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 |
---|---|---|---|---|---|---|---|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
104+ 0.19% |
$6.04K - $6.67K
|
53.6K
$3.75M
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
BUY
|
- |
102+ 0.66% |
$5.92K - $6.54K
|
15.6K
$1.09M
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
102+ 0.71% |
$5.92K - $6.54K
|
14.4K
$1.01M
|
|
Aug 05, 2024
Q2 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
102+ 0.81% |
$5.92K - $6.54K
|
12.7K
$886K
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
102+ 0.17% |
$5.92K - $6.54K
|
60K
$4.2M
|
|
Jul 18, 2024
Q2 2024
|
Fruth Investment Management
|
BUY
|
- |
100+ 0.31% |
$5.81K - $6.42K
|
32.2K
$2.25M
|
|
Aug 12, 2024
Q2 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
100+ 0.02% |
$5.81K - $6.42K
|
456K
$31.9M
|
|
Aug 13, 2024
Q2 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
100+ 7.24% |
$5.81K - $6.42K
|
1.48K
$104K
|
|
Jul 29, 2024
Q2 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
99+ 0.46% |
$5.75K - $6.35K
|
21.5K
$1.5M
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
97+ 7.46% |
$5.63K - $6.22K
|
1.4K
$97.7K
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
95+ 0.36% |
$5.52K - $6.09K
|
26.7K
$1.87M
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
94+ 1.84% |
$5.46K - $6.03K
|
5.22K
$365K
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
91+ 1.71% |
$5.28K - $5.84K
|
5.41K
$378K
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
90+ 2.75% |
$5.23K - $5.77K
|
3.36K
$235K
|
|
Aug 06, 2024
Q2 2024
|
X Square Capital, LLC
|
BUY
|
- |
87+ 0.29% |
$5.05K - $5.58K
|
29.9K
$2.09M
|
|
Jul 16, 2024
Q2 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
85+ 0.66% |
$4.94K - $5.45K
|
13K
$907K
|
|
Aug 14, 2024
Q2 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
85+ 2.47% |
$4.94K - $5.45K
|
3.53K
$247K
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
84+ 1.23% |
$4.88K - $5.39K
|
6.91K
$483K
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
84+ 1.59% |
$4.88K - $5.39K
|
5.36K
$374K
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
80+ 0.92% |
$4.64K - $5.13K
|
8.75K
$611K
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
80+ 0.3% |
$4.64K - $5.13K
|
26.9K
$1.88M
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
79+ 0.18% |
$4.59K - $5.07K
|
42.8K
$2.99M
|
|
Aug 13, 2024
Q2 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
78+ 1.37% |
$4.53K - $5K
|
5.78K
$404K
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
78+ 1.23% |
$4.53K - $5K
|
6.42K
$449K
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
77+ 0.45% |
$4.47K - $4.94K
|
17K
$1.19M
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
77+ 0.4% |
$4.47K - $4.94K
|
19.4K
$1.36M
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
75+ 0.62% |
$4.35K - $4.81K
|
12.2K
$851K
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
75+ 62.5% |
$4.35K - $4.81K
|
195
$13.6K
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
BUY
|
- |
75+ 1.64% |
$4.35K - $4.81K
|
4.64K
$324K
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
75+ 2.08% |
$4.35K - $4.81K
|
3.67K
$257K
|
|
Jul 29, 2024
Q2 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
74+ 2.19% |
$4.3K - $4.75K
|
3.46K
$242K
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
73+ 1.18% |
$4.24K - $4.68K
|
6.25K
$437K
|
|
Aug 01, 2024
Q2 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
73+ 0.51% |
$4.24K - $4.68K
|
14.3K
$1M
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
72+ 0.59% |
$4.18K - $4.62K
|
12.2K
$853K
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
72+ 0.1% |
$4.18K - $4.62K
|
72.2K
$5.05M
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
72+ 0.47% |
$4.18K - $4.62K
|
15.5K
$1.09M
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
72+ 0.44% |
$4.18K - $4.62K
|
16.3K
$1.14M
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
70+ 0.59% |
$4.06K - $4.49K
|
11.9K
$833K
|
|
Aug 06, 2024
Q2 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
70+ 2.11% |
$4.06K - $4.49K
|
3.38K
$236K
|
|
Jul 23, 2024
Q2 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
69+ 0.23% |
$4.01K - $4.43K
|
29.7K
$2.08M
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
67+ 0.98% |
$3.89K - $4.3K
|
6.93K
$484K
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
67New |
$3.89K - $4.3K
|
67
$4.68K
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
67+ 7.7% |
$3.89K - $4.3K
|
937
$65.5K
|
|
Jul 10, 2024
Q2 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
65+ 1.53% |
$3.77K - $4.17K
|
4.31K
$301K
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
65+ 0.68% |
$3.77K - $4.17K
|
9.59K
$670K
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
65+ 14.44% |
$3.77K - $4.17K
|
515
$36K
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
63+ 15.67% |
$3.66K - $4.04K
|
465
$32.5K
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
63+ 0.28% |
$3.66K - $4.04K
|
22.4K
$1.56M
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
63+ 0.03% |
$3.66K - $4.04K
|
202K
$14.2M
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
63+ 16.07% |
$3.66K - $4.04K
|
455
$31.8K
|