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 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
3.61KNew |
$223K - $259K
|
3.61K
$223K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.52KNew |
$217K - $252K
|
3.52K
$217K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3.32K+ 11.62% |
$205K - $238K
|
31.9K
$1.97M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
3.24KNew |
$200K - $232K
|
3.24K
$200K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
3.22KNew |
$199K - $231K
|
3.22K
$199K
|
|
|
Jan 15, 2025
Q4 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
3.17K+ 45.33% |
$196K - $227K
|
10.2K
$627K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.95K+ 3.16% |
$182K - $212K
|
96.5K
$5.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
2.94K+ 23.36% |
$181K - $211K
|
15.5K
$958K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.91K+ 6.77% |
$180K - $209K
|
45.9K
$2.84M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.86K+ 7.53% |
$177K - $205K
|
40.9K
$2.52M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
2.84K+ 7.7% |
$175K - $204K
|
39.8K
$2.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
2.75K+ 1.34% |
$170K - $197K
|
208K
$12.9M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.71K+ 16.2% |
$167K - $194K
|
19.4K
$1.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.68K+ 4.02% |
$166K - $192K
|
69.5K
$4.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
2.65K+ 32.35% |
$164K - $190K
|
10.9K
$670K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2.63K+ 9.47% |
$162K - $189K
|
30.4K
$1.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
2.46K+ 5.96% |
$152K - $176K
|
43.6K
$2.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
2.41K+ 1.69% |
$149K - $173K
|
145K
$8.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.39K+ 6.52% |
$148K - $172K
|
39.1K
$2.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.33K+ 3.66% |
$144K - $167K
|
66K
$4.07M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
2.31KNew |
$143K - $166K
|
2.31K
$143K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
2.28K+ 3.92% |
$141K - $163K
|
60.3K
$3.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.1K+ 48.69% |
$130K - $151K
|
6.43K
$397K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1.98KNew |
$122K - $142K
|
1.98K
$122K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
1.94K+ 10.44% |
$120K - $139K
|
20.5K
$1.27M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.91K+ 10.69% |
$118K - $137K
|
19.8K
$1.22M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.87K+ 27.44% |
$115K - $134K
|
8.67K
$536K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.84K+ 1.96% |
$113K - $132K
|
95.5K
$5.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.83KNew |
$113K - $131K
|
1.83K
$113K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.8K+ 1.7% |
$111K - $129K
|
108K
$6.66M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.68K+ 14.15% |
$103K - $120K
|
13.5K
$835K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.6K+ 34.45% |
$98.8K - $115K
|
6.24K
$386K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.59K+ 14.9% |
$98.1K - $114K
|
12.3K
$757K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.56K+ 4.77% |
$96.2K - $112K
|
34.2K
$2.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.53K+ 12.47% |
$94.6K - $110K
|
13.8K
$854K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
1.47K+ 5.22% |
$90.9K - $106K
|
29.7K
$1.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
1.47K+ 9.44% |
$90.9K - $106K
|
17.1K
$1.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.47K+ 1.82% |
$90.6K - $105K
|
82K
$5.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.42K+ 1.54% |
$87.9K - $102K
|
94.1K
$5.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.41K+ 16.4% |
$86.9K - $101K
|
9.99K
$617K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
1.4K+ 23.93% |
$86.4K - $100K
|
7.25K
$448K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
BUY
|
- |
1.38K+ 1.37% |
$85.3K - $99.1K
|
102K
$6.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.36K+ 8.92% |
$83.9K - $97.5K
|
16.6K
$1.03M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.35K+ 2.51% |
$83.6K - $97.1K
|
55.2K
$3.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
1.24K+ 15.12% |
$76.3K - $88.6K
|
9.41K
$581K
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
1.23K+ 6.62% |
$75.6K - $87.8K
|
19.7K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.23K+ 5.38% |
$75.6K - $87.8K
|
24K
$1.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.17K+ 1.94% |
$72K - $83.6K
|
61.3K
$3.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.15K+ 4.64% |
$70.8K - $82.2K
|
25.9K
$1.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.14K+ 17.96% |
$70.4K - $81.8K
|
7.5K
$463K
|