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 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
56+ 0.67% |
$3.46K - $4.02K
|
8.41K
$527K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
56+ 0.32% |
$3.46K - $4.02K
|
17.7K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
55+ 1.4% |
$3.4K - $3.94K
|
3.97K
$249K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
52+ 0.9% |
$3.21K - $3.73K
|
5.82K
$365K
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
51+ 1.35% |
$3.15K - $3.66K
|
3.84K
$240K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
51+ 0.34% |
$3.15K - $3.66K
|
15.1K
$944K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
51+ 0.86% |
$3.15K - $3.66K
|
5.98K
$375K
|
|
|
Jan 02, 2025
Q4 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
50+ 0.86% |
$3.09K - $3.59K
|
5.84K
$366K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
50+ 0.31% |
$3.09K - $3.59K
|
16.1K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
50+ 0.47% |
$3.09K - $3.59K
|
10.7K
$671K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
50+ 1.04% |
$3.09K - $3.59K
|
4.84K
$304K
|
|
|
Feb 04, 2025
Q4 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
50+ 0.45% |
$3.09K - $3.59K
|
11.2K
$701K
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
BUY
|
- |
49+ 0.26% |
$3.03K - $3.51K
|
18.7K
$1.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
48+ 1.3% |
$2.96K - $3.44K
|
3.75K
$235K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
48+ 0.34% |
$2.96K - $3.44K
|
14K
$879K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
46+ 0.29% |
$2.84K - $3.3K
|
16K
$1M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
46+ 1.23% |
$2.84K - $3.3K
|
3.8K
$238K
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
45+ 0.58% |
$2.78K - $3.23K
|
7.74K
$485K
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
44+ 0.58% |
$2.72K - $3.16K
|
7.68K
$481K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
41+ 0.11% |
$2.53K - $2.94K
|
37.7K
$2.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
39+ 1.12% |
$2.41K - $2.8K
|
3.54K
$222K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
39+ 0.39% |
$2.41K - $2.8K
|
10.1K
$635K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
BUY
|
- |
38+ 0.43% |
$2.35K - $2.72K
|
8.84K
$554K
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
37+ 0.73% |
$2.28K - $2.65K
|
5.11K
$320K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
37+ 1.12% |
$2.28K - $2.65K
|
3.35K
$210K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
36+ 8.67% |
$2.22K - $2.58K
|
451
$28.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Cardinal Capital Management
|
BUY
|
- |
36+ 0.04% |
$2.22K - $2.58K
|
81.8K
$5.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
35+ 0.13% |
$2.16K - $2.51K
|
26.1K
$1.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
34+ 0.13% |
$2.1K - $2.44K
|
25.3K
$1.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
34+ 0.64% |
$2.1K - $2.44K
|
5.37K
$337K
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
34+ 0.45% |
$2.1K - $2.44K
|
7.6K
$476K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
33+ 0.59% |
$2.04K - $2.37K
|
5.64K
$354K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
33+ 0.57% |
$2.04K - $2.37K
|
5.77K
$362K
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
BUY
|
- |
33+ 0.52% |
$2.04K - $2.37K
|
6.38K
$400K
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
32+ 0.75% |
$1.98K - $2.29K
|
4.31K
$270K
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
32+ 0.22% |
$1.98K - $2.29K
|
14.6K
$912K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
32+ 0.65% |
$1.98K - $2.29K
|
4.99K
$313K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
31+ 0.61% |
$1.91K - $2.22K
|
5.12K
$321K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
31+ 0.01% |
$1.91K - $2.22K
|
270K
$16.9M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
31+ 0.38% |
$1.91K - $2.22K
|
8.19K
$513K
|
|
|
Jan 30, 2025
Q4 2024
|
Bull Street Advisors, LLC
|
BUY
|
- |
30+ 0.03% |
$1.85K - $2.15K
|
104K
$6.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
29+ 0.1% |
$1.79K - $2.08K
|
28.8K
$1.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
29+ 0.57% |
$1.79K - $2.08K
|
5.1K
$320K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
28+ 0.66% |
$1.73K - $2.01K
|
4.26K
$267K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
27+ 0.73% |
$1.67K - $1.94K
|
3.74K
$235K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
27+ 0.36% |
$1.67K - $1.94K
|
7.44K
$466K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
26+ 0.46% |
$1.61K - $1.86K
|
5.7K
$357K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
26+ 1.43% |
$1.61K - $1.86K
|
1.85K
$116K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
25+ 0.15% |
$1.54K - $1.79K
|
16.3K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
25+ 0.68% |
$1.54K - $1.79K
|
3.7K
$232K
|