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
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
7.87KNew |
$457K - $505K
|
7.87K
$495K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.84K+ 37.13% |
$455K - $503K
|
29K
$1.82M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7.74K+ 86.78% |
$449K - $497K
|
16.7K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
7.69K+ 2.63% |
$447K - $494K
|
300K
$18.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
7.61KNew |
$442K - $488K
|
7.61K
$478K
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
7.59K+ 9.54% |
$441K - $487K
|
87.2K
$5.48M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
7.57KNew |
$440K - $486K
|
7.57K
$476K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.5K+ 4.82% |
$435K - $481K
|
163K
$10.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
7.47K+ 1.87% |
$434K - $479K
|
407K
$25.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
7.43K+ 131.9% |
$432K - $477K
|
13.1K
$821K
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
7.42K+ 1.18% |
$431K - $476K
|
635K
$39.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
7.33KNew |
$426K - $470K
|
7.33K
$461K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.24K+ 3.07% |
$420K - $464K
|
243K
$15.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
7.23K+ 3.2% |
$420K - $464K
|
233K
$14.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
7.16K+ 7.54% |
$416K - $459K
|
102K
$6.41M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
7.04K+ 36.11% |
$409K - $452K
|
26.5K
$1.67M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.96K+ 8.32% |
$404K - $447K
|
90.7K
$5.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
6.94K+ 8.26% |
$403K - $445K
|
91K
$5.72M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
6.78K+ 18.92% |
$393K - $435K
|
42.6K
$2.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
6.73K+ 2.32% |
$390K - $431K
|
297K
$18.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
6.66K+ 1.61% |
$386K - $427K
|
420K
$26.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
6.65K+ 36.57% |
$386K - $427K
|
24.8K
$1.56M
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
6.59K+ 34.33% |
$382K - $423K
|
25.8K
$1.62M
|
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
6.54K+ 3.82% |
$380K - $419K
|
178K
$11.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
6.51KNew |
$378K - $418K
|
6.51K
$409K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.5K+ 5.67% |
$377K - $417K
|
121K
$7.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
6.49K+ 8.46% |
$377K - $416K
|
83.1K
$5.23M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
6.46K+ 17.79% |
$375K - $414K
|
42.7K
$2.69M
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
6.43K+ 3.75% |
$373K - $412K
|
178K
$11.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
6.42K+ 8.48% |
$373K - $412K
|
82.1K
$5.16M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.42KNew |
$373K - $412K
|
6.42K
$403K
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
6.4K+ 50.63% |
$371K - $410K
|
19K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
6.35K+ 46.36% |
$369K - $407K
|
20K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6.34K+ 34.55% |
$368K - $407K
|
24.7K
$1.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
6.34K+ 177.22% |
$368K - $407K
|
9.92K
$623K
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
6.33KNew |
$368K - $406K
|
6.33K
$398K
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
6.28K+ 29.33% |
$365K - $403K
|
27.7K
$1.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6.21K+ 142.14% |
$361K - $399K
|
10.6K
$665K
|
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
6.18K+ 84.5% |
$359K - $396K
|
13.5K
$848K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.14K+ 4.37% |
$356K - $394K
|
147K
$9.22M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.14K+ 20.96% |
$356K - $394K
|
35.4K
$2.23M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.93K+ 5.93% |
$344K - $380K
|
106K
$6.66M
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
5.92K+ 19.54% |
$344K - $380K
|
36.2K
$2.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.9K+ 2.9% |
$343K - $379K
|
210K
$13.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
5.88K+ 6.27% |
$342K - $377K
|
99.7K
$6.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
5.82KNew |
$338K - $374K
|
5.82K
$366K
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
5.8K+ 1.39% |
$337K - $372K
|
423K
$26.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.79K+ 20.3% |
$336K - $372K
|
34.3K
$2.16M
|
|
|
Sep 10, 2024
Q2 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
5.76KNew |
$335K - $370K
|
5.76K
$362K
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
5.76K+ 2.77% |
$334K - $369K
|
214K
$13.4M
|