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 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.44KNew |
$84.8K - $88.2K
|
1.44K
$90.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.42K+ 3.46% |
$83.6K - $86.9K
|
42.5K
$2.67M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.42K+ 6.44% |
$83.4K - $86.7K
|
23.4K
$1.47M
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.42K+ 15.57% |
$83.4K - $86.7K
|
10.5K
$660K
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.41K+ 3.66% |
$83.1K - $86.4K
|
40K
$2.51M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.4K+ 2.13% |
$82.5K - $85.7K
|
67.1K
$4.22M
|
|
|
Apr 11, 2024
Q1 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.39K+ 1.7% |
$81.8K - $85.1K
|
83K
$5.21M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.39K+ 0.86% |
$81.8K - $85.1K
|
163K
$10.2M
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.38K+ 23.86% |
$81.5K - $84.7K
|
7.18K
$451K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.37K+ 2.71% |
$80.9K - $84.1K
|
52.1K
$3.27M
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.37K+ 0.32% |
$80.7K - $83.9K
|
425K
$26.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1.36K+ 12.54% |
$79.9K - $83.1K
|
12.2K
$765K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.35K+ 29.55% |
$79.5K - $82.7K
|
5.92K
$372K
|
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.35K+ 1.47% |
$79.5K - $82.6K
|
92.9K
$5.84M
|
|
|
Apr 15, 2024
Q1 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
1.34K+ 1.15% |
$78.8K - $81.9K
|
118K
$7.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.33K+ 1.91% |
$78.3K - $81.4K
|
70.9K
$4.45M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.32K+ 14.13% |
$77.8K - $80.9K
|
10.7K
$671K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.32K+ 6.64% |
$77.7K - $80.8K
|
21.2K
$1.33M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
BUY
|
- |
1.3K+ 0.28% |
$76.8K - $79.8K
|
465K
$29.2M
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
1.3K+ 10.98% |
$76.7K - $79.7K
|
13.2K
$827K
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.29K+ 17.11% |
$75.8K - $78.8K
|
8.8K
$553K
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
1.28K+ 1.27% |
$75.6K - $78.6K
|
103K
$6.45M
|
|
|
Apr 19, 2024
Q1 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
1.28K+ 3.37% |
$75.5K - $78.4K
|
39.3K
$2.47M
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.27K+ 3.67% |
$74.6K - $77.5K
|
35.7K
$2.24M
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.26K+ 3.95% |
$74.3K - $77.2K
|
33.2K
$2.08M
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.26K+ 33.25% |
$74.3K - $77.2K
|
5.05K
$318K
|
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.26K+ 9.13% |
$74.3K - $77.2K
|
15.1K
$947K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
1.26K+ 0.09% |
$74.1K - $77K
|
1.36M
$85.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
1.25K+ 1.46% |
$73.6K - $76.6K
|
86.6K
$5.44M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
1.25K+ 1.04% |
$73.6K - $76.5K
|
122K
$7.66M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.25K+ 18.98% |
$73.6K - $76.5K
|
7.83K
$492K
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
BUY
|
- |
1.24K+ 0.46% |
$73.3K - $76.2K
|
273K
$17.2M
|
|
|
May 13, 2024
Q1 2024
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
1.24K+ 7.11% |
$73.2K - $76.1K
|
18.7K
$1.18M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.24K+ 4.65% |
$73.2K - $76.1K
|
28K
$1.76M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.24K+ 3.54% |
$73K - $75.9K
|
36.3K
$2.28M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.23K+ 0.44% |
$72.3K - $75.2K
|
283K
$17.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.23K+ 3.94% |
$72.2K - $75K
|
32.3K
$2.03M
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
1.22K+ 22.77% |
$72K - $74.8K
|
6.59K
$414K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.22K+ 3.34% |
$71.6K - $74.4K
|
37.6K
$2.36M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
1.22K+ 26.5% |
$71.6K - $74.4K
|
5.8K
$364K
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.19K+ 4.95% |
$70.1K - $72.9K
|
25.2K
$1.59M
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.18K+ 25.75% |
$69.6K - $72.4K
|
5.77K
$363K
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.17K+ 27.34% |
$68.7K - $71.4K
|
5.43K
$341K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.16K+ 8.04% |
$68.3K - $71K
|
15.6K
$979K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.16K+ 36.61% |
$68.2K - $70.9K
|
4.32K
$271K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.15K+ 32.81% |
$67.7K - $70.4K
|
4.65K
$292K
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1.14K+ 1.49% |
$67.3K - $70K
|
77.9K
$4.89M
|
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1.14K+ 9.65% |
$67.2K - $69.8K
|
13K
$814K
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.14K+ 12.68% |
$66.9K - $69.6K
|
10.1K
$634K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
1.14K+ 9.46% |
$66.9K - $69.6K
|
13.1K
$826K
|