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 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-2.35K- 19.43% |
$139K - $144K
|
9.76K
$613K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.36K- 15.29% |
$139K - $145K
|
13.1K
$822K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.36K- 3.5% |
$139K - $145K
|
65.1K
$4.09M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.37K- 12.77% |
$139K - $145K
|
16.2K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Oracle Alpha Inc.
Toronto, A6 |
SELL
|
- |
-2.39K- 24.87% |
$141K - $147K
|
7.23K
$454K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-2.4K- 2.39% |
$141K - $147K
|
97.7K
$6.14M
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-2.4K- 16.98% |
$141K - $147K
|
11.7K
$737K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.41K- 2.55% |
$142K - $147K
|
92.1K
$5.79M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.43K- 1.7% |
$143K - $149K
|
141K
$8.83M
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-2.44K- 20.99% |
$144K - $149K
|
9.17K
$576K
|
|
|
May 01, 2024
Q1 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-2.45K- 23.62% |
$144K - $150K
|
7.92K
$498K
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.47K- 10.63% |
$145K - $151K
|
20.7K
$1.3M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.47K- 22.15% |
$146K - $151K
|
8.68K
$546K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-2.49K- 8.78% |
$147K - $153K
|
25.9K
$1.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
SELL
|
- |
-2.51K- 3.5% |
$148K - $153K
|
69.1K
$4.34M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-2.51K- 48.08% |
$148K - $154K
|
2.71K
$170K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-2.51K- 2.19% |
$148K - $154K
|
112K
$7.05M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.51K- 8.09% |
$148K - $154K
|
28.5K
$1.79M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-2.54K- 15.34% |
$150K - $155K
|
14K
$881K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.56K- 2.01% |
$151K - $157K
|
125K
$7.86M
|
|
|
May 15, 2024
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-2.56K- 5.67% |
$151K - $157K
|
42.7K
$2.68M
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.57K- 20.94% |
$151K - $157K
|
9.7K
$609K
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-2.6K- 4.26% |
$153K - $159K
|
58.5K
$3.67M
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-2.62K- 45.28% |
$154K - $160K
|
3.17K
$199K
|
|
|
May 02, 2024
Q1 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-2.63K- 0.78% |
$155K - $161K
|
334K
$21M
|
|
|
May 14, 2024
Q1 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-2.67K- 14.61% |
$157K - $163K
|
15.6K
$979K
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-2.7K- 19.18% |
$159K - $165K
|
11.4K
$715K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2.73K- 8.26% |
$161K - $167K
|
30.4K
$1.91M
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-2.8K- 12.08% |
$165K - $171K
|
20.4K
$1.28M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-2.83K- 4.85% |
$167K - $173K
|
55.5K
$3.49M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.84K- 3.85% |
$167K - $174K
|
71K
$4.46M
|
|
|
May 02, 2024
Q1 2024
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-2.87K- 0.11% |
$169K - $176K
|
2.59M
$163M
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
SELL
|
- |
-2.9K- 7.44% |
$171K - $177K
|
36.1K
$2.27M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-2.91K- 16.27% |
$171K - $178K
|
15K
$941K
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-2.91K- 36.02% |
$172K - $178K
|
5.18K
$325K
|
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-2.92K- 7.36% |
$172K - $179K
|
36.7K
$2.31M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-2.93K- 0.19% |
$172K - $179K
|
1.57M
$98.6M
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.93K- 1.78% |
$173K - $180K
|
162K
$10.2M
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-2.94K- 0.41% |
$173K - $180K
|
712K
$44.7M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-2.99K- 5.85% |
$176K - $183K
|
48.1K
$3.02M
|
|
|
May 07, 2024
Q1 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-3.01K- 35.11% |
$177K - $184K
|
5.56K
$350K
|
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-3.05K- 19.8% |
$179K - $187K
|
12.3K
$775K
|
|
|
Apr 24, 2024
Q1 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-3.07K- 1.8% |
$181K - $188K
|
168K
$10.5M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.07K- 4.87% |
$181K - $188K
|
60K
$3.77M
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-3.08K- 11.26% |
$181K - $188K
|
24.3K
$1.52M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-3.1K- 2.6% |
$183K - $190K
|
116K
$7.29M
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-3.13K- 7.63% |
$184K - $192K
|
37.9K
$2.38M
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-3.19K- 5.05% |
$188K - $195K
|
59.9K
$3.76M
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-3.19K- 13.64% |
$188K - $195K
|
20.2K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-3.2K- 2.33% |
$189K - $196K
|
134K
$8.45M
|