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
|
Pflug Koory, LLC
|
SELL
|
- |
-460- 14.66% |
$27.1K - $28.2K
|
2.68K
$170K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-461- 16.85% |
$27.2K - $28.2K
|
2.28K
$144K
|
|
|
Apr 22, 2024
Q1 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-465- 0.43% |
$27.4K - $28.5K
|
109K
$6.91M
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-465- 4.58% |
$27.4K - $28.5K
|
9.69K
$615K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-466- 6.43% |
$27.5K - $28.5K
|
6.78K
$431K
|
|
|
Apr 18, 2024
Q1 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-467- 4.54% |
$27.5K - $28.6K
|
9.81K
$623K
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-467- 2.54% |
$27.5K - $28.6K
|
17.9K
$1.14M
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-471- 3.82% |
$27.7K - $28.8K
|
11.9K
$753K
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-471- 4.84% |
$27.7K - $28.8K
|
9.27K
$588K
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-473- 3.81% |
$27.9K - $29K
|
11.9K
$758K
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-474- 70.54% |
$27.9K - $29K
|
198
$12.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
SELL
|
- |
-474- 3.42% |
$27.9K - $29K
|
13.4K
$850K
|
|
|
May 13, 2024
Q1 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-474- 4.44% |
$27.9K - $29K
|
10.2K
$648K
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-476- 3.27% |
$28K - $29.2K
|
14.1K
$895K
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-476- 10.49% |
$28K - $29.2K
|
4.06K
$258K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-476- 2.35% |
$28K - $29.2K
|
19.8K
$1.26M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-480- 2.36% |
$28.3K - $29.4K
|
19.9K
$1.26M
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-480- 6.74% |
$28.3K - $29.4K
|
6.64K
$422K
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-490- 1.94% |
$28.9K - $30K
|
24.8K
$1.57M
|
|
|
Apr 02, 2024
Q1 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-492- 11.96% |
$29K - $30.1K
|
3.62K
$230K
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-492- 0.58% |
$29K - $30.1K
|
84.7K
$5.38M
|
|
|
Apr 03, 2024
Q1 2024
|
Campbell Capital Management Inc
|
SELL
|
- |
-500- 1.22% |
$29.5K - $30.6K
|
40.5K
$2.57M
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-505- 3.48% |
$29.7K - $30.9K
|
14K
$889K
|
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
SELL
|
- |
-506- 0.93% |
$29.8K - $31K
|
53.6K
$3.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-506- 1.86% |
$29.8K - $31K
|
26.7K
$1.69M
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-507- 8.41% |
$29.9K - $31K
|
5.52K
$350K
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-514- 3.25% |
$30.3K - $31.5K
|
15.3K
$970K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-515- 4.16% |
$30.3K - $31.5K
|
11.9K
$753K
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-518- 0.36% |
$30.5K - $31.7K
|
145K
$9.23M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-519- 0.62% |
$30.6K - $31.8K
|
83.2K
$5.28M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-520- 10.51% |
$30.6K - $31.8K
|
4.43K
$281K
|
|
|
May 22, 2024
Q1 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-520- 8.94% |
$30.6K - $31.8K
|
5.3K
$336K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-523- 3.0% |
$30.8K - $32K
|
16.9K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-527- 2.02% |
$31K - $32.3K
|
25.5K
$1.62M
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-528- 7.28% |
$31.1K - $32.3K
|
6.72K
$427K
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-532- 2.73% |
$31.3K - $32.6K
|
19K
$1.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-532- 0.41% |
$31.3K - $32.6K
|
128K
$8.14M
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-533- 10.09% |
$31.4K - $32.6K
|
4.75K
$302K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-533- 6.43% |
$31.4K - $32.6K
|
7.76K
$493K
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-534- 5.73% |
$31.5K - $32.7K
|
8.79K
$558K
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-540- 0.63% |
$31.8K - $33.1K
|
85.3K
$5.41M
|
|
|
May 14, 2024
Q1 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-540- 8.8% |
$31.8K - $33.1K
|
5.6K
$355K
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-546- 1.21% |
$32.2K - $33.4K
|
44.7K
$2.84M
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-549- 0.94% |
$32.3K - $33.6K
|
58.1K
$3.69M
|
|
|
May 13, 2024
Q1 2024
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-553- 1.49% |
$32.6K - $33.9K
|
36.5K
$2.32M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-554- 3.46% |
$32.6K - $33.9K
|
15.5K
$981K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-560- 1.86% |
$33K - $34.3K
|
29.6K
$1.88M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-565- 9.89% |
$33.3K - $34.6K
|
5.15K
$327K
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-567- 12.67% |
$33.4K - $34.7K
|
3.91K
$248K
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
SELL
|
- |
-570- 2.86% |
$33.6K - $34.9K
|
19.4K
$1.23M
|