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 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-185- 0.04% |
$10.9K - $11.3K
|
436K
$30.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-186- 12.89% |
$11K - $11.4K
|
1.26K
$88.9K
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-187- 2.95% |
$11K - $11.5K
|
6.16K
$435K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-190- 0.51% |
$11.2K - $11.6K
|
37.2K
$2.63M
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-191- 1.86% |
$11.3K - $11.7K
|
10.1K
$714K
|
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-191- 1.13% |
$11.3K - $11.7K
|
16.7K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-192- 4.59% |
$11.3K - $11.8K
|
3.99K
$282K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-193- 4.71% |
$11.4K - $11.8K
|
3.91K
$276K
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-193- 3.24% |
$11.4K - $11.8K
|
5.76K
$407K
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-194- 2.15% |
$11.4K - $11.9K
|
8.85K
$626K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-194- 10.03% |
$11.4K - $11.9K
|
1.74K
$123K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-195- 0.31% |
$11.5K - $11.9K
|
61.9K
$4.37M
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-198- 0.78% |
$11.7K - $12.1K
|
25.1K
$1.78M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-199- 3.06% |
$11.7K - $12.2K
|
6.3K
$446K
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
SELL
|
- |
-200- 1.19% |
$11.8K - $12.2K
|
16.6K
$1.17M
|
|
|
Apr 11, 2024
Q1 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-200- 1.81% |
$11.8K - $12.2K
|
10.8K
$767K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-200- 7.27% |
$11.8K - $12.2K
|
2.55K
$180K
|
|
|
Apr 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-200- 4.71% |
$11.8K - $12.2K
|
4.05K
$286K
|
|
|
Apr 30, 2024
Q1 2024
|
Violich Capital Management, Inc.
|
SELL
|
- |
-200- 0.43% |
$11.8K - $12.2K
|
46K
$3.26M
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-200- 3.18% |
$11.8K - $12.2K
|
6.09K
$430K
|
|
|
May 10, 2024
Q1 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-200- 2.1% |
$11.8K - $12.2K
|
9.31K
$658K
|
|
|
May 13, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-200- 2.15% |
$11.8K - $12.2K
|
9.11K
$644K
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-200- 0.78% |
$11.8K - $12.2K
|
25.3K
$1.79M
|
|
|
May 14, 2024
Q1 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-200- 1.36% |
$11.8K - $12.2K
|
14.5K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-200- 3.63% |
$11.8K - $12.2K
|
5.31K
$375K
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-200- 0.73% |
$11.8K - $12.2K
|
27.1K
$1.92M
|
|
|
May 28, 2025
Q1 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-200- 0.85% |
$11.8K - $12.2K
|
23.4K
$1.65M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-201- 2.6% |
$11.8K - $12.3K
|
7.52K
$532K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-202- 40.24% |
$11.9K - $12.4K
|
300
$21.2K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-203- 0.93% |
$12K - $12.4K
|
21.7K
$1.53M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-204- 1.22% |
$12K - $12.5K
|
16.5K
$1.17M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-205- 2.69% |
$12.1K - $12.6K
|
7.42K
$525K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-205- 2.06% |
$12.1K - $12.6K
|
9.75K
$689K
|
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-205- 1.58% |
$12.1K - $12.6K
|
12.8K
$905K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-205- 4.07% |
$12.1K - $12.6K
|
4.83K
$342K
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-207- 4.12% |
$12.2K - $12.7K
|
4.81K
$340K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-208- 1.06% |
$12.3K - $12.7K
|
19.3K
$1.37M
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-212- 2.02% |
$12.5K - $13K
|
10.3K
$727K
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
SELL
|
- |
-212- 0.97% |
$12.5K - $13K
|
21.6K
$1.53M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-213- 2.66% |
$12.5K - $13K
|
7.79K
$551K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-214- 0.42% |
$12.6K - $13.1K
|
51.1K
$3.61M
|
|
|
Apr 16, 2024
Q1 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-215- 3.7% |
$12.7K - $13.2K
|
5.59K
$395K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-215- 1.16% |
$12.7K - $13.2K
|
18.3K
$1.29M
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-218- 5.54% |
$12.8K - $13.4K
|
3.72K
$263K
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-219- 1.36% |
$12.9K - $13.4K
|
15.9K
$1.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-226- 0.98% |
$13.3K - $13.8K
|
22.8K
$1.61M
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-226- 1.78% |
$13.3K - $13.8K
|
12.5K
$882K
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-228- 4.29% |
$13.4K - $14K
|
5.09K
$360K
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-230- 0.61% |
$13.5K - $14.1K
|
37.6K
$2.66M
|
|
|
Apr 18, 2024
Q1 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-231- 2.76% |
$13.6K - $14.1K
|
8.15K
$576K
|