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 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
3.44KNew |
$202K - $210K
|
3.44K
$216K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.44K+ 7.97% |
$202K - $210K
|
46.5K
$2.92M
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
3.43KNew |
$202K - $210K
|
3.43K
$216K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.43K+ 3.31% |
$202K - $210K
|
107K
$6.72M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
3.43KNew |
$202K - $210K
|
3.43K
$215K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.41K+ 13.58% |
$201K - $209K
|
28.5K
$1.79M
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.41KNew |
$201K - $209K
|
3.41K
$214K
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
3.41KNew |
$201K - $209K
|
3.41K
$214K
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3.41KNew |
$201K - $209K
|
3.41K
$214K
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
3.39KNew |
$200K - $208K
|
3.39K
$213K
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
3.38KNew |
$199K - $207K
|
3.38K
$212K
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
3.38KNew |
$199K - $207K
|
3.38K
$212K
|
|
|
Apr 03, 2024
Q1 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.37KNew |
$199K - $206K
|
3.37K
$212K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
3.37KNew |
$198K - $206K
|
3.37K
$212K
|
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
3.37KNew |
$198K - $206K
|
3.37K
$211K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.36K+ 4.28% |
$198K - $206K
|
81.9K
$5.14M
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.36KNew |
$198K - $206K
|
3.36K
$211K
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
3.36K+ 40.49% |
$198K - $205K
|
11.6K
$731K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
3.35KNew |
$197K - $205K
|
3.35K
$210K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
3.34KNew |
$197K - $205K
|
3.34K
$210K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.34K+ 11.62% |
$197K - $205K
|
32.1K
$2.02M
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
3.34K+ 3.09% |
$197K - $205K
|
111K
$7M
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
3.34KNew |
$197K - $204K
|
3.34K
$210K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
3.33KNew |
$196K - $204K
|
3.33K
$209K
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.33K+ 11.07% |
$196K - $204K
|
33.4K
$2.1M
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
3.33KNew |
$196K - $204K
|
3.33K
$209K
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
3.31KNew |
$195K - $203K
|
3.31K
$208K
|
|
|
May 14, 2024
Q1 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
3.31KNew |
$195K - $203K
|
3.31K
$208K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
3.3KNew |
$194K - $202K
|
3.3K
$207K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3.3K+ 4.56% |
$194K - $202K
|
75.7K
$4.76M
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.29KNew |
$194K - $202K
|
3.29K
$207K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
3.29KNew |
$194K - $202K
|
3.29K
$207K
|
|
|
Apr 18, 2024
Q1 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
3.29KNew |
$194K - $201K
|
3.29K
$207K
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
3.29KNew |
$194K - $201K
|
3.29K
$207K
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.28KNew |
$193K - $201K
|
3.28K
$206K
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
BUY
|
- |
3.28K+ 31.9% |
$193K - $201K
|
13.5K
$851K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.27KNew |
$193K - $200K
|
3.27K
$206K
|
|
|
Apr 15, 2024
Q1 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
3.23K+ 3.45% |
$190K - $198K
|
96.7K
$6.08M
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
3.19K+ 4.62% |
$188K - $195K
|
72.1K
$4.53M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.19K+ 0.6% |
$188K - $195K
|
530K
$33.3M
|
|
|
May 02, 2024
Q1 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
3.16K+ 7.16% |
$186K - $194K
|
47.3K
$2.97M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
3.13K+ 2.71% |
$184K - $192K
|
119K
$7.46M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.11K+ 33.01% |
$183K - $191K
|
12.5K
$788K
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.11K+ 74.69% |
$183K - $190K
|
7.27K
$457K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.06K+ 6.71% |
$180K - $187K
|
48.6K
$3.06M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3.05K+ 24.17% |
$180K - $187K
|
15.7K
$985K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.04K+ 26.64% |
$179K - $186K
|
14.5K
$909K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.04K+ 6.84% |
$179K - $186K
|
47.5K
$2.98M
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
3.03K+ 23.46% |
$179K - $186K
|
16K
$1M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.03K+ 70.0% |
$179K - $186K
|
7.36K
$463K
|