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 25, 2024
Q1 2024
|
Alta Capital Management LLC
|
SELL
|
- |
-5K- 25.0% |
$295K - $306K
|
15K
$1.05M
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-5.05K- 5.43% |
$298K - $309K
|
88K
$6.15M
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-5.07K- 14.92% |
$299K - $311K
|
28.9K
$2.02M
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-5.1K- 13.64% |
$300K - $312K
|
32.3K
$2.26M
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-5.11K- 1.15% |
$301K - $313K
|
441K
$30.8M
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-5.17K- 1.48% |
$304K - $316K
|
343K
$24M
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-5.19K- 47.64% |
$306K - $318K
|
5.71K
$399K
|
|
May 03, 2024
Q1 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-5.2K- 20.4% |
$306K - $318K
|
20.3K
$1.42M
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-5.24K- 0.91% |
$309K - $321K
|
572K
$40M
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5.27K- 2.71% |
$310K - $323K
|
189K
$13.2M
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-5.27K- 2.84% |
$311K - $323K
|
180K
$12.6M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-5.32K- 25.76% |
$313K - $326K
|
15.3K
$1.07M
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-5.5K- 15.3% |
$324K - $337K
|
30.4K
$2.13M
|
|
Apr 23, 2024
Q1 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-5.53K- 4.05% |
$326K - $339K
|
131K
$9.16M
|
|
Apr 11, 2024
Q1 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-5.59K- 3.46% |
$329K - $342K
|
156K
$10.9M
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-5.66K- 61.25% |
$334K - $347K
|
3.58K
$251K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.68K- 0.94% |
$335K - $348K
|
601K
$42M
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.69K- 13.03% |
$335K - $349K
|
38K
$2.65M
|
|
May 07, 2024
Q1 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-5.7K- 29.69% |
$336K - $349K
|
13.5K
$944K
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-5.76K- 26.8% |
$339K - $353K
|
15.7K
$1.1M
|
|
May 10, 2024
Q1 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-5.8K- 1.83% |
$342K - $355K
|
310K
$21.7M
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
SELL
|
- |
-6.01K- 61.44% |
$354K - $368K
|
3.77K
$264K
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-6.07K- 5.79% |
$357K - $372K
|
98.7K
$6.9M
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-6.15K- 6.91% |
$362K - $377K
|
82.8K
$5.79M
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-6.19K- 7.42% |
$364K - $379K
|
77.2K
$5.4M
|
|
May 15, 2024
Q1 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-6.22K- 58.79% |
$366K - $381K
|
4.36K
$305K
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-6.23K- 0.62% |
$367K - $382K
|
1M
$69.9M
|
|
May 15, 2024
Q1 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-6.32K- 7.96% |
$372K - $387K
|
73K
$5.1M
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-6.34K- 25.68% |
$374K - $388K
|
18.4K
$1.28M
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-6.37K- 11.11% |
$375K - $390K
|
51K
$3.57M
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.47K- 60.16% |
$381K - $396K
|
4.28K
$299K
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-6.5K- 11.66% |
$383K - $398K
|
49.3K
$3.44M
|
|
Apr 30, 2024
Q1 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-6.51K- 29.82% |
$383K - $398K
|
15.3K
$1.07M
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-6.51K- 4.93% |
$383K - $398K
|
126K
$8.78M
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-6.51K- 2.16% |
$383K - $399K
|
295K
$20.6M
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.62K- 3.35% |
$390K - $405K
|
191K
$13.3M
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-6.63K- 3.86% |
$391K - $406K
|
165K
$11.5M
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6.64K- 9.72% |
$391K - $407K
|
61.7K
$4.31M
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-6.69K- 15.75% |
$394K - $410K
|
35.8K
$2.5M
|
|
May 14, 2024
Q1 2024
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-6.72K- 26.41% |
$396K - $412K
|
18.7K
$1.31M
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-6.73K- 20.27% |
$397K - $412K
|
26.5K
$1.85M
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-6.85K- 3.64% |
$404K - $420K
|
182K
$12.7M
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-6.9K- 23.0% |
$407K - $423K
|
23.1K
$1.61M
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-6.99K- 1.52% |
$412K - $428K
|
453K
$31.7M
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-7.15K- 2.02% |
$421K - $438K
|
347K
$24.2M
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7.16K- 9.09% |
$422K - $439K
|
71.6K
$5.01M
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-7.35K- 2.29% |
$433K - $450K
|
313K
$21.9M
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-7.4K- 5.92% |
$436K - $453K
|
118K
$8.22M
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-7.4K- 56.78% |
$436K - $453K
|
5.64K
$394K
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-7.41K- 99.91% |
$436K - $454K
|
7
$489
|