Purchases and Sales Made in Q1 2024 in Coca Cola CO (KO)
This table provides information about the institutional ownership of Coca Cola CO (KO) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.14K+ 12.68% |
$66.9K - $69.6K
|
10.1K
$645K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
1.14K+ 9.46% |
$66.9K - $69.6K
|
13.1K
$839K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
1.13K+ 20.6% |
$66.7K - $69.4K
|
6.63K
$424K
|
|
|
May 13, 2024
Q1 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
1.13K+ 3.0% |
$66.5K - $69.1K
|
38.8K
$2.47M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.12K+ 19.82% |
$66K - $68.7K
|
6.78K
$433K
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.12K+ 1.76% |
$65.9K - $68.5K
|
64.5K
$4.12M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.12K+ 1.83% |
$65.7K - $68.3K
|
62K
$3.96M
|
|
|
May 14, 2024
Q1 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
1.11K+ 0.06% |
$65.5K - $68.1K
|
1.83M
$117M
|
|
|
Apr 24, 2024
Q1 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.11K+ 3.61% |
$65.3K - $67.9K
|
31.9K
$2.03M
|
|
|
Apr 17, 2024
Q1 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
1.11K+ 11.36% |
$65.3K - $67.9K
|
10.9K
$694K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.11K+ 3.08% |
$65.3K - $67.9K
|
37.1K
$2.37M
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
BUY
|
- |
1.09K+ 8.27% |
$64.2K - $66.7K
|
14.3K
$910K
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.08K+ 15.46% |
$63.9K - $66.4K
|
8.1K
$517K
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
1.08K+ 4.32% |
$63.7K - $66.3K
|
26.1K
$1.67M
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
1.08K+ 3.42% |
$63.6K - $66.1K
|
32.6K
$2.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
1.07K+ 2.57% |
$63.2K - $65.6K
|
42.7K
$2.73M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.06K+ 2.63% |
$62.7K - $65.2K
|
41.6K
$2.65M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.06K+ 4.81% |
$62.2K - $64.6K
|
23K
$1.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.05K+ 9.49% |
$61.8K - $64.2K
|
12.1K
$772K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
1.04K+ 8.07% |
$61.3K - $63.8K
|
13.9K
$890K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.04K+ 1.07% |
$61.3K - $63.7K
|
98.6K
$6.29M
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.04K+ 12.8% |
$61.1K - $63.6K
|
9.15K
$584K
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
1.04K+ 6.36% |
$61.1K - $63.6K
|
17.4K
$1.11M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.03K+ 7.44% |
$60.8K - $63.2K
|
14.9K
$951K
|
|
|
Apr 16, 2024
Q1 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
1.03K+ 5.88% |
$60.7K - $63.1K
|
18.6K
$1.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.03K+ 3.78% |
$60.4K - $62.8K
|
28.2K
$1.8M
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
1.03K+ 3.18% |
$60.4K - $62.8K
|
33.3K
$2.12M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.02K+ 5.28% |
$60K - $62.3K
|
20.3K
$1.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.02K+ 8.81% |
$59.9K - $62.2K
|
12.5K
$801K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.01K+ 2.36% |
$59.7K - $62K
|
43.9K
$2.8M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.01K+ 5.5% |
$59.5K - $61.9K
|
19.4K
$1.24M
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
1K+ 17.16% |
$58.9K - $61.2K
|
6.83K
$436K
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
998+ 23.77% |
$58.8K - $61.1K
|
5.2K
$332K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
994+ 1.68% |
$58.6K - $60.9K
|
60.1K
$3.84M
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
994+ 18.84% |
$58.6K - $60.9K
|
6.27K
$400K
|
|
|
Jul 01, 2024
Q1 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
991+ 16.44% |
$58.4K - $60.7K
|
7.02K
$448K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
983+ 4.42% |
$57.9K - $60.2K
|
23.2K
$1.48M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
982+ 6.45% |
$57.8K - $60.1K
|
16.2K
$1.03M
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
981+ 3.81% |
$57.8K - $60.1K
|
26.7K
$1.71M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
981New |
$57.8K - $60.1K
|
981
$62.6K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
963+ 2.05% |
$56.7K - $59K
|
48K
$3.06M
|
|
|
Apr 24, 2024
Q1 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
949+ 1.39% |
$55.9K - $58.1K
|
69.2K
$4.42M
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
943+ 2.16% |
$55.6K - $57.7K
|
44.6K
$2.85M
|
|
|
Sep 16, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
940+ 2.36% |
$55.4K - $57.6K
|
40.7K
$2.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
939+ 3.09% |
$55.3K - $57.5K
|
31.3K
$2M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
934+ 3.29% |
$55K - $57.2K
|
29.4K
$1.87M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
933+ 4.07% |
$55K - $57.1K
|
23.9K
$1.52M
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
933+ 0.12% |
$55K - $57.1K
|
804K
$51.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Exeter Financial, LLC
|
BUY
|
- |
927+ 3.48% |
$54.6K - $56.8K
|
27.6K
$1.76M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
926+ 0.04% |
$54.6K - $56.7K
|
2.3M
$147M
|