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 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
70+ 0.53% |
$4.12K - $4.29K
|
13.2K
$826K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
69+ 0.22% |
$4.06K - $4.23K
|
31.8K
$1.99M
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
69+ 0.41% |
$4.06K - $4.23K
|
17K
$1.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
BUY
|
- |
67+ 0.09% |
$3.95K - $4.1K
|
73.1K
$4.56M
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
67+ 0.38% |
$3.95K - $4.1K
|
17.6K
$1.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
66+ 0.54% |
$3.89K - $4.04K
|
12.4K
$774K
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
66+ 0.62% |
$3.89K - $4.04K
|
10.7K
$666K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
64+ 0.23% |
$3.77K - $3.92K
|
27.6K
$1.73M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
63+ 0.1% |
$3.71K - $3.86K
|
60.7K
$3.79M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
62+ 0.37% |
$3.65K - $3.8K
|
16.9K
$1.06M
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
61+ 0.47% |
$3.59K - $3.74K
|
13.1K
$817K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
61+ 0.23% |
$3.59K - $3.74K
|
26.5K
$1.65M
|
|
|
May 08, 2024
Q1 2024
|
Private Management Group Inc
|
BUY
|
- |
61+ 1.22% |
$3.59K - $3.74K
|
5.08K
$317K
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
61+ 0.8% |
$3.59K - $3.74K
|
7.65K
$477K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
60+ 0.73% |
$3.53K - $3.67K
|
8.28K
$517K
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
60+ 0.28% |
$3.53K - $3.67K
|
21.6K
$1.35M
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
60+ 1.19% |
$3.53K - $3.67K
|
5.12K
$320K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
59+ 6.2% |
$3.48K - $3.61K
|
1.01K
$63.1K
|
|
|
May 13, 2024
Q1 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
59+ 0.82% |
$3.48K - $3.61K
|
7.24K
$452K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
BUY
|
- |
58+ 0.86% |
$3.42K - $3.55K
|
6.78K
$423K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
57+ 0.09% |
$3.36K - $3.49K
|
63.6K
$3.97M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
56+ 0.91% |
$3.3K - $3.43K
|
6.19K
$386K
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
56+ 1.03% |
$3.3K - $3.43K
|
5.5K
$344K
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
55+ 1.31% |
$3.24K - $3.37K
|
4.24K
$265K
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
55+ 0.92% |
$3.24K - $3.37K
|
6.02K
$376K
|
|
|
May 10, 2024
Q1 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
50+ 5.9% |
$2.95K - $3.06K
|
897
$56K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
49+ 7.66% |
$2.89K - $3K
|
689
$43K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
49+ 0.22% |
$2.89K - $3K
|
21.9K
$1.37M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
45+ 0.69% |
$2.65K - $2.76K
|
6.54K
$408K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
44+ 0.14% |
$2.59K - $2.69K
|
31.7K
$1.98M
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
44+ 22.8% |
$2.59K - $2.69K
|
237
$14.8K
|
|
|
Apr 05, 2024
Q1 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
43+ 0.06% |
$2.53K - $2.63K
|
69.8K
$4.36M
|
|
|
Apr 22, 2024
Q1 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
43+ 0.51% |
$2.53K - $2.63K
|
8.54K
$533K
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
43+ 1.08% |
$2.53K - $2.63K
|
4.03K
$252K
|
|
|
Apr 15, 2024
Q1 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
42+ 0.49% |
$2.47K - $2.57K
|
8.65K
$540K
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
42+ 1.08% |
$2.47K - $2.57K
|
3.93K
$245K
|
|
|
May 13, 2024
Q1 2024
|
Sl Advisors, LLC
|
BUY
|
- |
42+ 0.83% |
$2.47K - $2.57K
|
5.13K
$320K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
42+ 0.69% |
$2.47K - $2.57K
|
6.12K
$382K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
40+ 0.97% |
$2.36K - $2.45K
|
4.16K
$260K
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
40+ 0.59% |
$2.36K - $2.45K
|
6.81K
$425K
|
|
|
May 08, 2024
Q1 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
40+ 0.06% |
$2.36K - $2.45K
|
68.5K
$4.28M
|
|
|
May 15, 2024
Q1 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
40+ 0.79% |
$2.36K - $2.45K
|
5.08K
$317K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
40+ 0.22% |
$2.36K - $2.45K
|
18.4K
$1.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
38+ 0.76% |
$2.24K - $2.33K
|
5.05K
$315K
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
38+ 0.06% |
$2.24K - $2.33K
|
61.8K
$3.86M
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
38+ 1.0% |
$2.24K - $2.33K
|
3.83K
$239K
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
38+ 0.22% |
$2.24K - $2.33K
|
16.9K
$1.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
37+ 0.12% |
$2.18K - $2.27K
|
31.4K
$1.96M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
35+ 0.75% |
$2.06K - $2.14K
|
4.73K
$295K
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
35+ 6.49% |
$2.06K - $2.14K
|
574
$35.8K
|