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
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
156+ 1.91% |
$9.63K - $11.2K
|
8.34K
$589K
|
|
Feb 12, 2025
Q4 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
152+ 0.13% |
$9.38K - $10.9K
|
118K
$8.31M
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
150+ 0.11% |
$9.26K - $10.8K
|
143K
$10.1M
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
150+ 4.57% |
$9.26K - $10.8K
|
3.44K
$242K
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
147+ 3.24% |
$9.08K - $10.5K
|
4.69K
$331K
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
147New |
$9.08K - $10.5K
|
147
$10.4K
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
147+ 0.62% |
$9.08K - $10.5K
|
23.9K
$1.69M
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
147New |
$9.08K - $10.5K
|
147
$10.4K
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
146+ 1.19% |
$9.01K - $10.5K
|
12.4K
$878K
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
146+ 3.15% |
$9.01K - $10.5K
|
4.78K
$337K
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
146New |
$9.01K - $10.5K
|
146
$10.3K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
145+ 4.41% |
$8.95K - $10.4K
|
3.43K
$242K
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
145+ 0.52% |
$8.95K - $10.4K
|
28.1K
$1.98M
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
143+ 1.5% |
$8.83K - $10.3K
|
9.7K
$685K
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
143+ 3.3% |
$8.83K - $10.3K
|
4.48K
$316K
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
141+ 0.6% |
$8.71K - $10.1K
|
23.6K
$1.66M
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
141+ 2.08% |
$8.71K - $10.1K
|
6.91K
$488K
|
|
Feb 05, 2025
Q4 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
140+ 1.68% |
$8.64K - $10K
|
8.46K
$597K
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
140+ 0.06% |
$8.64K - $10K
|
222K
$15.6M
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
140+ 1.44% |
$8.64K - $10K
|
9.88K
$697K
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
137+ 2.46% |
$8.46K - $9.82K
|
5.71K
$403K
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
137+ 0.38% |
$8.46K - $9.82K
|
36K
$2.54M
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
134+ 3.05% |
$8.27K - $9.61K
|
4.53K
$320K
|
|
Jan 28, 2025
Q4 2024
|
William Allan, LLC
|
BUY
|
- |
134+ 1.22% |
$8.27K - $9.61K
|
11.1K
$787K
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
134+ 3.32% |
$8.27K - $9.61K
|
4.17K
$295K
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
134+ 0.44% |
$8.27K - $9.61K
|
30.3K
$2.14M
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
133New |
$8.21K - $9.54K
|
133
$9.39K
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
133+ 1.34% |
$8.21K - $9.54K
|
10.1K
$711K
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
132+ 0.96% |
$8.15K - $9.47K
|
13.9K
$980K
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
130+ 2.81% |
$8.03K - $9.32K
|
4.76K
$336K
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
130+ 0.75% |
$8.03K - $9.32K
|
17.6K
$1.24M
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
128+ 1.38% |
$7.9K - $9.18K
|
9.41K
$664K
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
125+ 0.36% |
$7.72K - $8.96K
|
34.8K
$2.45M
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
124+ 0.6% |
$7.66K - $8.89K
|
20.8K
$1.47M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
123+ 0.84% |
$7.59K - $8.82K
|
14.8K
$1.04M
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
123+ 0.15% |
$7.59K - $8.82K
|
81.7K
$5.76M
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
122+ 1.7% |
$7.53K - $8.75K
|
7.32K
$516K
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
122+ 2.19% |
$7.53K - $8.75K
|
5.68K
$401K
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
122+ 0.88% |
$7.53K - $8.75K
|
14K
$989K
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
120+ 2.52% |
$7.41K - $8.61K
|
4.88K
$344K
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
120+ 2.5% |
$7.41K - $8.61K
|
4.91K
$347K
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
120New |
$7.41K - $8.61K
|
120
$8.47K
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
120+ 1.96% |
$7.41K - $8.61K
|
6.26K
$442K
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
117+ 2.3% |
$7.22K - $8.39K
|
5.2K
$367K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
117+ 0.32% |
$7.22K - $8.39K
|
37K
$2.61M
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
116+ 0.3% |
$7.16K - $8.32K
|
39.3K
$2.77M
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
116+ 0.53% |
$7.16K - $8.32K
|
21.9K
$1.54M
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
116+ 0.24% |
$7.16K - $8.32K
|
49.3K
$3.48M
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
115+ 0.2% |
$7.1K - $8.25K
|
58.4K
$4.12M
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
114+ 0.48% |
$7.04K - $8.17K
|
23.6K
$1.67M
|