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 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-4.38K- 55.2% |
$275K - $320K
|
3.56K
$237K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.5K- 7.66% |
$282K - $329K
|
54.2K
$3.62M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-4.64K- 2.21% |
$291K - $339K
|
205K
$13.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.67K- 0.28% |
$293K - $341K
|
1.66M
$111M
|
|
|
Oct 25, 2024
Q3 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-4.8K- 3.11% |
$301K - $350K
|
150K
$9.98M
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-4.8K- 57.66% |
$301K - $350K
|
3.53K
$235K
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-4.82K- 30.1% |
$302K - $352K
|
11.2K
$746K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-5.23K- 14.9% |
$328K - $382K
|
29.9K
$1.99M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.28K- 6.73% |
$331K - $385K
|
73.1K
$4.87M
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-5.32K- 28.33% |
$334K - $388K
|
13.5K
$897K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-5.37K- 17.58% |
$337K - $392K
|
25.2K
$1.68M
|
|
|
Oct 02, 2024
Q3 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-5.41K- 13.95% |
$339K - $395K
|
33.4K
$2.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-5.62K- 2.82% |
$352K - $410K
|
193K
$12.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.63K- 10.32% |
$353K - $411K
|
48.9K
$3.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-5.66K- 1.4% |
$355K - $413K
|
397K
$26.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-5.7K- 22.78% |
$357K - $416K
|
19.3K
$1.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-5.9K- 23.23% |
$370K - $431K
|
19.5K
$1.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-5.98K- 19.48% |
$375K - $436K
|
24.7K
$1.65M
|
|
|
Oct 10, 2024
Q3 2024
|
Meyer Handelman CO
|
SELL
|
- |
-6K- 2.04% |
$376K - $438K
|
287K
$19.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-6.01K- 6.31% |
$377K - $439K
|
89.3K
$5.95M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-6.06K- 4.06% |
$380K - $443K
|
143K
$9.55M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-6.15K- 5.34% |
$385K - $449K
|
109K
$7.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-6.45K- 49.48% |
$405K - $471K
|
6.59K
$439K
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-6.51K- 3.33% |
$408K - $475K
|
189K
$12.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-6.72K- 5.19% |
$421K - $490K
|
123K
$8.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-6.86K- 10.85% |
$430K - $501K
|
56.4K
$3.76M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-7.14K- 21.26% |
$448K - $521K
|
26.4K
$1.76M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-7.3K- 33.17% |
$458K - $533K
|
14.7K
$980K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-7.3K- 32.56% |
$458K - $533K
|
15.1K
$1.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-7.43K- 3.94% |
$466K - $543K
|
181K
$12.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.47K- 7.73% |
$468K - $545K
|
89.2K
$5.94M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-7.59K- 1.22% |
$476K - $554K
|
616K
$41.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-7.99K- 7.54% |
$501K - $583K
|
97.9K
$6.53M
|
|
|
Oct 22, 2024
Q3 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-8K- 61.75% |
$502K - $584K
|
4.96K
$330K
|
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-8.15K- 2.64% |
$511K - $595K
|
300K
$20M
|
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-8.47K- 44.69% |
$531K - $618K
|
10.5K
$698K
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-9.08K- 5.36% |
$569K - $663K
|
160K
$10.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-9.8K- 20.07% |
$614K - $716K
|
39K
$2.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-9.85K- 13.91% |
$618K - $719K
|
61K
$4.07M
|
|
|
Oct 07, 2024
Q3 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-9.95K- 28.88% |
$624K - $726K
|
24.5K
$1.63M
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-10.1K- 46.1% |
$633K - $737K
|
11.8K
$787K
|
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-10.7K- 6.08% |
$671K - $781K
|
165K
$11M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-10.9K- 5.83% |
$681K - $793K
|
175K
$11.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-11.8K- 71.77% |
$738K - $859K
|
4.63K
$308K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-12K- 5.98% |
$749K - $873K
|
188K
$12.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-12.3K- 2.56% |
$773K - $900K
|
470K
$31.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-12.6K- 6.38% |
$792K - $923K
|
185K
$12.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-12.7K- 0.94% |
$798K - $930K
|
1.34M
$89.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-13K- 60.44% |
$815K - $949K
|
8.51K
$567K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-13.3K- 2.45% |
$837K - $974K
|
532K
$35.5M
|