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 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
113+ 0.62% |
$6.66K - $6.92K
|
18.4K
$1.15M
|
|
|
May 03, 2024
Q1 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
111+ 0.87% |
$6.54K - $6.8K
|
12.9K
$806K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
110+ 0.74% |
$6.48K - $6.74K
|
15K
$937K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
110+ 0.09% |
$6.48K - $6.74K
|
125K
$7.8M
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
110+ 0.13% |
$6.48K - $6.74K
|
81.7K
$5.1M
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
110+ 1.13% |
$6.48K - $6.74K
|
9.84K
$614K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
107+ 2.46% |
$6.3K - $6.55K
|
4.46K
$279K
|
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
BUY
|
- |
106+ 39.11% |
$6.24K - $6.49K
|
377
$23.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
105+ 0.81% |
$6.19K - $6.43K
|
13.1K
$816K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
105+ 1.0% |
$6.19K - $6.43K
|
10.6K
$661K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
104+ 1.87% |
$6.13K - $6.37K
|
5.66K
$353K
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
102+ 0.49% |
$6.01K - $6.25K
|
21.1K
$1.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
101+ 0.41% |
$5.95K - $6.19K
|
24.7K
$1.54M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
101+ 2.47% |
$5.95K - $6.19K
|
4.19K
$262K
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
100+ 0.74% |
$5.89K - $6.12K
|
13.7K
$855K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
100+ 0.2% |
$5.89K - $6.12K
|
51.3K
$3.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
100+ 1.22% |
$5.89K - $6.12K
|
8.32K
$520K
|
|
|
Apr 30, 2024
Q1 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
100+ 0.02% |
$5.89K - $6.12K
|
456K
$28.5M
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
100+ 0.85% |
$5.89K - $6.12K
|
11.9K
$742K
|
|
|
May 14, 2024
Q1 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
100+ 1.77% |
$5.89K - $6.12K
|
5.74K
$358K
|
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
100+ 1.41% |
$5.89K - $6.12K
|
7.21K
$450K
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
BUY
|
- |
99+ 1.36% |
$5.83K - $6.06K
|
7.38K
$461K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
99+ 210.64% |
$5.83K - $6.06K
|
146
$9.12K
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
BUY
|
- |
98+ 2.75% |
$5.77K - $6K
|
3.66K
$228K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
96+ 1.29% |
$5.66K - $5.88K
|
7.54K
$471K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
96+ 1.89% |
$5.66K - $5.88K
|
5.19K
$324K
|
|
|
Apr 29, 2024
Q1 2024
|
Bull Street Advisors, LLC
|
BUY
|
- |
95+ 0.09% |
$5.6K - $5.82K
|
105K
$6.56M
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
93+ 0.7% |
$5.48K - $5.7K
|
13.4K
$837K
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
92+ 1.3% |
$5.42K - $5.63K
|
7.16K
$447K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
92+ 0.04% |
$5.42K - $5.63K
|
208K
$13M
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
91New |
$5.36K - $5.57K
|
91
$5.68K
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
89+ 0.3% |
$5.24K - $5.45K
|
30.1K
$1.88M
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
89+ 0.32% |
$5.24K - $5.45K
|
27.8K
$1.73M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
88+ 0.39% |
$5.18K - $5.39K
|
22.4K
$1.4M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
86+ 1.77% |
$5.07K - $5.27K
|
4.96K
$310K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
85+ 2.51% |
$5.01K - $5.21K
|
3.48K
$217K
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
85+ 0.68% |
$5.01K - $5.21K
|
12.7K
$792K
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
83+ 2.36% |
$4.89K - $5.08K
|
3.6K
$225K
|
|
|
Apr 11, 2024
Q1 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
81+ 0.36% |
$4.77K - $4.96K
|
22.4K
$1.4M
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
81+ 1.45% |
$4.77K - $4.96K
|
5.67K
$354K
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
78+ 1.4% |
$4.59K - $4.78K
|
5.66K
$353K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
77+ 0.37% |
$4.54K - $4.72K
|
21.1K
$1.32M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
76+ 8.33% |
$4.48K - $4.65K
|
988
$61.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
76+ 1.09% |
$4.48K - $4.65K
|
7.04K
$440K
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
76+ 0.1% |
$4.48K - $4.65K
|
79.8K
$4.99M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
75+ 0.9% |
$4.42K - $4.59K
|
8.44K
$527K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
74+ 0.69% |
$4.36K - $4.53K
|
10.7K
$671K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
72+ 41.38% |
$4.24K - $4.41K
|
246
$15.4K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
71+ 0.15% |
$4.18K - $4.35K
|
48.3K
$3.02M
|
|
|
May 10, 2024
Q1 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
71+ 0.76% |
$4.18K - $4.35K
|
9.45K
$590K
|