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 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
15+ 0.31% |
$884 - $919
|
4.86K
$344K
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
15+ 0.2% |
$884 - $919
|
7.66K
$542K
|
|
|
May 01, 2024
Q1 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
13+ 0.02% |
$766 - $796
|
76.9K
$5.44M
|
|
|
Feb 04, 2025
Q1 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
13+ 0.11% |
$766 - $796
|
12.3K
$872K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
12+ 0.2% |
$707 - $735
|
6.02K
$426K
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
11+ 0.18% |
$648 - $674
|
6.02K
$426K
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
11+ 0.08% |
$648 - $674
|
13K
$919K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.03% |
$648 - $674
|
31.9K
$2.26M
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
10+ 0.12% |
$589 - $612
|
8.62K
$610K
|
|
|
Apr 24, 2024
Q1 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
10+ 0.07% |
$589 - $612
|
13.6K
$963K
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
10+ 0.23% |
$589 - $612
|
4.34K
$307K
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
8+ 0.23% |
$471 - $490
|
3.48K
$246K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
7+ 0.78% |
$412 - $429
|
906
$64.1K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
7+ 0.19% |
$412 - $429
|
3.63K
$257K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
5+ 0.04% |
$295 - $306
|
11.5K
$811K
|
|
|
May 09, 2024
Q1 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
5+ 0.01% |
$295 - $306
|
33.9K
$2.4M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
5+ 0.02% |
$295 - $306
|
29.6K
$2.09M
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
5+ 0.08% |
$295 - $306
|
5.93K
$420K
|
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
4+ 0.07% |
$236 - $245
|
5.38K
$381K
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
4+ 0.02% |
$236 - $245
|
25K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
4+ 0.0% |
$236 - $245
|
140K
$9.91M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
3+ 0.35% |
$177 - $184
|
852
$60.2K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
3+ 0.03% |
$177 - $184
|
9.17K
$648K
|
|
|
May 13, 2024
Q1 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
3+ 0.03% |
$177 - $184
|
9.46K
$669K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2+ 0.02% |
$118 - $122
|
13.3K
$941K
|
|
|
Apr 23, 2024
Q1 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2+ 0.01% |
$118 - $122
|
26.4K
$1.87M
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
2+ 0.0% |
$118 - $122
|
41K
$2.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1+ 0.01% |
$58.9 - $61.2
|
18.6K
$1.31M
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.03% |
$58.9 - $61.2
|
3.06K
$216K
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1+ 0.01% |
$58.9 - $61.2
|
13.6K
$961K
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1+ 0.02% |
$58.9 - $61.2
|
5.3K
$375K
|
|
|
May 09, 2024
Q1 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$58.9 - $61.2
|
11K
$777K
|
|
|
May 10, 2024
Q1 2024
|
Ar Asset Management Inc
|
BUY
|
- |
1+ 0.0% |
$58.9 - $61.2
|
173K
$12.2M
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
BUY
|
- |
1+ 0.03% |
$58.9 - $61.2
|
3.94K
$279K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-1- -0.0% |
$58.9 - $61.2
|
27.3K
$1.93M
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1- 0.01% |
$58.9 - $61.2
|
11K
$777K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- -0.0% |
$58.9 - $61.2
|
28.9K
$2.04M
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-2- 0.21% |
$118 - $122
|
951
$67.2K
|
|
|
May 10, 2024
Q1 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-2- 0.03% |
$118 - $122
|
7.12K
$504K
|
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-2- 0.05% |
$118 - $122
|
3.99K
$282K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-2- 0.36% |
$118 - $122
|
557
$39.4K
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2- -0.0% |
$118 - $122
|
49.2K
$3.48M
|
|
|
Apr 26, 2024
Q1 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-3- 0.01% |
$177 - $184
|
52.7K
$3.73M
|
|
|
Apr 26, 2024
Q1 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-3- 0.06% |
$177 - $184
|
4.77K
$337K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-7- 0.01% |
$412 - $429
|
78.3K
$5.54M
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-8- 0.18% |
$471 - $490
|
4.5K
$318K
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-9- 0.03% |
$530 - $551
|
35.6K
$2.52M
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-9- 0.06% |
$530 - $551
|
14K
$993K
|
|
|
May 03, 2024
Q1 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-10- 0.08% |
$589 - $612
|
12.2K
$864K
|