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 06, 2024
Q2 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
70+ 2.11% |
$4.06K - $4.49K
|
3.38K
$210K
|
|
|
Jul 23, 2024
Q2 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
69+ 0.23% |
$4.01K - $4.43K
|
29.7K
$1.85M
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
67+ 0.98% |
$3.89K - $4.3K
|
6.93K
$431K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
67New |
$3.89K - $4.3K
|
67
$4.17K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
67+ 7.7% |
$3.89K - $4.3K
|
937
$58.3K
|
|
|
Jul 10, 2024
Q2 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
65+ 1.53% |
$3.77K - $4.17K
|
4.31K
$268K
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
65+ 0.68% |
$3.77K - $4.17K
|
9.59K
$597K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
65+ 14.44% |
$3.77K - $4.17K
|
515
$32.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
63+ 15.67% |
$3.66K - $4.04K
|
465
$29K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
63+ 0.28% |
$3.66K - $4.04K
|
22.4K
$1.39M
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
63+ 0.03% |
$3.66K - $4.04K
|
202K
$12.6M
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
63+ 16.07% |
$3.66K - $4.04K
|
455
$28.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
62+ 0.96% |
$3.6K - $3.98K
|
6.52K
$406K
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
62+ 0.55% |
$3.6K - $3.98K
|
11.4K
$708K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
61+ 1.56% |
$3.54K - $3.91K
|
3.97K
$247K
|
|
|
Jul 19, 2024
Q2 2024
|
Blossom Wealth Management
|
BUY
|
- |
60+ 1.28% |
$3.48K - $3.85K
|
4.74K
$295K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
60New |
$3.48K - $3.85K
|
60
$3.74K
|
|
|
Jul 15, 2024
Q2 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
59+ 0.68% |
$3.43K - $3.78K
|
8.71K
$542K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
59+ 0.8% |
$3.43K - $3.78K
|
7.44K
$463K
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
59+ 0.26% |
$3.43K - $3.78K
|
22.3K
$1.39M
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
59+ 0.18% |
$3.43K - $3.78K
|
33K
$2.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
59+ 1.19% |
$3.43K - $3.78K
|
5.02K
$312K
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
59+ 2.56% |
$3.43K - $3.78K
|
2.37K
$147K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
58+ 0.57% |
$3.37K - $3.72K
|
10.3K
$639K
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
56+ 0.48% |
$3.25K - $3.59K
|
11.6K
$723K
|
|
|
Jul 26, 2024
Q2 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
55+ 1.2% |
$3.19K - $3.53K
|
4.65K
$289K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
55+ 6.47% |
$3.19K - $3.53K
|
905
$56.3K
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
53+ 0.24% |
$3.08K - $3.4K
|
21.7K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
52+ 0.21% |
$3.02K - $3.34K
|
25K
$1.56M
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
51+ 0.59% |
$2.96K - $3.27K
|
8.7K
$541K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
50+ 0.16% |
$2.9K - $3.21K
|
31.7K
$1.97M
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
BUY
|
- |
50+ 0.42% |
$2.9K - $3.21K
|
12K
$746K
|
|
|
Jul 18, 2024
Q2 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
50+ 0.44% |
$2.9K - $3.21K
|
11.4K
$712K
|
|
|
Aug 14, 2024
Q2 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
50+ 0.12% |
$2.9K - $3.21K
|
40.5K
$2.52M
|
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
49+ 0.25% |
$2.84K - $3.14K
|
19.3K
$1.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
47+ 0.86% |
$2.73K - $3.02K
|
5.48K
$341K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
46+ 0.17% |
$2.67K - $2.95K
|
26.5K
$1.65M
|
|
|
Aug 01, 2024
Q2 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
46+ 0.96% |
$2.67K - $2.95K
|
4.82K
$300K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
45+ 1.05% |
$2.61K - $2.89K
|
4.35K
$271K
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
45+ 0.73% |
$2.61K - $2.89K
|
6.18K
$385K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
44+ 17.89% |
$2.55K - $2.82K
|
290
$18.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
43+ 1.23% |
$2.5K - $2.76K
|
3.54K
$220K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
42+ 12.5% |
$2.44K - $2.69K
|
378
$23.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
41+ 0.42% |
$2.38K - $2.63K
|
9.88K
$615K
|
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
40+ 0.84% |
$2.32K - $2.57K
|
4.82K
$300K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
40+ 7.65% |
$2.32K - $2.57K
|
563
$35.1K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
40+ 1.27% |
$2.32K - $2.57K
|
3.19K
$199K
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
39+ 0.92% |
$2.26K - $2.5K
|
4.28K
$267K
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
38+ 0.19% |
$2.21K - $2.44K
|
19.5K
$1.22M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
38+ 0.91% |
$2.21K - $2.44K
|
4.23K
$263K
|