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 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-120- 3.25% |
$7.52K - $8.76K
|
3.57K
$252K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-121- 0.39% |
$7.59K - $8.83K
|
30.8K
$2.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-125- 1.69% |
$7.84K - $9.13K
|
7.28K
$514K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-125- 0.43% |
$7.84K - $9.13K
|
28.6K
$2.02M
|
|
|
Oct 25, 2024
Q3 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-128- 0.68% |
$8.02K - $9.35K
|
18.6K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-129- 1.58% |
$8.09K - $9.42K
|
8.06K
$569K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-129- 0.53% |
$8.09K - $9.42K
|
24.4K
$1.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-130- 1.27% |
$8.15K - $9.49K
|
10.1K
$713K
|
|
|
Oct 28, 2024
Q3 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-130- 0.35% |
$8.15K - $9.49K
|
37.3K
$2.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-131- 1.72% |
$8.21K - $9.56K
|
7.49K
$529K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-134- 1.12% |
$8.4K - $9.78K
|
11.9K
$838K
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-134- 0.44% |
$8.4K - $9.78K
|
30.2K
$2.13M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-137- 2.42% |
$8.59K - $10K
|
5.53K
$391K
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-140- 0.68% |
$8.78K - $10.2K
|
20.3K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-141- 1.11% |
$8.84K - $10.3K
|
12.6K
$886K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-142- 0.05% |
$8.9K - $10.4K
|
303K
$21.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-142- 0.93% |
$8.9K - $10.4K
|
15.1K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-144- 4.13% |
$9.03K - $10.5K
|
3.34K
$236K
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-145- 0.27% |
$9.09K - $10.6K
|
53.3K
$3.76M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-145- 0.36% |
$9.09K - $10.6K
|
40.4K
$2.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-145- 0.66% |
$9.09K - $10.6K
|
22K
$1.55M
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-145- 15.04% |
$9.09K - $10.6K
|
819
$57.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-145- 12.7% |
$9.09K - $10.6K
|
997
$70.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-145- 1.08% |
$9.09K - $10.6K
|
13.3K
$937K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-146- 0.4% |
$9.15K - $10.7K
|
36.1K
$2.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-147- 0.21% |
$9.22K - $10.7K
|
70.8K
$4.99M
|
|
|
Oct 23, 2024
Q3 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-150- 0.5% |
$9.4K - $11K
|
29.6K
$2.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-150- 0.33% |
$9.4K - $11K
|
45.5K
$3.21M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-150- 0.15% |
$9.4K - $11K
|
98.7K
$6.97M
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-150- 2.83% |
$9.4K - $11K
|
5.15K
$364K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-151- 0.56% |
$9.47K - $11K
|
26.7K
$1.88M
|
|
|
Oct 22, 2024
Q3 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-154- 4.61% |
$9.65K - $11.2K
|
3.19K
$225K
|
|
|
Oct 29, 2024
Q3 2024
|
Campbell Capital Management Inc
|
SELL
|
- |
-154- 0.38% |
$9.65K - $11.2K
|
40.4K
$2.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-154- 1.08% |
$9.65K - $11.2K
|
14.1K
$996K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-156- 9.67% |
$9.78K - $11.4K
|
1.46K
$103K
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-158- 0.39% |
$9.91K - $11.5K
|
40K
$2.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-161- 2.22% |
$10.1K - $11.8K
|
7.08K
$500K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-164- 7.24% |
$10.3K - $12K
|
2.1K
$148K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-164- 0.16% |
$10.3K - $12K
|
102K
$7.17M
|
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-165- 0.19% |
$10.3K - $12K
|
86.3K
$6.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-165- 0.9% |
$10.3K - $12K
|
18.2K
$1.28M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-167- 0.22% |
$10.5K - $12.2K
|
76.3K
$5.39M
|
|
|
Nov 05, 2024
Q3 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-167- 0.87% |
$10.5K - $12.2K
|
19.1K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-167- 2.73% |
$10.5K - $12.2K
|
5.95K
$420K
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-168- 3.39% |
$10.5K - $12.3K
|
4.79K
$338K
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-170- 2.42% |
$10.7K - $12.4K
|
6.87K
$485K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
SELL
|
- |
-170- 3.55% |
$10.7K - $12.4K
|
4.61K
$326K
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-171- 86.36% |
$10.7K - $12.5K
|
27
$1.91K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-172- 1.24% |
$10.8K - $12.6K
|
13.7K
$966K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-173- 0.53% |
$10.8K - $12.6K
|
32.6K
$2.3M
|