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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
115+ 3.01% |
$7.21K - $8.4K
|
3.93K
$277K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
113+ 0.28% |
$7.08K - $8.25K
|
40.4K
$2.85M
|
|
|
Oct 08, 2024
Q3 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
111+ 0.34% |
$6.96K - $8.1K
|
32.4K
$2.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
110+ 0.02% |
$6.9K - $8.03K
|
500K
$35.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
108+ 0.16% |
$6.77K - $7.89K
|
65.9K
$4.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
108+ 0.81% |
$6.77K - $7.89K
|
13.5K
$954K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
107+ 0.15% |
$6.71K - $7.81K
|
70K
$4.94M
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
107+ 0.21% |
$6.71K - $7.81K
|
50K
$3.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
105+ 0.48% |
$6.58K - $7.67K
|
21.8K
$1.54M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
104+ 0.55% |
$6.52K - $7.59K
|
18.9K
$1.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
104+ 2.34% |
$6.52K - $7.59K
|
4.54K
$320K
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
103+ 2.07% |
$6.46K - $7.52K
|
5.07K
$358K
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
103+ 2.55% |
$6.46K - $7.52K
|
4.14K
$292K
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
102+ 0.29% |
$6.39K - $7.45K
|
35.9K
$2.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
101+ 0.29% |
$6.33K - $7.37K
|
35.2K
$2.49M
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
BUY
|
- |
100New |
$6.27K - $7.3K
|
100
$7.06K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
100New |
$6.27K - $7.3K
|
100
$7.06K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
100+ 1.77% |
$6.27K - $7.3K
|
5.73K
$405K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
100+ 0.48% |
$6.27K - $7.3K
|
21.1K
$1.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
100+ 1.36% |
$6.27K - $7.3K
|
7.44K
$525K
|
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
100+ 33.33% |
$6.27K - $7.3K
|
400
$28.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
99+ 1.01% |
$6.21K - $7.23K
|
9.9K
$699K
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
99+ 0.74% |
$6.21K - $7.23K
|
13.5K
$956K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
97+ 2.07% |
$6.08K - $7.08K
|
4.78K
$337K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
97+ 0.83% |
$6.08K - $7.08K
|
11.8K
$834K
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
97+ 1.23% |
$6.08K - $7.08K
|
7.97K
$563K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
96+ 0.43% |
$6.02K - $7.01K
|
22.5K
$1.59M
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
96+ 0.69% |
$6.02K - $7.01K
|
13.9K
$982K
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
95+ 4.17% |
$5.96K - $6.94K
|
2.37K
$168K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
95+ 0.73% |
$5.96K - $6.94K
|
13.2K
$929K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
94+ 1.11% |
$5.89K - $6.86K
|
8.59K
$606K
|
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
94New |
$5.89K - $6.86K
|
94
$6.64K
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
93+ 2.0% |
$5.83K - $6.79K
|
4.74K
$335K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
93+ 1.13% |
$5.83K - $6.79K
|
8.35K
$590K
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
92+ 0.42% |
$5.77K - $6.72K
|
21.8K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
92+ 3.31% |
$5.77K - $6.72K
|
2.87K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
92+ 0.23% |
$5.77K - $6.72K
|
40.9K
$2.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
89+ 1.43% |
$5.58K - $6.5K
|
6.29K
$444K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
89+ 0.3% |
$5.58K - $6.5K
|
29.4K
$2.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
89+ 1.62% |
$5.58K - $6.5K
|
5.57K
$393K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
87+ 2.38% |
$5.45K - $6.35K
|
3.75K
$265K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
86+ 0.36% |
$5.39K - $6.28K
|
24.2K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
86+ 1.6% |
$5.39K - $6.28K
|
5.47K
$386K
|
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
86+ 1.51% |
$5.39K - $6.28K
|
5.77K
$408K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
85+ 13.26% |
$5.33K - $6.21K
|
726
$51.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
84+ 1.03% |
$5.27K - $6.13K
|
8.23K
$581K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
83+ 1.01% |
$5.2K - $6.06K
|
8.28K
$584K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
83+ 0.46% |
$5.2K - $6.06K
|
18K
$1.27M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
81+ 0.66% |
$5.08K - $5.91K
|
12.4K
$878K
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
81+ 0.94% |
$5.08K - $5.91K
|
8.69K
$613K
|