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 15, 2024
Q1 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-29- 6.67% |
$1.71K - $1.78K
|
406
$28.4K
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-30- 0.7% |
$1.77K - $1.84K
|
4.28K
$299K
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-30- 0.21% |
$1.77K - $1.84K
|
14K
$978K
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
SELL
|
- |
-31- 49.21% |
$1.83K - $1.9K
|
32
$2.24K
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-32- 0.88% |
$1.89K - $1.96K
|
3.61K
$252K
|
|
May 08, 2024
Q1 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-33- 0.14% |
$1.94K - $2.02K
|
24.3K
$1.7M
|
|
Apr 09, 2024
Q1 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-34- 0.99% |
$2K - $2.08K
|
3.4K
$238K
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-34- 9.47% |
$2K - $2.08K
|
325
$22.7K
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
SELL
|
- |
-36- 0.13% |
$2.12K - $2.2K
|
28.6K
$2M
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-36- 0.64% |
$2.12K - $2.2K
|
5.59K
$390K
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-36- 19.15% |
$2.12K - $2.2K
|
152
$10.6K
|
|
Apr 16, 2024
Q1 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-40- 1.08% |
$2.36K - $2.45K
|
3.68K
$257K
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-40- 66.67% |
$2.36K - $2.45K
|
20
$1.4K
|
|
Apr 30, 2024
Q1 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-40- 0.09% |
$2.36K - $2.45K
|
46.7K
$3.26M
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-43- 0.7% |
$2.53K - $2.63K
|
6.1K
$427K
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-43- 0.19% |
$2.53K - $2.63K
|
22.3K
$1.56M
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
SELL
|
- |
-44- 0.06% |
$2.59K - $2.69K
|
68.7K
$4.81M
|
|
Apr 10, 2024
Q1 2024
|
Ferguson Shapiro LLC
|
SELL
|
- |
-45- 0.46% |
$2.65K - $2.76K
|
9.69K
$677K
|
|
Aug 28, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-45- 1.33% |
$2.65K - $2.76K
|
3.34K
$233K
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-46- 0.84% |
$2.71K - $2.82K
|
5.41K
$378K
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-47- 30.92% |
$2.77K - $2.88K
|
105
$7.34K
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-48- 0.38% |
$2.83K - $2.94K
|
12.7K
$889K
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-49- 0.2% |
$2.89K - $3K
|
24.3K
$1.7M
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-50- 0.17% |
$2.95K - $3.06K
|
29.8K
$2.08M
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-50- 0.44% |
$2.95K - $3.06K
|
11.3K
$791K
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-50- 0.31% |
$2.95K - $3.06K
|
16.1K
$1.12M
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-51- 0.26% |
$3K - $3.12K
|
19.3K
$1.35M
|
|
Apr 30, 2024
Q1 2024
|
Dillon & Associates Inc
|
SELL
|
- |
-51- 0.78% |
$3K - $3.12K
|
6.5K
$454K
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-51- 5.59% |
$3K - $3.12K
|
861
$60.2K
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-52- 0.63% |
$3.06K - $3.18K
|
8.18K
$572K
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-52- 0.46% |
$3.06K - $3.18K
|
11.2K
$784K
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-55- 2.07% |
$3.24K - $3.37K
|
2.61K
$182K
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-55- 1.24% |
$3.24K - $3.37K
|
4.38K
$306K
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-56- 0.4% |
$3.3K - $3.43K
|
13.9K
$969K
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-56- 1.37% |
$3.3K - $3.43K
|
4.02K
$281K
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-56- 0.23% |
$3.3K - $3.43K
|
24K
$1.68M
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-57- 0.96% |
$3.36K - $3.49K
|
5.88K
$411K
|
|
Apr 19, 2024
Q1 2024
|
Fruth Investment Management
|
SELL
|
- |
-58- 0.18% |
$3.42K - $3.55K
|
32.1K
$2.25M
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-58- 0.12% |
$3.42K - $3.55K
|
47.5K
$3.32M
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-60- 5.57% |
$3.53K - $3.67K
|
1.02K
$71.2K
|
|
Apr 18, 2024
Q1 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-60- 1.22% |
$3.53K - $3.67K
|
4.86K
$340K
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
SELL
|
- |
-60- 0.59% |
$3.53K - $3.67K
|
10.1K
$708K
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-60- 0.32% |
$3.53K - $3.67K
|
18.7K
$1.31M
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-60- 0.17% |
$3.53K - $3.67K
|
35.9K
$2.51M
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-61- 0.19% |
$3.59K - $3.74K
|
31.5K
$2.2M
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-62- 0.37% |
$3.65K - $3.8K
|
16.9K
$1.18M
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-62- 1.82% |
$3.65K - $3.8K
|
3.34K
$233K
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-62- 0.37% |
$3.65K - $3.8K
|
16.9K
$1.18M
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-64- 1.42% |
$3.77K - $3.92K
|
4.43K
$310K
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
SELL
|
- |
-66- 1.04% |
$3.89K - $4.04K
|
6.3K
$440K
|