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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-200- 0.73% |
$11.8K - $12.2K
|
27.1K
$1.7M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-201- 2.6% |
$11.8K - $12.3K
|
7.52K
$471K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-202- 40.24% |
$11.9K - $12.4K
|
300
$18.8K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-203- 0.93% |
$12K - $12.4K
|
21.7K
$1.36M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-204- 1.22% |
$12K - $12.5K
|
16.5K
$1.03M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-205- 2.69% |
$12.1K - $12.6K
|
7.42K
$464K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-205- 2.06% |
$12.1K - $12.6K
|
9.75K
$610K
|
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-205- 1.58% |
$12.1K - $12.6K
|
12.8K
$801K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-205- 4.07% |
$12.1K - $12.6K
|
4.83K
$302K
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-207- 4.12% |
$12.2K - $12.7K
|
4.81K
$301K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-208- 1.06% |
$12.3K - $12.7K
|
19.3K
$1.21M
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-212- 2.02% |
$12.5K - $13K
|
10.3K
$643K
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
SELL
|
- |
-212- 0.97% |
$12.5K - $13K
|
21.6K
$1.35M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-213- 2.66% |
$12.5K - $13K
|
7.79K
$488K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-214- 0.42% |
$12.6K - $13.1K
|
51.1K
$3.19M
|
|
|
Apr 16, 2024
Q1 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-215- 3.7% |
$12.7K - $13.2K
|
5.59K
$350K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-215- 1.16% |
$12.7K - $13.2K
|
18.3K
$1.15M
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-218- 5.54% |
$12.8K - $13.4K
|
3.72K
$233K
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-219- 1.36% |
$12.9K - $13.4K
|
15.9K
$994K
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-226- 0.98% |
$13.3K - $13.8K
|
22.8K
$1.42M
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-226- 1.78% |
$13.3K - $13.8K
|
12.5K
$780K
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-228- 4.29% |
$13.4K - $14K
|
5.09K
$319K
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-230- 0.61% |
$13.5K - $14.1K
|
37.6K
$2.36M
|
|
|
Apr 18, 2024
Q1 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-231- 2.76% |
$13.6K - $14.1K
|
8.15K
$510K
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-231- 1.26% |
$13.6K - $14.1K
|
18.1K
$1.13M
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-233- 0.8% |
$13.7K - $14.3K
|
28.7K
$1.8M
|
|
|
Apr 18, 2024
Q1 2024
|
626 Financial, LLC
|
SELL
|
- |
-234- 5.65% |
$13.8K - $14.3K
|
3.91K
$245K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-235- 0.21% |
$13.8K - $14.4K
|
109K
$6.85M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-236- 0.44% |
$13.9K - $14.5K
|
53.3K
$3.34M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-237- 0.23% |
$14K - $14.5K
|
102K
$6.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Joule Financial, LLC
|
SELL
|
- |
-238- 4.82% |
$14K - $14.6K
|
4.7K
$294K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-241- 0.94% |
$14.2K - $14.8K
|
25.3K
$1.59M
|
|
|
May 06, 2024
Q1 2024
|
Capital City Trust CO
|
SELL
|
- |
-241- 0.04% |
$14.2K - $14.8K
|
652K
$40.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-242- 22.24% |
$14.3K - $14.8K
|
846
$52.9K
|
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-242- 1.65% |
$14.3K - $14.8K
|
14.4K
$902K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-243- 1.26% |
$14.3K - $14.9K
|
19.1K
$1.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-244- 3.05% |
$14.4K - $14.9K
|
7.76K
$485K
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-245- 1.82% |
$14.4K - $15K
|
13.2K
$826K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-247- 1.74% |
$14.6K - $15.1K
|
13.9K
$872K
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-248- 1.78% |
$14.6K - $15.2K
|
13.7K
$858K
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-250- 0.94% |
$14.7K - $15.3K
|
26.4K
$1.65M
|
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-250- 1.03% |
$14.7K - $15.3K
|
23.9K
$1.5M
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-250- 6.33% |
$14.7K - $15.3K
|
3.7K
$232K
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-251- 0.53% |
$14.8K - $15.4K
|
46.9K
$2.94M
|
|
|
Apr 16, 2024
Q1 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-252- 0.27% |
$14.8K - $15.4K
|
94.4K
$5.91M
|
|
|
May 01, 2024
Q1 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-252- 3.59% |
$14.8K - $15.4K
|
6.77K
$424K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-254- 8.61% |
$15K - $15.6K
|
2.7K
$169K
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-254- 3.84% |
$15K - $15.6K
|
6.37K
$399K
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-254- 0.6% |
$15K - $15.6K
|
41.9K
$2.62M
|
|
|
May 14, 2024
Q1 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-255- 0.32% |
$15K - $15.6K
|
79.4K
$4.97M
|