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 02, 2024
Q1 2024
|
Smart Money Group LLC
|
BUY
|
- |
3.01K+ 61.01% |
$177K - $184K
|
7.94K
$499K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
3.01K+ 0.71% |
$177K - $184K
|
428K
$26.9M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.99K+ 29.01% |
$176K - $183K
|
13.3K
$836K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.98K+ 16.19% |
$176K - $183K
|
21.4K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.93K+ 25.46% |
$173K - $180K
|
14.5K
$909K
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
2.91K+ 0.43% |
$171K - $178K
|
685K
$43M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.9K+ 1.9% |
$171K - $178K
|
156K
$9.78M
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2.9K+ 30.29% |
$171K - $177K
|
12.5K
$782K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2.87K+ 0.68% |
$169K - $176K
|
424K
$26.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.78K+ 5.87% |
$164K - $170K
|
50.1K
$3.15M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
2.77KNew |
$163K - $169K
|
2.77K
$174K
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
2.75K+ 34.62% |
$162K - $168K
|
10.7K
$672K
|
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
2.75K+ 29.77% |
$162K - $168K
|
12K
$753K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.73K+ 1.27% |
$161K - $167K
|
217K
$13.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.71K+ 25.54% |
$160K - $166K
|
13.3K
$836K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
2.69K+ 5.53% |
$158K - $165K
|
51.3K
$3.22M
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.69K+ 7.98% |
$158K - $165K
|
36.4K
$2.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.68K+ 11.17% |
$158K - $164K
|
26.7K
$1.68M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.67K+ 6.75% |
$157K - $163K
|
42.2K
$2.65M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2.65KNew |
$156K - $162K
|
2.65K
$167K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
2.65K+ 2.33% |
$156K - $162K
|
116K
$7.3M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.64K+ 2.12% |
$155K - $162K
|
127K
$7.99M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
2.63K+ 34.38% |
$155K - $161K
|
10.3K
$646K
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
2.61K+ 31.54% |
$154K - $160K
|
10.9K
$684K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
2.6K+ 27.35% |
$153K - $159K
|
12.1K
$761K
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
2.59K+ 62.92% |
$153K - $159K
|
6.71K
$422K
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
BUY
|
- |
2.59K+ 10.71% |
$152K - $158K
|
26.8K
$1.68M
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.57K+ 59.77% |
$151K - $157K
|
6.86K
$431K
|
|
|
Apr 22, 2024
Q1 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
2.56K+ 21.93% |
$151K - $157K
|
14.3K
$896K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.56K+ 2.86% |
$151K - $157K
|
92.1K
$5.79M
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
2.56K+ 16.18% |
$151K - $157K
|
18.4K
$1.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.54K+ 0.83% |
$150K - $156K
|
308K
$19.4M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.53K+ 4.01% |
$149K - $155K
|
65.6K
$4.12M
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
2.53K+ 26.22% |
$149K - $155K
|
12.2K
$764K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
BUY
|
- |
2.52K+ 1.4% |
$149K - $155K
|
182K
$11.5M
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
2.52K+ 9.76% |
$149K - $155K
|
28.4K
$1.78M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.51K+ 1.35% |
$148K - $153K
|
188K
$11.8M
|
|
|
May 14, 2024
Q1 2024
|
Srb Corp
Boston, MA |
BUY
|
- |
2.49K+ 28.03% |
$147K - $152K
|
11.4K
$715K
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2.47K+ 14.21% |
$146K - $151K
|
19.9K
$1.25M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
2.47K+ 0.79% |
$146K - $151K
|
314K
$19.7M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2.45K+ 52.77% |
$145K - $150K
|
7.1K
$446K
|
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
BUY
|
- |
2.41K+ 14.54% |
$142K - $147K
|
18.9K
$1.19M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.4K+ 17.3% |
$142K - $147K
|
16.3K
$1.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
2.37K+ 32.07% |
$140K - $145K
|
9.77K
$614K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
2.36K+ 3.39% |
$139K - $144K
|
71.9K
$4.52M
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
2.35K+ 18.87% |
$139K - $144K
|
14.8K
$932K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.35K+ 1.39% |
$139K - $144K
|
172K
$10.8M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.35K+ 2.8% |
$138K - $144K
|
86.2K
$5.42M
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
2.33K+ 68.02% |
$137K - $143K
|
5.75K
$362K
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.32K+ 0.42% |
$137K - $142K
|
555K
$34.9M
|