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 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-705- 2.83% |
$41.5K - $43.2K
|
24.2K
$1.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-706- 1.14% |
$41.6K - $43.2K
|
61K
$3.83M
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-712- 16.91% |
$41.9K - $43.6K
|
3.5K
$220K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-717- 3.2% |
$42.2K - $43.9K
|
21.7K
$1.36M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-721- 1.69% |
$42.5K - $44.2K
|
42K
$2.64M
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-723- 3.7% |
$42.6K - $44.3K
|
18.8K
$1.18M
|
|
|
Apr 12, 2024
Q1 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-726- 1.94% |
$42.8K - $44.5K
|
36.6K
$2.3M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-729- 2.17% |
$42.9K - $44.6K
|
32.8K
$2.06M
|
|
|
May 08, 2024
Q1 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-735- 36.66% |
$43.3K - $45K
|
1.27K
$79.8K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-747- 3.2% |
$44K - $45.7K
|
22.6K
$1.42M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-748- 3.8% |
$44.1K - $45.8K
|
19K
$1.19M
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-760- 6.07% |
$44.8K - $46.5K
|
11.8K
$739K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-761- 0.59% |
$44.8K - $46.6K
|
128K
$8.05M
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-763- 11.05% |
$44.9K - $46.7K
|
6.14K
$386K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-767- 12.39% |
$45.2K - $47K
|
5.43K
$341K
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-767- 2.33% |
$45.2K - $47K
|
32.2K
$2.02M
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-769- 6.24% |
$45.3K - $47.1K
|
11.6K
$726K
|
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-779- 15.51% |
$45.9K - $47.7K
|
4.24K
$267K
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-779- 0.03% |
$45.9K - $47.7K
|
2.46M
$155M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-785- 6.88% |
$46.2K - $48.1K
|
10.6K
$668K
|
|
|
May 13, 2024
Q1 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-787- 3.33% |
$46.4K - $48.2K
|
22.9K
$1.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-790- 1.26% |
$46.5K - $48.4K
|
62K
$3.9M
|
|
|
May 06, 2024
Q1 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-792- 17.92% |
$46.7K - $48.5K
|
3.63K
$228K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-800- 7.04% |
$47.1K - $49K
|
10.6K
$664K
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-800- 10.26% |
$47.1K - $49K
|
7K
$440K
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-800- 2.58% |
$47.1K - $49K
|
30.2K
$1.9M
|
|
|
May 13, 2024
Q1 2024
|
Kidder Stephen W
|
SELL
|
- |
-800- 7.71% |
$47.1K - $49K
|
9.58K
$602K
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-801- 13.13% |
$47.2K - $49.1K
|
5.3K
$333K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-802- 9.6% |
$47.2K - $49.1K
|
7.55K
$475K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-804- 1.04% |
$47.4K - $49.2K
|
76.7K
$4.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-812- 14.27% |
$47.8K - $49.7K
|
4.88K
$307K
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-813- 1.52% |
$47.9K - $49.8K
|
52.7K
$3.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-822- 8.66% |
$48.4K - $50.3K
|
8.67K
$545K
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-831- 1.83% |
$49K - $50.9K
|
44.7K
$2.81M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-838- 7.22% |
$49.4K - $51.3K
|
10.8K
$676K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-838- 8.02% |
$49.4K - $51.3K
|
9.61K
$604K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-844- 27.85% |
$49.7K - $51.7K
|
2.19K
$137K
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
SELL
|
- |
-850- 3.6% |
$50.1K - $52.1K
|
22.7K
$1.43M
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-851- 16.12% |
$50.1K - $52.1K
|
4.43K
$278K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-855- 20.55% |
$50.4K - $52.4K
|
3.31K
$208K
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-857- 17.74% |
$50.5K - $52.5K
|
3.97K
$250K
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-858- 7.92% |
$50.5K - $52.5K
|
9.98K
$627K
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-869- 1.99% |
$51.2K - $53.2K
|
42.8K
$2.69M
|
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-873- 1.88% |
$51.4K - $53.5K
|
45.6K
$2.87M
|
|
|
Apr 23, 2024
Q1 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-875- 0.63% |
$51.5K - $53.6K
|
137K
$8.62M
|
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-881- 15.99% |
$51.9K - $54K
|
4.63K
$291K
|
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
SELL
|
- |
-886- 6.12% |
$52.2K - $54.3K
|
13.6K
$854K
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-889- 5.79% |
$52.4K - $54.4K
|
14.5K
$909K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-896- 0.86% |
$52.8K - $54.9K
|
103K
$6.46M
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-900- 14.34% |
$53K - $55.1K
|
5.38K
$338K
|