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 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.07K+ 29.46% |
$67.3K - $78.3K
|
4.72K
$326K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.07K+ 17.4% |
$67K - $78K
|
7.21K
$498K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.06K+ 15.25% |
$66.1K - $77K
|
7.97K
$551K
|
|
|
Nov 06, 2024
Q3 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
1.05K+ 17.6% |
$66.1K - $77K
|
7.04K
$487K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.05K+ 1.3% |
$66K - $76.9K
|
82.1K
$5.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.05K+ 21.52% |
$65.8K - $76.6K
|
5.92K
$409K
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.05K+ 0.92% |
$65.6K - $76.4K
|
115K
$7.95M
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
BUY
|
- |
1.04K+ 29.12% |
$64.9K - $75.6K
|
4.59K
$317K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.01K+ 6.8% |
$63.4K - $73.9K
|
15.9K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.01K+ 3.53% |
$63.1K - $73.4K
|
29.5K
$2.04M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.01K+ 0.41% |
$63K - $73.4K
|
246K
$17M
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1K+ 7.9% |
$62.8K - $73.1K
|
13.7K
$945K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
1K+ 16.01% |
$62.7K - $73K
|
7.25K
$501K
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
983+ 26.06% |
$61.6K - $71.8K
|
4.76K
$329K
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
981+ 1.24% |
$61.5K - $71.6K
|
80K
$5.53M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
972+ 11.21% |
$60.9K - $71K
|
9.64K
$666K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
970+ 6.72% |
$60.8K - $70.8K
|
15.4K
$1.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
964+ 20.26% |
$60.4K - $70.4K
|
5.72K
$395K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
964+ 3.61% |
$60.4K - $70.4K
|
27.7K
$1.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
958+ 0.74% |
$60.1K - $69.9K
|
131K
$9.04M
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
955+ 2.92% |
$59.9K - $69.7K
|
33.7K
$2.33M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
941+ 9.65% |
$59K - $68.7K
|
10.7K
$739K
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
929+ 2.25% |
$58.2K - $67.8K
|
42.1K
$2.91M
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
929+ 52.63% |
$58.2K - $67.8K
|
2.69K
$186K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
928+ 3.1% |
$58.2K - $67.8K
|
30.9K
$2.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
926+ 2.38% |
$58.1K - $67.6K
|
39.8K
$2.75M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
919+ 7.96% |
$57.6K - $67.1K
|
12.5K
$862K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
914+ 8.11% |
$57.3K - $66.7K
|
12.2K
$842K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
906+ 2.91% |
$56.8K - $66.1K
|
32K
$2.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
903+ 5.71% |
$56.6K - $65.9K
|
16.7K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
900+ 7.57% |
$56.4K - $65.7K
|
12.8K
$883K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
898+ 15.6% |
$56.3K - $65.6K
|
6.65K
$460K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
880+ 57.55% |
$55.2K - $64.2K
|
2.41K
$166K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
879+ 4.44% |
$55.1K - $64.2K
|
20.7K
$1.43M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
876+ 4.17% |
$54.9K - $64K
|
21.9K
$1.51M
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
BUY
|
- |
875+ 9.6% |
$54.9K - $63.9K
|
9.99K
$690K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
867+ 1.63% |
$54.4K - $63.3K
|
54.2K
$3.74M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
860+ 6.07% |
$53.9K - $62.8K
|
15K
$1.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
859+ 26.74% |
$53.9K - $62.7K
|
4.07K
$281K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
858+ 9.87% |
$53.8K - $62.6K
|
9.56K
$660K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
858+ 1.08% |
$53.8K - $62.6K
|
80.5K
$5.56M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
854+ 8.36% |
$53.5K - $62.4K
|
11.1K
$765K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
842+ 12.51% |
$52.8K - $61.5K
|
7.57K
$523K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
839+ 2.18% |
$52.6K - $61.3K
|
39.3K
$2.72M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
838+ 0.48% |
$52.5K - $61.2K
|
175K
$12.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
832+ 7.26% |
$52.2K - $60.7K
|
12.3K
$849K
|
|
|
Feb 13, 2025
Q3 2024
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
830+ 1.95% |
$52K - $60.6K
|
43.4K
$3M
|
|
|
Nov 05, 2024
Q3 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
820+ 160.78% |
$51.4K - $59.9K
|
1.33K
$91.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
817+ 7.54% |
$51.2K - $59.6K
|
11.6K
$805K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
806+ 4.46% |
$50.5K - $58.8K
|
18.9K
$1.3M
|