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 26, 2024
Q2 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
111+ 1.07% |
$6.44K - $7.12K
|
10.5K
$655K
|
|
|
Jul 11, 2024
Q2 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
110+ 3.24% |
$6.39K - $7.06K
|
3.51K
$220K
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
110+ 1.55% |
$6.39K - $7.06K
|
7.21K
$451K
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
110+ 0.58% |
$6.39K - $7.06K
|
19.2K
$1.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
109+ 0.36% |
$6.33K - $6.99K
|
30.4K
$1.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
109+ 1.17% |
$6.33K - $6.99K
|
9.45K
$591K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
108+ 0.43% |
$6.27K - $6.93K
|
25K
$1.56M
|
|
|
Jul 23, 2024
Q2 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
107+ 2.41% |
$6.21K - $6.86K
|
4.55K
$285K
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
105+ 0.76% |
$6.1K - $6.74K
|
13.9K
$872K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
105+ 2.35% |
$6.1K - $6.74K
|
4.56K
$286K
|
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
BUY
|
- |
105+ 0.35% |
$6.1K - $6.74K
|
30.1K
$1.88M
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
104+ 0.19% |
$6.04K - $6.67K
|
53.6K
$3.36M
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
103+ 0.97% |
$5.98K - $6.61K
|
10.8K
$674K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
BUY
|
- |
102+ 0.66% |
$5.92K - $6.54K
|
15.6K
$978K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
102+ 0.71% |
$5.92K - $6.54K
|
14.4K
$900K
|
|
|
Aug 05, 2024
Q2 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
102+ 0.81% |
$5.92K - $6.54K
|
12.7K
$793K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
102+ 0.17% |
$5.92K - $6.54K
|
60K
$3.76M
|
|
|
Jul 18, 2024
Q2 2024
|
Fruth Investment Management
|
BUY
|
- |
100+ 0.31% |
$5.81K - $6.42K
|
32.2K
$2.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
100+ 0.02% |
$5.81K - $6.42K
|
456K
$28.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
100+ 7.24% |
$5.81K - $6.42K
|
1.48K
$92.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
99+ 0.46% |
$5.75K - $6.35K
|
21.5K
$1.35M
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
97+ 7.46% |
$5.63K - $6.22K
|
1.4K
$87.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
95+ 0.36% |
$5.52K - $6.09K
|
26.7K
$1.67M
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
94+ 1.84% |
$5.46K - $6.03K
|
5.22K
$326K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
91+ 1.71% |
$5.28K - $5.84K
|
5.41K
$339K
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
90+ 2.75% |
$5.23K - $5.77K
|
3.36K
$210K
|
|
|
Aug 06, 2024
Q2 2024
|
X Square Capital, LLC
|
BUY
|
- |
87+ 0.29% |
$5.05K - $5.58K
|
29.9K
$1.87M
|
|
|
Jul 16, 2024
Q2 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
85+ 0.66% |
$4.94K - $5.45K
|
13K
$812K
|
|
|
Aug 14, 2024
Q2 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
85+ 2.47% |
$4.94K - $5.45K
|
3.53K
$221K
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
84+ 1.23% |
$4.88K - $5.39K
|
6.91K
$432K
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
84+ 1.59% |
$4.88K - $5.39K
|
5.36K
$335K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
80+ 0.92% |
$4.64K - $5.13K
|
8.75K
$547K
|
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
80+ 0.3% |
$4.64K - $5.13K
|
26.9K
$1.68M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
79+ 0.18% |
$4.59K - $5.07K
|
42.8K
$2.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
78+ 1.37% |
$4.53K - $5K
|
5.78K
$362K
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
78+ 1.23% |
$4.53K - $5K
|
6.42K
$402K
|
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
77+ 0.45% |
$4.47K - $4.94K
|
17K
$1.06M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
77+ 0.4% |
$4.47K - $4.94K
|
19.4K
$1.22M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
75+ 0.62% |
$4.35K - $4.81K
|
12.2K
$762K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
75+ 62.5% |
$4.35K - $4.81K
|
195
$12.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
BUY
|
- |
75+ 1.64% |
$4.35K - $4.81K
|
4.64K
$290K
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
75+ 2.08% |
$4.35K - $4.81K
|
3.67K
$230K
|
|
|
Jul 29, 2024
Q2 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
74+ 2.19% |
$4.3K - $4.75K
|
3.46K
$216K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
73+ 1.18% |
$4.24K - $4.68K
|
6.25K
$391K
|
|
|
Aug 01, 2024
Q2 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
73+ 0.51% |
$4.24K - $4.68K
|
14.3K
$897K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
72+ 0.59% |
$4.18K - $4.62K
|
12.2K
$763K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
72+ 0.1% |
$4.18K - $4.62K
|
72.2K
$4.52M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
72+ 0.47% |
$4.18K - $4.62K
|
15.5K
$972K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
72+ 0.44% |
$4.18K - $4.62K
|
16.3K
$1.02M
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
70+ 0.59% |
$4.06K - $4.49K
|
11.9K
$746K
|