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
|
Weatherly Asset Management L. P.
|
BUY
|
- |
3.68K+ 3.84% |
$227K - $264K
|
99.4K
$7.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.67K+ 13.83% |
$226K - $263K
|
30.2K
$2.15M
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
3.67KNew |
$226K - $263K
|
3.67K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
3.66KNew |
$226K - $263K
|
3.66K
$261K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
3.64KNew |
$225K - $261K
|
3.64K
$259K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
3.63K+ 1.84% |
$224K - $260K
|
201K
$14.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
3.61K+ 20077.78% |
$223K - $259K
|
3.63K
$258K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
3.61KNew |
$223K - $259K
|
3.61K
$257K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
3.61K+ 11.45% |
$223K - $259K
|
35.2K
$2.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.61K+ 3.09% |
$223K - $259K
|
120K
$8.57M
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
3.59K+ 4.44% |
$222K - $257K
|
84.5K
$6.01M
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
3.59KNew |
$221K - $257K
|
3.59K
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
3.56KNew |
$220K - $256K
|
3.56K
$254K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
3.54KNew |
$219K - $254K
|
3.54K
$252K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.52KNew |
$217K - $252K
|
3.52K
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
3.48KNew |
$215K - $250K
|
3.48K
$248K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
3.47K+ 128.28% |
$214K - $249K
|
6.17K
$439K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
3.47KNew |
$214K - $248K
|
3.47K
$247K
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
3.46KNew |
$213K - $248K
|
3.46K
$246K
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
3.44KNew |
$213K - $247K
|
3.44K
$245K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3.44K+ 7.86% |
$212K - $246K
|
47.1K
$3.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
3.43KNew |
$212K - $246K
|
3.43K
$244K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
3.4KNew |
$210K - $244K
|
3.4K
$242K
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
3.39KNew |
$209K - $243K
|
3.39K
$241K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.39K+ 8.38% |
$209K - $243K
|
43.8K
$3.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
3.36KNew |
$208K - $241K
|
3.36K
$239K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3.32K+ 11.62% |
$205K - $238K
|
31.9K
$2.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
3.3KNew |
$204K - $237K
|
3.3K
$235K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.3K+ 2.96% |
$204K - $236K
|
115K
$8.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Baillie Gifford & CO
|
BUY
|
- |
3.29K+ 0.39% |
$203K - $236K
|
852K
$60.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
3.28K+ 12.89% |
$203K - $235K
|
28.7K
$2.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
3.28KNew |
$202K - $235K
|
3.28K
$233K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
3.24KNew |
$200K - $232K
|
3.24K
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
3.23KNew |
$200K - $232K
|
3.23K
$230K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
3.22KNew |
$199K - $231K
|
3.22K
$229K
|
|
|
Jan 15, 2025
Q4 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
3.17K+ 45.33% |
$196K - $227K
|
10.2K
$723K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
3.15K+ 21.18% |
$194K - $226K
|
18K
$1.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.11K+ 1.27% |
$192K - $223K
|
249K
$17.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
3.08K+ 29.05% |
$190K - $221K
|
13.7K
$972K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
2.98KNew |
$184K - $213K
|
2.98K
$212K
|
|
|
Feb 13, 2025
Q4 2024
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
2.96K+ 0.78% |
$182K - $212K
|
384K
$27.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.95K+ 3.16% |
$182K - $212K
|
96.5K
$6.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
2.95K+ 30.81% |
$182K - $212K
|
12.5K
$892K
|
|
|
Jan 16, 2025
Q4 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
2.94K+ 23.36% |
$181K - $211K
|
15.5K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.91K+ 6.77% |
$180K - $209K
|
45.9K
$3.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.91K+ 9.24% |
$179K - $208K
|
34.4K
$2.45M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2.9KNew |
$179K - $208K
|
2.9K
$206K
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
2.9K+ 21.32% |
$179K - $208K
|
16.5K
$1.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.9K+ 7.14% |
$179K - $208K
|
43.4K
$3.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
2.89K+ 1.8% |
$179K - $207K
|
164K
$11.7M
|