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
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
112+ 3.28% |
$6.91K - $8.03K
|
3.53K
$221K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
111+ 1.01% |
$6.85K - $7.96K
|
11.1K
$698K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
110+ 2.72% |
$6.79K - $7.89K
|
4.15K
$260K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
110+ 2.12% |
$6.79K - $7.89K
|
5.31K
$333K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
108+ 2.19% |
$6.67K - $7.74K
|
5.05K
$316K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
108+ 2.75% |
$6.67K - $7.74K
|
4.04K
$253K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
106+ 0.78% |
$6.54K - $7.6K
|
13.7K
$856K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
104+ 0.46% |
$6.42K - $7.46K
|
22.7K
$1.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
103+ 1.45% |
$6.36K - $7.39K
|
7.19K
$451K
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
103+ 0.42% |
$6.36K - $7.39K
|
24.5K
$1.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
102+ 0.03% |
$6.3K - $7.31K
|
331K
$20.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
102+ 1.66% |
$6.3K - $7.31K
|
6.25K
$392K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
102+ 0.19% |
$6.3K - $7.31K
|
53K
$3.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
100+ 67.57% |
$6.17K - $7.17K
|
248
$15.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
100+ 0.59% |
$6.17K - $7.17K
|
17.1K
$1.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
100+ 0.48% |
$6.17K - $7.17K
|
21K
$1.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
98+ 0.51% |
$6.05K - $7.03K
|
19.4K
$1.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
96New |
$5.93K - $6.88K
|
96
$6.02K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
95+ 1.43% |
$5.87K - $6.81K
|
6.73K
$422K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
93+ 11.63% |
$5.74K - $6.67K
|
893
$56K
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
BUY
|
- |
92+ 2.1% |
$5.68K - $6.6K
|
4.47K
$280K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
87+ 0.29% |
$5.37K - $6.24K
|
29.9K
$1.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
87+ 1.08% |
$5.37K - $6.24K
|
8.15K
$511K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
85+ 8.53% |
$5.25K - $6.1K
|
1.08K
$67.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
80+ 1.79% |
$4.94K - $5.74K
|
4.55K
$285K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
79+ 0.52% |
$4.88K - $5.67K
|
15.2K
$952K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
79+ 2.14% |
$4.88K - $5.67K
|
3.77K
$236K
|
|
|
Jan 31, 2025
Q4 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
77+ 0.22% |
$4.75K - $5.52K
|
34.6K
$2.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
76+ 1.33% |
$4.69K - $5.45K
|
5.78K
$362K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
74+ 2.17% |
$4.57K - $5.31K
|
3.48K
$218K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
73+ 0.77% |
$4.51K - $5.23K
|
9.49K
$595K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
73+ 0.42% |
$4.51K - $5.23K
|
17.4K
$1.09M
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
72+ 1.84% |
$4.45K - $5.16K
|
4K
$250K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
72+ 0.72% |
$4.45K - $5.16K
|
10K
$630K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
72+ 0.57% |
$4.45K - $5.16K
|
12.6K
$792K
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
70+ 2.9% |
$4.32K - $5.02K
|
2.48K
$155K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
68+ 1.64% |
$4.2K - $4.88K
|
4.23K
$265K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
68+ 0.69% |
$4.2K - $4.88K
|
9.89K
$620K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
66+ 1.47% |
$4.07K - $4.73K
|
4.57K
$286K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
65+ 1.92% |
$4.01K - $4.66K
|
3.44K
$216K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
65+ 51.18% |
$4.01K - $4.66K
|
192
$12K
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
65+ 0.96% |
$4.01K - $4.66K
|
6.82K
$427K
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
64+ 1.55% |
$3.95K - $4.59K
|
4.19K
$263K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
64+ 0.5% |
$3.95K - $4.59K
|
12.8K
$801K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
63+ 1.23% |
$3.89K - $4.52K
|
5.18K
$324K
|
|
|
Jan 14, 2025
Q4 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
62+ 0.19% |
$3.83K - $4.45K
|
32.5K
$2.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
60+ 1.55% |
$3.7K - $4.3K
|
3.93K
$246K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
59+ 0.83% |
$3.64K - $4.23K
|
7.21K
$452K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
BUY
|
- |
56+ 0.81% |
$3.46K - $4.02K
|
6.96K
$436K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
56+ 0.67% |
$3.46K - $4.02K
|
8.41K
$527K
|