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 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
150+ 0.11% |
$9.26K - $10.8K
|
143K
$9.12M
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
150+ 4.57% |
$9.26K - $10.8K
|
3.44K
$219K
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
147+ 3.24% |
$9.08K - $10.5K
|
4.69K
$299K
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
147New |
$9.08K - $10.5K
|
147
$9.38K
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
147+ 0.62% |
$9.08K - $10.5K
|
23.9K
$1.52M
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
147New |
$9.08K - $10.5K
|
147
$9.38K
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
146+ 1.19% |
$9.01K - $10.5K
|
12.4K
$794K
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
146+ 3.15% |
$9.01K - $10.5K
|
4.78K
$305K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
145+ 4.41% |
$8.95K - $10.4K
|
3.43K
$219K
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
145+ 0.52% |
$8.95K - $10.4K
|
28.1K
$1.79M
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
143+ 1.5% |
$8.83K - $10.3K
|
9.7K
$619K
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
143+ 3.3% |
$8.83K - $10.3K
|
4.48K
$286K
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
141+ 0.6% |
$8.71K - $10.1K
|
23.6K
$1.5M
|
|
Feb 05, 2025
Q4 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
140+ 1.68% |
$8.64K - $10K
|
8.46K
$540K
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
137+ 2.46% |
$8.46K - $9.82K
|
5.71K
$365K
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
137+ 0.38% |
$8.46K - $9.82K
|
36K
$2.3M
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
134+ 3.05% |
$8.27K - $9.61K
|
4.53K
$289K
|
|
Jan 28, 2025
Q4 2024
|
William Allan, LLC
|
BUY
|
- |
134+ 1.22% |
$8.27K - $9.61K
|
11.1K
$711K
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
134+ 3.32% |
$8.27K - $9.61K
|
4.17K
$266K
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
133New |
$8.21K - $9.54K
|
133
$8.49K
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
132+ 0.96% |
$8.15K - $9.47K
|
13.9K
$886K
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
130+ 2.81% |
$8.03K - $9.32K
|
4.76K
$304K
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
130+ 0.75% |
$8.03K - $9.32K
|
17.6K
$1.12M
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
128+ 1.38% |
$7.9K - $9.18K
|
9.41K
$600K
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
125+ 0.36% |
$7.72K - $8.96K
|
34.8K
$2.22M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
123+ 0.84% |
$7.59K - $8.82K
|
14.8K
$945K
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
122+ 1.7% |
$7.53K - $8.75K
|
7.32K
$467K
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
122+ 2.19% |
$7.53K - $8.75K
|
5.68K
$363K
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
120+ 2.52% |
$7.41K - $8.61K
|
4.88K
$311K
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
120+ 2.5% |
$7.41K - $8.61K
|
4.91K
$314K
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
117+ 2.3% |
$7.22K - $8.39K
|
5.2K
$332K
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
116+ 0.3% |
$7.16K - $8.32K
|
39.3K
$2.51M
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
116+ 0.53% |
$7.16K - $8.32K
|
21.9K
$1.4M
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
116+ 0.24% |
$7.16K - $8.32K
|
49.3K
$3.14M
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
115+ 0.2% |
$7.1K - $8.25K
|
58.4K
$3.73M
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
114+ 0.48% |
$7.04K - $8.17K
|
23.6K
$1.51M
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
112+ 0.64% |
$6.91K - $8.03K
|
17.5K
$1.12M
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
112+ 3.28% |
$6.91K - $8.03K
|
3.53K
$225K
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
111+ 1.01% |
$6.85K - $7.96K
|
11.1K
$711K
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
110+ 2.72% |
$6.79K - $7.89K
|
4.15K
$265K
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
110+ 2.12% |
$6.79K - $7.89K
|
5.31K
$339K
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
108+ 2.19% |
$6.67K - $7.74K
|
5.05K
$322K
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
108+ 2.75% |
$6.67K - $7.74K
|
4.04K
$258K
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
106+ 0.78% |
$6.54K - $7.6K
|
13.7K
$872K
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
105+ 1.17% |
$6.48K - $7.53K
|
9.05K
$578K
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
104+ 0.46% |
$6.42K - $7.46K
|
22.7K
$1.45M
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
103+ 1.45% |
$6.36K - $7.39K
|
7.19K
$459K
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
103+ 0.42% |
$6.36K - $7.39K
|
24.5K
$1.56M
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
103+ 0.15% |
$6.36K - $7.39K
|
69.2K
$4.42M
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
102+ 0.03% |
$6.3K - $7.31K
|
331K
$21.1M
|