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
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
4.97K+ 2.11% |
$307K - $356K
|
240K
$15.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
4.96K+ 1.24% |
$306K - $356K
|
405K
$25.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
4.91K+ 7.44% |
$303K - $352K
|
70.8K
$4.5M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
4.84K+ 15.61% |
$299K - $347K
|
35.8K
$2.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
4.77K+ 41.2% |
$294K - $342K
|
16.3K
$1.04M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.72KNew |
$291K - $338K
|
4.72K
$299K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.64K+ 2.41% |
$286K - $333K
|
197K
$12.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.59K+ 13.31% |
$283K - $329K
|
39.1K
$2.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.54K+ 44.81% |
$280K - $325K
|
14.7K
$930K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
4.51KNew |
$278K - $323K
|
4.51K
$286K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
4.48K+ 11.49% |
$277K - $322K
|
43.5K
$2.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
4.4KNew |
$272K - $316K
|
4.4K
$280K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
4.32K+ 5.66% |
$267K - $310K
|
80.6K
$5.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.29K+ 3.79% |
$265K - $307K
|
117K
$7.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
4.25K+ 5.65% |
$262K - $305K
|
79.4K
$5.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
4.25K+ 4.32% |
$262K - $305K
|
103K
$6.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4.18K+ 10.02% |
$258K - $299K
|
45.9K
$2.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
4.12K+ 29.46% |
$255K - $296K
|
18.1K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.12K+ 4.04% |
$254K - $296K
|
106K
$6.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
4.1K+ 6.6% |
$253K - $294K
|
66.1K
$4.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
4.04KNew |
$249K - $290K
|
4.04K
$256K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.02K+ 0.81% |
$248K - $288K
|
500K
$31.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
4.02K+ 4.9% |
$248K - $288K
|
86K
$5.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
3.99K+ 0.72% |
$246K - $286K
|
557K
$35.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
3.99K+ 12.92% |
$246K - $286K
|
34.8K
$2.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
3.92KNew |
$242K - $281K
|
3.92K
$249K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3.91KNew |
$241K - $280K
|
3.91K
$248K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
3.9KNew |
$241K - $280K
|
3.9K
$248K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
3.9KNew |
$241K - $279K
|
3.9K
$247K
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.84K+ 5.87% |
$237K - $275K
|
69.3K
$4.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3.81K+ 0.88% |
$235K - $274K
|
435K
$27.6M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
BUY
|
- |
3.81K+ 33.41% |
$235K - $273K
|
15.2K
$966K
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
BUY
|
- |
3.79K+ 2.82% |
$234K - $272K
|
138K
$8.77M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3.77K+ 17.42% |
$233K - $271K
|
25.4K
$1.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
3.68K+ 3.84% |
$227K - $264K
|
99.4K
$6.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.67K+ 13.83% |
$226K - $263K
|
30.2K
$1.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
3.64KNew |
$225K - $261K
|
3.64K
$231K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
3.63K+ 1.84% |
$224K - $260K
|
201K
$12.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
3.61KNew |
$223K - $259K
|
3.61K
$229K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
3.61K+ 11.45% |
$223K - $259K
|
35.2K
$2.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
3.54KNew |
$219K - $254K
|
3.54K
$225K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.52KNew |
$217K - $252K
|
3.52K
$223K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
3.47K+ 128.28% |
$214K - $249K
|
6.17K
$392K
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
3.39KNew |
$209K - $243K
|
3.39K
$215K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
3.36KNew |
$208K - $241K
|
3.36K
$213K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3.32K+ 11.62% |
$205K - $238K
|
31.9K
$2.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.3K+ 2.96% |
$204K - $236K
|
115K
$7.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Baillie Gifford & CO
|
BUY
|
- |
3.29K+ 0.39% |
$203K - $236K
|
852K
$54.1M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
3.24KNew |
$200K - $232K
|
3.24K
$206K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
3.22KNew |
$199K - $231K
|
3.22K
$204K
|