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 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
424+ 9.35% |
$25K - $26K
|
4.96K
$310K
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
BUY
|
- |
420+ 9.64% |
$24.7K - $25.7K
|
4.78K
$298K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
417+ 4.0% |
$24.6K - $25.5K
|
10.8K
$677K
|
|
|
Apr 15, 2024
Q1 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
410+ 9.8% |
$24.2K - $25.1K
|
4.59K
$287K
|
|
|
May 01, 2024
Q1 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
410+ 146.43% |
$24.2K - $25.1K
|
690
$43.1K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
409+ 0.9% |
$24.1K - $25K
|
45.9K
$2.87M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
409+ 7.42% |
$24.1K - $25K
|
5.92K
$370K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
409+ 92.74% |
$24.1K - $25K
|
850
$53.1K
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
408+ 2.42% |
$24K - $25K
|
17.3K
$1.08M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
406+ 2.16% |
$23.9K - $24.9K
|
19.2K
$1.2M
|
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
405+ 1.08% |
$23.9K - $24.8K
|
37.8K
$2.36M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
401+ 8.77% |
$23.6K - $24.6K
|
4.97K
$311K
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
400+ 7.4% |
$23.6K - $24.5K
|
5.81K
$363K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
399+ 30.41% |
$23.5K - $24.4K
|
1.71K
$107K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
396+ 11.14% |
$23.3K - $24.3K
|
3.95K
$247K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
395+ 3.68% |
$23.3K - $24.2K
|
11.1K
$695K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
395+ 0.81% |
$23.3K - $24.2K
|
49.5K
$3.09M
|
|
|
May 09, 2024
Q1 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
395+ 1.46% |
$23.3K - $24.2K
|
27.5K
$1.72M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
395+ 4.54% |
$23.3K - $24.2K
|
9.1K
$568K
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
387+ 8.47% |
$22.8K - $23.7K
|
4.95K
$309K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
387+ 0.55% |
$22.8K - $23.7K
|
70.3K
$4.39M
|
|
|
May 10, 2024
Q1 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
385+ 0.23% |
$22.7K - $23.6K
|
171K
$10.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
384+ 0.14% |
$22.6K - $23.5K
|
276K
$17.2M
|
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
383+ 1.94% |
$22.6K - $23.5K
|
20.1K
$1.26M
|
|
|
Apr 16, 2024
Q1 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
380+ 0.79% |
$22.4K - $23.3K
|
48.3K
$3.02M
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
BUY
|
- |
378+ 0.3% |
$22.3K - $23.1K
|
126K
$7.87M
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
378+ 9.32% |
$22.3K - $23.1K
|
4.43K
$277K
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
375+ 5.39% |
$22.1K - $23K
|
7.33K
$458K
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
373+ 2.84% |
$22K - $22.8K
|
13.5K
$844K
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
372+ 4.56% |
$21.9K - $22.8K
|
8.53K
$533K
|
|
|
May 02, 2024
Q1 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
368+ 1.75% |
$21.7K - $22.5K
|
21.4K
$1.34M
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
368+ 3.01% |
$21.7K - $22.5K
|
12.6K
$785K
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
366+ 8.15% |
$21.6K - $22.4K
|
4.86K
$303K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
362+ 3.83% |
$21.3K - $22.2K
|
9.81K
$612K
|
|
|
Apr 04, 2024
Q1 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
360+ 2.2% |
$21.2K - $22K
|
16.7K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
360+ 6.22% |
$21.2K - $22K
|
6.15K
$384K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
357+ 2.4% |
$21K - $21.9K
|
15.3K
$952K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
355+ 1.43% |
$20.9K - $21.7K
|
25.3K
$1.58M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
355+ 0.92% |
$20.9K - $21.7K
|
38.8K
$2.43M
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
351+ 5.75% |
$20.7K - $21.5K
|
6.45K
$403K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
350+ 6.67% |
$20.6K - $21.4K
|
5.6K
$350K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
350+ 0.52% |
$20.6K - $21.4K
|
67.3K
$4.21M
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
349+ 5.0% |
$20.6K - $21.4K
|
7.34K
$458K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
349+ 66.99% |
$20.6K - $21.4K
|
870
$54.3K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
347+ 3.97% |
$20.4K - $21.3K
|
9.09K
$568K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
347+ 0.93% |
$20.4K - $21.3K
|
37.6K
$2.35M
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
346+ 1.26% |
$20.4K - $21.2K
|
27.8K
$1.73M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
342+ 6.18% |
$20.1K - $20.9K
|
5.88K
$367K
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
341+ 0.38% |
$20.1K - $20.9K
|
90.2K
$5.63M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
337+ 3.64% |
$19.9K - $20.6K
|
9.6K
$600K
|