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
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-100- 0.31% |
$5.89K - $6.12K
|
31.8K
$1.99M
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-100- 0.61% |
$5.89K - $6.12K
|
16.3K
$1.02M
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-100- 3.06% |
$5.89K - $6.12K
|
3.17K
$198K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-102- 1.79% |
$6.01K - $6.25K
|
5.59K
$350K
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-104- 2.14% |
$6.13K - $6.37K
|
4.75K
$297K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-104- 0.81% |
$6.13K - $6.37K
|
12.7K
$793K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-105- 1.25% |
$6.19K - $6.43K
|
8.3K
$519K
|
|
|
May 10, 2024
Q1 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-105- 0.16% |
$6.19K - $6.43K
|
63.7K
$3.99M
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-105- 1.13% |
$6.19K - $6.43K
|
9.21K
$576K
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-107- 1.49% |
$6.3K - $6.55K
|
7.05K
$441K
|
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-107- 98.17% |
$6.3K - $6.55K
|
2
$125
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-107- 7.79% |
$6.3K - $6.55K
|
1.27K
$79.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-110- 1.56% |
$6.48K - $6.74K
|
6.94K
$434K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-111- 1.17% |
$6.54K - $6.8K
|
9.36K
$585K
|
|
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-114- 3.35% |
$6.72K - $6.98K
|
3.29K
$206K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-116- 1.85% |
$6.83K - $7.1K
|
6.17K
$386K
|
|
|
May 16, 2024
Q1 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-117- 2.01% |
$6.89K - $7.17K
|
5.71K
$357K
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-118- 0.02% |
$6.95K - $7.23K
|
483K
$30.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-118- 1.32% |
$6.95K - $7.23K
|
8.79K
$550K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-119- 0.46% |
$7.01K - $7.29K
|
25.5K
$1.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-122- 1.44% |
$7.19K - $7.47K
|
8.33K
$521K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-123- 0.24% |
$7.25K - $7.53K
|
50.8K
$3.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-128- 1.9% |
$7.54K - $7.84K
|
6.62K
$414K
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-129- 0.99% |
$7.6K - $7.9K
|
12.9K
$806K
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-129- 3.44% |
$7.6K - $7.9K
|
3.62K
$226K
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-132- 32.04% |
$7.78K - $8.08K
|
280
$17.5K
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-132- 2.11% |
$7.78K - $8.08K
|
6.13K
$384K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-133- 1.07% |
$7.84K - $8.14K
|
12.3K
$771K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-133- 1.36% |
$7.84K - $8.14K
|
9.67K
$605K
|
|
|
May 09, 2024
Q1 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-135- 0.62% |
$7.95K - $8.27K
|
21.6K
$1.35M
|
|
|
Apr 24, 2024
Q1 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-137- 0.26% |
$8.07K - $8.39K
|
53.1K
$3.32M
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-138- 1.25% |
$8.13K - $8.45K
|
10.9K
$681K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-138- 3.22% |
$8.13K - $8.45K
|
4.15K
$259K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-139- 0.69% |
$8.19K - $8.51K
|
20.1K
$1.26M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-143- 3.77% |
$8.42K - $8.76K
|
3.65K
$229K
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-144- 0.92% |
$8.48K - $8.82K
|
15.5K
$972K
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-145- 0.62% |
$8.54K - $8.88K
|
23.3K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-145- 3.65% |
$8.54K - $8.88K
|
3.83K
$239K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-146- 4.15% |
$8.6K - $8.94K
|
3.37K
$211K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-149- 0.5% |
$8.78K - $9.12K
|
29.6K
$1.85M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-150- 0.85% |
$8.84K - $9.19K
|
17.4K
$1.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-150- 15.03% |
$8.84K - $9.19K
|
848
$53.1K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-150- 0.32% |
$8.84K - $9.19K
|
46.5K
$2.91M
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
SELL
|
- |
-150- 3.31% |
$8.84K - $9.19K
|
4.38K
$274K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-153- 2.27% |
$9.01K - $9.37K
|
6.6K
$413K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-157- 0.33% |
$9.25K - $9.61K
|
46.8K
$2.93M
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-157- 1.64% |
$9.25K - $9.61K
|
9.43K
$590K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-159- 1.83% |
$9.37K - $9.74K
|
8.51K
$533K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-160- 2.06% |
$9.43K - $9.8K
|
7.6K
$475K
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-160- 0.64% |
$9.43K - $9.8K
|
24.8K
$1.55M
|