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 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-729- 1.2% |
$45K - $52.3K
|
59.9K
$3.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-729- 12.9% |
$45K - $52.3K
|
4.92K
$313K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-734- 12.96% |
$45.3K - $52.6K
|
4.93K
$313K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-735- 0.61% |
$45.4K - $52.7K
|
120K
$7.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-742- 5.76% |
$45.8K - $53.2K
|
12.1K
$770K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-743- 0.36% |
$45.9K - $53.3K
|
207K
$13.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-750- 1.17% |
$46.3K - $53.8K
|
63.2K
$4.01M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-754- 12.3% |
$46.6K - $54.1K
|
5.37K
$341K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-759- 9.72% |
$46.9K - $54.4K
|
7.05K
$448K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-780- 10.27% |
$48.2K - $55.9K
|
6.82K
$433K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-783- 9.4% |
$48.3K - $56.1K
|
7.55K
$479K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-791- 39.69% |
$48.8K - $56.7K
|
1.2K
$76.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-791- 30.66% |
$48.8K - $56.7K
|
1.79K
$114K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-792- 18.48% |
$48.9K - $56.8K
|
3.49K
$222K
|
|
|
Jan 30, 2025
Q4 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-796- 1.2% |
$49.1K - $57.1K
|
65.8K
$4.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-800- 2.39% |
$49.4K - $57.4K
|
32.7K
$2.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-800- 3.69% |
$49.4K - $57.4K
|
20.9K
$1.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-810- 0.45% |
$50K - $58.1K
|
179K
$11.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-814- 2.49% |
$50.3K - $58.4K
|
31.9K
$2.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-816- 4.27% |
$50.4K - $58.5K
|
18.3K
$1.16M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-829- 13.19% |
$51.2K - $59.4K
|
5.46K
$346K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-829- 2.08% |
$51.2K - $59.4K
|
39K
$2.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-846- 2.86% |
$52.2K - $60.7K
|
28.7K
$1.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-846- 1.47% |
$52.2K - $60.7K
|
56.7K
$3.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-851- 4.1% |
$52.5K - $61K
|
19.9K
$1.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-866- 4.58% |
$53.5K - $62.1K
|
18K
$1.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-869- 8.91% |
$53.7K - $62.3K
|
8.88K
$564K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-875- 0.39% |
$54K - $62.7K
|
224K
$14.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-884- 0.66% |
$54.6K - $63.4K
|
133K
$8.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-890- 1.91% |
$54.9K - $63.8K
|
45.7K
$2.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-911- 1.89% |
$56.2K - $65.3K
|
47.4K
$3.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-926- 0.67% |
$57.2K - $66.4K
|
137K
$8.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-937- 1.65% |
$57.9K - $67.2K
|
55.7K
$3.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-937- 4.34% |
$57.9K - $67.2K
|
20.7K
$1.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-943- 2.95% |
$58.2K - $67.6K
|
31K
$1.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-954- 22.86% |
$58.9K - $68.4K
|
3.22K
$204K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-967- 1.72% |
$59.7K - $69.3K
|
55.4K
$3.52M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-968- 15.59% |
$59.8K - $69.4K
|
5.24K
$333K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-998- 1.13% |
$61.6K - $71.6K
|
87.3K
$5.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-1K- 0.09% |
$61.7K - $71.7K
|
1.17M
$74.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-1K- 11.3% |
$61.7K - $71.7K
|
7.85K
$499K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1.01K- 8.2% |
$62.1K - $72.1K
|
11.3K
$715K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.01K- 0.91% |
$62.2K - $72.3K
|
110K
$6.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 55.08% |
$62.3K - $72.4K
|
823
$52.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-1.02K- 29.93% |
$62.8K - $72.9K
|
2.38K
$151K
|
|
|
Jan 14, 2025
Q4 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-1.03K- 1.14% |
$63.3K - $73.5K
|
89K
$5.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-1.03K- 7.34% |
$63.7K - $73.9K
|
13K
$826K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.05K- 14.15% |
$65.1K - $75.6K
|
6.39K
$406K
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-1.07K- 12.5% |
$66.2K - $76.9K
|
7.51K
$477K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.08K- 1.25% |
$66.5K - $77.2K
|
85K
$5.39M
|