Purchases and Sales Made in Q2 2024 in Coca Cola CO (KO)
This table provides information about the institutional ownership of Coca Cola CO (KO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
4.5KNew |
$261K - $289K
|
4.5K
$283K
|
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.5K+ 56250.0% |
$261K - $289K
|
4.51K
$283K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
4.49K+ 2.24% |
$261K - $288K
|
205K
$12.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
4.44K+ 37.98% |
$258K - $285K
|
16.1K
$1.01M
|
|
|
Jul 30, 2024
Q2 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
4.42K+ 4.09% |
$257K - $283K
|
112K
$7.06M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.41KNew |
$256K - $283K
|
4.41K
$277K
|
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
4.3KNew |
$250K - $276K
|
4.3K
$270K
|
|
|
Aug 13, 2024
Q2 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
4.3KNew |
$249K - $276K
|
4.3K
$270K
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
4.29KNew |
$249K - $275K
|
4.29K
$269K
|
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
4.28KNew |
$249K - $275K
|
4.28K
$269K
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.26K+ 5.2% |
$247K - $273K
|
86.1K
$5.41M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.26K+ 5.2% |
$247K - $273K
|
86.1K
$5.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
4.23K+ 4.56% |
$246K - $272K
|
97.1K
$6.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
4.2KNew |
$244K - $269K
|
4.2K
$264K
|
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
4.2K+ 100.0% |
$244K - $269K
|
8.4K
$528K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
4.19K+ 6.94% |
$243K - $269K
|
64.5K
$4.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.19K+ 6.31% |
$243K - $269K
|
70.6K
$4.43M
|
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
4.17K+ 11.08% |
$242K - $267K
|
41.8K
$2.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4.16K+ 71.01% |
$242K - $267K
|
10K
$630K
|
|
|
Jul 29, 2024
Q2 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
4.15KNew |
$241K - $266K
|
4.15K
$260K
|
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
4.14K+ 0.51% |
$240K - $265K
|
816K
$51.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
4.13K+ 4.26% |
$240K - $265K
|
101K
$6.36M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
4.06K+ 6.62% |
$236K - $260K
|
65.4K
$4.11M
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
4.04KNew |
$234K - $259K
|
4.04K
$254K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
4.01K+ 147.26% |
$233K - $257K
|
6.73K
$423K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.92KNew |
$227K - $251K
|
3.92K
$246K
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
3.92KNew |
$227K - $251K
|
3.92K
$246K
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
3.89K+ 5.24% |
$226K - $249K
|
78K
$4.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.84K+ 26.97% |
$223K - $246K
|
18.1K
$1.13M
|
|
|
Aug 01, 2024
Q2 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
3.83KNew |
$222K - $246K
|
3.83K
$241K
|
|
|
Aug 14, 2024
Q2 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3.83K+ 9.88% |
$222K - $246K
|
42.6K
$2.68M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.83K+ 24.13% |
$222K - $245K
|
19.7K
$1.24M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.81KNew |
$221K - $244K
|
3.81K
$239K
|
|
|
Jul 25, 2024
Q2 2024
|
Wesleyan Assurance Society
Birmingham, X0 |
BUY
|
- |
3.8K+ 3.04% |
$221K - $244K
|
129K
$8.09M
|
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.78K+ 5.18% |
$220K - $243K
|
76.8K
$4.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
3.78KNew |
$219K - $242K
|
3.78K
$237K
|
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
3.78KNew |
$219K - $242K
|
3.78K
$237K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.78KNew |
$219K - $242K
|
3.78K
$237K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
3.77K+ 20.01% |
$219K - $242K
|
22.6K
$1.42M
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
3.76K+ 3.24% |
$218K - $241K
|
120K
$7.53M
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
3.74KNew |
$217K - $240K
|
3.74K
$235K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
3.74K+ 14.06% |
$217K - $240K
|
30.3K
$1.9M
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
3.73KNew |
$217K - $240K
|
3.73K
$235K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.69K+ 9.86% |
$214K - $237K
|
41.2K
$2.59M
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
3.69KNew |
$214K - $237K
|
3.69K
$232K
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
BUY
|
- |
3.68KNew |
$214K - $236K
|
3.68K
$231K
|
|
|
Aug 01, 2024
Q2 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
3.65K+ 0.53% |
$212K - $234K
|
695K
$43.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
3.65KNew |
$212K - $234K
|
3.65K
$229K
|
|
|
Aug 13, 2024
Q2 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
3.64K+ 9.2% |
$211K - $234K
|
43.2K
$2.71M
|
|
|
Jul 18, 2024
Q2 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
3.57K+ 69.99% |
$207K - $229K
|
8.67K
$545K
|