Purchases and Sales Made in Q4 2024 in Coca Cola CO (KO)
This table provides information about the institutional ownership of Coca Cola CO (KO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
482+ 2.61% |
$29.8K - $34.6K
|
18.9K
$1.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
479+ 10.35% |
$29.6K - $34.3K
|
5.11K
$320K
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
470+ 2.2% |
$29K - $33.7K
|
21.8K
$1.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
464+ 6.24% |
$28.6K - $33.3K
|
7.9K
$495K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
460+ 61.42% |
$28.4K - $33K
|
1.21K
$75.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
454+ 1.57% |
$28K - $32.6K
|
29.3K
$1.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
449+ 1.97% |
$27.7K - $32.2K
|
23.2K
$1.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
449+ 4.22% |
$27.7K - $32.2K
|
11.1K
$695K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
438+ 4.83% |
$27K - $31.4K
|
9.51K
$596K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
426+ 5.55% |
$26.3K - $30.5K
|
8.11K
$508K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
423+ 1.01% |
$26.1K - $30.3K
|
42.3K
$2.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
413+ 1.41% |
$25.5K - $29.6K
|
29.7K
$1.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
402+ 3.16% |
$24.8K - $28.8K
|
13.1K
$822K
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
402+ 0.95% |
$24.8K - $28.8K
|
42.6K
$2.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
401+ 1.75% |
$24.8K - $28.8K
|
23.4K
$1.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
400+ 1.48% |
$24.7K - $28.7K
|
27.5K
$1.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
400+ 4.46% |
$24.7K - $28.7K
|
9.37K
$587K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
395+ 4.43% |
$24.4K - $28.3K
|
9.32K
$584K
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
384+ 9.19% |
$23.7K - $27.5K
|
4.56K
$286K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
379+ 0.47% |
$23.4K - $27.2K
|
80.7K
$5.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
377+ 3.7% |
$23.3K - $27K
|
10.6K
$662K
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
376+ 6.6% |
$23.2K - $27K
|
6.07K
$381K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
372+ 1.1% |
$23K - $26.7K
|
34.3K
$2.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
371+ 25.73% |
$22.9K - $26.6K
|
1.81K
$114K
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
357+ 1.62% |
$22K - $25.6K
|
22.4K
$1.4M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
351+ 2.81% |
$21.7K - $25.2K
|
12.8K
$805K
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
350+ 19.44% |
$21.6K - $25.1K
|
2.15K
$135K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
346+ 0.47% |
$21.4K - $24.8K
|
74.5K
$4.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
343+ 1.28% |
$21.2K - $24.6K
|
27.1K
$1.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
339+ 4.49% |
$20.9K - $24.3K
|
7.9K
$495K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
337+ 0.55% |
$20.8K - $24.2K
|
61.1K
$3.83M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
334+ 3.99% |
$20.6K - $24K
|
8.7K
$545K
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
331+ 5.82% |
$20.4K - $23.7K
|
6.02K
$377K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
326+ 0.99% |
$20.1K - $23.4K
|
33.2K
$2.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
315+ 9.26% |
$19.4K - $22.6K
|
3.72K
$233K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
314+ 0.51% |
$19.4K - $22.5K
|
61.4K
$3.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
313+ 1.76% |
$19.3K - $22.4K
|
18.1K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
310+ 7.85% |
$19.1K - $22.2K
|
4.26K
$267K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
310New |
$19.1K - $22.2K
|
310
$19.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
308+ 12.08% |
$19K - $22.1K
|
2.86K
$179K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
307+ 30.79% |
$19K - $22K
|
1.3K
$81.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
304+ 1.14% |
$18.8K - $21.8K
|
27.1K
$1.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
303+ 0.96% |
$18.7K - $21.7K
|
31.9K
$2M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
301+ 4.65% |
$18.6K - $21.6K
|
6.77K
$424K
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
BUY
|
- |
300+ 2.57% |
$18.5K - $21.5K
|
12K
$751K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
300+ 5.55% |
$18.5K - $21.5K
|
5.71K
$358K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
293+ 3.45% |
$18.1K - $21K
|
8.8K
$551K
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
286+ 2.12% |
$17.7K - $20.5K
|
13.8K
$863K
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
285+ 5.83% |
$17.6K - $20.4K
|
5.18K
$324K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
277+ 1.02% |
$17.1K - $19.9K
|
27.4K
$1.72M
|