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
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.31K+ 8.64% |
$548K - $570K
|
117K
$7.35M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
9.3K+ 118.4% |
$548K - $570K
|
17.2K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
9.24K+ 1048.81% |
$544K - $566K
|
10.1K
$636K
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
9.21K+ 182.55% |
$542K - $564K
|
14.2K
$895K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
9.2K+ 1.49% |
$542K - $563K
|
627K
$39.4M
|
|
|
May 15, 2024
Q1 2024
|
Biglari, Sardar
San Antonio, TX |
BUY
|
- |
9.11K+ 10.34% |
$537K - $558K
|
97.2K
$6.11M
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
9.09K+ 23.04% |
$535K - $557K
|
48.5K
$3.05M
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
BUY
|
- |
9.07K+ 4.12% |
$534K - $555K
|
229K
$14.4M
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
8.91KNew |
$525K - $545K
|
8.91K
$560K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
8.58K+ 7.91% |
$506K - $526K
|
117K
$7.36M
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
8.53K+ 35.25% |
$502K - $522K
|
32.7K
$2.06M
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
8.45KNew |
$498K - $517K
|
8.45K
$531K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Partners LLC
|
BUY
|
- |
8.4K+ 20.4% |
$495K - $515K
|
49.6K
$3.12M
|
|
|
May 14, 2024
Q1 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
8.38K+ 18.06% |
$494K - $513K
|
54.8K
$3.44M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.36K+ 77.02% |
$493K - $512K
|
19.2K
$1.21M
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
8.33K+ 17.61% |
$491K - $510K
|
55.7K
$3.5M
|
|
|
May 14, 2024
Q1 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
8.33KNew |
$490K - $510K
|
8.33K
$523K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
8.23K+ 6.18% |
$485K - $504K
|
141K
$8.89M
|
|
|
May 14, 2024
Q1 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
8.2K+ 5.15% |
$483K - $502K
|
167K
$10.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
8.18K+ 11.98% |
$482K - $501K
|
76.5K
$4.81M
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
8.15K+ 8.87% |
$480K - $499K
|
100K
$6.29M
|
|
|
May 09, 2024
Q1 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
8.11K+ 69.04% |
$478K - $497K
|
19.9K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
8KNew |
$471K - $490K
|
8K
$503K
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
7.88KNew |
$464K - $483K
|
7.88K
$495K
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
7.87KNew |
$464K - $482K
|
7.87K
$495K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
7.86K+ 3.18% |
$463K - $481K
|
255K
$16M
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
7.85K+ 6.5% |
$462K - $481K
|
129K
$8.08M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7.74K+ 86.3% |
$456K - $474K
|
16.7K
$1.05M
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
7.62K+ 30.87% |
$449K - $467K
|
32.3K
$2.03M
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
7.59K+ 0.88% |
$447K - $465K
|
870K
$54.7M
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
7.58K+ 2.78% |
$446K - $464K
|
280K
$17.6M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.56K+ 20.57% |
$445K - $463K
|
44.3K
$2.78M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
7.47K+ 14.12% |
$440K - $457K
|
60.4K
$3.79M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
7.46KNew |
$439K - $457K
|
7.46K
$468K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
7.39KNew |
$436K - $453K
|
7.39K
$465K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
7.39K+ 1.92% |
$435K - $453K
|
392K
$24.6M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
7.39K+ 10.68% |
$435K - $452K
|
76.6K
$4.81M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
7.34K+ 32.63% |
$432K - $450K
|
29.8K
$1.87M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
7.23K+ 14.51% |
$426K - $443K
|
57K
$3.58M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.21K+ 10.55% |
$425K - $442K
|
75.6K
$4.75M
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
7.21KNew |
$425K - $442K
|
7.21K
$453K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
7.12K+ 9.83% |
$420K - $436K
|
79.6K
$5M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.93K+ 3.65% |
$408K - $424K
|
197K
$12.4M
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
6.93K+ 2.46% |
$408K - $424K
|
288K
$18.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
6.88K+ 42.69% |
$406K - $422K
|
23K
$1.45M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.88K+ 9.12% |
$405K - $421K
|
82.3K
$5.17M
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
6.84KNew |
$403K - $419K
|
6.84K
$430K
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6.82K+ 27.43% |
$402K - $418K
|
31.7K
$1.99M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
6.78K+ 13.51% |
$399K - $415K
|
56.9K
$3.58M
|
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
6.77K+ 14.4% |
$399K - $414K
|
53.8K
$3.38M
|