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 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-132- 2.11% |
$7.78K - $8.08K
|
6.13K
$434K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-133- 1.07% |
$7.84K - $8.14K
|
12.3K
$872K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-133- 1.36% |
$7.84K - $8.14K
|
9.67K
$684K
|
|
|
May 09, 2024
Q1 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-135- 0.62% |
$7.95K - $8.27K
|
21.6K
$1.53M
|
|
|
Apr 24, 2024
Q1 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-137- 0.26% |
$8.07K - $8.39K
|
53.1K
$3.75M
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-138- 1.25% |
$8.13K - $8.45K
|
10.9K
$770K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-138- 3.22% |
$8.13K - $8.45K
|
4.15K
$293K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-139- 0.69% |
$8.19K - $8.51K
|
20.1K
$1.42M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-143- 3.77% |
$8.42K - $8.76K
|
3.65K
$258K
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-144- 0.92% |
$8.48K - $8.82K
|
15.5K
$1.1M
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-145- 0.62% |
$8.54K - $8.88K
|
23.3K
$1.65M
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-145- 3.65% |
$8.54K - $8.88K
|
3.83K
$270K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-146- 4.15% |
$8.6K - $8.94K
|
3.37K
$239K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-149- 0.5% |
$8.78K - $9.12K
|
29.6K
$2.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-150- 0.85% |
$8.84K - $9.19K
|
17.4K
$1.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-150- 15.03% |
$8.84K - $9.19K
|
848
$60K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-150- 0.32% |
$8.84K - $9.19K
|
46.5K
$3.29M
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
SELL
|
- |
-150- 3.31% |
$8.84K - $9.19K
|
4.38K
$309K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-153- 2.27% |
$9.01K - $9.37K
|
6.6K
$467K
|
|
|
May 28, 2025
Q1 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-153- 2.57% |
$9.01K - $9.37K
|
5.81K
$410K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-157- 0.33% |
$9.25K - $9.61K
|
46.8K
$3.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-157- 1.64% |
$9.25K - $9.61K
|
9.43K
$667K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-159- 1.83% |
$9.37K - $9.74K
|
8.51K
$602K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-160- 2.06% |
$9.43K - $9.8K
|
7.6K
$537K
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-160- 0.64% |
$9.43K - $9.8K
|
24.8K
$1.76M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-160- 0.61% |
$9.43K - $9.8K
|
26.2K
$1.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-160- 0.39% |
$9.43K - $9.8K
|
40.8K
$2.89M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-162- 1.66% |
$9.54K - $9.92K
|
9.62K
$680K
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-162- 0.9% |
$9.54K - $9.92K
|
17.8K
$1.26M
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-165- 3.06% |
$9.72K - $10.1K
|
5.22K
$369K
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-165- 2.54% |
$9.72K - $10.1K
|
6.32K
$447K
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-166- 0.61% |
$9.78K - $10.2K
|
26.9K
$1.9M
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
SELL
|
- |
-167- 3.43% |
$9.84K - $10.2K
|
4.7K
$332K
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-168- 0.88% |
$9.9K - $10.3K
|
19K
$1.34M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-170- 2.07% |
$10K - $10.4K
|
8.04K
$568K
|
|
|
Apr 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-170- 0.03% |
$10K - $10.4K
|
633K
$44.8M
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-170- 1.38% |
$10K - $10.4K
|
12.2K
$862K
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
SELL
|
- |
-173- 1.2% |
$10.2K - $10.6K
|
14.2K
$1M
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-175- 4.93% |
$10.3K - $10.7K
|
3.37K
$239K
|
|
|
May 13, 2024
Q1 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-175- 2.35% |
$10.3K - $10.7K
|
7.28K
$515K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-176- 3.19% |
$10.4K - $10.8K
|
5.35K
$378K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-176- 1.13% |
$10.4K - $10.8K
|
15.4K
$1.09M
|
|
|
May 03, 2024
Q1 2024
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-177- 5.07% |
$10.4K - $10.8K
|
3.32K
$235K
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-179- 1.65% |
$10.5K - $11K
|
10.6K
$753K
|
|
|
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-180- 4.22% |
$10.6K - $11K
|
4.08K
$289K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-181- 13.75% |
$10.7K - $11.1K
|
1.14K
$80.3K
|
|
|
May 15, 2024
Q1 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-182- 9.64% |
$10.7K - $11.1K
|
1.71K
$121K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-184- 0.74% |
$10.8K - $11.3K
|
24.7K
$1.75M
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-185- 3.77% |
$10.9K - $11.3K
|
4.72K
$334K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-185- 0.77% |
$10.9K - $11.3K
|
23.9K
$1.69M
|