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 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.52K+ 17.54% |
$588K - $682K
|
63.8K
$4.5M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.49K+ 5.41% |
$586K - $681K
|
185K
$13.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
9.47KNew |
$585K - $679K
|
9.47K
$668K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
9.46K+ 12.65% |
$584K - $678K
|
84.2K
$5.94M
|
|
|
Apr 04, 2025
Q4 2024
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
9.41KNew |
$581K - $675K
|
9.41K
$664K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.32K+ 1.76% |
$576K - $669K
|
540K
$38.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
9.3K+ 12.53% |
$574K - $667K
|
83.5K
$5.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
9.25K+ 7.5% |
$571K - $663K
|
133K
$9.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
9.24K+ 7.05% |
$571K - $663K
|
140K
$9.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
9.16K+ 24.6% |
$566K - $657K
|
46.4K
$3.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
9.11K+ 6.26% |
$562K - $653K
|
155K
$10.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
9.08KNew |
$561K - $651K
|
9.08K
$641K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9.04K+ 219.66% |
$558K - $648K
|
13.2K
$929K
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
9.02KNew |
$557K - $647K
|
9.02K
$637K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.02K+ 0.53% |
$557K - $646K
|
1.72M
$121M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.01K+ 4.66% |
$557K - $646K
|
202K
$14.3M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
8.96KNew |
$553K - $643K
|
8.96K
$632K
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
8.92KNew |
$551K - $640K
|
8.92K
$630K
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
8.92K+ 291.82% |
$551K - $640K
|
12K
$845K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.81K+ 1.0% |
$544K - $632K
|
893K
$63.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
8.77K+ 13.06% |
$542K - $629K
|
76K
$5.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.77K+ 6.69% |
$541K - $629K
|
140K
$9.87M
|
|
|
Feb 14, 2025
Q4 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
8.76KNew |
$541K - $628K
|
8.76K
$618K
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
8.71KNew |
$538K - $624K
|
8.71K
$615K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.69K+ 12.41% |
$536K - $623K
|
78.7K
$5.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
8.66KNew |
$535K - $621K
|
8.66K
$611K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
8.63K+ 2.59% |
$533K - $619K
|
342K
$24.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
8.61K+ 11.1% |
$532K - $618K
|
86.2K
$6.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
8.61KNew |
$531K - $617K
|
8.61K
$608K
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
8.57KNew |
$529K - $614K
|
8.57K
$605K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
8.56KNew |
$529K - $614K
|
8.56K
$604K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
8.52KNew |
$526K - $611K
|
8.52K
$601K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8.5K+ 87.71% |
$525K - $609K
|
18.2K
$1.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
8.48KNew |
$523K - $608K
|
8.48K
$599K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
8.45K+ 2.56% |
$522K - $606K
|
339K
$23.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Sciencast Management LP
|
BUY
|
- |
8.28K+ 22.72% |
$511K - $594K
|
44.7K
$3.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
8.26K+ 0.47% |
$510K - $592K
|
1.75M
$123M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8.25K+ 4.36% |
$509K - $592K
|
197K
$13.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
8.22K+ 56.91% |
$507K - $589K
|
22.7K
$1.6M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
8.21KNew |
$507K - $589K
|
8.21K
$580K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.07K+ 7.17% |
$498K - $578K
|
121K
$8.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.04KNew |
$497K - $577K
|
8.04K
$568K
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
8.02KNew |
$495K - $575K
|
8.02K
$566K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
7.99KNew |
$493K - $573K
|
7.99K
$564K
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
7.97KNew |
$492K - $572K
|
7.97K
$563K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.94K+ 83.24% |
$490K - $569K
|
17.5K
$1.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
7.93K+ 95.86% |
$489K - $569K
|
16.2K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
7.88KNew |
$486K - $565K
|
7.88K
$556K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
7.81KNew |
$482K - $560K
|
7.81K
$552K
|
|
|
Jan 13, 2025
Q4 2024
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
7.81K+ 5.81% |
$482K - $560K
|
142K
$10M
|