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 19, 2024
Q1 2024
|
Fruth Investment Management
|
SELL
|
- |
-58- 0.18% |
$3.42K - $3.55K
|
32.1K
$2.04M
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-58- 0.12% |
$3.42K - $3.55K
|
47.5K
$3.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-60- 5.57% |
$3.53K - $3.67K
|
1.02K
$64.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-60- 1.22% |
$3.53K - $3.67K
|
4.86K
$309K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
SELL
|
- |
-60- 0.59% |
$3.53K - $3.67K
|
10.1K
$643K
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-60- 0.32% |
$3.53K - $3.67K
|
18.7K
$1.19M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-60- 0.17% |
$3.53K - $3.67K
|
35.9K
$2.28M
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-61- 0.19% |
$3.59K - $3.74K
|
31.5K
$2M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-62- 0.37% |
$3.65K - $3.8K
|
16.9K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-62- 1.82% |
$3.65K - $3.8K
|
3.34K
$212K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-62- 0.37% |
$3.65K - $3.8K
|
16.9K
$1.07M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-64- 1.42% |
$3.77K - $3.92K
|
4.43K
$281K
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
SELL
|
- |
-66- 1.04% |
$3.89K - $4.04K
|
6.3K
$400K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-66- 0.19% |
$3.89K - $4.04K
|
34.4K
$2.18M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-67- 0.36% |
$3.95K - $4.1K
|
18.5K
$1.18M
|
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-68- 0.85% |
$4.01K - $4.16K
|
7.89K
$501K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-69- 0.58% |
$4.06K - $4.23K
|
11.8K
$747K
|
|
|
May 08, 2024
Q1 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-70- 4.82% |
$4.12K - $4.29K
|
1.38K
$87.7K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-71- 1.75% |
$4.18K - $4.35K
|
3.98K
$253K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-73- 0.15% |
$4.3K - $4.47K
|
47.3K
$3M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-74- 0.79% |
$4.36K - $4.53K
|
9.27K
$588K
|
|
|
Apr 24, 2024
Q1 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-75- 1.93% |
$4.42K - $4.59K
|
3.82K
$242K
|
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-75- 1.56% |
$4.42K - $4.59K
|
4.75K
$301K
|
|
|
May 02, 2024
Q1 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-75- 0.58% |
$4.42K - $4.59K
|
13K
$822K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-75- 4.57% |
$4.42K - $4.59K
|
1.57K
$99.5K
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-75- 0.37% |
$4.42K - $4.59K
|
20K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-77- 1.07% |
$4.54K - $4.72K
|
7.12K
$452K
|
|
|
May 14, 2024
Q1 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-78- 1.98% |
$4.59K - $4.78K
|
3.86K
$245K
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
SELL
|
- |
-79- 1.14% |
$4.65K - $4.84K
|
6.83K
$433K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-79- 1.8% |
$4.65K - $4.84K
|
4.3K
$273K
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-80- 0.02% |
$4.71K - $4.9K
|
487K
$30.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-80- 0.54% |
$4.71K - $4.9K
|
14.9K
$944K
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-81- 1.81% |
$4.77K - $4.96K
|
4.39K
$279K
|
|
|
Apr 10, 2024
Q1 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-84- 0.22% |
$4.95K - $5.14K
|
37.9K
$2.41M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-84- 1.22% |
$4.95K - $5.14K
|
6.78K
$430K
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-84- 0.04% |
$4.95K - $5.14K
|
223K
$14.2M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-85- 2.41% |
$5.01K - $5.21K
|
3.45K
$219K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-87- 0.71% |
$5.13K - $5.33K
|
12.2K
$772K
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-91- 0.96% |
$5.36K - $5.57K
|
9.34K
$593K
|
|
|
Apr 10, 2024
Q1 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-93- 2.27% |
$5.48K - $5.7K
|
4K
$254K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-97- 1.62% |
$5.71K - $5.94K
|
5.9K
$375K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-97- 4.82% |
$5.71K - $5.94K
|
1.92K
$122K
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-98- 1.0% |
$5.77K - $6K
|
9.7K
$616K
|
|
|
May 15, 2024
Q1 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-99- 0.9% |
$5.83K - $6.06K
|
10.9K
$694K
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-100- 1.47% |
$5.89K - $6.12K
|
6.69K
$424K
|
|
|
Apr 17, 2024
Q1 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-100- 1.06% |
$5.89K - $6.12K
|
9.33K
$592K
|
|
|
Apr 17, 2024
Q1 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-100- 0.23% |
$5.89K - $6.12K
|
42.8K
$2.72M
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-100- 0.59% |
$5.89K - $6.12K
|
16.9K
$1.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-100- 7.33% |
$5.89K - $6.12K
|
1.27K
$80.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-100- 0.19% |
$5.89K - $6.12K
|
52.4K
$3.32M
|