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 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
186+ 5.83% |
$11.5K - $13.3K
|
3.38K
$212K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
186+ 1.37% |
$11.5K - $13.3K
|
13.7K
$860K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
185+ 0.3% |
$11.4K - $13.3K
|
61.9K
$3.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
177+ 0.6% |
$10.9K - $12.7K
|
29.8K
$1.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
175+ 2.34% |
$10.8K - $12.5K
|
7.64K
$479K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
175+ 1.73% |
$10.8K - $12.5K
|
10.3K
$645K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
173+ 11.87% |
$10.7K - $12.4K
|
1.63K
$102K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
172+ 2.34% |
$10.6K - $12.3K
|
7.51K
$471K
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
169+ 0.43% |
$10.4K - $12.1K
|
39.2K
$2.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
169+ 1.67% |
$10.4K - $12.1K
|
10.3K
$646K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
166+ 0.8% |
$10.2K - $11.9K
|
21K
$1.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
164+ 4.75% |
$10.1K - $11.8K
|
3.62K
$227K
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
157+ 0.72% |
$9.69K - $11.3K
|
22K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
157+ 2.13% |
$9.69K - $11.3K
|
7.53K
$472K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
156+ 3.02% |
$9.63K - $11.2K
|
5.33K
$334K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
156+ 1.91% |
$9.63K - $11.2K
|
8.34K
$523K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
150+ 0.11% |
$9.26K - $10.8K
|
143K
$8.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
150+ 4.57% |
$9.26K - $10.8K
|
3.44K
$215K
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
147+ 3.24% |
$9.08K - $10.5K
|
4.69K
$294K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
147New |
$9.08K - $10.5K
|
147
$9.21K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
147+ 0.62% |
$9.08K - $10.5K
|
23.9K
$1.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
146+ 1.19% |
$9.01K - $10.5K
|
12.4K
$779K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
146+ 3.15% |
$9.01K - $10.5K
|
4.78K
$299K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
145+ 4.41% |
$8.95K - $10.4K
|
3.43K
$215K
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
145+ 0.52% |
$8.95K - $10.4K
|
28.1K
$1.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
143+ 1.5% |
$8.83K - $10.3K
|
9.7K
$608K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
143+ 3.3% |
$8.83K - $10.3K
|
4.48K
$281K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
141+ 0.6% |
$8.71K - $10.1K
|
23.6K
$1.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
137+ 2.46% |
$8.46K - $9.82K
|
5.71K
$358K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
137+ 0.38% |
$8.46K - $9.82K
|
36K
$2.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
134+ 3.05% |
$8.27K - $9.61K
|
4.53K
$284K
|
|
|
Jan 28, 2025
Q4 2024
|
William Allan, LLC
|
BUY
|
- |
134+ 1.22% |
$8.27K - $9.61K
|
11.1K
$698K
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
134+ 3.32% |
$8.27K - $9.61K
|
4.17K
$261K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
133New |
$8.21K - $9.54K
|
133
$8.34K
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
132+ 0.96% |
$8.15K - $9.47K
|
13.9K
$870K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
130+ 2.81% |
$8.03K - $9.32K
|
4.76K
$298K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
130+ 0.75% |
$8.03K - $9.32K
|
17.6K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
128+ 1.38% |
$7.9K - $9.18K
|
9.41K
$589K
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
125+ 0.36% |
$7.72K - $8.96K
|
34.8K
$2.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
123+ 0.84% |
$7.59K - $8.82K
|
14.8K
$927K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
122+ 1.7% |
$7.53K - $8.75K
|
7.32K
$458K
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
122+ 2.19% |
$7.53K - $8.75K
|
5.68K
$356K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
120+ 2.52% |
$7.41K - $8.61K
|
4.88K
$306K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
120+ 2.5% |
$7.41K - $8.61K
|
4.91K
$308K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
117+ 2.3% |
$7.22K - $8.39K
|
5.2K
$326K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
116+ 0.3% |
$7.16K - $8.32K
|
39.3K
$2.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
116+ 0.53% |
$7.16K - $8.32K
|
21.9K
$1.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
116+ 0.24% |
$7.16K - $8.32K
|
49.3K
$3.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
114+ 0.48% |
$7.04K - $8.17K
|
23.6K
$1.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
112+ 0.64% |
$6.91K - $8.03K
|
17.5K
$1.1M
|