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 15, 2024
Q1 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
13.4K+ 16.48% |
$791K - $823K
|
94.9K
$5.96M
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
13.3K+ 37.01% |
$783K - $814K
|
49.2K
$3.09M
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
13K+ 1.85% |
$768K - $798K
|
719K
$45.2M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
13K+ 329.84% |
$764K - $795K
|
16.9K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.8K+ 5.59% |
$755K - $785K
|
242K
$15.2M
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
12.7K+ 47.0% |
$751K - $780K
|
39.9K
$2.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.7K+ 20.37% |
$749K - $778K
|
75.1K
$4.72M
|
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
12.6K+ 222.08% |
$741K - $771K
|
18.2K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
12.5KNew |
$738K - $767K
|
12.5K
$787K
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
12.5K+ 124.5% |
$736K - $766K
|
22.5K
$1.42M
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
12.5K+ 13.91% |
$734K - $763K
|
102K
$6.41M
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
12.3K+ 245.74% |
$726K - $755K
|
17.3K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
12.3K+ 0.24% |
$725K - $753K
|
5.06M
$318M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
12.2K+ 167.48% |
$719K - $748K
|
19.5K
$1.23M
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
12.2KNew |
$719K - $747K
|
12.2K
$767K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12K+ 8.41% |
$706K - $734K
|
155K
$9.71M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
12KNew |
$706K - $734K
|
12K
$753K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.8K+ 126.88% |
$696K - $723K
|
21.1K
$1.33M
|
|
|
May 10, 2024
Q1 2024
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
11.7K+ 6.99% |
$690K - $717K
|
179K
$11.3M
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
11.7K+ 72.87% |
$688K - $715K
|
27.7K
$1.74M
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
11.7K+ 9.08% |
$687K - $714K
|
140K
$8.8M
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
11.6K+ 54.73% |
$686K - $713K
|
32.9K
$2.07M
|
|
|
May 15, 2024
Q1 2024
|
Qvr LLC
|
BUY
|
- |
11.6KNew |
$684K - $711K
|
11.6K
$729K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
11.6K+ 10.54% |
$681K - $708K
|
121K
$7.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
11.4K+ 2.53% |
$674K - $701K
|
464K
$29.2M
|
|
|
Jun 11, 2024
Q1 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
11.4KNew |
$673K - $699K
|
11.4K
$718K
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
11.3K+ 71.58% |
$667K - $693K
|
27.1K
$1.71M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
11.3K+ 3.27% |
$666K - $692K
|
357K
$22.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
11.2KNew |
$659K - $685K
|
11.2K
$703K
|
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
11.1K+ 8.08% |
$656K - $682K
|
149K
$9.36M
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
10.9K+ 4.13% |
$644K - $670K
|
275K
$17.3M
|
|
|
May 10, 2024
Q1 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
10.8K+ 0.7% |
$638K - $663K
|
1.56M
$98.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
10.8KNew |
$637K - $662K
|
10.8K
$680K
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
10.6K+ 109.24% |
$624K - $649K
|
20.3K
$1.27M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
10.4K+ 151.6% |
$613K - $637K
|
17.3K
$1.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
10.4K+ 7.6% |
$611K - $635K
|
147K
$9.23M
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
10.3K+ 3.0% |
$604K - $628K
|
352K
$22.1M
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
10.3K+ 6.76% |
$604K - $628K
|
162K
$10.2M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
10.2KNew |
$602K - $626K
|
10.2K
$643K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
10K+ 15.04% |
$590K - $613K
|
76.5K
$4.81M
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
BUY
|
- |
10K+ 99.6% |
$589K - $612K
|
20K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
9.97K+ 60.81% |
$587K - $610K
|
26.4K
$1.66M
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
9.78KNew |
$576K - $599K
|
9.78K
$614K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
9.66K+ 21.51% |
$569K - $592K
|
54.6K
$3.43M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
9.65KNew |
$569K - $591K
|
9.65K
$607K
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
9.65K+ 164.45% |
$568K - $591K
|
15.5K
$975K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
9.58K+ 50.26% |
$565K - $587K
|
28.6K
$1.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.52K+ 6.55% |
$561K - $583K
|
155K
$9.74M
|
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
9.5K+ 19.62% |
$559K - $581K
|
57.9K
$3.64M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
9.43K+ 10.03% |
$556K - $577K
|
103K
$6.5M
|