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 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
955+ 2.92% |
$59.9K - $69.7K
|
33.7K
$2.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
929+ 2.25% |
$58.2K - $67.8K
|
42.1K
$2.81M
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
928+ 3.1% |
$58.2K - $67.8K
|
30.9K
$2.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
926+ 2.38% |
$58.1K - $67.6K
|
39.8K
$2.65M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
919+ 7.96% |
$57.6K - $67.1K
|
12.5K
$831K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
876+ 4.17% |
$54.9K - $64K
|
21.9K
$1.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
859+ 26.74% |
$53.9K - $62.7K
|
4.07K
$271K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
858+ 9.87% |
$53.8K - $62.6K
|
9.56K
$637K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
858+ 1.08% |
$53.8K - $62.6K
|
80.5K
$5.37M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
839+ 2.18% |
$52.6K - $61.3K
|
39.3K
$2.62M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
838+ 0.48% |
$52.5K - $61.2K
|
175K
$11.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
806+ 4.46% |
$50.5K - $58.8K
|
18.9K
$1.26M
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
804+ 3.06% |
$50.4K - $58.7K
|
27.1K
$1.81M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
804+ 1.49% |
$50.4K - $58.7K
|
54.8K
$3.65M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
800New |
$50.2K - $58.4K
|
800
$53.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
798+ 0.63% |
$50K - $58.3K
|
127K
$8.49M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
789+ 17.8% |
$49.5K - $57.6K
|
5.22K
$348K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
786+ 8.02% |
$49.3K - $57.4K
|
10.6K
$706K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
769+ 11.33% |
$48.2K - $56.1K
|
7.56K
$504K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
761+ 0.93% |
$47.7K - $55.6K
|
82.5K
$5.5M
|
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
BUY
|
- |
761+ 2.54% |
$47.7K - $55.6K
|
30.7K
$2.05M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
753+ 11.77% |
$47.2K - $55K
|
7.15K
$477K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
749+ 13.36% |
$47K - $54.7K
|
6.35K
$424K
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
731+ 0.85% |
$45.8K - $53.4K
|
86.8K
$5.78M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
728+ 15.8% |
$45.6K - $53.2K
|
5.34K
$356K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
BUY
|
- |
719+ 1.51% |
$45.1K - $52.5K
|
48.3K
$3.22M
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
717+ 8.68% |
$44.9K - $52.3K
|
8.98K
$599K
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
709+ 4.37% |
$44.4K - $51.8K
|
17K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
708+ 2.45% |
$44.4K - $51.7K
|
29.6K
$1.98M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
694+ 1.66% |
$43.5K - $50.7K
|
42.4K
$2.83M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
688+ 7.3% |
$43.1K - $50.2K
|
10.1K
$674K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
682+ 6.43% |
$42.8K - $49.8K
|
11.3K
$752K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
677+ 14.96% |
$42.4K - $49.4K
|
5.2K
$347K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
674New |
$42.3K - $49.2K
|
674
$44.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
661+ 4.76% |
$41.4K - $48.3K
|
14.5K
$969K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
660+ 12.21% |
$41.4K - $48.2K
|
6.07K
$404K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
659+ 4.78% |
$41.3K - $48.1K
|
14.4K
$963K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
654+ 7.79% |
$41K - $47.7K
|
9.05K
$603K
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
653+ 0.8% |
$40.9K - $47.7K
|
82K
$5.47M
|
|
|
Oct 16, 2024
Q3 2024
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
650+ 1.53% |
$40.7K - $47.5K
|
43.2K
$2.88M
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
650New |
$40.7K - $47.5K
|
650
$43.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
643+ 6.18% |
$40.3K - $46.9K
|
11K
$736K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
635+ 1.07% |
$39.8K - $46.4K
|
59.9K
$4M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
624+ 1.34% |
$39.1K - $45.6K
|
47.3K
$3.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Gam Holding Ag
|
BUY
|
- |
619+ 0.98% |
$38.8K - $45.2K
|
63.5K
$4.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
615+ 8.73% |
$38.6K - $44.9K
|
7.66K
$510K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
597+ 56.27% |
$37.4K - $43.6K
|
1.66K
$111K
|
|
|
Oct 29, 2024
Q3 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
594+ 3.17% |
$37.2K - $43.4K
|
19.3K
$1.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
590+ 2.76% |
$37K - $43.1K
|
22K
$1.46M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
577+ 2.86% |
$36.2K - $42.1K
|
20.8K
$1.39M
|