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 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
545+ 598.9% |
$32.1K - $33.4K
|
636
$40.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
544+ 9.53% |
$32K - $33.3K
|
6.25K
$397K
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
543+ 7.95% |
$32K - $33.3K
|
7.37K
$468K
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
541+ 21.96% |
$31.9K - $33.1K
|
3.01K
$191K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
535+ 6.08% |
$31.5K - $32.8K
|
9.33K
$592K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
532+ 9.3% |
$31.3K - $32.6K
|
6.25K
$397K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
528+ 7.51% |
$31.1K - $32.3K
|
7.56K
$480K
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
526+ 9.95% |
$31K - $32.2K
|
5.81K
$369K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
521+ 60.3% |
$30.7K - $31.9K
|
1.39K
$87.9K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
521+ 5.05% |
$30.7K - $31.9K
|
10.8K
$688K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
513New |
$30.2K - $31.4K
|
513
$32.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
512+ 0.52% |
$30.2K - $31.4K
|
99.8K
$6.34M
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
512+ 3.09% |
$30.2K - $31.4K
|
17.1K
$1.08M
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
510+ 13.14% |
$30K - $31.2K
|
4.39K
$279K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
505+ 7.32% |
$29.7K - $30.9K
|
7.41K
$470K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
505+ 11.99% |
$29.7K - $30.9K
|
4.72K
$299K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
505+ 4.45% |
$29.7K - $30.9K
|
11.8K
$752K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
501+ 3.63% |
$29.5K - $30.7K
|
14.3K
$907K
|
|
|
Apr 15, 2024
Q1 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
BUY
|
- |
500+ 0.55% |
$29.5K - $30.6K
|
91.7K
$5.82M
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
500+ 8.46% |
$29.5K - $30.6K
|
6.41K
$407K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
498+ 14.27% |
$29.3K - $30.5K
|
3.99K
$253K
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
492+ 1.89% |
$29K - $30.1K
|
26.5K
$1.68M
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
489+ 2.8% |
$28.8K - $29.9K
|
17.9K
$1.14M
|
|
|
May 03, 2024
Q1 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
488+ 0.64% |
$28.7K - $29.9K
|
76.9K
$4.88M
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
484+ 7.39% |
$28.5K - $29.6K
|
7.04K
$447K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
482+ 7.1% |
$28.4K - $29.5K
|
7.28K
$462K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
477+ 6.01% |
$28.1K - $29.2K
|
8.42K
$534K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
475+ 0.42% |
$28K - $29.1K
|
113K
$7.16M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
475+ 1.49% |
$28K - $29.1K
|
32.4K
$2.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
474+ 6.15% |
$27.9K - $29K
|
8.18K
$520K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
471+ 2.66% |
$27.7K - $28.8K
|
18.2K
$1.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
470+ 6.64% |
$27.7K - $28.8K
|
7.55K
$479K
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
468+ 3.84% |
$27.6K - $28.7K
|
12.6K
$803K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
466+ 0.88% |
$27.5K - $28.5K
|
53.7K
$3.41M
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
BUY
|
- |
461+ 2.61% |
$27.2K - $28.2K
|
18.1K
$1.15M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
458New |
$27K - $28K
|
458
$29.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
456+ 9.37% |
$26.9K - $27.9K
|
5.32K
$338K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
456+ 1.83% |
$26.9K - $27.9K
|
25.4K
$1.61M
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
455+ 2.99% |
$26.8K - $27.9K
|
15.7K
$996K
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
BUY
|
- |
454+ 1.54% |
$26.7K - $27.8K
|
29.9K
$1.9M
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
451+ 6.18% |
$26.6K - $27.6K
|
7.75K
$492K
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
450+ 11.19% |
$26.5K - $27.6K
|
4.47K
$284K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
450New |
$26.5K - $27.6K
|
450
$28.6K
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
448+ 13.12% |
$26.4K - $27.4K
|
3.86K
$245K
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
448+ 4.0% |
$26.4K - $27.4K
|
11.7K
$740K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
444+ 10.51% |
$26.2K - $27.2K
|
4.67K
$296K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
442+ 0.49% |
$26K - $27.1K
|
90.1K
$5.72M
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
441+ 1.39% |
$26K - $27K
|
32.3K
$2.05M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
429+ 3.85% |
$25.3K - $26.3K
|
11.6K
$734K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
427+ 3.49% |
$25.2K - $26.1K
|
12.7K
$804K
|