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 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
43+ 1.08% |
$2.53K - $2.63K
|
4.03K
$285K
|
|
|
Apr 15, 2024
Q1 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
42+ 0.49% |
$2.47K - $2.57K
|
8.65K
$612K
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
42+ 1.08% |
$2.47K - $2.57K
|
3.93K
$278K
|
|
|
May 13, 2024
Q1 2024
|
Sl Advisors, LLC
|
BUY
|
- |
42+ 0.83% |
$2.47K - $2.57K
|
5.13K
$363K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
42+ 0.69% |
$2.47K - $2.57K
|
6.12K
$433K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
40+ 0.97% |
$2.36K - $2.45K
|
4.16K
$294K
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
40+ 0.59% |
$2.36K - $2.45K
|
6.81K
$482K
|
|
|
May 08, 2024
Q1 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
40+ 0.06% |
$2.36K - $2.45K
|
68.5K
$4.84M
|
|
|
May 15, 2024
Q1 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
40+ 0.79% |
$2.36K - $2.45K
|
5.08K
$359K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
40+ 0.22% |
$2.36K - $2.45K
|
18.4K
$1.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
38+ 0.76% |
$2.24K - $2.33K
|
5.05K
$357K
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
38+ 0.06% |
$2.24K - $2.33K
|
61.8K
$4.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
38+ 1.0% |
$2.24K - $2.33K
|
3.83K
$271K
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
38+ 0.22% |
$2.24K - $2.33K
|
16.9K
$1.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
37+ 0.12% |
$2.18K - $2.27K
|
31.4K
$2.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
35+ 0.75% |
$2.06K - $2.14K
|
4.73K
$335K
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
35+ 6.49% |
$2.06K - $2.14K
|
574
$40.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
33+ 0.75% |
$1.94K - $2.02K
|
4.44K
$314K
|
|
|
May 02, 2024
Q1 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
32+ 0.05% |
$1.89K - $1.96K
|
65.9K
$4.66M
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
31+ 0.87% |
$1.83K - $1.9K
|
3.61K
$255K
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
31+ 0.73% |
$1.83K - $1.9K
|
4.25K
$301K
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
31+ 0.37% |
$1.83K - $1.9K
|
8.34K
$590K
|
|
|
May 19, 2025
Q1 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
30+ 0.9% |
$1.77K - $1.84K
|
3.36K
$237K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
29+ 0.07% |
$1.71K - $1.78K
|
41.3K
$2.92M
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
29+ 0.17% |
$1.71K - $1.78K
|
17.1K
$1.21M
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
27+ 30.0% |
$1.59K - $1.65K
|
117
$8.27K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
26+ 0.56% |
$1.53K - $1.59K
|
4.7K
$333K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
25+ 0.32% |
$1.47K - $1.53K
|
7.96K
$562K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
25+ 1.37% |
$1.47K - $1.53K
|
1.84K
$130K
|
|
|
May 13, 2024
Q1 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
25+ 0.73% |
$1.47K - $1.53K
|
3.43K
$243K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
25+ 0.04% |
$1.47K - $1.53K
|
64.7K
$4.57M
|
|
|
May 13, 2024
Q1 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
25+ 0.16% |
$1.47K - $1.53K
|
15.7K
$1.11M
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
25+ 0.45% |
$1.47K - $1.53K
|
5.63K
$398K
|
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
BUY
|
- |
23+ 0.56% |
$1.35K - $1.41K
|
4.12K
$292K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
23+ 2.45% |
$1.35K - $1.41K
|
960
$67.9K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
23+ 0.04% |
$1.35K - $1.41K
|
53.7K
$3.79M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
21New |
$1.24K - $1.29K
|
21
$1.48K
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
20+ 0.18% |
$1.18K - $1.22K
|
11.4K
$806K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
BUY
|
- |
20+ 0.02% |
$1.18K - $1.22K
|
80.3K
$5.68M
|
|
|
May 03, 2024
Q1 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
20+ 0.3% |
$1.18K - $1.22K
|
6.68K
$472K
|
|
|
May 13, 2024
Q1 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
20+ 0.09% |
$1.18K - $1.22K
|
22.9K
$1.62M
|
|
|
May 15, 2024
Q1 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
20+ 0.02% |
$1.18K - $1.22K
|
86.3K
$6.1M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
19+ 0.23% |
$1.12K - $1.16K
|
8.13K
$575K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
19+ 3.48% |
$1.12K - $1.16K
|
565
$40K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
19+ 0.36% |
$1.12K - $1.16K
|
5.29K
$374K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
17+ 0.47% |
$1K - $1.04K
|
3.64K
$257K
|
|
|
Apr 15, 2024
Q1 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
16+ 0.36% |
$943 - $980
|
4.44K
$314K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
16+ 0.43% |
$943 - $980
|
3.7K
$261K
|
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
16+ 0.21% |
$943 - $980
|
7.81K
$552K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
16+ 3.97% |
$943 - $980
|
419
$29.6K
|