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 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
88+ 0.39% |
$5.18K - $5.39K
|
22.4K
$1.59M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
86+ 1.77% |
$5.07K - $5.27K
|
4.96K
$351K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
85+ 2.51% |
$5.01K - $5.21K
|
3.48K
$246K
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
85+ 0.68% |
$5.01K - $5.21K
|
12.7K
$896K
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
83+ 2.36% |
$4.89K - $5.08K
|
3.6K
$254K
|
|
|
Apr 11, 2024
Q1 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
81+ 0.36% |
$4.77K - $4.96K
|
22.4K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
81+ 1.45% |
$4.77K - $4.96K
|
5.67K
$401K
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
78+ 1.4% |
$4.59K - $4.78K
|
5.66K
$400K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
77+ 0.37% |
$4.54K - $4.72K
|
21.1K
$1.49M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
76+ 8.33% |
$4.48K - $4.65K
|
988
$69.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
76+ 1.09% |
$4.48K - $4.65K
|
7.04K
$498K
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
76+ 0.1% |
$4.48K - $4.65K
|
79.8K
$5.64M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
75+ 0.9% |
$4.42K - $4.59K
|
8.44K
$596K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
74+ 0.69% |
$4.36K - $4.53K
|
10.7K
$760K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
72+ 41.38% |
$4.24K - $4.41K
|
246
$17.4K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
71+ 0.15% |
$4.18K - $4.35K
|
48.3K
$3.42M
|
|
|
May 10, 2024
Q1 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
71+ 0.76% |
$4.18K - $4.35K
|
9.45K
$668K
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
70+ 0.53% |
$4.12K - $4.29K
|
13.2K
$935K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
69+ 0.22% |
$4.06K - $4.23K
|
31.8K
$2.25M
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
69+ 0.41% |
$4.06K - $4.23K
|
17K
$1.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
BUY
|
- |
67+ 0.09% |
$3.95K - $4.1K
|
73.1K
$5.17M
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
67+ 0.38% |
$3.95K - $4.1K
|
17.6K
$1.25M
|
|
|
Apr 11, 2024
Q1 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
66+ 0.54% |
$3.89K - $4.04K
|
12.4K
$876K
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
66+ 0.62% |
$3.89K - $4.04K
|
10.7K
$754K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
64+ 0.23% |
$3.77K - $3.92K
|
27.6K
$1.95M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
63+ 0.1% |
$3.71K - $3.86K
|
60.7K
$4.29M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
62+ 0.37% |
$3.65K - $3.8K
|
16.9K
$1.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
61+ 0.47% |
$3.59K - $3.74K
|
13.1K
$925K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
61+ 0.23% |
$3.59K - $3.74K
|
26.5K
$1.87M
|
|
|
May 08, 2024
Q1 2024
|
Private Management Group Inc
|
BUY
|
- |
61+ 1.22% |
$3.59K - $3.74K
|
5.08K
$359K
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
61+ 0.8% |
$3.59K - $3.74K
|
7.65K
$541K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
60+ 0.73% |
$3.53K - $3.67K
|
8.28K
$585K
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
60+ 0.28% |
$3.53K - $3.67K
|
21.6K
$1.53M
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
60+ 1.19% |
$3.53K - $3.67K
|
5.12K
$362K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
59+ 6.2% |
$3.48K - $3.61K
|
1.01K
$71.4K
|
|
|
May 13, 2024
Q1 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
59+ 0.82% |
$3.48K - $3.61K
|
7.24K
$512K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
BUY
|
- |
58+ 0.86% |
$3.42K - $3.55K
|
6.78K
$479K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
57+ 0.09% |
$3.36K - $3.49K
|
63.6K
$4.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
56+ 0.91% |
$3.3K - $3.43K
|
6.19K
$437K
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
56+ 1.03% |
$3.3K - $3.43K
|
5.5K
$389K
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
55+ 1.31% |
$3.24K - $3.37K
|
4.24K
$300K
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
55+ 0.92% |
$3.24K - $3.37K
|
6.02K
$426K
|
|
|
May 10, 2024
Q1 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
50+ 5.9% |
$2.95K - $3.06K
|
897
$63.4K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
49+ 7.66% |
$2.89K - $3K
|
689
$48.7K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
49+ 0.22% |
$2.89K - $3K
|
21.9K
$1.55M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
45+ 0.69% |
$2.65K - $2.76K
|
6.54K
$462K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
44+ 0.14% |
$2.59K - $2.69K
|
31.7K
$2.24M
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
44+ 22.8% |
$2.59K - $2.69K
|
237
$16.8K
|
|
|
Apr 05, 2024
Q1 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
43+ 0.06% |
$2.53K - $2.63K
|
69.8K
$4.94M
|
|
|
Apr 22, 2024
Q1 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
43+ 0.51% |
$2.53K - $2.63K
|
8.54K
$604K
|