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 14, 2024
Q2 2024
|
Tang Capital Management LLC
San Diego, CA |
BUY
|
- |
3.56KNew |
$207K - $228K
|
3.56K
$224K
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
BUY
|
- |
3.55KNew |
$206K - $228K
|
3.55K
$223K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.52K+ 45.57% |
$204K - $226K
|
11.2K
$706K
|
|
|
Jul 23, 2024
Q2 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
3.51KNew |
$204K - $225K
|
3.51K
$220K
|
|
|
Jul 24, 2024
Q2 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
3.49KNew |
$203K - $224K
|
3.49K
$219K
|
|
|
Aug 16, 2024
Q2 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
3.49KNew |
$202K - $224K
|
3.49K
$219K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.48K+ 3.64% |
$202K - $223K
|
99K
$6.22M
|
|
|
Jul 15, 2024
Q2 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
3.47K+ 4.19% |
$202K - $223K
|
86.4K
$5.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
3.47KNew |
$202K - $223K
|
3.47K
$218K
|
|
|
Jul 31, 2024
Q2 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
3.47KNew |
$201K - $222K
|
3.47K
$218K
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
3.43K+ 3.36% |
$199K - $220K
|
105K
$6.63M
|
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.42K+ 5.5% |
$199K - $220K
|
65.7K
$4.13M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
3.42K+ 39.41% |
$199K - $219K
|
12.1K
$760K
|
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
3.41KNew |
$198K - $219K
|
3.41K
$214K
|
|
|
Aug 12, 2024
Q2 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3.38KNew |
$196K - $217K
|
3.38K
$213K
|
|
|
Aug 13, 2024
Q2 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
3.38K+ 46.72% |
$196K - $217K
|
10.6K
$667K
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
3.37KNew |
$196K - $216K
|
3.37K
$212K
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
3.37KNew |
$196K - $216K
|
3.37K
$212K
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
3.35KNew |
$194K - $215K
|
3.35K
$210K
|
|
|
Jul 22, 2024
Q2 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
3.34KNew |
$194K - $215K
|
3.34K
$210K
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.34K+ 15.84% |
$194K - $214K
|
24.4K
$1.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3.33K+ 8.04% |
$193K - $214K
|
44.8K
$2.81M
|
|
|
Aug 14, 2024
Q2 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
3.33K+ 19.15% |
$193K - $213K
|
20.7K
$1.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
3.32KNew |
$193K - $213K
|
3.32K
$209K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.31K+ 59.27% |
$192K - $212K
|
8.9K
$559K
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
BUY
|
- |
3.3KNew |
$192K - $212K
|
3.3K
$207K
|
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
3.27KNew |
$190K - $210K
|
3.27K
$206K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.27K+ 36.6% |
$190K - $210K
|
12.2K
$767K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.26K+ 4.59% |
$190K - $209K
|
74.3K
$4.67M
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
3.26KNew |
$189K - $209K
|
3.26K
$205K
|
|
|
Jul 22, 2024
Q2 2024
|
Carderock Capital Management Inc
|
BUY
|
- |
3.25KNew |
$189K - $208K
|
3.25K
$204K
|
|
|
Jul 25, 2024
Q2 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
3.25KNew |
$189K - $208K
|
3.25K
$204K
|
|
|
Jul 25, 2024
Q2 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
3.25KNew |
$188K - $208K
|
3.25K
$204K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.24K+ 29.87% |
$188K - $208K
|
14.1K
$884K
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.23KNew |
$188K - $207K
|
3.23K
$203K
|
|
|
Jul 15, 2024
Q2 2024
|
Vigilare Wealth Management
|
BUY
|
- |
3.23KNew |
$187K - $207K
|
3.23K
$203K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
3.22KNew |
$187K - $207K
|
3.22K
$203K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.22K+ 9.67% |
$187K - $207K
|
36.5K
$2.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
3.21KNew |
$187K - $206K
|
3.21K
$202K
|
|
|
Jul 22, 2024
Q2 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
3.21KNew |
$186K - $206K
|
3.21K
$202K
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
3.21KNew |
$186K - $206K
|
3.21K
$202K
|
|
|
Aug 14, 2024
Q2 2024
|
Unio Capital LLC
|
BUY
|
- |
3.2KNew |
$186K - $205K
|
3.2K
$201K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.19K+ 3.81% |
$185K - $205K
|
87K
$5.47M
|
|
|
Jul 26, 2024
Q2 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
3.19KNew |
$185K - $205K
|
3.19K
$200K
|
|
|
Aug 06, 2024
Q2 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
3.19KNew |
$185K - $205K
|
3.19K
$200K
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
3.18K+ 9.73% |
$185K - $204K
|
35.9K
$2.26M
|
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
3.17KNew |
$184K - $204K
|
3.17K
$199K
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.17K+ 22.22% |
$184K - $203K
|
17.4K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.17K+ 4.83% |
$184K - $203K
|
68.8K
$4.32M
|
|
|
Jul 18, 2024
Q2 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
3.17KNew |
$184K - $203K
|
3.17K
$199K
|