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 01, 2024
Q2 2024
|
Capital Square, LLC
|
BUY
|
- |
38+ 0.45% |
$2.21K - $2.44K
|
8.57K
$533K
|
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
37+ 0.06% |
$2.15K - $2.37K
|
60.7K
$3.78M
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
36+ 0.64% |
$2.09K - $2.31K
|
5.63K
$350K
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
35+ 0.77% |
$2.03K - $2.25K
|
4.59K
$286K
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
35+ 0.98% |
$2.03K - $2.25K
|
3.62K
$225K
|
|
|
Aug 06, 2024
Q2 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
35+ 0.28% |
$2.03K - $2.25K
|
12.7K
$790K
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
34+ 0.47% |
$1.97K - $2.18K
|
7.3K
$455K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
33+ 0.55% |
$1.92K - $2.12K
|
5.99K
$373K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
33+ 0.68% |
$1.92K - $2.12K
|
4.86K
$303K
|
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
32+ 0.29% |
$1.86K - $2.05K
|
11.2K
$698K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
32+ 0.63% |
$1.86K - $2.05K
|
5.11K
$318K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
31+ 0.85% |
$1.8K - $1.99K
|
3.66K
$228K
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Folios Inc
|
BUY
|
- |
31+ 0.5% |
$1.8K - $1.99K
|
6.21K
$386K
|
|
|
Jul 23, 2024
Q2 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
31+ 0.78% |
$1.8K - $1.99K
|
3.99K
$249K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
31+ 0.92% |
$1.8K - $1.99K
|
3.41K
$212K
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
31+ 0.3% |
$1.8K - $1.99K
|
10.5K
$652K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
30+ 2.04% |
$1.74K - $1.92K
|
1.5K
$93.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
30+ 0.74% |
$1.74K - $1.92K
|
4.06K
$253K
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
29+ 0.14% |
$1.68K - $1.86K
|
21.3K
$1.33M
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
29+ 3.22% |
$1.68K - $1.86K
|
930
$57.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
28+ 0.34% |
$1.63K - $1.8K
|
8.16K
$508K
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
28+ 0.46% |
$1.63K - $1.8K
|
6.07K
$378K
|
|
|
Jul 10, 2024
Q2 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
27+ 0.72% |
$1.57K - $1.73K
|
3.77K
$235K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
27+ 0.58% |
$1.57K - $1.73K
|
4.68K
$291K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
BUY
|
- |
26+ 0.03% |
$1.51K - $1.67K
|
81.1K
$5.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
23+ 0.22% |
$1.34K - $1.48K
|
10.6K
$663K
|
|
|
Aug 08, 2024
Q2 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
22+ 0.03% |
$1.28K - $1.41K
|
76.9K
$4.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
22+ 0.14% |
$1.28K - $1.41K
|
15.6K
$974K
|
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
22+ 0.51% |
$1.28K - $1.41K
|
4.3K
$267K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
21+ 0.64% |
$1.22K - $1.35K
|
3.33K
$207K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
21+ 0.48% |
$1.22K - $1.35K
|
4.41K
$274K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
20+ 1.77% |
$1.16K - $1.28K
|
1.15K
$71.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
20+ 0.16% |
$1.16K - $1.28K
|
12.5K
$777K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
20+ 2.15% |
$1.16K - $1.28K
|
951
$59.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
20+ 8.37% |
$1.16K - $1.28K
|
259
$16.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
20+ 0.4% |
$1.16K - $1.28K
|
5.06K
$315K
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
20+ 0.12% |
$1.16K - $1.28K
|
17K
$1.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
19+ 0.34% |
$1.1K - $1.22K
|
5.59K
$348K
|
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
BUY
|
- |
19+ 0.3% |
$1.1K - $1.22K
|
6.33K
$394K
|
|
|
Jul 23, 2024
Q2 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
18+ 0.44% |
$1.05K - $1.15K
|
4.08K
$254K
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
BUY
|
- |
18+ 0.11% |
$1.05K - $1.15K
|
17K
$1.06M
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
18+ 1.21% |
$1.05K - $1.15K
|
1.5K
$93.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
17+ 0.4% |
$987 - $1.09K
|
4.31K
$268K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
17+ 0.4% |
$987 - $1.09K
|
4.32K
$269K
|
|
|
Aug 13, 2024
Q2 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
17+ 0.07% |
$987 - $1.09K
|
25.4K
$1.58M
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
16+ 0.1% |
$929 - $1.03K
|
16.1K
$1M
|
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
BUY
|
- |
16+ 0.05% |
$929 - $1.03K
|
30K
$1.87M
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
16+ 66.67% |
$929 - $1.03K
|
40
$2.49K
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
16+ 0.32% |
$929 - $1.03K
|
5.02K
$312K
|
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
15+ 0.31% |
$871 - $962
|
4.87K
$303K
|