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 09, 2024
Q1 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-308- 0.55% |
$18.1K - $18.9K
|
55.4K
$4.03M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-310- 5.11% |
$18.3K - $19K
|
5.75K
$419K
|
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-310- 1.03% |
$18.3K - $19K
|
29.7K
$2.16M
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-313- 3.03% |
$18.4K - $19.2K
|
10K
$730K
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-318- 0.59% |
$18.7K - $19.5K
|
53.6K
$3.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-319- 67.87% |
$18.8K - $19.5K
|
151
$11K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-319- 3.05% |
$18.8K - $19.5K
|
10.2K
$739K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-323- 4.35% |
$19K - $19.8K
|
7.1K
$517K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-325- 1.07% |
$19.1K - $19.9K
|
30.1K
$2.19M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-325- 5.26% |
$19.1K - $19.9K
|
5.86K
$426K
|
|
|
May 09, 2024
Q1 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-326- 3.17% |
$19.2K - $20K
|
9.95K
$724K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-327- 5.32% |
$19.3K - $20K
|
5.82K
$424K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-329- 2.94% |
$19.4K - $20.1K
|
10.9K
$790K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-329- 15.42% |
$19.4K - $20.1K
|
1.8K
$131K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-333- 1.84% |
$19.6K - $20.4K
|
17.8K
$1.29M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-339- 3.38% |
$20K - $20.8K
|
9.68K
$705K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-344- 9.46% |
$20.3K - $21.1K
|
3.29K
$240K
|
|
|
Apr 22, 2024
Q1 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-346- 4.99% |
$20.4K - $21.2K
|
6.59K
$479K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-348- 3.27% |
$20.5K - $21.3K
|
10.3K
$749K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
SELL
|
- |
-349- 4.17% |
$20.6K - $21.4K
|
8.02K
$584K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-350- 0.54% |
$20.6K - $21.4K
|
64.5K
$4.69M
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-354- 4.85% |
$20.9K - $21.7K
|
6.94K
$505K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-354- 3.08% |
$20.9K - $21.7K
|
11.1K
$810K
|
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-359- 1.0% |
$21.1K - $22K
|
35.4K
$2.57M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-360- 1.68% |
$21.2K - $22K
|
21.1K
$1.54M
|
|
|
Apr 19, 2024
Q1 2024
|
Insight Folios Inc
|
SELL
|
- |
-369- 5.64% |
$21.7K - $22.6K
|
6.17K
$449K
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-372- 1.56% |
$21.9K - $22.8K
|
23.5K
$1.71M
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-380- 9.45% |
$22.4K - $23.3K
|
3.64K
$265K
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-384- 34.56% |
$22.6K - $23.5K
|
727
$52.9K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-389- 3.43% |
$22.9K - $23.8K
|
10.9K
$796K
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-389- 2.25% |
$22.9K - $23.8K
|
16.9K
$1.23M
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-395- 1.37% |
$23.3K - $24.2K
|
28.4K
$2.07M
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-395- 3.17% |
$23.3K - $24.2K
|
12.1K
$878K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-396- 2.1% |
$23.3K - $24.3K
|
18.5K
$1.35M
|
|
|
May 08, 2024
Q1 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-396- 0.28% |
$23.3K - $24.3K
|
141K
$10.3M
|
|
|
Apr 10, 2024
Q1 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-400- 8.28% |
$23.6K - $24.5K
|
4.43K
$323K
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-400- 1.19% |
$23.6K - $24.5K
|
33.2K
$2.42M
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-400- 1.15% |
$23.6K - $24.5K
|
34.3K
$2.49M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-402- 21.86% |
$23.7K - $24.6K
|
1.44K
$105K
|
|
|
May 13, 2024
Q1 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-410- 2.08% |
$24.2K - $25.1K
|
19.3K
$1.41M
|
|
|
May 06, 2024
Q1 2024
|
Antipodes Partners LTD
Royal Exchange, C3 |
SELL
|
- |
-413- 0.17% |
$24.3K - $25.3K
|
247K
$18M
|
|
|
Apr 12, 2024
Q1 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-415- 1.98% |
$24.4K - $25.4K
|
20.5K
$1.49M
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-418- 3.05% |
$24.6K - $25.6K
|
13.3K
$968K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-420- 1.86% |
$24.7K - $25.7K
|
22.1K
$1.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
SELL
|
- |
-422- 2.46% |
$24.9K - $25.8K
|
16.8K
$1.22M
|
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-424- 0.94% |
$25K - $26K
|
44.7K
$3.25M
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-428- 6.41% |
$25.2K - $26.2K
|
6.25K
$455K
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-430- 3.91% |
$25.3K - $26.3K
|
10.6K
$769K
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-439- 6.3% |
$25.9K - $26.9K
|
6.53K
$475K
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-439- 12.22% |
$25.9K - $26.9K
|
3.15K
$229K
|