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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
79+ 8.71% |
$4.88K - $5.67K
|
986
$69.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
77+ 0.22% |
$4.75K - $5.52K
|
34.6K
$2.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
76+ 1.33% |
$4.69K - $5.45K
|
5.78K
$408K
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
76+ 0.63% |
$4.69K - $5.45K
|
12.2K
$858K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
74+ 2.17% |
$4.57K - $5.31K
|
3.48K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
74+ 1.71% |
$4.57K - $5.31K
|
4.4K
$311K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
73+ 0.77% |
$4.51K - $5.23K
|
9.49K
$670K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
73+ 0.42% |
$4.51K - $5.23K
|
17.4K
$1.23M
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
72+ 1.84% |
$4.45K - $5.16K
|
4K
$282K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
72+ 0.72% |
$4.45K - $5.16K
|
10K
$709K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
72+ 0.57% |
$4.45K - $5.16K
|
12.6K
$892K
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
72+ 1.21% |
$4.45K - $5.16K
|
6.02K
$425K
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
70+ 2.9% |
$4.32K - $5.02K
|
2.48K
$175K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
68+ 1.64% |
$4.2K - $4.88K
|
4.23K
$298K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
68+ 0.69% |
$4.2K - $4.88K
|
9.89K
$698K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
68+ 0.7% |
$4.2K - $4.88K
|
9.75K
$688K
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
67+ 1.92% |
$4.14K - $4.8K
|
3.56K
$251K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
66+ 1.47% |
$4.07K - $4.73K
|
4.57K
$323K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
65+ 1.92% |
$4.01K - $4.66K
|
3.44K
$243K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
65+ 51.18% |
$4.01K - $4.66K
|
192
$13.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
65+ 0.96% |
$4.01K - $4.66K
|
6.82K
$481K
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
64+ 1.55% |
$3.95K - $4.59K
|
4.19K
$296K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
64+ 0.5% |
$3.95K - $4.59K
|
12.8K
$903K
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
64+ 0.86% |
$3.95K - $4.59K
|
7.55K
$533K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
63+ 1.23% |
$3.89K - $4.52K
|
5.18K
$365K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
63+ 7.11% |
$3.89K - $4.52K
|
949
$67K
|
|
|
Jan 14, 2025
Q4 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
62+ 0.19% |
$3.83K - $4.45K
|
32.5K
$2.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
62+ 1.31% |
$3.83K - $4.45K
|
4.78K
$338K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
61+ 0.99% |
$3.77K - $4.37K
|
6.25K
$441K
|
|
|
Apr 22, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
61+ 2.1% |
$3.77K - $4.37K
|
2.96K
$209K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
60+ 1.55% |
$3.7K - $4.3K
|
3.93K
$277K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
59+ 0.83% |
$3.64K - $4.23K
|
7.21K
$509K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
58New |
$3.58K - $4.16K
|
58
$4.09K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
57+ 0.16% |
$3.52K - $4.09K
|
36.7K
$2.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
57+ 1.42% |
$3.52K - $4.09K
|
4.08K
$288K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
BUY
|
- |
56+ 0.81% |
$3.46K - $4.02K
|
6.96K
$491K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
56+ 0.67% |
$3.46K - $4.02K
|
8.41K
$594K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
56+ 0.32% |
$3.46K - $4.02K
|
17.7K
$1.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
55+ 1.4% |
$3.4K - $3.94K
|
3.97K
$280K
|
|
|
Feb 10, 2025
Q4 2024
|
Zevin Asset Management LLC
|
BUY
|
- |
55+ 1.43% |
$3.4K - $3.94K
|
3.9K
$275K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
52+ 0.9% |
$3.21K - $3.73K
|
5.82K
$411K
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
52+ 17.63% |
$3.21K - $3.73K
|
347
$24.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
51+ 1.35% |
$3.15K - $3.66K
|
3.84K
$271K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
51+ 0.34% |
$3.15K - $3.66K
|
15.1K
$1.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
51+ 0.86% |
$3.15K - $3.66K
|
5.98K
$422K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
51+ 0.3% |
$3.15K - $3.66K
|
17.1K
$1.21M
|
|
|
Jan 02, 2025
Q4 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
50+ 0.86% |
$3.09K - $3.59K
|
5.84K
$412K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
50+ 0.31% |
$3.09K - $3.59K
|
16.1K
$1.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
50+ 0.47% |
$3.09K - $3.59K
|
10.7K
$756K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
50+ 1.04% |
$3.09K - $3.59K
|
4.84K
$342K
|