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
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
29+ 0.49% |
$1.82K - $2.12K
|
6K
$419K
|
|
Oct 01, 2024
Q3 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
28+ 0.49% |
$1.76K - $2.04K
|
5.79K
$404K
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
28+ 0.77% |
$1.76K - $2.04K
|
3.67K
$256K
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
28+ 0.48% |
$1.76K - $2.04K
|
5.81K
$406K
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
26+ 0.71% |
$1.63K - $1.9K
|
3.71K
$259K
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
26+ 0.21% |
$1.63K - $1.9K
|
12.2K
$853K
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
25+ 0.39% |
$1.57K - $1.83K
|
6.38K
$446K
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
24+ 0.21% |
$1.5K - $1.75K
|
11.6K
$813K
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
22+ 0.02% |
$1.38K - $1.61K
|
140K
$9.79M
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
20+ 0.27% |
$1.25K - $1.46K
|
7.47K
$522K
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
20+ 0.58% |
$1.25K - $1.46K
|
3.5K
$244K
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
19+ 0.33% |
$1.19K - $1.39K
|
5.77K
$403K
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
18+ 0.59% |
$1.13K - $1.31K
|
3.08K
$216K
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
15+ 0.13% |
$940 - $1.1K
|
11.2K
$786K
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
13+ 2.09% |
$815 - $949
|
635
$44.4K
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
13+ 0.35% |
$815 - $949
|
3.68K
$257K
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
12+ 0.04% |
$752 - $876
|
26.8K
$1.87M
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
11+ 0.06% |
$690 - $803
|
18.4K
$1.29M
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
11+ 0.29% |
$690 - $803
|
3.87K
$270K
|
|
Oct 03, 2024
Q3 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
8+ 0.09% |
$502 - $584
|
9.29K
$649K
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
8+ 0.02% |
$502 - $584
|
38.4K
$2.68M
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
8+ 0.03% |
$502 - $584
|
27.1K
$1.89M
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7+ 0.06% |
$439 - $511
|
12.3K
$859K
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
BUY
|
- |
7+ 0.18% |
$439 - $511
|
3.92K
$274K
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
7New |
$439 - $511
|
7
$489
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 0.09% |
$439 - $511
|
7.43K
$520K
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
6+ 0.65% |
$376 - $438
|
936
$65.4K
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
6+ 0.18% |
$376 - $438
|
3.35K
$234K
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
5+ 0.07% |
$313 - $365
|
6.69K
$467K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
4+ 0.79% |
$251 - $292
|
509
$35.6K
|
|
Oct 15, 2024
Q3 2024
|
Addenda Capital Inc.
|
BUY
|
- |
4+ 0.0% |
$251 - $292
|
94.4K
$6.6M
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
4+ 0.03% |
$251 - $292
|
12.6K
$878K
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
4+ 0.05% |
$251 - $292
|
7.6K
$531K
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
3+ 0.06% |
$188 - $219
|
4.7K
$328K
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.21% |
$188 - $219
|
1.44K
$101K
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
2+ 0.02% |
$125 - $146
|
9K
$629K
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2+ 0.06% |
$125 - $146
|
3.16K
$221K
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
2+ 0.06% |
$125 - $146
|
3.42K
$239K
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1+ 0.04% |
$62.7 - $73
|
2.37K
$166K
|
|
Oct 15, 2024
Q3 2024
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1+ 0.02% |
$62.7 - $73
|
6.59K
$461K
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 0.36% |
$125 - $146
|
561
$39.2K
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-4- 0.06% |
$251 - $292
|
6.97K
$487K
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-4- 0.1% |
$251 - $292
|
3.99K
$279K
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-5- 0.06% |
$313 - $365
|
8.41K
$588K
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-9- 0.2% |
$564 - $657
|
4.46K
$312K
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-10- 0.08% |
$627 - $730
|
12.3K
$856K
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-15- 1.3% |
$940 - $1.1K
|
1.14K
$79.4K
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-15- 0.38% |
$940 - $1.1K
|
3.95K
$276K
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-16- 0.28% |
$1K - $1.17K
|
5.79K
$405K
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-17- 0.14% |
$1.07K - $1.24K
|
12.2K
$852K
|