Purchases and Sales Made in Q3 2024 in Coca Cola CO (KO)
This table provides information about the institutional ownership of Coca Cola CO (KO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
67+ 1.1% |
$4.2K - $4.89K
|
6.19K
$386K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
66+ 0.66% |
$4.14K - $4.82K
|
10.1K
$630K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
63+ 1.85% |
$3.95K - $4.6K
|
3.47K
$217K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
62+ 0.08% |
$3.89K - $4.53K
|
74.2K
$4.63M
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
62+ 12.09% |
$3.89K - $4.53K
|
575
$35.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
62+ 1.08% |
$3.89K - $4.53K
|
5.79K
$362K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
61+ 1.68% |
$3.82K - $4.45K
|
3.69K
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
61+ 1.22% |
$3.82K - $4.45K
|
5.08K
$317K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
60+ 0.4% |
$3.76K - $4.38K
|
15.1K
$940K
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
60+ 1.33% |
$3.76K - $4.38K
|
4.58K
$286K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
59+ 1.0% |
$3.7K - $4.31K
|
5.93K
$370K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
59+ 0.95% |
$3.7K - $4.31K
|
6.25K
$390K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
58+ 0.78% |
$3.64K - $4.23K
|
7.54K
$471K
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
58+ 0.3% |
$3.64K - $4.23K
|
19.6K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
58+ 0.58% |
$3.64K - $4.23K
|
10K
$627K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
57+ 0.44% |
$3.57K - $4.16K
|
12.9K
$805K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
56+ 5.15% |
$3.51K - $4.09K
|
1.14K
$71.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
56+ 0.26% |
$3.51K - $4.09K
|
21.5K
$1.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
56+ 0.41% |
$3.51K - $4.09K
|
13.9K
$866K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
56+ 1.24% |
$3.51K - $4.09K
|
4.58K
$286K
|
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
56+ 1.32% |
$3.51K - $4.09K
|
4.31K
$269K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
55+ 0.5% |
$3.45K - $4.02K
|
11.1K
$691K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
55+ 1.57% |
$3.45K - $4.02K
|
3.56K
$222K
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
55+ 0.82% |
$3.45K - $4.02K
|
6.77K
$423K
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
55+ 1.2% |
$3.45K - $4.02K
|
4.64K
$290K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
54+ 6.34% |
$3.39K - $3.94K
|
906
$56.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
54+ 0.23% |
$3.39K - $3.94K
|
23.4K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
54+ 0.24% |
$3.39K - $3.94K
|
22.9K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
54+ 0.32% |
$3.39K - $3.94K
|
17K
$1.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
53+ 0.18% |
$3.32K - $3.87K
|
29.6K
$1.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
52+ 0.13% |
$3.26K - $3.8K
|
40.2K
$2.51M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
51+ 0.49% |
$3.2K - $3.72K
|
10.5K
$655K
|
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
51+ 0.24% |
$3.2K - $3.72K
|
21.6K
$1.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
50+ 0.34% |
$3.13K - $3.65K
|
14.9K
$931K
|
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
50+ 1.21% |
$3.13K - $3.65K
|
4.17K
$260K
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
50+ 0.5% |
$3.13K - $3.65K
|
9.97K
$623K
|
|
|
Nov 08, 2024
Q3 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
50+ 0.88% |
$3.13K - $3.65K
|
5.74K
$358K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
50+ 0.19% |
$3.13K - $3.65K
|
26.9K
$1.68M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
50+ 22.94% |
$3.13K - $3.65K
|
268
$16.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
49+ 0.21% |
$3.07K - $3.58K
|
23.5K
$1.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
49+ 5.71% |
$3.07K - $3.58K
|
907
$56.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
49+ 0.8% |
$3.07K - $3.58K
|
6.19K
$387K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
48+ 0.93% |
$3.01K - $3.5K
|
5.22K
$326K
|
|
|
Oct 17, 2024
Q3 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
47+ 0.54% |
$2.95K - $3.43K
|
8.76K
$547K
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
47+ 1.18% |
$2.95K - $3.43K
|
4.02K
$251K
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
47+ 0.12% |
$2.95K - $3.43K
|
40.2K
$2.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
47+ 0.33% |
$2.95K - $3.43K
|
14.1K
$880K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
46+ 0.27% |
$2.88K - $3.36K
|
17K
$1.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
46+ 0.2% |
$2.88K - $3.36K
|
23K
$1.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
45+ 1.09% |
$2.82K - $3.29K
|
4.16K
$260K
|