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 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-81- 1.81% |
$4.77K - $4.96K
|
4.39K
$310K
|
|
|
Apr 10, 2024
Q1 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-84- 0.22% |
$4.95K - $5.14K
|
37.9K
$2.68M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-84- 1.22% |
$4.95K - $5.14K
|
6.78K
$479K
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-84- 0.04% |
$4.95K - $5.14K
|
223K
$15.8M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-85- 2.41% |
$5.01K - $5.21K
|
3.45K
$244K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-87- 0.71% |
$5.13K - $5.33K
|
12.2K
$860K
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-91- 0.96% |
$5.36K - $5.57K
|
9.34K
$661K
|
|
|
Apr 10, 2024
Q1 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-93- 2.27% |
$5.48K - $5.7K
|
4K
$283K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-97- 1.62% |
$5.71K - $5.94K
|
5.9K
$417K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-97- 4.82% |
$5.71K - $5.94K
|
1.92K
$135K
|
|
|
Aug 07, 2025
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-97- 4.82% |
$5.71K - $5.94K
|
1.92K
$135K
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-98- 1.0% |
$5.77K - $6K
|
9.7K
$686K
|
|
|
May 15, 2024
Q1 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-99- 0.9% |
$5.83K - $6.06K
|
10.9K
$773K
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-100- 1.47% |
$5.89K - $6.12K
|
6.69K
$473K
|
|
|
Apr 17, 2024
Q1 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-100- 1.06% |
$5.89K - $6.12K
|
9.33K
$660K
|
|
|
Apr 17, 2024
Q1 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-100- 0.23% |
$5.89K - $6.12K
|
42.8K
$3.03M
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-100- 0.59% |
$5.89K - $6.12K
|
16.9K
$1.19M
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-100- 7.33% |
$5.89K - $6.12K
|
1.27K
$89.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-100- 0.19% |
$5.89K - $6.12K
|
52.4K
$3.7M
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-100- 0.4% |
$5.89K - $6.12K
|
24.9K
$1.76M
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-100- 1.04% |
$5.89K - $6.12K
|
9.51K
$672K
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-100- 0.31% |
$5.89K - $6.12K
|
31.8K
$2.25M
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-100- 0.61% |
$5.89K - $6.12K
|
16.3K
$1.16M
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-100- 3.06% |
$5.89K - $6.12K
|
3.17K
$224K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-102- 1.79% |
$6.01K - $6.25K
|
5.59K
$395K
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-104- 2.14% |
$6.13K - $6.37K
|
4.75K
$336K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-104- 0.81% |
$6.13K - $6.37K
|
12.7K
$897K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-105- 1.25% |
$6.19K - $6.43K
|
8.3K
$587K
|
|
|
May 10, 2024
Q1 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-105- 0.16% |
$6.19K - $6.43K
|
63.7K
$4.51M
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-105- 1.13% |
$6.19K - $6.43K
|
9.21K
$651K
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-107- 1.49% |
$6.3K - $6.55K
|
7.05K
$499K
|
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-107- 98.17% |
$6.3K - $6.55K
|
2
$141
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-107- 7.79% |
$6.3K - $6.55K
|
1.27K
$89.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-110- 1.56% |
$6.48K - $6.74K
|
6.94K
$491K
|
|
|
Jun 10, 2025
Q1 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-110- 3.16% |
$6.48K - $6.74K
|
3.37K
$238K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-111- 1.17% |
$6.54K - $6.8K
|
9.36K
$662K
|
|
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-114- 3.35% |
$6.72K - $6.98K
|
3.29K
$233K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-116- 1.85% |
$6.83K - $7.1K
|
6.17K
$436K
|
|
|
May 16, 2024
Q1 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-117- 2.01% |
$6.89K - $7.17K
|
5.71K
$403K
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-118- 0.02% |
$6.95K - $7.23K
|
483K
$34.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-118- 1.32% |
$6.95K - $7.23K
|
8.79K
$621K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-119- 0.46% |
$7.01K - $7.29K
|
25.5K
$1.81M
|
|
|
Jan 27, 2025
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-121- 3.43% |
$7.13K - $7.41K
|
3.41K
$241K
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-122- 1.44% |
$7.19K - $7.47K
|
8.33K
$589K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-123- 0.24% |
$7.25K - $7.53K
|
50.8K
$3.59M
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-128- 1.9% |
$7.54K - $7.84K
|
6.62K
$468K
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-129- 0.99% |
$7.6K - $7.9K
|
12.9K
$911K
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-129- 3.44% |
$7.6K - $7.9K
|
3.62K
$256K
|
|
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-130- 0.22% |
$7.66K - $7.96K
|
59.2K
$4.19M
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-132- 32.04% |
$7.78K - $8.08K
|
280
$19.8K
|