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 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
173+ 0.94% |
$10.2K - $10.6K
|
18.5K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
173+ 3.46% |
$10.2K - $10.6K
|
5.17K
$328K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
172+ 2.97% |
$10.1K - $10.5K
|
5.96K
$378K
|
|
|
Oct 02, 2024
Q1 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
171+ 2.97% |
$10.1K - $10.5K
|
5.93K
$377K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
170+ 1.44% |
$10K - $10.4K
|
12K
$762K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
170+ 4.82% |
$10K - $10.4K
|
3.7K
$235K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
170+ 0.35% |
$10K - $10.4K
|
48.6K
$3.09M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
168+ 2.12% |
$9.9K - $10.3K
|
8.1K
$514K
|
|
|
Apr 19, 2024
Q1 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
168+ 0.56% |
$9.9K - $10.3K
|
30.3K
$1.92M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
168+ 0.66% |
$9.9K - $10.3K
|
25.6K
$1.62M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
167+ 1.91% |
$9.84K - $10.2K
|
8.92K
$566K
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
165+ 5.27% |
$9.72K - $10.1K
|
3.3K
$209K
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
165+ 0.64% |
$9.72K - $10.1K
|
26K
$1.65M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
164+ 55.22% |
$9.66K - $10K
|
461
$29.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
163+ 3.95% |
$9.6K - $9.98K
|
4.29K
$272K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
162+ 1.27% |
$9.54K - $9.92K
|
12.9K
$817K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
161+ 0.44% |
$9.48K - $9.86K
|
36.5K
$2.32M
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
158+ 2.59% |
$9.31K - $9.68K
|
6.25K
$397K
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
BUY
|
- |
156+ 2.38% |
$9.19K - $9.55K
|
6.7K
$425K
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
155+ 2.22% |
$9.13K - $9.49K
|
7.13K
$453K
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
154+ 1.65% |
$9.07K - $9.43K
|
9.48K
$602K
|
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
153+ 3.31% |
$9.01K - $9.37K
|
4.78K
$303K
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
152+ 1.44% |
$8.95K - $9.31K
|
10.7K
$682K
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
150+ 1.05% |
$8.84K - $9.19K
|
14.4K
$913K
|
|
|
May 14, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
150+ 0.19% |
$8.84K - $9.19K
|
78.1K
$4.96M
|
|
|
Nov 13, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
150+ 0.19% |
$8.84K - $9.19K
|
78.1K
$4.96M
|
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
149+ 1.55% |
$8.78K - $9.12K
|
9.76K
$619K
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
148+ 0.88% |
$8.72K - $9.06K
|
17K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
145+ 3.97% |
$8.54K - $8.88K
|
3.8K
$241K
|
|
|
Apr 10, 2024
Q1 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
142+ 0.7% |
$8.37K - $8.7K
|
20.5K
$1.3M
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
140+ 1.01% |
$8.25K - $8.57K
|
14.1K
$893K
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
BUY
|
- |
139+ 2.08% |
$8.19K - $8.51K
|
6.83K
$434K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
139+ 0.27% |
$8.19K - $8.51K
|
51.4K
$3.26M
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
139+ 0.64% |
$8.19K - $8.51K
|
22K
$1.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
135+ 1.5% |
$7.95K - $8.27K
|
9.11K
$578K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
135+ 0.41% |
$7.95K - $8.27K
|
32.9K
$2.09M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
133+ 0.26% |
$7.84K - $8.14K
|
51.2K
$3.25M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
131+ 1.35% |
$7.72K - $8.02K
|
9.82K
$623K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
127+ 2.18% |
$7.48K - $7.78K
|
5.96K
$378K
|
|
|
May 02, 2024
Q1 2024
|
Mathes Company, Inc.
|
BUY
|
- |
125+ 0.36% |
$7.36K - $7.66K
|
35.2K
$2.24M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
125+ 1.04% |
$7.36K - $7.66K
|
12.1K
$770K
|
|
|
May 15, 2024
Q1 2024
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
123+ 0.14% |
$7.25K - $7.53K
|
85.6K
$5.43M
|
|
|
May 29, 2024
Q1 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
123+ 2.75% |
$7.25K - $7.53K
|
4.59K
$292K
|
|
|
May 01, 2024
Q1 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
122+ 0.08% |
$7.19K - $7.47K
|
154K
$9.79M
|
|
|
May 13, 2024
Q1 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
122+ 0.74% |
$7.19K - $7.47K
|
16.5K
$1.05M
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
120+ 55.56% |
$7.07K - $7.35K
|
336
$21.3K
|
|
|
May 07, 2024
Q1 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
120+ 1.15% |
$7.07K - $7.35K
|
10.5K
$669K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
119+ 3.75% |
$7.01K - $7.29K
|
3.3K
$209K
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
115+ 0.15% |
$6.77K - $7.04K
|
77.3K
$4.91M
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
115+ 1.65% |
$6.77K - $7.04K
|
7.08K
$449K
|