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 29, 2024
Q1 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-900- 9.78% |
$53K - $55.1K
|
8.3K
$522K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-905- 3.19% |
$53.3K - $55.4K
|
27.5K
$1.73M
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-913- 1.74% |
$53.8K - $55.9K
|
51.5K
$3.24M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-913- 7.59% |
$53.8K - $55.9K
|
11.1K
$699K
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-915- 16.09% |
$53.9K - $56K
|
4.77K
$300K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-915- 20.66% |
$53.9K - $56K
|
3.51K
$221K
|
|
|
May 08, 2024
Q1 2024
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-921- 1.69% |
$54.3K - $56.4K
|
53.6K
$3.37M
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-925- 12.73% |
$54.5K - $56.6K
|
6.34K
$398K
|
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-929- 10.26% |
$54.7K - $56.9K
|
8.12K
$510K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-938- 1.9% |
$55.3K - $57.4K
|
48.4K
$3.04M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
SELL
|
- |
-938- 1.54% |
$55.3K - $57.4K
|
59.9K
$3.77M
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-947- 17.52% |
$55.8K - $58K
|
4.46K
$280K
|
|
|
May 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-950- 1.13% |
$56K - $58.2K
|
82.9K
$5.21M
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-954- 3.55% |
$56.2K - $58.4K
|
25.9K
$1.63M
|
|
|
Apr 24, 2024
Q1 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-955- 5.95% |
$56.3K - $58.5K
|
15.1K
$948K
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-955- 19.95% |
$56.3K - $58.5K
|
3.83K
$241K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-955- 15.04% |
$56.3K - $58.5K
|
5.4K
$339K
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-963- 18.65% |
$56.7K - $59K
|
4.2K
$264K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-966- 3.41% |
$56.9K - $59.2K
|
27.3K
$1.72M
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-973- 5.69% |
$57.3K - $59.6K
|
16.1K
$1.01M
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-980- 20.21% |
$57.7K - $60K
|
3.87K
$243K
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-980- 4.74% |
$57.7K - $60K
|
19.7K
$1.24M
|
|
|
May 01, 2024
Q1 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-995- 10.33% |
$58.6K - $60.9K
|
8.64K
$543K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-999- 0.3% |
$58.9K - $61.2K
|
331K
$20.8M
|
|
|
May 14, 2024
Q1 2024
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-1K- 4.41% |
$58.9K - $61.2K
|
21.7K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Mango Five Family, Inc.
Reno, NV |
SELL
|
- |
-1K- 7.99% |
$58.9K - $61.2K
|
11.5K
$724K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-1.01K- 33.48% |
$59.2K - $61.5K
|
2K
$125K
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-1.01K- 21.81% |
$59.7K - $62K
|
3.63K
$228K
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-1.01K- 6.81% |
$59.7K - $62K
|
13.9K
$872K
|
|
|
May 14, 2024
Q1 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-1.03K- 0.27% |
$60.4K - $62.8K
|
385K
$24.2M
|
|
|
May 07, 2024
Q1 2024
|
Jensen Investment Management Inc
Lake Oswego, OR |
SELL
|
- |
-1.04K- 0.81% |
$61K - $63.4K
|
126K
$7.93M
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-1.04K- 16.62% |
$61K - $63.4K
|
5.2K
$327K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-1.04K- 6.77% |
$61.2K - $63.6K
|
14.3K
$899K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.04K- 6.01% |
$61.4K - $63.8K
|
16.3K
$1.02M
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.04K- 5.35% |
$61.4K - $63.8K
|
18.4K
$1.16M
|
|
|
May 10, 2024
Q1 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-1.05K- 11.51% |
$61.7K - $64.1K
|
8.05K
$506K
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-1.05K- 13.55% |
$61.9K - $64.3K
|
6.7K
$421K
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.05K- 2.51% |
$62K - $64.4K
|
40.8K
$2.57M
|
|
|
May 14, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-1.05K- 15.25% |
$62K - $64.5K
|
5.85K
$368K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.06K- 5.31% |
$62.3K - $64.8K
|
18.9K
$1.19M
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-1.06K- 20.18% |
$62.5K - $65K
|
4.2K
$264K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.06K- 1.35% |
$62.7K - $65.2K
|
77.6K
$4.88M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.07K- 4.7% |
$62.9K - $65.4K
|
21.6K
$1.36M
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-1.07K- 0.63% |
$63K - $65.5K
|
169K
$10.6M
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.08K- 14.28% |
$63.4K - $65.9K
|
6.46K
$406K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.09K- 17.67% |
$63.9K - $66.4K
|
5.05K
$318K
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.09K- 5.95% |
$64.4K - $66.9K
|
17.3K
$1.09M
|
|
|
Apr 19, 2024
Q1 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-1.1K- 2.54% |
$64.8K - $67.4K
|
42.2K
$2.65M
|
|
|
Apr 26, 2024
Q1 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.1K- 4.5% |
$64.8K - $67.4K
|
23.4K
$1.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.1K- 13.51% |
$64.9K - $67.5K
|
7.05K
$443K
|