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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.11K+ 7.76% |
$242K - $252K
|
57.1K
$3.59M
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
4.1K+ 31.74% |
$242K - $251K
|
17K
$1.07M
|
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
4.1K+ 12.61% |
$241K - $251K
|
36.6K
$2.3M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
4.09K+ 17.18% |
$241K - $250K
|
27.9K
$1.75M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
4.06K+ 5.41% |
$239K - $249K
|
79.2K
$4.97M
|
|
|
May 15, 2024
Q1 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
4.06K+ 27.56% |
$239K - $249K
|
18.8K
$1.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
4.05KNew |
$238K - $248K
|
4.05K
$254K
|
|
|
May 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
4.01K+ 2.55% |
$236K - $246K
|
161K
$10.1M
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
4KNew |
$236K - $245K
|
4K
$251K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.97K+ 3.15% |
$234K - $243K
|
130K
$8.16M
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
3.96K+ 10.93% |
$233K - $242K
|
40.1K
$2.52M
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
3.94KNew |
$232K - $241K
|
3.94K
$248K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.93K+ 2.26% |
$231K - $240K
|
178K
$11.2M
|
|
|
May 13, 2024
Q1 2024
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
3.92K+ 3.56% |
$231K - $240K
|
114K
$7.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.88K+ 6.75% |
$228K - $237K
|
61.3K
$3.86M
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.83K+ 36.72% |
$226K - $235K
|
14.3K
$897K
|
|
|
Apr 11, 2024
Q1 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
3.81KNew |
$224K - $233K
|
3.81K
$239K
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
3.79KNew |
$223K - $232K
|
3.79K
$238K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.79K+ 84.0% |
$223K - $232K
|
8.29K
$521K
|
|
|
May 09, 2024
Q1 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
3.75KNew |
$221K - $229K
|
3.75K
$235K
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.72K+ 3.29% |
$219K - $228K
|
117K
$7.34M
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
3.71KNew |
$219K - $227K
|
3.71K
$233K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
3.69K+ 21.87% |
$217K - $226K
|
20.6K
$1.29M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.68K+ 3.33% |
$217K - $225K
|
114K
$7.17M
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
BUY
|
- |
3.66K+ 0.96% |
$216K - $224K
|
387K
$24.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
3.65K+ 6.6% |
$215K - $224K
|
59K
$3.71M
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
3.65KNew |
$215K - $224K
|
3.65K
$229K
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.64K+ 40.5% |
$215K - $223K
|
12.6K
$794K
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
3.64KNew |
$214K - $223K
|
3.64K
$229K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
3.62K+ 8.55% |
$213K - $222K
|
45.9K
$2.89M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.62K+ 3.91% |
$213K - $221K
|
96.2K
$6.04M
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
3.62K+ 7.15% |
$213K - $221K
|
54.2K
$3.4M
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
3.6K+ 2.14% |
$212K - $221K
|
172K
$10.8M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
3.6K+ 14.12% |
$212K - $220K
|
29.1K
$1.83M
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
3.6KNew |
$212K - $220K
|
3.6K
$226K
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
3.59KNew |
$211K - $220K
|
3.59K
$225K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
3.59KNew |
$211K - $220K
|
3.59K
$225K
|
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
3.58KNew |
$211K - $219K
|
3.58K
$225K
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
3.58KNew |
$211K - $219K
|
3.58K
$225K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
3.58K+ 66.19% |
$211K - $219K
|
8.98K
$564K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
3.54KNew |
$208K - $217K
|
3.54K
$222K
|
|
|
May 13, 2024
Q1 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
3.51K+ 77.98% |
$207K - $215K
|
8.01K
$503K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
3.5K+ 27.14% |
$206K - $214K
|
16.4K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
3.5KNew |
$206K - $214K
|
3.5K
$220K
|
|
|
May 10, 2024
Q1 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
3.48KNew |
$205K - $213K
|
3.48K
$219K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.47KNew |
$205K - $213K
|
3.47K
$218K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.46KNew |
$204K - $212K
|
3.46K
$217K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
3.44K+ 11.2% |
$203K - $211K
|
34.2K
$2.15M
|
|
|
May 15, 2024
Q1 2024
|
Socorro Asset Management LP
Dallas, TX |
BUY
|
- |
3.44K+ 2.33% |
$203K - $211K
|
151K
$9.49M
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
3.44KNew |
$202K - $210K
|
3.44K
$216K
|