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 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
33+ 0.75% |
$1.94K - $2.02K
|
4.44K
$277K
|
|
|
May 02, 2024
Q1 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
32+ 0.05% |
$1.89K - $1.96K
|
65.9K
$4.12M
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
31+ 0.87% |
$1.83K - $1.9K
|
3.61K
$225K
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
31+ 0.73% |
$1.83K - $1.9K
|
4.25K
$266K
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
31+ 0.37% |
$1.83K - $1.9K
|
8.34K
$521K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
29+ 0.07% |
$1.71K - $1.78K
|
41.3K
$2.58M
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
29+ 0.17% |
$1.71K - $1.78K
|
17.1K
$1.07M
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
27+ 30.0% |
$1.59K - $1.65K
|
117
$7.31K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
26+ 0.56% |
$1.53K - $1.59K
|
4.7K
$294K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
25+ 0.32% |
$1.47K - $1.53K
|
7.96K
$497K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
25+ 1.37% |
$1.47K - $1.53K
|
1.84K
$115K
|
|
|
May 13, 2024
Q1 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
25+ 0.73% |
$1.47K - $1.53K
|
3.43K
$214K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
25+ 0.04% |
$1.47K - $1.53K
|
64.7K
$4.04M
|
|
|
May 13, 2024
Q1 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
25+ 0.16% |
$1.47K - $1.53K
|
15.7K
$979K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
25+ 0.45% |
$1.47K - $1.53K
|
5.63K
$351K
|
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
BUY
|
- |
23+ 0.56% |
$1.35K - $1.41K
|
4.12K
$258K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
23+ 2.45% |
$1.35K - $1.41K
|
960
$60K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
23+ 0.04% |
$1.35K - $1.41K
|
53.7K
$3.35M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
21New |
$1.24K - $1.29K
|
21
$1.31K
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
20+ 0.18% |
$1.18K - $1.22K
|
11.4K
$711K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
BUY
|
- |
20+ 0.02% |
$1.18K - $1.22K
|
80.3K
$5.01M
|
|
|
May 03, 2024
Q1 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
20+ 0.3% |
$1.18K - $1.22K
|
6.68K
$417K
|
|
|
May 13, 2024
Q1 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
20+ 0.09% |
$1.18K - $1.22K
|
22.9K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
20+ 0.02% |
$1.18K - $1.22K
|
86.3K
$5.39M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
19+ 0.23% |
$1.12K - $1.16K
|
8.13K
$508K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
19+ 3.48% |
$1.12K - $1.16K
|
565
$35.3K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
19+ 0.36% |
$1.12K - $1.16K
|
5.29K
$330K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
17+ 0.47% |
$1K - $1.04K
|
3.64K
$227K
|
|
|
Apr 15, 2024
Q1 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
16+ 0.36% |
$943 - $980
|
4.44K
$277K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
16+ 0.43% |
$943 - $980
|
3.7K
$231K
|
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
16+ 0.21% |
$943 - $980
|
7.81K
$487K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
16+ 3.97% |
$943 - $980
|
419
$26.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
15+ 0.31% |
$884 - $919
|
4.86K
$303K
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
15+ 0.2% |
$884 - $919
|
7.66K
$479K
|
|
|
May 01, 2024
Q1 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
13+ 0.02% |
$766 - $796
|
76.9K
$4.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
12+ 0.2% |
$707 - $735
|
6.02K
$376K
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
11+ 0.18% |
$648 - $674
|
6.02K
$376K
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
11+ 0.08% |
$648 - $674
|
13K
$812K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.03% |
$648 - $674
|
31.9K
$1.99M
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
10+ 0.12% |
$589 - $612
|
8.62K
$538K
|
|
|
Apr 24, 2024
Q1 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
10+ 0.07% |
$589 - $612
|
13.6K
$850K
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
10+ 0.23% |
$589 - $612
|
4.34K
$271K
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
8+ 0.23% |
$471 - $490
|
3.48K
$217K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
7+ 0.78% |
$412 - $429
|
906
$56.6K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
7+ 0.19% |
$412 - $429
|
3.63K
$227K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
5+ 0.04% |
$295 - $306
|
11.5K
$716K
|
|
|
May 09, 2024
Q1 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
5+ 0.01% |
$295 - $306
|
33.9K
$2.12M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
5+ 0.02% |
$295 - $306
|
29.6K
$1.85M
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
5+ 0.08% |
$295 - $306
|
5.93K
$371K
|
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
4+ 0.07% |
$236 - $245
|
5.38K
$336K
|