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 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
12+ 0.31% |
$752 - $876
|
3.9K
$243K
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
12+ 0.37% |
$752 - $876
|
3.27K
$204K
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
11+ 0.29% |
$690 - $803
|
3.87K
$241K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
11+ 0.06% |
$690 - $803
|
18.4K
$1.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Tevis Investment Management
|
BUY
|
- |
11+ 0.04% |
$690 - $803
|
26.1K
$1.63M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
11+ 0.01% |
$690 - $803
|
80.3K
$5.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
11+ 1.22% |
$690 - $803
|
916
$57.2K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
10+ 30.3% |
$627 - $730
|
43
$2.69K
|
|
|
Nov 07, 2024
Q3 2024
|
Zevin Asset Management LLC
|
BUY
|
- |
10+ 0.26% |
$627 - $730
|
3.84K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
10+ 0.06% |
$627 - $730
|
16.8K
$1.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.16% |
$564 - $657
|
5.51K
$344K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
9+ 0.29% |
$564 - $657
|
3.07K
$192K
|
|
|
Nov 08, 2024
Q3 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
9+ 0.22% |
$564 - $657
|
4.18K
$261K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
9+ 2.46% |
$564 - $657
|
375
$23.4K
|
|
|
Oct 03, 2024
Q3 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
8+ 0.09% |
$502 - $584
|
9.29K
$580K
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
8+ 0.03% |
$502 - $584
|
27.1K
$1.69M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
8+ 0.02% |
$502 - $584
|
38.4K
$2.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
8+ 0.23% |
$502 - $584
|
3.45K
$216K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
8+ 0.1% |
$502 - $584
|
8.37K
$523K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.68% |
$502 - $584
|
1.19K
$74.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
8+ 0.09% |
$502 - $584
|
9.39K
$586K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
8+ 0.18% |
$502 - $584
|
4.46K
$279K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 0.09% |
$439 - $511
|
7.43K
$464K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
7New |
$439 - $511
|
7
$437
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7+ 0.06% |
$439 - $511
|
12.3K
$768K
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
BUY
|
- |
7+ 0.18% |
$439 - $511
|
3.92K
$245K
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
7+ 0.13% |
$439 - $511
|
5.22K
$326K
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
7+ 0.18% |
$439 - $511
|
3.95K
$246K
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
7+ 0.07% |
$439 - $511
|
9.76K
$610K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
7+ 0.44% |
$439 - $511
|
1.59K
$99.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
7+ 0.78% |
$439 - $511
|
910
$56.8K
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
6+ 0.18% |
$376 - $438
|
3.35K
$209K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
6+ 0.65% |
$376 - $438
|
936
$58.5K
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
6+ 0.08% |
$376 - $438
|
7.45K
$465K
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
6+ 0.08% |
$376 - $438
|
7.66K
$478K
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
6+ 0.16% |
$376 - $438
|
3.68K
$230K
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
6+ 0.03% |
$376 - $438
|
17.2K
$1.07M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
6+ 0.16% |
$376 - $438
|
3.75K
$234K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
5+ 0.07% |
$313 - $365
|
6.69K
$418K
|
|
|
Oct 28, 2024
Q3 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
5+ 0.0% |
$313 - $365
|
107K
$6.67M
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
5+ 0.27% |
$313 - $365
|
1.87K
$116K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
5+ 0.76% |
$313 - $365
|
667
$41.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
5+ 0.05% |
$313 - $365
|
10.2K
$638K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5+ 0.06% |
$313 - $365
|
7.86K
$491K
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
4+ 0.05% |
$251 - $292
|
7.6K
$475K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
4+ 0.03% |
$251 - $292
|
12.6K
$785K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
4+ 0.79% |
$251 - $292
|
509
$31.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Addenda Capital Inc.
|
BUY
|
- |
4+ 0.0% |
$251 - $292
|
94.4K
$5.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
4+ 0.03% |
$251 - $292
|
13.6K
$846K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
4+ 0.33% |
$251 - $292
|
1.21K
$75.6K
|