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 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
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
277New |
$17.1K - $19.9K
|
277
$17.4K
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
276+ 4.91% |
$17K - $19.8K
|
5.9K
$370K
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
275+ 1.48% |
$17K - $19.7K
|
18.9K
$1.18M
|
|
Jan 21, 2025
Q4 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
273+ 2.22% |
$16.9K - $19.6K
|
12.6K
$788K
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
270+ 0.08% |
$16.7K - $19.4K
|
332K
$20.8M
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
267+ 2.53% |
$16.5K - $19.1K
|
10.8K
$677K
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
263+ 4.71% |
$16.2K - $18.9K
|
5.85K
$367K
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
262+ 1.65% |
$16.2K - $18.8K
|
16.2K
$1.01M
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
257+ 1.87% |
$15.9K - $18.4K
|
14K
$879K
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
254+ 7.03% |
$15.7K - $18.2K
|
3.87K
$242K
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
254+ 2.33% |
$15.7K - $18.2K
|
11.1K
$698K
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
251+ 1.11% |
$15.5K - $18K
|
22.9K
$1.44M
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
251+ 0.57% |
$15.5K - $18K
|
44.2K
$2.77M
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
246+ 2.89% |
$15.2K - $17.6K
|
8.76K
$549K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
244+ 1.66% |
$15.1K - $17.5K
|
15K
$937K
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
243+ 7.12% |
$15K - $17.4K
|
3.66K
$229K
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
235+ 2.1% |
$14.5K - $16.9K
|
11.4K
$718K
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
235+ 0.67% |
$14.5K - $16.9K
|
35.3K
$2.21M
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
232+ 3.34% |
$14.3K - $16.6K
|
7.17K
$449K
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
230+ 0.56% |
$14.2K - $16.5K
|
41.4K
$2.59M
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
228+ 5.58% |
$14.1K - $16.3K
|
4.32K
$270K
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
227+ 0.49% |
$14K - $16.3K
|
46.2K
$2.89M
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
227+ 47.69% |
$14K - $16.3K
|
703
$44.1K
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
221+ 4.13% |
$13.6K - $15.8K
|
5.57K
$349K
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
220+ 2.94% |
$13.6K - $15.8K
|
7.71K
$483K
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
217+ 1.44% |
$13.4K - $15.6K
|
15.3K
$957K
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
217+ 0.45% |
$13.4K - $15.6K
|
49K
$3.07M
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
212+ 1.77% |
$13.1K - $15.2K
|
12.2K
$762K
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
212+ 3.38% |
$13.1K - $15.2K
|
6.48K
$406K
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
211+ 1.36% |
$13K - $15.1K
|
15.8K
$988K
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
210+ 43.66% |
$13K - $15.1K
|
691
$43.3K
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
207+ 0.88% |
$12.8K - $14.8K
|
23.7K
$1.48M
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
202+ 0.34% |
$12.5K - $14.5K
|
60.1K
$3.77M
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
201+ 1.46% |
$12.4K - $14.4K
|
13.9K
$874K
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
197+ 5.45% |
$12.2K - $14.1K
|
3.81K
$239K
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
192+ 1.04% |
$11.9K - $13.8K
|
18.6K
$1.17M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
190+ 0.59% |
$11.7K - $13.6K
|
32.6K
$2.05M
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
189+ 2.04% |
$11.7K - $13.6K
|
9.47K
$593K
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
189+ 0.91% |
$11.7K - $13.6K
|
21K
$1.32M
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
188+ 0.86% |
$11.6K - $13.5K
|
22.1K
$1.39M
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
187+ 1.37% |
$11.5K - $13.4K
|
13.8K
$865K
|