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
|
Private Advisor Group, LLC
|
BUY
|
- |
12.2K+ 3.62% |
$751K - $873K
|
348K
$21.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
12.1K+ 242.89% |
$749K - $870K
|
17.1K
$1.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
11.8KNew |
$727K - $845K
|
11.8K
$738K
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
11.7KNew |
$721K - $838K
|
11.7K
$732K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
11.7K+ 78.47% |
$720K - $836K
|
26.5K
$1.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Alken Asset Management Ltd.
|
BUY
|
- |
11.1KNew |
$685K - $796K
|
11.1K
$696K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
11K+ 15.01% |
$677K - $787K
|
84.1K
$5.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
10.8KNew |
$668K - $775K
|
10.8K
$678K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
10.6K+ 11.92% |
$656K - $762K
|
99.8K
$6.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
10.5K+ 100.0% |
$648K - $753K
|
21K
$1.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
10.4KNew |
$641K - $744K
|
10.4K
$650K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
10.2K+ 62.18% |
$632K - $734K
|
26.7K
$1.67M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
10.2K+ 13.7% |
$631K - $733K
|
84.9K
$5.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
10.1KNew |
$626K - $728K
|
10.1K
$636K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
10.1KNew |
$624K - $725K
|
10.1K
$633K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
10K+ 0.6% |
$619K - $719K
|
1.67M
$105M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
9.87KNew |
$609K - $708K
|
9.87K
$618K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
9.79K+ 1.7% |
$605K - $702K
|
587K
$36.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
9.71K+ 71.84% |
$600K - $696K
|
23.2K
$1.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.52K+ 17.54% |
$588K - $682K
|
63.8K
$4M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.49K+ 5.41% |
$586K - $681K
|
185K
$11.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.32K+ 1.76% |
$576K - $669K
|
540K
$33.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
9.24K+ 7.05% |
$571K - $663K
|
140K
$8.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
9.11K+ 6.26% |
$562K - $653K
|
155K
$9.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
9.08KNew |
$561K - $651K
|
9.08K
$569K
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
8.92K+ 291.82% |
$551K - $640K
|
12K
$750K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.81K+ 1.0% |
$544K - $632K
|
893K
$56M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
8.77K+ 13.06% |
$542K - $629K
|
76K
$4.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.69K+ 12.41% |
$536K - $623K
|
78.7K
$4.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
8.61KNew |
$531K - $617K
|
8.61K
$539K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8.5K+ 87.71% |
$525K - $609K
|
18.2K
$1.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
8.48KNew |
$523K - $608K
|
8.48K
$531K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8.25K+ 4.36% |
$509K - $592K
|
197K
$12.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.94K+ 83.24% |
$490K - $569K
|
17.5K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
7.93K+ 95.86% |
$489K - $569K
|
16.2K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
7.88KNew |
$486K - $565K
|
7.88K
$494K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
7.81KNew |
$482K - $560K
|
7.81K
$490K
|
|
|
Jan 13, 2025
Q4 2024
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
7.81K+ 5.81% |
$482K - $560K
|
142K
$8.92M
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
7.74K+ 4.49% |
$478K - $555K
|
180K
$11.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
7.69KNew |
$475K - $551K
|
7.69K
$482K
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
7.62K+ 72.77% |
$471K - $547K
|
18.1K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7.53K+ 113.41% |
$465K - $540K
|
14.2K
$888K
|
|
|
Jan 14, 2025
Q4 2024
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
7.52KNew |
$464K - $539K
|
7.52K
$471K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
7.52K+ 12.7% |
$464K - $539K
|
66.7K
$4.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
7.46K+ 87.68% |
$461K - $535K
|
16K
$1M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
7.36K+ 7.89% |
$455K - $528K
|
101K
$6.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7.34K+ 8.89% |
$453K - $526K
|
89.8K
$5.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
7.31K+ 29.04% |
$452K - $524K
|
32.5K
$2.04M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
7.3KNew |
$451K - $524K
|
7.3K
$458K
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
7.18KNew |
$443K - $515K
|
7.18K
$450K
|