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
|
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
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
24+ 0.15% |
$1.48K - $1.72K
|
15.7K
$986K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
23New |
$1.42K - $1.65K
|
23
$1.44K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
23+ 0.39% |
$1.42K - $1.65K
|
5.86K
$367K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
22+ 0.67% |
$1.36K - $1.58K
|
3.29K
$206K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
22+ 0.04% |
$1.36K - $1.58K
|
54.8K
$3.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
20+ 0.32% |
$1.23K - $1.43K
|
6.25K
$391K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
20+ 0.74% |
$1.23K - $1.43K
|
2.71K
$170K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
20+ 0.41% |
$1.23K - $1.43K
|
4.91K
$308K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
19+ 0.08% |
$1.17K - $1.36K
|
23.2K
$1.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
19+ 0.05% |
$1.17K - $1.36K
|
40K
$2.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
18+ 0.33% |
$1.11K - $1.29K
|
5.41K
$339K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
17+ 0.36% |
$1.05K - $1.22K
|
4.71K
$295K
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
17+ 0.11% |
$1.05K - $1.22K
|
15.6K
$977K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
17+ 0.19% |
$1.05K - $1.22K
|
8.9K
$558K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
16+ 0.12% |
$988 - $1.15K
|
13.8K
$866K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
16+ 0.04% |
$988 - $1.15K
|
38.4K
$2.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
16+ 1.34% |
$988 - $1.15K
|
1.21K
$75.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
16+ 2.85% |
$988 - $1.15K
|
577
$36.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
15+ 0.14% |
$926 - $1.08K
|
11.1K
$694K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
15+ 1.32% |
$926 - $1.08K
|
1.15K
$72.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
11+ 12.09% |
$679 - $789
|
102
$6.39K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
11+ 1.18% |
$679 - $789
|
947
$59.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
10+ 0.22% |
$617 - $717
|
4.63K
$290K
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
10+ 0.1% |
$617 - $717
|
9.97K
$625K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
10+ 2.75% |
$617 - $717
|
374
$23.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
10+ 0.42% |
$617 - $717
|
2.38K
$149K
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
9+ 0.23% |
$556 - $645
|
3.93K
$247K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
9+ 0.23% |
$556 - $645
|
3.88K
$243K
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
8+ 0.21% |
$494 - $574
|
3.87K
$243K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
8+ 0.22% |
$494 - $574
|
3.71K
$233K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
8+ 0.12% |
$494 - $574
|
6.62K
$415K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
7+ 0.02% |
$432 - $502
|
31.2K
$1.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
7+ 0.08% |
$432 - $502
|
8.99K
$563K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
7+ 0.22% |
$432 - $502
|
3.23K
$202K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
7+ 0.15% |
$432 - $502
|
4.58K
$287K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
6+ 0.06% |
$370 - $430
|
9.88K
$619K
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
6+ 0.12% |
$370 - $430
|
4.91K
$308K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
5+ 0.07% |
$309 - $359
|
6.99K
$438K
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
5+ 0.09% |
$309 - $359
|
5.6K
$351K
|