Purchases and Sales Made in Q3 2024 in Coca Cola CO (KO)
This table provides information about the institutional ownership of Coca Cola CO (KO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.31K+ 3.58% |
$82.4K - $95.9K
|
38K
$2.37M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.3K+ 6.66% |
$81.2K - $94.5K
|
20.7K
$1.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.29K+ 5.35% |
$80.9K - $94.3K
|
25.4K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
1.26K+ 8.81% |
$79.2K - $92.2K
|
15.6K
$974K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.26K+ 0.4% |
$78.9K - $91.9K
|
315K
$19.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.23K+ 11.97% |
$77K - $89.7K
|
11.5K
$718K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.23K+ 0.46% |
$77K - $89.7K
|
269K
$16.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.23K+ 0.25% |
$76.9K - $89.6K
|
485K
$30.3M
|
|
|
Dec 12, 2024
Q3 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
1.23K+ 14.61% |
$76.9K - $89.6K
|
9.63K
$601K
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1.22K+ 30.24% |
$76.4K - $89K
|
5.25K
$328K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.2K+ 7.15% |
$75.3K - $87.7K
|
18K
$1.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.19K+ 4.54% |
$74.5K - $86.8K
|
27.4K
$1.71M
|
|
|
Nov 07, 2024
Q3 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.19K+ 2.97% |
$74.4K - $86.6K
|
41.1K
$2.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
1.18K+ 12.83% |
$74.1K - $86.3K
|
10.4K
$649K
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.18K+ 32.61% |
$73.9K - $86.1K
|
4.79K
$299K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.18K+ 26.73% |
$73.9K - $86.1K
|
5.59K
$349K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.17K+ 3.59% |
$73.6K - $85.7K
|
33.9K
$2.12M
|
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
1.17K+ 3.87% |
$73.6K - $85.7K
|
31.5K
$1.97M
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1.17K+ 0.64% |
$73.5K - $85.6K
|
185K
$11.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
1.17K+ 4.04% |
$73.3K - $85.4K
|
30.2K
$1.88M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.17K+ 0.36% |
$73.3K - $85.3K
|
328K
$20.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.16K+ 4.32% |
$72.8K - $84.8K
|
28K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.16K+ 11.55% |
$72.5K - $84.4K
|
11.2K
$697K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.15K+ 3.92% |
$72.1K - $84K
|
30.5K
$1.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.15K+ 1.03% |
$72.1K - $84K
|
113K
$7.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.15K+ 1.33% |
$71.9K - $83.7K
|
87.3K
$5.45M
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
1.15K+ 14.69% |
$71.9K - $83.7K
|
8.96K
$559K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1.13K+ 5.29% |
$70.8K - $82.5K
|
22.5K
$1.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.13K+ 1.13% |
$70.7K - $82.3K
|
101K
$6.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.13K+ 1.58% |
$70.6K - $82.2K
|
72.3K
$4.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.13K+ 33.09% |
$70.5K - $82.1K
|
4.53K
$283K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.12K+ 0.55% |
$70.3K - $81.8K
|
205K
$12.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.12K+ 5.69% |
$70.2K - $81.7K
|
20.8K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
1.12K+ 6.74% |
$70.2K - $81.7K
|
17.7K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
1.11K+ 16.36% |
$69.3K - $80.7K
|
7.86K
$491K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.1K+ 1.0% |
$68.8K - $80.2K
|
111K
$6.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.08K+ 2.54% |
$68K - $79.1K
|
43.7K
$2.73M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.08K+ 1.29% |
$67.5K - $78.6K
|
84.4K
$5.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.07K+ 29.46% |
$67.3K - $78.3K
|
4.72K
$294K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.07K+ 17.4% |
$67K - $78K
|
7.21K
$450K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.06K+ 15.25% |
$66.1K - $77K
|
7.97K
$498K
|
|
|
Nov 06, 2024
Q3 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
1.05K+ 17.6% |
$66.1K - $77K
|
7.04K
$440K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.05K+ 1.3% |
$66K - $76.9K
|
82.1K
$5.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.05K+ 21.52% |
$65.8K - $76.6K
|
5.92K
$370K
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.05K+ 0.92% |
$65.6K - $76.4K
|
115K
$7.19M
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
BUY
|
- |
1.04K+ 29.12% |
$64.9K - $75.6K
|
4.59K
$287K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.01K+ 6.8% |
$63.4K - $73.9K
|
15.9K
$993K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.01K+ 3.53% |
$63.1K - $73.4K
|
29.5K
$1.84M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.01K+ 0.41% |
$63K - $73.4K
|
246K
$15.3M
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1K+ 7.9% |
$62.8K - $73.1K
|
13.7K
$854K
|