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 19, 2024
Q1 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
335+ 2.73% |
$19.7K - $20.5K
|
12.6K
$787K
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
331+ 4.69% |
$19.5K - $20.3K
|
7.39K
$461K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
330+ 5.04% |
$19.4K - $20.2K
|
6.88K
$429K
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
329+ 7.96% |
$19.4K - $20.1K
|
4.46K
$279K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
329+ 4.02% |
$19.4K - $20.1K
|
8.52K
$532K
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
328+ 1.56% |
$19.3K - $20.1K
|
21.3K
$1.33M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
328+ 6.65% |
$19.3K - $20.1K
|
5.26K
$329K
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
327+ 1.67% |
$19.3K - $20K
|
19.9K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
327+ 12.92% |
$19.3K - $20K
|
2.86K
$178K
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
327+ 5.02% |
$19.3K - $20K
|
6.84K
$427K
|
|
|
Apr 22, 2024
Q1 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
325+ 0.82% |
$19.1K - $19.9K
|
40K
$2.5M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
325+ 39.68% |
$19.1K - $19.9K
|
1.14K
$71.4K
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
325+ 2.52% |
$19.1K - $19.9K
|
13.2K
$827K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
322+ 0.95% |
$19K - $19.7K
|
34.1K
$2.13M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
319+ 11.06% |
$18.8K - $19.5K
|
3.2K
$200K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
317New |
$18.7K - $19.4K
|
317
$19.8K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
317+ 1.93% |
$18.7K - $19.4K
|
16.7K
$1.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
316+ 7.58% |
$18.6K - $19.4K
|
4.49K
$280K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
314+ 5.72% |
$18.5K - $19.2K
|
5.8K
$362K
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
313+ 3.22% |
$18.4K - $19.2K
|
10K
$627K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
313+ 2.75% |
$18.4K - $19.2K
|
11.7K
$730K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
306+ 0.25% |
$18K - $18.7K
|
123K
$7.71M
|
|
|
Apr 23, 2024
Q1 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
300+ 2.86% |
$17.7K - $18.4K
|
10.8K
$674K
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
300+ 2.75% |
$17.7K - $18.4K
|
11.2K
$699K
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
300+ 19.28% |
$17.7K - $18.4K
|
1.86K
$116K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
300+ 0.04% |
$17.7K - $18.4K
|
676K
$42.2M
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
300+ 0.89% |
$17.7K - $18.4K
|
33.9K
$2.12M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
299+ 4.01% |
$17.6K - $18.3K
|
7.75K
$484K
|
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
299+ 1.23% |
$17.6K - $18.3K
|
24.6K
$1.54M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
287+ 273.33% |
$16.9K - $17.6K
|
392
$24.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
285+ 1.22% |
$16.8K - $17.5K
|
23.7K
$1.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
285+ 3.27% |
$16.8K - $17.5K
|
9K
$562K
|
|
|
May 07, 2024
Q1 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
284+ 0.3% |
$16.7K - $17.4K
|
95.4K
$5.96M
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
284+ 0.28% |
$16.7K - $17.4K
|
101K
$6.32M
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
282+ 3.84% |
$16.6K - $17.3K
|
7.62K
$476K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
276+ 3.72% |
$16.3K - $16.9K
|
7.71K
$481K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
276+ 5.0% |
$16.3K - $16.9K
|
5.79K
$362K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
275+ 6.08% |
$16.2K - $16.8K
|
4.8K
$300K
|
|
|
Apr 22, 2024
Q1 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
275+ 7.27% |
$16.2K - $16.8K
|
4.06K
$254K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
275+ 0.79% |
$16.2K - $16.8K
|
35K
$2.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
269+ 0.06% |
$15.8K - $16.5K
|
429K
$26.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
266+ 2.25% |
$15.7K - $16.3K
|
12.1K
$754K
|
|
|
Apr 24, 2024
Q1 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
265+ 2.62% |
$15.6K - $16.2K
|
10.4K
$649K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
265+ 2.43% |
$15.6K - $16.2K
|
11.1K
$696K
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
263+ 0.29% |
$15.5K - $16.1K
|
91K
$5.68M
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
262+ 1.31% |
$15.4K - $16K
|
20.2K
$1.26M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
261+ 7.38% |
$15.4K - $16K
|
3.8K
$237K
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
256+ 0.91% |
$15.1K - $15.7K
|
28.4K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
256+ 3.37% |
$15.1K - $15.7K
|
7.85K
$490K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
252+ 3.7% |
$14.8K - $15.4K
|
7.06K
$441K
|