - $92.6K
|
38K
$2.71M
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.47K- 9.19% |
$82K - $92.7K
|
14.5K
$1.04M
|
|
|
Nov 06, 2023
Q3 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-1.47K- 2.59% |
$82.1K - $92.7K
|
55.3K
$3.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.48K- 6.03% |
$82.5K - $93.3K
|
23K
$1.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.5K- 19.44% |
$83.6K - $94.4K
|
6.21K
$443K
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
SELL
|
- |
-1.5K- 7.26% |
$83.7K - $94.5K
|
19.1K
$1.37M
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.5K- 6.07% |
$83.7K - $94.6K
|
23.2K
$1.66M
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.5K- 2.85% |
$83.7K - $94.6K
|
51.1K
$3.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.5K- 6.55% |
$83.8K - $94.6K
|
21.4K
$1.53M
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.52K- 2.23% |
$84.8K - $95.8K
|
66.7K
$4.76M
|
|
|
Oct 12, 2023
Q3 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-1.52K- 3.36% |
$84.9K - $95.9K
|
43.8K
$3.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-1.52K- 8.32% |
$85.1K - $96.1K
|
16.8K
$1.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-1.53K- 9.67% |
$85.2K - $96.3K
|
14.3K
$1.02M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-1.54K- 1.16% |
$85.9K - $97K
|
131K
$9.37M
|
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.54K- 10.07% |
$86K - $97.2K
|
13.8K
$982K
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1.55K- 15.35% |
$86.4K - $97.6K
|
8.54K
$609K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.56K- 4.12% |
$86.8K - $98.1K
|
36.2K
$2.58M
|
|
|
Oct 12, 2023
Q3 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-1.57K- 1.74% |
$87.6K - $99K
|
88.6K
$6.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.57K- 4.97% |
$87.8K - $99.2K
|
30.1K
$2.14M
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.58K- 16.95% |
$88.1K - $99.6K
|
7.74K
$552K
|
|
|
Oct 24, 2023
Q3 2023
|
Lynch & Associates
|
SELL
|
- |
-1.59K- 1.51% |
$88.8K - $100K
|
104K
$7.41M
|
|
|
Oct 17, 2023
Q3 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-1.59K- 1.12% |
$88.8K - $100K
|
141K
$10M
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.59K- 3.98% |
$88.8K - $100K
|
38.4K
$2.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.6K- 7.0% |
$89.2K - $101K
|
21.2K
$1.51M
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-1.6K- 50.0% |
$89.3K - $101K
|
1.6K
$114K
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.6K- 6.63% |
$89.4K - $101K
|
22.5K
$1.61M
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.6K- 27.11% |
$89.4K - $101K
|
4.31K
$307K
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-1.64K- 5.05% |
$91.5K - $103K
|
30.8K
$2.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.66K- 13.5% |
$92.4K - $104K
|
10.6K
$757K
|
|
|
Oct 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-1.66K- 9.21% |
$92.5K - $104K
|
16.3K
$1.16M
|