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 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
252+ 0.14% |
$14.8K - $15.4K
|
187K
$11.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
250+ 2.25% |
$14.7K - $15.3K
|
11.4K
$711K
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
250+ 2.2% |
$14.7K - $15.3K
|
11.6K
$724K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
249+ 1.73% |
$14.7K - $15.2K
|
14.7K
$915K
|
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
245+ 5.02% |
$14.4K - $15K
|
5.13K
$320K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
243+ 4.15% |
$14.3K - $14.9K
|
6.09K
$381K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
243+ 0.27% |
$14.3K - $14.9K
|
89K
$5.56M
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
239New |
$14.1K - $14.6K
|
239
$14.9K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
238+ 6.61% |
$14K - $14.6K
|
3.84K
$240K
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
237+ 0.07% |
$14K - $14.5K
|
330K
$20.6M
|
|
|
May 08, 2024
Q1 2024
|
Humankind Investments LLC
|
BUY
|
- |
236+ 4.43% |
$13.9K - $14.5K
|
5.57K
$348K
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
235+ 0.69% |
$13.8K - $14.4K
|
34.1K
$2.13M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
234+ 1.95% |
$13.8K - $14.3K
|
12.3K
$766K
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
234+ 6.12% |
$13.8K - $14.3K
|
4.06K
$253K
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
231+ 1.5% |
$13.6K - $14.1K
|
15.6K
$973K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
231+ 2.65% |
$13.6K - $14.1K
|
8.93K
$558K
|
|
|
May 06, 2024
Q1 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
230+ 2.85% |
$13.5K - $14.1K
|
8.31K
$519K
|
|
|
Apr 08, 2024
Q1 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
227+ 0.1% |
$13.4K - $13.9K
|
232K
$14.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
222+ 3.64% |
$13.1K - $13.6K
|
6.32K
$395K
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
216+ 0.85% |
$12.7K - $13.2K
|
25.5K
$1.59M
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
215+ 3.03% |
$12.7K - $13.2K
|
7.31K
$457K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
215+ 3.32% |
$12.7K - $13.2K
|
6.7K
$418K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
214+ 2.45% |
$12.6K - $13.1K
|
8.96K
$560K
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
BUY
|
- |
209+ 1.56% |
$12.3K - $12.8K
|
13.6K
$848K
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
208+ 5.46% |
$12.3K - $12.7K
|
4.02K
$251K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
206+ 64.98% |
$12.1K - $12.6K
|
523
$32.7K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
204+ 1.52% |
$12K - $12.5K
|
13.6K
$850K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
202+ 0.23% |
$11.9K - $12.4K
|
88K
$5.49M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
200+ 3.33% |
$11.8K - $12.2K
|
6.21K
$388K
|
|
|
Apr 18, 2024
Q1 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
200+ 1.66% |
$11.8K - $12.2K
|
12.2K
$764K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
200+ 2.42% |
$11.8K - $12.2K
|
8.45K
$528K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
200+ 0.37% |
$11.8K - $12.2K
|
53.7K
$3.36M
|
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
200New |
$11.8K - $12.2K
|
200
$12.5K
|
|
|
May 15, 2024
Q1 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
200+ 2.2% |
$11.8K - $12.2K
|
9.29K
$580K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
197+ 0.67% |
$11.6K - $12.1K
|
29.6K
$1.85M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
193+ 1.23% |
$11.4K - $11.8K
|
15.8K
$990K
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
BUY
|
- |
192+ 0.64% |
$11.3K - $11.8K
|
30K
$1.87M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
185+ 1.91% |
$10.9K - $11.3K
|
9.89K
$618K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
183+ 2.72% |
$10.8K - $11.2K
|
6.9K
$431K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
183+ 1.33% |
$10.8K - $11.2K
|
13.9K
$869K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
182+ 1.46% |
$10.7K - $11.1K
|
12.7K
$792K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
182+ 0.61% |
$10.7K - $11.1K
|
29.9K
$1.87M
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
181+ 14.05% |
$10.7K - $11.1K
|
1.47K
$91.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
180+ 90.0% |
$10.6K - $11K
|
380
$23.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
BUY
|
- |
175+ 4.17% |
$10.3K - $10.7K
|
4.38K
$273K
|
|
|
May 06, 2024
Q1 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
175+ 0.1% |
$10.3K - $10.7K
|
182K
$11.4M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
175+ 8.37% |
$10.3K - $10.7K
|
2.27K
$141K
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
174+ 1.14% |
$10.3K - $10.7K
|
15.5K
$968K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
174+ 0.95% |
$10.3K - $10.7K
|
18.5K
$1.16M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
173+ 0.94% |
$10.2K - $10.6K
|
18.5K
$1.16M
|