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 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
16+ 0.45% |
$1K - $1.17K
|
3.6K
$254K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
16+ 0.48% |
$1K - $1.17K
|
3.38K
$239K
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
15+ 0.13% |
$940 - $1.1K
|
11.2K
$794K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15+ 0.32% |
$940 - $1.1K
|
4.74K
$334K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
15+ 3.25% |
$940 - $1.1K
|
476
$33.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
15+ 0.3% |
$940 - $1.1K
|
5.07K
$358K
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
15+ 0.22% |
$940 - $1.1K
|
6.99K
$493K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
15+ 0.44% |
$940 - $1.1K
|
3.4K
$240K
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
15+ 0.02% |
$940 - $1.1K
|
78.7K
$5.55M
|
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
14+ 0.37% |
$878 - $1.02K
|
3.78K
$267K
|
|
|
Oct 29, 2024
Q3 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
14+ 0.09% |
$878 - $1.02K
|
15K
$1.06M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
14+ 0.32% |
$878 - $1.02K
|
4.33K
$306K
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
14+ 0.29% |
$878 - $1.02K
|
4.89K
$345K
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
14+ 0.13% |
$878 - $1.02K
|
10.5K
$742K
|
|
|
Nov 14, 2024
Q3 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
14+ 0.14% |
$878 - $1.02K
|
10.3K
$726K
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
13+ 0.35% |
$815 - $949
|
3.68K
$259K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
13+ 2.09% |
$815 - $949
|
635
$44.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
BUY
|
- |
13+ 0.19% |
$815 - $949
|
6.9K
$487K
|
|
|
Nov 12, 2024
Q3 2024
|
Trust Investment Advisors
|
BUY
|
- |
13+ 0.27% |
$815 - $949
|
4.91K
$347K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
12+ 0.04% |
$752 - $876
|
26.8K
$1.89M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
12+ 0.19% |
$752 - $876
|
6.41K
$452K
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
12+ 0.31% |
$752 - $876
|
3.9K
$275K
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
12+ 0.37% |
$752 - $876
|
3.27K
$231K
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
11+ 0.29% |
$690 - $803
|
3.87K
$273K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
11+ 0.06% |
$690 - $803
|
18.4K
$1.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Tevis Investment Management
|
BUY
|
- |
11+ 0.04% |
$690 - $803
|
26.1K
$1.84M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
11+ 0.01% |
$690 - $803
|
80.3K
$5.67M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
11+ 1.22% |
$690 - $803
|
916
$64.7K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
10+ 30.3% |
$627 - $730
|
43
$3.04K
|
|
|
Nov 07, 2024
Q3 2024
|
Zevin Asset Management LLC
|
BUY
|
- |
10+ 0.26% |
$627 - $730
|
3.84K
$271K
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
10+ 0.06% |
$627 - $730
|
16.8K
$1.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.16% |
$564 - $657
|
5.51K
$389K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
9+ 0.29% |
$564 - $657
|
3.07K
$217K
|
|
|
Nov 08, 2024
Q3 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
9+ 0.22% |
$564 - $657
|
4.18K
$295K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
9+ 2.46% |
$564 - $657
|
375
$26.5K
|
|
|
Oct 03, 2024
Q3 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
8+ 0.09% |
$502 - $584
|
9.29K
$656K
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
8+ 0.03% |
$502 - $584
|
27.1K
$1.91M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
8+ 0.02% |
$502 - $584
|
38.4K
$2.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
8+ 0.23% |
$502 - $584
|
3.45K
$244K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
8+ 0.1% |
$502 - $584
|
8.37K
$591K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.68% |
$502 - $584
|
1.19K
$84.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
8+ 0.09% |
$502 - $584
|
9.39K
$663K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
8+ 0.18% |
$502 - $584
|
4.46K
$315K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 0.09% |
$439 - $511
|
7.43K
$525K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
7New |
$439 - $511
|
7
$494
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7+ 0.06% |
$439 - $511
|
12.3K
$868K
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
BUY
|
- |
7+ 0.18% |
$439 - $511
|
3.92K
$277K
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
7+ 0.13% |
$439 - $511
|
5.22K
$368K
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
7+ 0.18% |
$439 - $511
|
3.95K
$278K
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
7+ 0.07% |
$439 - $511
|
9.76K
$689K
|