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 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
909+ 2.16% |
$53.5K - $55.7K
|
42.9K
$2.72M
|
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
903+ 15.43% |
$53.2K - $55.3K
|
6.76K
$429K
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
894+ 1.06% |
$52.7K - $54.7K
|
85.5K
$5.43M
|
|
|
Apr 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
892+ 3.18% |
$52.5K - $54.6K
|
28.9K
$1.84M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
868+ 1.35% |
$51.1K - $53.2K
|
65K
$4.13M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
868+ 13.52% |
$51.1K - $53.2K
|
7.29K
$463K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
866+ 0.79% |
$51K - $53K
|
110K
$6.99M
|
|
|
Apr 09, 2024
Q1 2024
|
Stolper CO
|
BUY
|
- |
865+ 0.9% |
$51K - $53K
|
97.3K
$6.18M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
856+ 0.07% |
$50.4K - $52.4K
|
1.15M
$73M
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
852+ 17.55% |
$50.2K - $52.2K
|
5.71K
$362K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
848+ 15.93% |
$50K - $51.9K
|
6.17K
$392K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
845+ 19.7% |
$49.8K - $51.7K
|
5.13K
$326K
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
843+ 3.11% |
$49.7K - $51.6K
|
27.9K
$1.77M
|
|
|
Apr 05, 2024
Q1 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
840+ 1.98% |
$49.5K - $51.4K
|
43.2K
$2.74M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
833+ 23.02% |
$49.1K - $51K
|
4.45K
$283K
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
832+ 16.35% |
$49K - $51K
|
5.92K
$376K
|
|
|
May 13, 2024
Q1 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
831+ 3.11% |
$49K - $50.9K
|
27.5K
$1.75M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
827+ 1.0% |
$48.7K - $50.6K
|
83.8K
$5.32M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
821+ 2.02% |
$48.4K - $50.3K
|
41.4K
$2.63M
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
813+ 0.94% |
$47.9K - $49.8K
|
87.6K
$5.56M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
808+ 3.14% |
$47.6K - $49.5K
|
26.5K
$1.68M
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
800+ 0.07% |
$47.1K - $49K
|
1.12M
$71.1M
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
800New |
$47.1K - $49K
|
800
$50.8K
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
792+ 6.25% |
$46.7K - $48.5K
|
13.5K
$854K
|
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
BUY
|
- |
785+ 8.88% |
$46.2K - $48.1K
|
9.63K
$611K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
784+ 6.34% |
$46.2K - $48K
|
13.1K
$834K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
782+ 9.95% |
$46.1K - $47.9K
|
8.64K
$548K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
781+ 1.95% |
$46K - $47.8K
|
40.8K
$2.59M
|
|
|
May 03, 2024
Q1 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
778+ 2.46% |
$45.8K - $47.6K
|
32.4K
$2.06M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
771+ 16.53% |
$45.4K - $47.2K
|
5.43K
$345K
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
770+ 1.25% |
$45.4K - $47.2K
|
62.3K
$3.95M
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
768+ 2.87% |
$45.2K - $47K
|
27.5K
$1.75M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
766+ 1.45% |
$45.1K - $46.9K
|
53.7K
$3.41M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
759+ 13.46% |
$44.7K - $46.5K
|
6.4K
$406K
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
757+ 5.6% |
$44.6K - $46.4K
|
14.3K
$906K
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
756+ 4.18% |
$44.5K - $46.3K
|
18.8K
$1.2M
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
BUY
|
- |
750+ 2.63% |
$44.2K - $45.9K
|
29.2K
$1.86M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
740+ 112.29% |
$43.6K - $45.3K
|
1.4K
$88.8K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
739+ 3.11% |
$43.5K - $45.3K
|
24.5K
$1.55M
|
|
|
May 14, 2024
Q1 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
733+ 1.1% |
$43.2K - $44.9K
|
67.1K
$4.26M
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
732+ 1.71% |
$43.1K - $44.8K
|
43.5K
$2.76M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
731+ 1.97% |
$43.1K - $44.8K
|
37.8K
$2.4M
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
BUY
|
- |
730+ 1.53% |
$43K - $44.7K
|
48.4K
$3.07M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
729+ 11.88% |
$42.9K - $44.6K
|
6.86K
$436K
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
727+ 12.36% |
$42.8K - $44.5K
|
6.61K
$419K
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
727+ 1.34% |
$42.8K - $44.5K
|
55.1K
$3.5M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
727+ 1.55% |
$42.8K - $44.5K
|
47.7K
$3.03M
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
725+ 7.65% |
$42.7K - $44.4K
|
10.2K
$648K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
723+ 2.8% |
$42.6K - $44.3K
|
26.6K
$1.69M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
713+ 3.05% |
$42K - $43.7K
|
24.1K
$1.53M
|