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
|
Key F Inancial Inc
|
BUY
|
- |
502+ 2.14% |
$31K - $36K
|
23.9K
$1.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
500+ 6.14% |
$30.9K - $35.9K
|
8.65K
$599K
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
494+ 8.84% |
$30.5K - $35.4K
|
6.08K
$421K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
492New |
$30.4K - $35.3K
|
492
$34.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
482+ 2.61% |
$29.8K - $34.6K
|
18.9K
$1.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
479+ 10.35% |
$29.6K - $34.3K
|
5.11K
$354K
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
479+ 4.63% |
$29.6K - $34.3K
|
10.8K
$751K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
478+ 4.09% |
$29.5K - $34.3K
|
12.2K
$843K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
477+ 2.43% |
$29.4K - $34.2K
|
20.1K
$1.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
474+ 16.29% |
$29.3K - $34K
|
3.38K
$234K
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
470+ 2.2% |
$29K - $33.7K
|
21.8K
$1.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
464+ 6.24% |
$28.6K - $33.3K
|
7.9K
$547K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
460+ 61.42% |
$28.4K - $33K
|
1.21K
$83.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
458+ 12.15% |
$28.3K - $32.8K
|
4.23K
$293K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
455+ 1.07% |
$28.1K - $32.6K
|
42.8K
$2.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
454+ 1.57% |
$28K - $32.6K
|
29.3K
$2.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
449+ 1.97% |
$27.7K - $32.2K
|
23.2K
$1.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
449+ 4.22% |
$27.7K - $32.2K
|
11.1K
$769K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
449+ 0.93% |
$27.7K - $32.2K
|
48.7K
$3.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
438+ 4.83% |
$27K - $31.4K
|
9.51K
$659K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
434New |
$26.8K - $31.1K
|
434
$30.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
426+ 5.55% |
$26.3K - $30.5K
|
8.11K
$562K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
424+ 10.5% |
$26.2K - $30.4K
|
4.46K
$309K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
423+ 1.01% |
$26.1K - $30.3K
|
42.3K
$2.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
418+ 0.39% |
$25.8K - $30K
|
107K
$7.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
415+ 1.29% |
$25.6K - $29.8K
|
32.6K
$2.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
413+ 1.41% |
$25.5K - $29.6K
|
29.7K
$2.06M
|
|
|
Feb 12, 2025
Q4 2024
|
X Square Capital, LLC
|
BUY
|
- |
413+ 1.35% |
$25.5K - $29.6K
|
31.1K
$2.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
411+ 14.22% |
$25.4K - $29.5K
|
3.3K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
411+ 1.17% |
$25.4K - $29.5K
|
35.5K
$2.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
408+ 9.85% |
$25.2K - $29.3K
|
4.55K
$315K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
405+ 0.79% |
$25K - $29K
|
51.6K
$3.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
402+ 3.16% |
$24.8K - $28.8K
|
13.1K
$909K
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
402+ 0.95% |
$24.8K - $28.8K
|
42.6K
$2.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
402+ 8.78% |
$24.8K - $28.8K
|
4.98K
$345K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
401+ 1.75% |
$24.8K - $28.8K
|
23.4K
$1.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
400+ 1.48% |
$24.7K - $28.7K
|
27.5K
$1.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
400+ 4.46% |
$24.7K - $28.7K
|
9.37K
$649K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
400+ 8.24% |
$24.7K - $28.7K
|
5.26K
$364K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
400New |
$24.7K - $28.7K
|
400
$27.7K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
400+ 6.35% |
$24.7K - $28.7K
|
6.7K
$464K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
395+ 4.43% |
$24.4K - $28.3K
|
9.32K
$646K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
392+ 2.43% |
$24.2K - $28.1K
|
16.5K
$1.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
384+ 9.19% |
$23.7K - $27.5K
|
4.56K
$316K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
382+ 66.67% |
$23.6K - $27.4K
|
955
$66.2K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
380+ 3.45% |
$23.5K - $27.2K
|
11.4K
$790K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
379+ 0.47% |
$23.4K - $27.2K
|
80.7K
$5.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
377+ 3.7% |
$23.3K - $27K
|
10.6K
$732K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
377+ 2.79% |
$23.3K - $27K
|
13.9K
$962K
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
376+ 6.6% |
$23.2K - $27K
|
6.07K
$421K
|