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 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
150+ 2.2% |
$9.4K - $11K
|
6.96K
$434K
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
149+ 4.3% |
$9.34K - $10.9K
|
3.61K
$226K
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
148+ 1.25% |
$9.28K - $10.8K
|
12K
$748K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
146+ 1.41% |
$9.15K - $10.7K
|
10.5K
$658K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
146+ 4.52% |
$9.15K - $10.7K
|
3.38K
$211K
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
144+ 3.41% |
$9.03K - $10.5K
|
4.37K
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
144+ 0.44% |
$9.03K - $10.5K
|
33.1K
$2.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
143+ 3.73% |
$8.96K - $10.4K
|
3.98K
$248K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
143+ 0.29% |
$8.96K - $10.4K
|
50.1K
$3.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
143+ 2.72% |
$8.96K - $10.4K
|
5.39K
$337K
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
141+ 0.02% |
$8.84K - $10.3K
|
637K
$39.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
140+ 2.05% |
$8.78K - $10.2K
|
6.96K
$434K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
140New |
$8.78K - $10.2K
|
140
$8.74K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
138+ 1.38% |
$8.65K - $10.1K
|
10.1K
$631K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
138+ 3.59% |
$8.65K - $10.1K
|
3.98K
$249K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
137+ 0.6% |
$8.59K - $10K
|
23K
$1.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
136+ 0.55% |
$8.53K - $9.93K
|
24.8K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
136+ 3.06% |
$8.53K - $9.93K
|
4.58K
$286K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
131+ 1.7% |
$8.21K - $9.56K
|
7.85K
$490K
|
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
130+ 0.07% |
$8.15K - $9.49K
|
176K
$11M
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
127+ 0.37% |
$7.96K - $9.27K
|
34.6K
$2.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
125+ 0.12% |
$7.84K - $9.13K
|
105K
$6.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
125+ 186.57% |
$7.84K - $9.13K
|
192
$12K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
125+ 13.14% |
$7.84K - $9.13K
|
1.08K
$67.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
123+ 3.14% |
$7.71K - $8.98K
|
4.04K
$252K
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
123+ 2.26% |
$7.71K - $8.98K
|
5.56K
$347K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
122+ 1.2% |
$7.65K - $8.91K
|
10.3K
$640K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
121+ 0.46% |
$7.59K - $8.83K
|
26.5K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
121+ 0.76% |
$7.59K - $8.83K
|
16.1K
$1.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
120+ 0.55% |
$7.52K - $8.76K
|
22K
$1.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
120+ 2.17% |
$7.52K - $8.76K
|
5.66K
$353K
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
120+ 3.64% |
$7.52K - $8.76K
|
3.42K
$213K
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
116+ 3.34% |
$7.27K - $8.47K
|
3.59K
$224K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
115+ 3.01% |
$7.21K - $8.4K
|
3.93K
$245K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
113+ 0.28% |
$7.08K - $8.25K
|
40.4K
$2.52M
|
|
|
Oct 08, 2024
Q3 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
111+ 0.34% |
$6.96K - $8.1K
|
32.4K
$2.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
110+ 0.02% |
$6.9K - $8.03K
|
500K
$31.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
108+ 0.16% |
$6.77K - $7.89K
|
65.9K
$4.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
108+ 0.81% |
$6.77K - $7.89K
|
13.5K
$844K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
107+ 0.15% |
$6.71K - $7.81K
|
70K
$4.37M
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
107+ 0.21% |
$6.71K - $7.81K
|
50K
$3.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
105+ 0.48% |
$6.58K - $7.67K
|
21.8K
$1.36M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
104+ 0.55% |
$6.52K - $7.59K
|
18.9K
$1.18M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
104+ 2.34% |
$6.52K - $7.59K
|
4.54K
$283K
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
103+ 2.07% |
$6.46K - $7.52K
|
5.07K
$317K
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
103+ 2.55% |
$6.46K - $7.52K
|
4.14K
$258K
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
102+ 0.29% |
$6.39K - $7.45K
|
35.9K
$2.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
101+ 0.29% |
$6.33K - $7.37K
|
35.2K
$2.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
BUY
|
- |
100New |
$6.27K - $7.3K
|
100
$6.25K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
100New |
$6.27K - $7.3K
|
100
$6.25K
|