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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
275+ 6.08% |
$16.2K - $16.8K
|
4.8K
$332K
|
|
|
Apr 22, 2024
Q1 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
275+ 7.27% |
$16.2K - $16.8K
|
4.06K
$281K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
275+ 0.79% |
$16.2K - $16.8K
|
35K
$2.42M
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
269+ 0.06% |
$15.8K - $16.5K
|
429K
$29.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
266+ 2.25% |
$15.7K - $16.3K
|
12.1K
$834K
|
|
|
Apr 24, 2024
Q1 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
265+ 2.62% |
$15.6K - $16.2K
|
10.4K
$718K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
265+ 2.43% |
$15.6K - $16.2K
|
11.1K
$770K
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
263+ 0.29% |
$15.5K - $16.1K
|
91K
$6.29M
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
262+ 1.31% |
$15.4K - $16K
|
20.2K
$1.4M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
261+ 7.38% |
$15.4K - $16K
|
3.8K
$262K
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
256+ 0.91% |
$15.1K - $15.7K
|
28.4K
$1.96M
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
256+ 3.37% |
$15.1K - $15.7K
|
7.85K
$542K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
252+ 3.7% |
$14.8K - $15.4K
|
7.06K
$488K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
252+ 0.14% |
$14.8K - $15.4K
|
187K
$12.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
250+ 2.25% |
$14.7K - $15.3K
|
11.4K
$787K
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
250+ 2.2% |
$14.7K - $15.3K
|
11.6K
$801K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
249+ 1.73% |
$14.7K - $15.2K
|
14.7K
$1.01M
|
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
245+ 5.02% |
$14.4K - $15K
|
5.13K
$354K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
243+ 4.15% |
$14.3K - $14.9K
|
6.09K
$421K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
243+ 0.27% |
$14.3K - $14.9K
|
89K
$6.15M
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
239New |
$14.1K - $14.6K
|
239
$16.5K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
238+ 6.61% |
$14K - $14.6K
|
3.84K
$265K
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
237+ 0.07% |
$14K - $14.5K
|
330K
$22.8M
|
|
|
May 08, 2024
Q1 2024
|
Humankind Investments LLC
|
BUY
|
- |
236+ 4.43% |
$13.9K - $14.5K
|
5.57K
$385K
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
235+ 0.69% |
$13.8K - $14.4K
|
34.1K
$2.36M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
234+ 1.95% |
$13.8K - $14.3K
|
12.3K
$847K
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
234+ 6.12% |
$13.8K - $14.3K
|
4.06K
$280K
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
231+ 1.5% |
$13.6K - $14.1K
|
15.6K
$1.08M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
231+ 2.65% |
$13.6K - $14.1K
|
8.93K
$617K
|
|
|
May 06, 2024
Q1 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
230+ 2.85% |
$13.5K - $14.1K
|
8.31K
$574K
|
|
|
Apr 08, 2024
Q1 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
227+ 0.1% |
$13.4K - $13.9K
|
232K
$16M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
222+ 3.64% |
$13.1K - $13.6K
|
6.32K
$437K
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
216+ 0.85% |
$12.7K - $13.2K
|
25.5K
$1.76M
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
215+ 3.03% |
$12.7K - $13.2K
|
7.31K
$505K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
215+ 3.32% |
$12.7K - $13.2K
|
6.7K
$463K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
214+ 2.45% |
$12.6K - $13.1K
|
8.96K
$619K
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
BUY
|
- |
209+ 1.56% |
$12.3K - $12.8K
|
13.6K
$938K
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
208+ 5.46% |
$12.3K - $12.7K
|
4.02K
$278K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
206+ 64.98% |
$12.1K - $12.6K
|
523
$36.1K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
204+ 1.52% |
$12K - $12.5K
|
13.6K
$940K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
202+ 0.23% |
$11.9K - $12.4K
|
88K
$6.08M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
200+ 3.33% |
$11.8K - $12.2K
|
6.21K
$429K
|
|
|
Apr 18, 2024
Q1 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
200+ 1.66% |
$11.8K - $12.2K
|
12.2K
$845K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
200+ 2.42% |
$11.8K - $12.2K
|
8.45K
$584K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
200+ 0.37% |
$11.8K - $12.2K
|
53.7K
$3.71M
|
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
200New |
$11.8K - $12.2K
|
200
$13.8K
|
|
|
May 15, 2024
Q1 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
200+ 2.2% |
$11.8K - $12.2K
|
9.29K
$642K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
197+ 0.67% |
$11.6K - $12.1K
|
29.6K
$2.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
193+ 1.23% |
$11.4K - $11.8K
|
15.8K
$1.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
BUY
|
- |
192+ 0.64% |
$11.3K - $11.8K
|
30K
$2.07M
|