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 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
81+ 2.44% |
$5.08K - $5.91K
|
3.41K
$240K
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
80+ 1.14% |
$5.02K - $5.84K
|
7.12K
$503K
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
80+ 1.77% |
$5.02K - $5.84K
|
4.59K
$324K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
79+ 1.45% |
$4.95K - $5.77K
|
5.53K
$390K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
79+ 2.38% |
$4.95K - $5.77K
|
3.4K
$240K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinpoint Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
79New |
$4.95K - $5.77K
|
79
$5.58K
|
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
78+ 1.39% |
$4.89K - $5.69K
|
5.69K
$402K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
77+ 0.84% |
$4.83K - $5.62K
|
9.28K
$655K
|
|
|
Oct 29, 2024
Q3 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
77+ 0.45% |
$4.83K - $5.62K
|
17K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
76+ 0.49% |
$4.76K - $5.55K
|
15.7K
$1.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
75+ 25.86% |
$4.7K - $5.48K
|
365
$25.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
75+ 1.89% |
$4.7K - $5.48K
|
4.04K
$285K
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
74+ 0.77% |
$4.64K - $5.4K
|
9.74K
$688K
|
|
|
Oct 30, 2024
Q3 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
73+ 0.38% |
$4.58K - $5.33K
|
19.3K
$1.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
72+ 2.16% |
$4.51K - $5.26K
|
3.4K
$240K
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
72+ 0.66% |
$4.51K - $5.26K
|
11K
$778K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
70+ 0.8% |
$4.39K - $5.11K
|
8.78K
$620K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
69+ 4.12% |
$4.33K - $5.04K
|
1.74K
$123K
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
69+ 0.82% |
$4.33K - $5.04K
|
8.51K
$601K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
67+ 1.1% |
$4.2K - $4.89K
|
6.19K
$437K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
66+ 0.66% |
$4.14K - $4.82K
|
10.1K
$712K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
63+ 1.85% |
$3.95K - $4.6K
|
3.47K
$245K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
62+ 0.08% |
$3.89K - $4.53K
|
74.2K
$5.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
62+ 12.09% |
$3.89K - $4.53K
|
575
$40.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
62+ 1.08% |
$3.89K - $4.53K
|
5.79K
$409K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
61+ 1.68% |
$3.82K - $4.45K
|
3.69K
$261K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
61+ 1.22% |
$3.82K - $4.45K
|
5.08K
$358K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
60+ 0.4% |
$3.76K - $4.38K
|
15.1K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
60+ 1.33% |
$3.76K - $4.38K
|
4.58K
$323K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
59+ 1.0% |
$3.7K - $4.31K
|
5.93K
$419K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
59+ 0.95% |
$3.7K - $4.31K
|
6.25K
$441K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
58+ 0.78% |
$3.64K - $4.23K
|
7.54K
$532K
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
58+ 0.3% |
$3.64K - $4.23K
|
19.6K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
58+ 0.58% |
$3.64K - $4.23K
|
10K
$709K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
57+ 0.44% |
$3.57K - $4.16K
|
12.9K
$910K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
56+ 5.15% |
$3.51K - $4.09K
|
1.14K
$80.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
56+ 0.26% |
$3.51K - $4.09K
|
21.5K
$1.52M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
56+ 0.41% |
$3.51K - $4.09K
|
13.9K
$978K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
56+ 1.24% |
$3.51K - $4.09K
|
4.58K
$323K
|
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
56+ 1.32% |
$3.51K - $4.09K
|
4.31K
$304K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
55+ 0.5% |
$3.45K - $4.02K
|
11.1K
$781K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
55+ 1.57% |
$3.45K - $4.02K
|
3.56K
$251K
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
55+ 0.82% |
$3.45K - $4.02K
|
6.77K
$478K
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
55+ 1.2% |
$3.45K - $4.02K
|
4.64K
$327K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
54+ 6.34% |
$3.39K - $3.94K
|
906
$64K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
54+ 0.23% |
$3.39K - $3.94K
|
23.4K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
54+ 0.24% |
$3.39K - $3.94K
|
22.9K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
54+ 0.32% |
$3.39K - $3.94K
|
17K
$1.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
53+ 0.18% |
$3.32K - $3.87K
|
29.6K
$2.09M
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
53+ 17.15% |
$3.32K - $3.87K
|
362
$25.6K
|