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 |
---|---|---|---|---|---|---|---|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
179+ 0.68% |
$11.2K - $13.1K
|
26.3K
$1.84M
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
BUY
|
- |
178+ 0.63% |
$11.2K - $13K
|
28.3K
$1.98M
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
167+ 0.67% |
$10.5K - $12.2K
|
25.1K
$1.75M
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
159+ 0.49% |
$9.97K - $11.6K
|
32.4K
$2.27M
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
156+ 0.26% |
$9.78K - $11.4K
|
60.8K
$4.25M
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
153+ 1.01% |
$9.59K - $11.2K
|
15.3K
$1.07M
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
151+ 0.24% |
$9.47K - $11K
|
62.3K
$4.35M
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
149+ 4.3% |
$9.34K - $10.9K
|
3.61K
$253K
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
146+ 4.52% |
$9.15K - $10.7K
|
3.38K
$236K
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
146+ 1.41% |
$9.15K - $10.7K
|
10.5K
$736K
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
143+ 3.73% |
$8.96K - $10.4K
|
3.98K
$278K
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
140+ 2.05% |
$8.78K - $10.2K
|
6.96K
$486K
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
131+ 1.7% |
$8.21K - $9.56K
|
7.85K
$549K
|
|
Oct 16, 2024
Q3 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
125+ 0.12% |
$7.84K - $9.13K
|
105K
$7.33M
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
123+ 3.14% |
$7.71K - $8.98K
|
4.04K
$282K
|
|
Oct 08, 2024
Q3 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
111+ 0.34% |
$6.96K - $8.1K
|
32.4K
$2.27M
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
105+ 0.48% |
$6.58K - $7.67K
|
21.8K
$1.53M
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
104+ 0.55% |
$6.52K - $7.59K
|
18.9K
$1.32M
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
103+ 2.07% |
$6.46K - $7.52K
|
5.07K
$354K
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
BUY
|
- |
100New |
$6.27K - $7.3K
|
100
$6.99K
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
99+ 1.01% |
$6.21K - $7.23K
|
9.9K
$692K
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
99+ 0.74% |
$6.21K - $7.23K
|
13.5K
$947K
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
95+ 4.17% |
$5.96K - $6.94K
|
2.37K
$166K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
94+ 1.11% |
$5.89K - $6.86K
|
8.59K
$600K
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
93+ 2.0% |
$5.83K - $6.79K
|
4.74K
$331K
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
87+ 2.38% |
$5.45K - $6.35K
|
3.75K
$262K
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
83+ 1.01% |
$5.2K - $6.06K
|
8.28K
$579K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
81+ 0.66% |
$5.08K - $5.91K
|
12.4K
$869K
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
77+ 0.84% |
$4.83K - $5.62K
|
9.28K
$648K
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
72+ 2.16% |
$4.51K - $5.26K
|
3.4K
$238K
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
60+ 0.4% |
$3.76K - $4.38K
|
15.1K
$1.05M
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
56+ 5.15% |
$3.51K - $4.09K
|
1.14K
$79.9K
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
56+ 0.26% |
$3.51K - $4.09K
|
21.5K
$1.5M
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
50+ 0.5% |
$3.13K - $3.65K
|
9.97K
$697K
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
50+ 1.21% |
$3.13K - $3.65K
|
4.17K
$291K
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
49+ 0.21% |
$3.07K - $3.58K
|
23.5K
$1.64M
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
48+ 0.93% |
$3.01K - $3.5K
|
5.22K
$365K
|
|
Oct 17, 2024
Q3 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
47+ 0.54% |
$2.95K - $3.43K
|
8.76K
$612K
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
46+ 0.27% |
$2.88K - $3.36K
|
17K
$1.19M
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
45+ 1.09% |
$2.82K - $3.29K
|
4.16K
$291K
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
41+ 0.77% |
$2.57K - $2.99K
|
5.35K
$374K
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
41+ 0.19% |
$2.57K - $2.99K
|
21.8K
$1.52M
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
39+ 0.64% |
$2.44K - $2.85K
|
6.13K
$428K
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
38+ 0.53% |
$2.38K - $2.77K
|
7.19K
$503K
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
37+ 2.65% |
$2.32K - $2.7K
|
1.43K
$100K
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
35+ 0.18% |
$2.19K - $2.56K
|
19.6K
$1.37M
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
34+ 0.63% |
$2.13K - $2.48K
|
5.39K
$377K
|
|
Oct 08, 2024
Q3 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
30+ 0.85% |
$1.88K - $2.19K
|
3.54K
$247K
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
29+ 0.28% |
$1.82K - $2.12K
|
10.4K
$730K
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
29+ 0.82% |
$1.82K - $2.12K
|
3.57K
$249K
|