Purchases and Sales Made in Q2 2024 in Coca Cola CO (KO)
This table provides information about the institutional ownership of Coca Cola CO (KO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
677+ 3.53% |
$39.3K - $43.4K
|
19.9K
$1.24M
|
|
|
Jul 12, 2024
Q2 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
672+ 15.13% |
$39K - $43.1K
|
5.11K
$319K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
668+ 3.09% |
$38.8K - $42.9K
|
22.3K
$1.39M
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
666+ 6.34% |
$38.7K - $42.7K
|
11.2K
$698K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
660+ 64.83% |
$38.3K - $42.3K
|
1.68K
$105K
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
BUY
|
- |
658+ 17.8% |
$38.2K - $42.2K
|
4.36K
$272K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
654+ 0.35% |
$38K - $42K
|
187K
$11.7M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
648+ 7.23% |
$37.6K - $41.6K
|
9.61K
$600K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
644+ 3.99% |
$37.4K - $41.3K
|
16.8K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
643+ 0.88% |
$37.3K - $41.2K
|
73.6K
$4.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
641New |
$37.2K - $41.1K
|
641
$40K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
635+ 9.97% |
$36.9K - $40.7K
|
7K
$437K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
631+ 1.78% |
$36.6K - $40.5K
|
36.1K
$2.26M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
630+ 5.0% |
$36.6K - $40.4K
|
13.2K
$827K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
629+ 2.97% |
$36.5K - $40.4K
|
21.8K
$1.36M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
628+ 1.47% |
$36.5K - $40.3K
|
43.4K
$2.71M
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
628+ 3.93% |
$36.5K - $40.3K
|
16.6K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
623+ 0.42% |
$36.2K - $40K
|
150K
$9.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
620+ 12.0% |
$36K - $39.8K
|
5.79K
$361K
|
|
|
Jul 23, 2024
Q2 2024
|
Jacobsen Capital Management
|
BUY
|
- |
618+ 12.94% |
$35.9K - $39.6K
|
5.4K
$337K
|
|
|
Aug 06, 2024
Q2 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
615+ 4.75% |
$35.7K - $39.5K
|
13.6K
$847K
|
|
|
Jul 30, 2024
Q2 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
608+ 0.54% |
$35.3K - $39K
|
114K
$7.12M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
604+ 598.02% |
$35.1K - $38.7K
|
705
$44K
|
|
|
Aug 06, 2024
Q2 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
600New |
$34.8K - $38.5K
|
600
$37.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
597+ 7.7% |
$34.7K - $38.3K
|
8.35K
$522K
|
|
|
Jul 19, 2024
Q2 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
596+ 8.93% |
$34.6K - $38.2K
|
7.27K
$454K
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
596+ 4.52% |
$34.6K - $38.2K
|
13.8K
$861K
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
595+ 11.59% |
$34.5K - $38.2K
|
5.73K
$358K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
594+ 12.88% |
$34.5K - $38.1K
|
5.21K
$325K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
591+ 6.45% |
$34.3K - $37.9K
|
9.76K
$609K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
583+ 2.09% |
$33.8K - $37.4K
|
28.5K
$1.78M
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
582+ 4.87% |
$33.8K - $37.3K
|
12.5K
$782K
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
581+ 3.1% |
$33.7K - $37.3K
|
19.3K
$1.21M
|
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
579+ 3.86% |
$33.6K - $37.1K
|
15.6K
$973K
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
579+ 7.47% |
$33.6K - $37.1K
|
8.33K
$520K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
573+ 4.61% |
$33.3K - $36.8K
|
13K
$811K
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
570+ 19000.0% |
$33.1K - $36.6K
|
573
$35.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
567+ 4.65% |
$32.9K - $36.4K
|
12.8K
$797K
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
565+ 5.28% |
$32.8K - $36.2K
|
11.3K
$703K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
562+ 4.18% |
$32.6K - $36.1K
|
14K
$876K
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
560+ 9.3% |
$32.5K - $35.9K
|
6.58K
$411K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
556+ 1.43% |
$32.3K - $35.7K
|
39.4K
$2.46M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
551+ 6.64% |
$32K - $35.3K
|
8.85K
$553K
|
|
|
Jul 26, 2024
Q2 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
549+ 13.81% |
$31.9K - $35.2K
|
4.52K
$282K
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
544+ 3.19% |
$31.6K - $34.9K
|
17.6K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
544+ 1.26% |
$31.6K - $34.9K
|
43.8K
$2.74M
|
|
|
Aug 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
543+ 2.96% |
$31.5K - $34.8K
|
18.9K
$1.18M
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
535+ 7.4% |
$31.1K - $34.3K
|
7.77K
$485K
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
533+ 4.22% |
$30.9K - $34.2K
|
13.2K
$822K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
530+ 0.41% |
$30.8K - $34K
|
130K
$8.15M
|