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 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-159- 1.83% |
$9.37K - $9.74K
|
8.51K
$540K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-160- 2.06% |
$9.43K - $9.8K
|
7.6K
$482K
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-160- 0.64% |
$9.43K - $9.8K
|
24.8K
$1.58M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-160- 0.61% |
$9.43K - $9.8K
|
26.2K
$1.66M
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-160- 0.39% |
$9.43K - $9.8K
|
40.8K
$2.59M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-162- 1.66% |
$9.54K - $9.92K
|
9.62K
$610K
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-162- 0.9% |
$9.54K - $9.92K
|
17.8K
$1.13M
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-165- 3.06% |
$9.72K - $10.1K
|
5.22K
$331K
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-165- 2.54% |
$9.72K - $10.1K
|
6.32K
$401K
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-166- 0.61% |
$9.78K - $10.2K
|
26.9K
$1.71M
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
SELL
|
- |
-167- 3.43% |
$9.84K - $10.2K
|
4.7K
$298K
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-168- 0.88% |
$9.9K - $10.3K
|
19K
$1.21M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-170- 2.07% |
$10K - $10.4K
|
8.04K
$510K
|
|
|
Apr 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-170- 0.03% |
$10K - $10.4K
|
633K
$40.2M
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-170- 1.38% |
$10K - $10.4K
|
12.2K
$773K
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
SELL
|
- |
-173- 1.2% |
$10.2K - $10.6K
|
14.2K
$901K
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-175- 4.93% |
$10.3K - $10.7K
|
3.37K
$214K
|
|
|
May 13, 2024
Q1 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-175- 2.35% |
$10.3K - $10.7K
|
7.28K
$462K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-176- 3.19% |
$10.4K - $10.8K
|
5.35K
$339K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-176- 1.13% |
$10.4K - $10.8K
|
15.4K
$976K
|
|
|
May 03, 2024
Q1 2024
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-177- 5.07% |
$10.4K - $10.8K
|
3.32K
$211K
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-179- 1.65% |
$10.5K - $11K
|
10.6K
$676K
|
|
|
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-180- 4.22% |
$10.6K - $11K
|
4.08K
$259K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-181- 13.75% |
$10.7K - $11.1K
|
1.14K
$72K
|
|
|
May 15, 2024
Q1 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-182- 9.64% |
$10.7K - $11.1K
|
1.71K
$108K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-184- 0.74% |
$10.8K - $11.3K
|
24.7K
$1.57M
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-185- 3.77% |
$10.9K - $11.3K
|
4.72K
$300K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-185- 0.77% |
$10.9K - $11.3K
|
23.9K
$1.51M
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-185- 0.04% |
$10.9K - $11.3K
|
436K
$27.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-186- 12.89% |
$11K - $11.4K
|
1.26K
$79.8K
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-187- 2.95% |
$11K - $11.5K
|
6.16K
$391K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-190- 0.51% |
$11.2K - $11.6K
|
37.2K
$2.36M
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-191- 1.86% |
$11.3K - $11.7K
|
10.1K
$641K
|
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-191- 1.13% |
$11.3K - $11.7K
|
16.7K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-192- 4.59% |
$11.3K - $11.8K
|
3.99K
$253K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-193- 4.71% |
$11.4K - $11.8K
|
3.91K
$248K
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-193- 3.24% |
$11.4K - $11.8K
|
5.76K
$365K
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-194- 2.15% |
$11.4K - $11.9K
|
8.85K
$562K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-194- 10.03% |
$11.4K - $11.9K
|
1.74K
$110K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-195- 0.31% |
$11.5K - $11.9K
|
61.9K
$3.93M
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-198- 0.78% |
$11.7K - $12.1K
|
25.1K
$1.59M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-199- 3.06% |
$11.7K - $12.2K
|
6.3K
$400K
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
SELL
|
- |
-200- 1.19% |
$11.8K - $12.2K
|
16.6K
$1.05M
|
|
|
Apr 11, 2024
Q1 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-200- 1.81% |
$11.8K - $12.2K
|
10.8K
$688K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-200- 7.27% |
$11.8K - $12.2K
|
2.55K
$162K
|
|
|
Apr 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-200- 4.71% |
$11.8K - $12.2K
|
4.05K
$257K
|
|
|
Apr 30, 2024
Q1 2024
|
Violich Capital Management, Inc.
|
SELL
|
- |
-200- 0.43% |
$11.8K - $12.2K
|
46K
$2.92M
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-200- 3.18% |
$11.8K - $12.2K
|
6.09K
$386K
|
|
|
May 10, 2024
Q1 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-200- 2.1% |
$11.8K - $12.2K
|
9.31K
$591K
|
|
|
May 13, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-200- 2.15% |
$11.8K - $12.2K
|
9.11K
$578K
|