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
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
372+ 1.72% |
$23.3K - $27.2K
|
22K
$1.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
371+ 3.02% |
$23.3K - $27.1K
|
12.6K
$790K
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
370+ 10.98% |
$23.2K - $27K
|
3.74K
$234K
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
369+ 8.68% |
$23.1K - $26.9K
|
4.62K
$289K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
367+ 3.74% |
$23K - $26.8K
|
10.2K
$636K
|
|
|
Nov 14, 2024
Q3 2024
|
Socorro Asset Management LP
Dallas, TX |
BUY
|
- |
367+ 0.26% |
$23K - $26.8K
|
142K
$8.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
362+ 0.83% |
$22.7K - $26.4K
|
44.2K
$2.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
360+ 8.9% |
$22.6K - $26.3K
|
4.4K
$275K
|
|
|
Nov 07, 2024
Q3 2024
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
359+ 0.09% |
$22.5K - $26.2K
|
381K
$23.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
BUY
|
- |
355+ 0.35% |
$22.3K - $25.9K
|
101K
$6.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
355+ 4.69% |
$22.3K - $25.9K
|
7.92K
$495K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
351+ 4.3% |
$22K - $25.6K
|
8.51K
$531K
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
350+ 2.7% |
$21.9K - $25.6K
|
13.3K
$832K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
349+ 3.02% |
$21.9K - $25.5K
|
11.9K
$744K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
347New |
$21.8K - $25.3K
|
347
$21.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
344+ 1.3% |
$21.6K - $25.1K
|
26.7K
$1.67M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
343+ 3.36% |
$21.5K - $25K
|
10.6K
$659K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
342+ 0.78% |
$21.4K - $25K
|
44.4K
$2.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
340+ 1.15% |
$21.3K - $24.8K
|
29.8K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
337+ 5.81% |
$21.1K - $24.6K
|
6.14K
$383K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
332+ 9.85% |
$20.8K - $24.2K
|
3.7K
$231K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
331+ 4.05% |
$20.8K - $24.2K
|
8.5K
$531K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
330+ 3.86% |
$20.7K - $24.1K
|
8.88K
$555K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
330+ 0.67% |
$20.7K - $24.1K
|
49.2K
$3.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
329+ 10.23% |
$20.6K - $24K
|
3.55K
$221K
|
|
|
Nov 12, 2024
Q3 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
328+ 198.79% |
$20.6K - $23.9K
|
493
$30.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
327+ 0.78% |
$20.5K - $23.9K
|
42.2K
$2.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
327+ 6.72% |
$20.5K - $23.9K
|
5.19K
$324K
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
322+ 13.74% |
$20.2K - $23.5K
|
2.67K
$166K
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
322+ 1.93% |
$20.2K - $23.5K
|
17K
$1.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
321+ 0.14% |
$20.1K - $23.4K
|
225K
$14M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
321+ 0.54% |
$20.1K - $23.4K
|
59.8K
$3.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
320+ 0.33% |
$20.1K - $23.4K
|
96.2K
$6.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
319+ 0.36% |
$20K - $23.3K
|
88.3K
$5.52M
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
317+ 6.83% |
$19.9K - $23.1K
|
4.96K
$310K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
316+ 1.25% |
$19.8K - $23.1K
|
25.7K
$1.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
316+ 0.35% |
$19.8K - $23.1K
|
90.9K
$5.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
316+ 1.73% |
$19.8K - $23.1K
|
18.6K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
315New |
$19.7K - $23K
|
315
$19.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
315New |
$19.7K - $23K
|
315
$19.7K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
312+ 0.72% |
$19.6K - $22.8K
|
43.4K
$2.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
309+ 0.42% |
$19.4K - $22.6K
|
73K
$4.56M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
308+ 0.33% |
$19.3K - $22.5K
|
93.3K
$5.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
305+ 6.5% |
$19.1K - $22.3K
|
4.99K
$312K
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
BUY
|
- |
303+ 5.62% |
$19K - $22.1K
|
5.7K
$356K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
300+ 4.74% |
$18.8K - $21.9K
|
6.63K
$414K
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
300+ 0.44% |
$18.8K - $21.9K
|
69.1K
$4.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
300+ 9.17% |
$18.8K - $21.9K
|
3.57K
$223K
|
|
|
Nov 13, 2024
Q3 2024
|
R.M.Sincerbeaux Capital Management LLC
|
BUY
|
- |
300+ 0.89% |
$18.8K - $21.9K
|
34.2K
$2.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
299+ 1.63% |
$18.7K - $21.8K
|
18.6K
$1.16M
|