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 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-2.51K- 2.19% |
$148K - $154K
|
112K
$7.85M
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.51K- 8.09% |
$148K - $154K
|
28.5K
$1.99M
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-2.54K- 15.34% |
$150K - $155K
|
14K
$980K
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.56K- 2.01% |
$151K - $157K
|
125K
$8.74M
|
|
May 15, 2024
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-2.56K- 5.67% |
$151K - $157K
|
42.7K
$2.98M
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.57K- 20.94% |
$151K - $157K
|
9.7K
$678K
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-2.6K- 4.26% |
$153K - $159K
|
58.5K
$4.09M
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-2.62K- 45.28% |
$154K - $160K
|
3.17K
$221K
|
|
May 02, 2024
Q1 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-2.63K- 0.78% |
$155K - $161K
|
334K
$23.3M
|
|
May 14, 2024
Q1 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-2.67K- 14.61% |
$157K - $163K
|
15.6K
$1.09M
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-2.7K- 19.18% |
$159K - $165K
|
11.4K
$795K
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2.73K- 8.26% |
$161K - $167K
|
30.4K
$2.12M
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-2.8K- 12.08% |
$165K - $171K
|
20.4K
$1.42M
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-2.83K- 4.85% |
$167K - $173K
|
55.5K
$3.88M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.84K- 3.85% |
$167K - $174K
|
71K
$4.97M
|
|
May 02, 2024
Q1 2024
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-2.87K- 0.11% |
$169K - $176K
|
2.59M
$181M
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
SELL
|
- |
-2.9K- 7.44% |
$171K - $177K
|
36.1K
$2.52M
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-2.91K- 16.27% |
$171K - $178K
|
15K
$1.05M
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-2.91K- 36.02% |
$172K - $178K
|
5.18K
$362K
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-2.92K- 7.36% |
$172K - $179K
|
36.7K
$2.57M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-2.93K- 0.19% |
$172K - $179K
|
1.57M
$110M
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.93K- 1.78% |
$173K - $180K
|
162K
$11.3M
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-2.94K- 0.41% |
$173K - $180K
|
712K
$49.8M
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-2.99K- 5.85% |
$176K - $183K
|
48.1K
$3.36M
|
|
May 07, 2024
Q1 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-3.01K- 35.11% |
$177K - $184K
|
5.56K
$389K
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-3.05K- 19.8% |
$179K - $187K
|
12.3K
$862K
|
|
Apr 24, 2024
Q1 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-3.07K- 1.8% |
$181K - $188K
|
168K
$11.7M
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.07K- 4.87% |
$181K - $188K
|
60K
$4.19M
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-3.08K- 11.26% |
$181K - $188K
|
24.3K
$1.7M
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-3.1K- 2.6% |
$183K - $190K
|
116K
$8.11M
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-3.13K- 7.63% |
$184K - $192K
|
37.9K
$2.65M
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-3.19K- 5.05% |
$188K - $195K
|
59.9K
$4.19M
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-3.19K- 13.64% |
$188K - $195K
|
20.2K
$1.41M
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-3.2K- 2.33% |
$189K - $196K
|
134K
$9.39M
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-3.21K- 43.61% |
$189K - $197K
|
4.16K
$290K
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-3.23K- 48.06% |
$190K - $197K
|
3.49K
$244K
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-3.23K- 18.01% |
$190K - $197K
|
14.7K
$1.03M
|
|
Apr 15, 2024
Q1 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-3.23K- 1.12% |
$190K - $198K
|
285K
$19.9M
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-3.23K- 26.04% |
$190K - $198K
|
9.17K
$641K
|
|
May 09, 2024
Q1 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-3.25K- 0.62% |
$191K - $199K
|
520K
$36.4M
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.26K- 3.46% |
$192K - $199K
|
90.7K
$6.34M
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-3.28K- 3.04% |
$193K - $201K
|
105K
$7.31M
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-3.29K- 46.37% |
$194K - $202K
|
3.81K
$266K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.33K- 28.78% |
$196K - $204K
|
8.25K
$577K
|
|
May 17, 2024
Q1 2024
|
Wahed Invest LLC
New York, NY |
SELL
|
- |
-3.49K- 4.35% |
$206K - $214K
|
76.7K
$5.36M
|
|
Apr 04, 2024
Q1 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-3.56K- 48.14% |
$210K - $218K
|
3.84K
$268K
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-3.58K- 11.8% |
$211K - $219K
|
26.7K
$1.87M
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-3.6K- 5.69% |
$212K - $220K
|
59.6K
$4.17M
|
|
May 15, 2024
Q1 2024
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-3.61K- 45.39% |
$212K - $221K
|
4.34K
$303K
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-3.65K- 8.17% |
$215K - $223K
|
41K
$2.87M
|