Purchases and Sales Made in Q4 2024 in Coca Cola CO (KO)
This table provides information about the institutional ownership of Coca Cola CO (KO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
117+ 2.3% |
$7.22K - $8.39K
|
5.2K
$330K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
116+ 0.3% |
$7.16K - $8.32K
|
39.3K
$2.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
116+ 0.53% |
$7.16K - $8.32K
|
21.9K
$1.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
114+ 0.48% |
$7.04K - $8.17K
|
23.6K
$1.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
112+ 0.64% |
$6.91K - $8.03K
|
17.5K
$1.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
112+ 3.28% |
$6.91K - $8.03K
|
3.53K
$224K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
110+ 2.72% |
$6.79K - $7.89K
|
4.15K
$263K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
110+ 2.12% |
$6.79K - $7.89K
|
5.31K
$337K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
108+ 2.19% |
$6.67K - $7.74K
|
5.05K
$320K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
106+ 0.78% |
$6.54K - $7.6K
|
13.7K
$867K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
104+ 0.46% |
$6.42K - $7.46K
|
22.7K
$1.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
103+ 1.45% |
$6.36K - $7.39K
|
7.19K
$456K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
102+ 0.03% |
$6.3K - $7.31K
|
331K
$21M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
102+ 1.66% |
$6.3K - $7.31K
|
6.25K
$397K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
102+ 0.19% |
$6.3K - $7.31K
|
53K
$3.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
100+ 67.57% |
$6.17K - $7.17K
|
248
$15.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
100+ 0.59% |
$6.17K - $7.17K
|
17.1K
$1.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
100+ 0.48% |
$6.17K - $7.17K
|
21K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
98+ 0.51% |
$6.05K - $7.03K
|
19.4K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
95+ 1.43% |
$5.87K - $6.81K
|
6.73K
$427K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
93+ 11.63% |
$5.74K - $6.67K
|
893
$56.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
85+ 8.53% |
$5.25K - $6.1K
|
1.08K
$68.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
80+ 1.79% |
$4.94K - $5.74K
|
4.55K
$289K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
79+ 0.52% |
$4.88K - $5.67K
|
15.2K
$964K
|
|
|
Jan 31, 2025
Q4 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
77+ 0.22% |
$4.75K - $5.52K
|
34.6K
$2.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
76+ 1.33% |
$4.69K - $5.45K
|
5.78K
$367K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
74+ 2.17% |
$4.57K - $5.31K
|
3.48K
$221K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
73+ 0.77% |
$4.51K - $5.23K
|
9.49K
$603K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
73+ 0.42% |
$4.51K - $5.23K
|
17.4K
$1.11M
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
72+ 1.84% |
$4.45K - $5.16K
|
4K
$254K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
72+ 0.72% |
$4.45K - $5.16K
|
10K
$638K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
72+ 0.57% |
$4.45K - $5.16K
|
12.6K
$802K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
68+ 1.64% |
$4.2K - $4.88K
|
4.23K
$268K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
68+ 0.69% |
$4.2K - $4.88K
|
9.89K
$628K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
66+ 1.47% |
$4.07K - $4.73K
|
4.57K
$290K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
65+ 1.92% |
$4.01K - $4.66K
|
3.44K
$219K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
65+ 51.18% |
$4.01K - $4.66K
|
192
$12.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
64+ 1.55% |
$3.95K - $4.59K
|
4.19K
$266K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
63+ 1.23% |
$3.89K - $4.52K
|
5.18K
$329K
|
|
|
Jan 14, 2025
Q4 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
62+ 0.19% |
$3.83K - $4.45K
|
32.5K
$2.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
60+ 1.55% |
$3.7K - $4.3K
|
3.93K
$249K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
59+ 0.83% |
$3.64K - $4.23K
|
7.21K
$458K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
BUY
|
- |
56+ 0.81% |
$3.46K - $4.02K
|
6.96K
$442K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
56+ 0.67% |
$3.46K - $4.02K
|
8.41K
$534K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
55+ 1.4% |
$3.4K - $3.94K
|
3.97K
$252K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
52+ 0.9% |
$3.21K - $3.73K
|
5.82K
$369K
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
51+ 1.35% |
$3.15K - $3.66K
|
3.84K
$243K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
51+ 0.34% |
$3.15K - $3.66K
|
15.1K
$956K
|
|
|
Jan 02, 2025
Q4 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
50+ 0.86% |
$3.09K - $3.59K
|
5.84K
$370K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
50+ 0.31% |
$3.09K - $3.59K
|
16.1K
$1.02M
|