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 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
167+ 1.7% |
$9.7K - $10.7K
|
10K
$626K
|
|
|
Aug 14, 2024
Q2 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
167+ 1.14% |
$9.7K - $10.7K
|
14.9K
$929K
|
|
|
Oct 17, 2024
Q2 2024
|
Joule Financial, LLC
|
BUY
|
- |
167+ 3.55% |
$9.7K - $10.7K
|
4.87K
$305K
|
|
|
Nov 13, 2024
Q2 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
167+ 1.67% |
$9.7K - $10.7K
|
10.2K
$637K
|
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
166+ 1.7% |
$9.64K - $10.6K
|
9.92K
$621K
|
|
|
Aug 12, 2024
Q2 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
165New |
$9.58K - $10.6K
|
165
$10.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
164+ 0.7% |
$9.52K - $10.5K
|
23.7K
$1.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
162+ 0.14% |
$9.41K - $10.4K
|
120K
$7.51M
|
|
|
Sep 12, 2024
Q2 2024
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
162+ 0.75% |
$9.41K - $10.4K
|
21.6K
$1.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
161+ 0.37% |
$9.35K - $10.3K
|
44K
$2.76M
|
|
|
Jul 30, 2024
Q2 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
160+ 0.38% |
$9.29K - $10.3K
|
42.4K
$2.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
160+ 1.44% |
$9.29K - $10.3K
|
11.3K
$706K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
158+ 0.67% |
$9.17K - $10.1K
|
23.8K
$1.49M
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
155+ 3.72% |
$9K - $9.94K
|
4.32K
$270K
|
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
154+ 2.07% |
$8.94K - $9.88K
|
7.6K
$475K
|
|
|
Aug 13, 2024
Q2 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
154+ 1.81% |
$8.94K - $9.88K
|
8.67K
$542K
|
|
|
Jul 12, 2024
Q2 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
153+ 2.71% |
$8.88K - $9.81K
|
5.81K
$363K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
153+ 4.4% |
$8.88K - $9.81K
|
3.63K
$227K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
151+ 1.56% |
$8.77K - $9.69K
|
9.82K
$615K
|
|
|
Aug 14, 2024
Q2 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
150+ 0.62% |
$8.71K - $9.62K
|
24.5K
$1.53M
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
149+ 4.37% |
$8.65K - $9.56K
|
3.56K
$223K
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
149+ 3.32% |
$8.65K - $9.56K
|
4.63K
$290K
|
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
149+ 2.22% |
$8.65K - $9.56K
|
6.87K
$430K
|
|
|
Sep 16, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
149+ 0.37% |
$8.65K - $9.56K
|
39.9K
$2.5M
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
146+ 1.82% |
$8.48K - $9.37K
|
8.18K
$512K
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
145+ 2.22% |
$8.42K - $9.3K
|
6.68K
$418K
|
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
145+ 0.08% |
$8.42K - $9.3K
|
176K
$11M
|
|
|
Jul 25, 2024
Q2 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
143+ 0.65% |
$8.3K - $9.17K
|
22.1K
$1.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
141+ 3.0% |
$8.19K - $9.05K
|
4.84K
$303K
|
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
BUY
|
- |
140+ 0.4% |
$8.13K - $8.98K
|
35.1K
$2.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
139+ 3.63% |
$8.07K - $8.92K
|
3.97K
$249K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
136+ 6.35% |
$7.9K - $8.72K
|
2.28K
$143K
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
130+ 1.77% |
$7.55K - $8.34K
|
7.47K
$467K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
130+ 9.29% |
$7.55K - $8.34K
|
1.53K
$95.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
129+ 1.3% |
$7.49K - $8.28K
|
10.1K
$630K
|
|
|
Jul 22, 2024
Q2 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
128+ 0.59% |
$7.43K - $8.21K
|
21.7K
$1.36M
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
128+ 1.68% |
$7.43K - $8.21K
|
7.75K
$485K
|
|
|
Aug 07, 2024
Q2 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
128+ 0.77% |
$7.43K - $8.21K
|
16.7K
$1.04M
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
124+ 0.6% |
$7.2K - $7.95K
|
20.7K
$1.29M
|
|
|
Aug 02, 2024
Q2 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
124+ 1.44% |
$7.2K - $7.95K
|
8.76K
$548K
|
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
123+ 0.67% |
$7.14K - $7.89K
|
18.4K
$1.15M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
121+ 0.65% |
$7.03K - $7.76K
|
18.6K
$1.16M
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
120+ 3.1% |
$6.97K - $7.7K
|
3.99K
$250K
|
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
119+ 1.8% |
$6.91K - $7.63K
|
6.73K
$421K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
118+ 1.59% |
$6.85K - $7.57K
|
7.52K
$471K
|
|
|
Jul 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
118+ 0.48% |
$6.85K - $7.57K
|
24.9K
$1.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Front Street Capital Management, Inc.
|
BUY
|
- |
115+ 1.58% |
$6.68K - $7.38K
|
7.4K
$463K
|
|
|
Aug 02, 2024
Q2 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
113+ 3.32% |
$6.56K - $7.25K
|
3.51K
$220K
|
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
113+ 0.78% |
$6.56K - $7.25K
|
14.6K
$912K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
BUY
|
- |
112+ 1.7% |
$6.5K - $7.18K
|
6.71K
$420K
|