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 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
613New |
$37.8K - $44K
|
613
$43.3K
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
611+ 3.41% |
$37.7K - $43.8K
|
18.6K
$1.31M
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
611New |
$37.7K - $43.8K
|
611
$43.1K
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
610+ 2.61% |
$37.7K - $43.7K
|
23.9K
$1.69M
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
609+ 3.61% |
$37.6K - $43.7K
|
17.5K
$1.23M
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
604+ 6.74% |
$37.3K - $43.3K
|
9.57K
$675K
|
|
Feb 03, 2025
Q4 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
603+ 6.32% |
$37.2K - $43.2K
|
10.1K
$716K
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
603+ 9.8% |
$37.2K - $43.2K
|
6.76K
$477K
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
602+ 6.04% |
$37.2K - $43.2K
|
10.6K
$746K
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
600+ 4.41% |
$37K - $43K
|
14.2K
$1M
|
|
Feb 14, 2025
Q4 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
597+ 2.22% |
$36.9K - $42.8K
|
27.5K
$1.94M
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
593+ 11.4% |
$36.6K - $42.5K
|
5.79K
$409K
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
591+ 3.93% |
$36.5K - $42.4K
|
15.6K
$1.1M
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
578+ 9.54% |
$35.7K - $41.4K
|
6.64K
$469K
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
576+ 6.33% |
$35.6K - $41.3K
|
9.67K
$683K
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
558+ 2.91% |
$34.5K - $40K
|
19.7K
$1.39M
|
|
Feb 14, 2025
Q4 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
555+ 0.58% |
$34.3K - $39.8K
|
96.8K
$6.83M
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
551+ 2.2% |
$34K - $39.5K
|
25.6K
$1.81M
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
550+ 2.25% |
$34K - $39.4K
|
25K
$1.76M
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
548+ 3.92% |
$33.8K - $39.3K
|
14.5K
$1.02M
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
543+ 1.84% |
$33.5K - $38.9K
|
30.1K
$2.12M
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
541+ 16.01% |
$33.4K - $38.8K
|
3.92K
$277K
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
540+ 4.07% |
$33.3K - $38.7K
|
13.8K
$976K
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
536+ 1.37% |
$33.1K - $38.4K
|
39.8K
$2.81M
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
532+ 3.65% |
$32.8K - $38.1K
|
15.1K
$1.07M
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
528+ 2.54% |
$32.6K - $37.9K
|
21.3K
$1.51M
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
526+ 1.97% |
$32.5K - $37.7K
|
27.2K
$1.92M
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
520+ 4.97% |
$32.1K - $37.3K
|
11K
$775K
|
|
Feb 11, 2025
Q4 2024
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
520+ 9.68% |
$32.1K - $37.3K
|
5.89K
$416K
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
519+ 4.37% |
$32K - $37.2K
|
12.4K
$874K
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
514+ 8.28% |
$31.7K - $36.9K
|
6.72K
$474K
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
514New |
$31.7K - $36.9K
|
514
$36.3K
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
513+ 13.45% |
$31.7K - $36.8K
|
4.33K
$306K
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
512+ 5.08% |
$31.6K - $36.7K
|
10.6K
$748K
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
511+ 0.96% |
$31.5K - $36.6K
|
53.7K
$3.79M
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
510+ 1.03% |
$31.5K - $36.6K
|
50K
$3.53M
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
505+ 12.82% |
$31.2K - $36.2K
|
4.45K
$314K
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
503New |
$31.1K - $36.1K
|
503
$35.5K
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
502+ 2.14% |
$31K - $36K
|
23.9K
$1.69M
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
500+ 6.14% |
$30.9K - $35.9K
|
8.65K
$610K
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
500+ 3.02% |
$30.9K - $35.9K
|
17K
$1.2M
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
494+ 8.84% |
$30.5K - $35.4K
|
6.08K
$429K
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
492New |
$30.4K - $35.3K
|
492
$34.7K
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
482+ 2.61% |
$29.8K - $34.6K
|
18.9K
$1.34M
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
479+ 10.35% |
$29.6K - $34.3K
|
5.11K
$360K
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
479+ 4.63% |
$29.6K - $34.3K
|
10.8K
$765K
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
478+ 4.09% |
$29.5K - $34.3K
|
12.2K
$859K
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
477+ 2.43% |
$29.4K - $34.2K
|
20.1K
$1.42M
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
474+ 16.29% |
$29.3K - $34K
|
3.38K
$239K
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
470+ 2.2% |
$29K - $33.7K
|
21.8K
$1.54M
|