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 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-461- 2.05% |
$28.5K - $33.1K
|
22.1K
$1.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-465- 0.48% |
$28.7K - $33.3K
|
96.8K
$6.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-466- 0.65% |
$28.8K - $33.4K
|
71.7K
$4.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-485- 0.59% |
$29.9K - $34.8K
|
82.3K
$5.23M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-486- 2.35% |
$30K - $34.9K
|
20.2K
$1.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-493- 1.4% |
$30.4K - $35.4K
|
34.7K
$2.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-506- 1.66% |
$31.2K - $36.3K
|
30.1K
$1.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-508- 2.6% |
$31.4K - $36.4K
|
19.1K
$1.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-524- 1.36% |
$32.4K - $37.6K
|
38.1K
$2.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-524- 3.61% |
$32.4K - $37.6K
|
14K
$889K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-531- 8.29% |
$32.8K - $38.1K
|
5.88K
$373K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-534- 5.28% |
$33K - $38.3K
|
9.58K
$608K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-543- 4.86% |
$33.5K - $38.9K
|
10.6K
$674K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-544- 6.49% |
$33.6K - $39K
|
7.83K
$497K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-544- 1.84% |
$33.6K - $39K
|
29.1K
$1.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-547- 3.93% |
$33.8K - $39.2K
|
13.4K
$849K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-550- 5.26% |
$34K - $39.4K
|
9.91K
$629K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-550- 3.5% |
$34K - $39.4K
|
15.2K
$963K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-552- 4.74% |
$34.1K - $39.6K
|
11.1K
$704K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-553- 5.08% |
$34.1K - $39.7K
|
10.3K
$656K
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-571- 12.97% |
$35.3K - $40.9K
|
3.83K
$243K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-574- 2.57% |
$35.4K - $41.2K
|
21.8K
$1.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-576- 4.47% |
$35.6K - $41.3K
|
12.3K
$781K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-581- 3.56% |
$35.9K - $41.7K
|
15.7K
$998K
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-583- 9.04% |
$36K - $41.8K
|
5.87K
$372K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-599- 1.49% |
$37K - $43K
|
39.6K
$2.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-607- 3.57% |
$37.5K - $43.5K
|
16.4K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-611- 3.13% |
$37.7K - $43.8K
|
18.9K
$1.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
SELL
|
- |
-617- 0.44% |
$38.1K - $44.2K
|
139K
$8.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-620- 5.58% |
$38.3K - $44.5K
|
10.5K
$667K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-621- 3.78% |
$38.3K - $44.5K
|
15.8K
$1M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-623- 4.41% |
$38.5K - $44.7K
|
13.5K
$858K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-626- 8.3% |
$38.6K - $44.9K
|
6.92K
$439K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-627- 14.05% |
$38.7K - $45K
|
3.84K
$244K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-640- 2.49% |
$39.5K - $45.9K
|
25K
$1.59M
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-655- 0.77% |
$40.4K - $47K
|
84.3K
$5.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-657- 2.23% |
$40.6K - $47.1K
|
28.8K
$1.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-659- 0.48% |
$40.7K - $47.3K
|
136K
$8.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-661- 1.83% |
$40.8K - $47.4K
|
35.4K
$2.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-668- 5.18% |
$41.2K - $47.9K
|
12.2K
$776K
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-670- 2.07% |
$41.4K - $48K
|
31.7K
$2.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-677- 11.69% |
$41.8K - $48.5K
|
5.11K
$325K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-677- 16.08% |
$41.8K - $48.5K
|
3.53K
$224K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-681- 8.54% |
$42K - $48.8K
|
7.29K
$463K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-683- 2.76% |
$42.2K - $49K
|
24K
$1.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-695- 0.64% |
$42.9K - $49.8K
|
107K
$6.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-695- 13.54% |
$42.9K - $49.8K
|
4.44K
$282K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-707- 12.13% |
$43.7K - $50.7K
|
5.12K
$325K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-710- 0.42% |
$43.8K - $50.9K
|
168K
$10.6M
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-729- 0.75% |
$45K - $52.3K
|
96.9K
$6.15M
|