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
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
1.85K+ 18.16% |
$109K - $113K
|
12.1K
$758K
|
|
|
May 13, 2024
Q1 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
1.85K+ 2.13% |
$109K - $113K
|
88.5K
$5.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.85K+ 12.93% |
$109K - $113K
|
16.1K
$1.01M
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.84K+ 7.86% |
$108K - $112K
|
25.2K
$1.58M
|
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.83K+ 62.65% |
$108K - $112K
|
4.76K
$299K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.83K+ 47.8% |
$108K - $112K
|
5.67K
$356K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1.83K+ 8.92% |
$108K - $112K
|
22.3K
$1.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.82K+ 4.67% |
$107K - $112K
|
40.9K
$2.57M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.8K+ 7.05% |
$106K - $110K
|
27.4K
$1.72M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.8K+ 2.92% |
$106K - $110K
|
63.6K
$4M
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.8K+ 13.27% |
$106K - $110K
|
15.3K
$964K
|
|
|
Apr 29, 2024
Q1 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
1.78K+ 4.47% |
$105K - $109K
|
41.7K
$2.62M
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
1.78K+ 1.03% |
$105K - $109K
|
176K
$11M
|
|
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.78K+ 4.32% |
$105K - $109K
|
42.9K
$2.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
1.76K+ 1.73% |
$104K - $108K
|
103K
$6.5M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.76K+ 258.3% |
$104K - $108K
|
2.44K
$153K
|
|
|
Apr 29, 2024
Q1 2024
|
Asset Planning Corporation
|
BUY
|
- |
1.75K+ 39.66% |
$103K - $107K
|
6.17K
$388K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.75K+ 36.06% |
$103K - $107K
|
6.59K
$414K
|
|
|
May 02, 2024
Q1 2024
|
Jennison Associates LLC
|
BUY
|
- |
1.75K+ 3.81% |
$103K - $107K
|
47.6K
$2.99M
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.72K+ 30.62% |
$102K - $106K
|
7.35K
$462K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.72K+ 16.1% |
$101K - $105K
|
12.4K
$780K
|
|
|
Apr 12, 2024
Q1 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
1.72K+ 3.41% |
$101K - $105K
|
52.2K
$3.28M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.71K+ 2.57% |
$101K - $105K
|
68.1K
$4.28M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.7K+ 7.15% |
$100K - $104K
|
25.5K
$1.6M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.69K+ 28.89% |
$99.7K - $104K
|
7.55K
$475K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.69K+ 8.6% |
$99.5K - $103K
|
21.3K
$1.34M
|
|
|
May 15, 2024
Q1 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
1.68K+ 30.14% |
$98.7K - $103K
|
7.24K
$455K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
1.67KNew |
$98.6K - $102K
|
1.67K
$105K
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.66K+ 3.49% |
$97.5K - $101K
|
49K
$3.08M
|
|
|
May 15, 2024
Q1 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
1.65K+ 19.26% |
$97.2K - $101K
|
10.2K
$642K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.63K+ 5.84% |
$96.1K - $99.9K
|
29.6K
$1.86M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.6K+ 6.51% |
$94.4K - $98.1K
|
26.2K
$1.65M
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.6KNew |
$94.3K - $98K
|
1.6K
$101K
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.57K+ 0.37% |
$92.3K - $95.9K
|
427K
$26.8M
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.57K+ 7.0% |
$92.2K - $95.8K
|
23.9K
$1.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.55K+ 31.04% |
$91.5K - $95.1K
|
6.56K
$412K
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
1.55K+ 10.62% |
$91.2K - $94.8K
|
16.1K
$1.01M
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.55K+ 23.23% |
$91.1K - $94.7K
|
8.21K
$516K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.54K+ 24.89% |
$90.6K - $94.2K
|
7.72K
$485K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.54K+ 2.34% |
$90.5K - $94.1K
|
67.1K
$4.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
1.54K+ 7.52% |
$90.4K - $94K
|
22K
$1.38M
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
1.52KNew |
$89.6K - $93.1K
|
1.52K
$95.6K
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1.51K+ 16.81% |
$88.9K - $92.4K
|
10.5K
$659K
|
|
|
May 06, 2024
Q1 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
1.5K+ 6.25% |
$88.1K - $91.6K
|
25.4K
$1.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.48K+ 9.16% |
$87.2K - $90.6K
|
17.6K
$1.11M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.48K+ 0.43% |
$87.1K - $90.6K
|
343K
$21.6M
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.48K+ 36.13% |
$87.1K - $90.6K
|
5.57K
$350K
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
1.47K+ 3.39% |
$86.6K - $90K
|
44.9K
$2.82M
|
|
|
Apr 11, 2024
Q1 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
1.47K+ 6.33% |
$86.5K - $89.9K
|
24.6K
$1.55M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.47K+ 398.37% |
$86.4K - $89.8K
|
1.83K
$115K
|