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 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.11K- 16.56% |
$65.3K - $67.9K
|
5.58K
$351K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.12K- 1.41% |
$65.7K - $68.3K
|
78K
$4.9M
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1.13K- 7.09% |
$66.6K - $69.2K
|
14.8K
$930K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-1.15K- 2.13% |
$67.7K - $70.4K
|
52.8K
$3.32M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.16K- 12.65% |
$68.3K - $71K
|
8.01K
$503K
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.16K- 5.63% |
$68.5K - $71.2K
|
19.5K
$1.22M
|
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-1.17K- 7.29% |
$68.7K - $71.4K
|
14.8K
$932K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.17K- 1.26% |
$68.9K - $71.6K
|
91.7K
$5.76M
|
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.18K- 0.58% |
$69.2K - $72K
|
200K
$12.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.19K- 5.23% |
$70.3K - $73.1K
|
21.6K
$1.36M
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-1.2K- 2.93% |
$70.4K - $73.2K
|
39.7K
$2.49M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.2K- 4.81% |
$70.5K - $73.2K
|
23.7K
$1.49M
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-1.2K- 7.39% |
$70.5K - $73.3K
|
15K
$942K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.22K- 10.96% |
$71.6K - $74.4K
|
9.87K
$620K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1.23K- 6.28% |
$72.2K - $75K
|
18.3K
$1.15M
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-1.23K- 12.43% |
$72.3K - $75.1K
|
8.65K
$543K
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-1.23K- 1.01% |
$72.3K - $75.2K
|
120K
$7.53M
|
|
|
May 15, 2024
Q1 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-1.24K- 0.69% |
$73.2K - $76.1K
|
178K
$11.2M
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.24K- 22.88% |
$73.3K - $76.2K
|
4.19K
$263K
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
SELL
|
- |
-1.24K- 9.87% |
$73.3K - $76.2K
|
11.4K
$714K
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-1.25K- 1.83% |
$73.6K - $76.6K
|
67.2K
$4.22M
|
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-1.26K- 1.3% |
$73.9K - $76.9K
|
95.6K
$6.01M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.27K- 77.48% |
$74.6K - $77.5K
|
368
$23.1K
|
|
|
Apr 16, 2024
Q1 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-1.27K- 8.68% |
$74.7K - $77.7K
|
13.3K
$838K
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.27K- 12.38% |
$74.8K - $77.8K
|
8.99K
$565K
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-1.28K- 19.54% |
$75.3K - $78.3K
|
5.27K
$331K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.3K- 4.9% |
$76.3K - $79.4K
|
25.2K
$1.58M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-1.3K- 22.27% |
$76.6K - $79.6K
|
4.54K
$285K
|
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
SELL
|
- |
-1.3K- 2.6% |
$76.6K - $79.7K
|
48.7K
$3.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.32K- 9.21% |
$77.6K - $80.7K
|
13K
$816K
|
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.33K- 14.26% |
$78.1K - $81.2K
|
7.97K
$501K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-1.35K- 12.23% |
$79.3K - $82.4K
|
9.66K
$607K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-1.35K- 9.28% |
$79.4K - $82.6K
|
13.2K
$828K
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-1.35K- 20.44% |
$79.5K - $82.6K
|
5.25K
$330K
|
|
|
May 14, 2024
Q1 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-1.35K- 3.18% |
$79.5K - $82.7K
|
41K
$2.58M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.36K- 10.97% |
$79.8K - $83K
|
11K
$691K
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.36K- 1.85% |
$79.9K - $83.1K
|
72.1K
$4.53M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.37K- 1.52% |
$80.5K - $83.7K
|
88.7K
$5.57M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.37K- 2.63% |
$80.6K - $83.8K
|
50.6K
$3.18M
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-1.39K- 4.17% |
$81.8K - $85.1K
|
31.9K
$2M
|
|
|
May 10, 2024
Q1 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-1.4K- 6.31% |
$82.2K - $85.4K
|
20.7K
$1.3M
|
|
|
May 13, 2024
Q1 2024
|
Somerville Kurt F
|
SELL
|
- |
-1.4K- 5.93% |
$82.3K - $85.6K
|
22.2K
$1.39M
|
|
|
May 02, 2024
Q1 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-1.4K- 20.59% |
$82.5K - $85.7K
|
5.4K
$339K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.4K- 5.44% |
$82.6K - $85.9K
|
24.4K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-1.42K- 7.07% |
$83.4K - $86.7K
|
18.6K
$1.17M
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.42K- 3.37% |
$83.7K - $87K
|
40.7K
$2.56M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.42K- 2.98% |
$83.8K - $87.1K
|
46.3K
$2.91M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.44K- 3.07% |
$84.7K - $88.1K
|
45.4K
$2.85M
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.45K- 22.12% |
$85.2K - $88.6K
|
5.09K
$320K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.45K- 0.91% |
$85.2K - $88.6K
|
157K
$9.86M
|