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 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-524- 3.61% |
$32.4K - $37.6K
|
14K
$894K
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-531- 8.29% |
$32.8K - $38.1K
|
5.88K
$375K
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-534- 5.28% |
$33K - $38.3K
|
9.58K
$612K
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-543- 4.86% |
$33.5K - $38.9K
|
10.6K
$678K
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-544- 6.49% |
$33.6K - $39K
|
7.83K
$500K
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-544- 1.84% |
$33.6K - $39K
|
29.1K
$1.86M
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-547- 3.93% |
$33.8K - $39.2K
|
13.4K
$854K
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-550- 5.26% |
$34K - $39.4K
|
9.91K
$633K
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-550- 3.5% |
$34K - $39.4K
|
15.2K
$968K
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-552- 4.74% |
$34.1K - $39.6K
|
11.1K
$708K
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-553- 5.08% |
$34.1K - $39.7K
|
10.3K
$660K
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-562- 13.28% |
$34.7K - $40.3K
|
3.67K
$234K
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
SELL
|
- |
-569- 1.34% |
$35.1K - $40.8K
|
41.9K
$2.67M
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-571- 12.97% |
$35.3K - $40.9K
|
3.83K
$245K
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-574- 2.57% |
$35.4K - $41.2K
|
21.8K
$1.39M
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-576- 4.47% |
$35.6K - $41.3K
|
12.3K
$785K
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-578- 12.84% |
$35.7K - $41.4K
|
3.92K
$250K
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-581- 3.56% |
$35.9K - $41.7K
|
15.7K
$1M
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-583- 9.04% |
$36K - $41.8K
|
5.87K
$374K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-592- 0.62% |
$36.6K - $42.5K
|
94.1K
$6.01M
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-594- 0.84% |
$36.7K - $42.6K
|
70.3K
$4.49M
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-599- 1.49% |
$37K - $43K
|
39.6K
$2.53M
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-607- 3.57% |
$37.5K - $43.5K
|
16.4K
$1.05M
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-611- 3.13% |
$37.7K - $43.8K
|
18.9K
$1.21M
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-613- 0.53% |
$37.8K - $44K
|
115K
$7.31M
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
SELL
|
- |
-617- 0.44% |
$38.1K - $44.2K
|
139K
$8.89M
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-620- 5.58% |
$38.3K - $44.5K
|
10.5K
$670K
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-621- 3.78% |
$38.3K - $44.5K
|
15.8K
$1.01M
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-623- 4.41% |
$38.5K - $44.7K
|
13.5K
$863K
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-626- 8.3% |
$38.6K - $44.9K
|
6.92K
$442K
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-627- 14.05% |
$38.7K - $45K
|
3.84K
$245K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-640- 2.49% |
$39.5K - $45.9K
|
25K
$1.6M
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-644- 4.02% |
$39.8K - $46.2K
|
15.4K
$981K
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-655- 0.77% |
$40.4K - $47K
|
84.3K
$5.38M
|
|
Feb 03, 2025
Q4 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-655- 0.93% |
$40.4K - $47K
|
70.1K
$4.48M
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-657- 2.23% |
$40.6K - $47.1K
|
28.8K
$1.84M
|
|
Jan 24, 2025
Q4 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-659- 0.48% |
$40.7K - $47.3K
|
136K
$8.67M
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-661- 1.83% |
$40.8K - $47.4K
|
35.4K
$2.26M
|
|
Feb 04, 2025
Q4 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-665- 0.2% |
$41.1K - $47.7K
|
336K
$21.4M
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-666- 1.29% |
$41.1K - $47.8K
|
50.9K
$3.25M
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-668- 5.18% |
$41.2K - $47.9K
|
12.2K
$780K
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-670- 2.07% |
$41.4K - $48K
|
31.7K
$2.02M
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-677- 11.69% |
$41.8K - $48.5K
|
5.11K
$326K
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-677- 16.08% |
$41.8K - $48.5K
|
3.53K
$226K
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-681- 8.54% |
$42K - $48.8K
|
7.29K
$466K
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-683- 2.76% |
$42.2K - $49K
|
24K
$1.53M
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-685- 5.55% |
$42.3K - $49.1K
|
11.7K
$744K
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-689- 1.13% |
$42.5K - $49.4K
|
60.1K
$3.84M
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-694- 5.65% |
$42.8K - $49.8K
|
11.6K
$740K
|
|
Jan 23, 2025
Q4 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-695- 0.64% |
$42.9K - $49.8K
|
107K
$6.86M
|