Purchases and Sales Made in Q1 2024 in Coca Cola CO (KO)
This table provides information about the institutional ownership of Coca Cola CO (KO) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
711+ 6.05% |
$41.9K - $43.5K
|
12.5K
$792K
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
709+ 4.59% |
$41.8K - $43.4K
|
16.2K
$1.03M
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
709+ 4.59% |
$41.8K - $43.4K
|
16.2K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
706+ 0.35% |
$41.6K - $43.2K
|
200K
$12.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
BUY
|
- |
702+ 3.28% |
$41.4K - $43K
|
22.1K
$1.4M
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
702+ 4.99% |
$41.4K - $43K
|
14.8K
$937K
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
693+ 3.9% |
$40.8K - $42.4K
|
18.5K
$1.17M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
692+ 51.56% |
$40.8K - $42.4K
|
2.03K
$129K
|
|
|
Sep 12, 2024
Q1 2024
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
690+ 3.32% |
$40.6K - $42.3K
|
21.5K
$1.36M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
689+ 18.21% |
$40.6K - $42.2K
|
4.47K
$284K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
686+ 2.65% |
$40.4K - $42K
|
26.6K
$1.69M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
684+ 2.52% |
$40.3K - $41.9K
|
27.9K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
682+ 1.06% |
$40.2K - $41.8K
|
65K
$4.13M
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
675+ 1.9% |
$39.8K - $41.3K
|
36.2K
$2.3M
|
|
|
May 02, 2024
Q1 2024
|
Hendley & CO Inc
|
BUY
|
- |
675+ 4.29% |
$39.8K - $41.3K
|
16.4K
$1.04M
|
|
|
May 02, 2024
Q1 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
675+ 3.24% |
$39.8K - $41.3K
|
21.5K
$1.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
668+ 0.91% |
$39.4K - $40.9K
|
74.3K
$4.72M
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
667+ 55.54% |
$39.3K - $40.8K
|
1.87K
$119K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
661+ 2.31% |
$38.9K - $40.5K
|
29.3K
$1.86M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
660+ 2.26% |
$38.9K - $40.4K
|
29.9K
$1.9M
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
653+ 0.16% |
$38.5K - $40K
|
400K
$25.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
650New |
$38.3K - $39.8K
|
650
$41.3K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
650+ 7.3% |
$38.3K - $39.8K
|
9.56K
$607K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
648+ 15.16% |
$38.2K - $39.7K
|
4.92K
$312K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
646+ 19.78% |
$38.1K - $39.6K
|
3.91K
$248K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
645+ 14.21% |
$38K - $39.5K
|
5.18K
$329K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
643+ 2.21% |
$37.9K - $39.4K
|
29.8K
$1.89M
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
639+ 5.18% |
$37.6K - $39.1K
|
13K
$823K
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
638+ 4.89% |
$37.6K - $39.1K
|
13.7K
$869K
|
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
629New |
$37.1K - $38.5K
|
629
$39.9K
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
622+ 1.24% |
$36.6K - $38.1K
|
50.9K
$3.23M
|
|
|
Apr 10, 2024
Q1 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
614+ 13.46% |
$36.2K - $37.6K
|
5.18K
$329K
|
|
|
May 10, 2024
Q1 2024
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
605+ 7.41% |
$35.6K - $37.1K
|
8.78K
$557K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
600+ 7.33% |
$35.3K - $36.7K
|
8.78K
$557K
|
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
600+ 3.49% |
$35.3K - $36.7K
|
17.8K
$1.13M
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
591+ 6.92% |
$34.8K - $36.2K
|
9.13K
$579K
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
591+ 1.72% |
$34.8K - $36.2K
|
35K
$2.22M
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
590+ 9.01% |
$34.8K - $36.1K
|
7.14K
$453K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
589+ 9.57% |
$34.7K - $36.1K
|
6.75K
$428K
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
586+ 5.4% |
$34.5K - $35.9K
|
11.4K
$726K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
578+ 1.73% |
$34K - $35.4K
|
34.1K
$2.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
573+ 15.04% |
$33.8K - $35.1K
|
4.38K
$278K
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
570+ 6.74% |
$33.6K - $34.9K
|
9.03K
$573K
|
|
|
Apr 25, 2024
Q1 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
567+ 3.62% |
$33.4K - $34.7K
|
16.2K
$1.03M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
564+ 0.88% |
$33.2K - $34.5K
|
64.4K
$4.09M
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
560+ 28.0% |
$33K - $34.3K
|
2.56K
$163K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
554+ 1910.34% |
$32.6K - $33.9K
|
583
$37K
|
|
|
May 01, 2024
Q1 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
553+ 1.45% |
$32.6K - $33.9K
|
38.6K
$2.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
551+ 5.35% |
$32.5K - $33.7K
|
10.9K
$689K
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
550+ 4.23% |
$32.4K - $33.7K
|
13.6K
$861K
|