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 04, 2025
Q4 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
50+ 0.45% |
$3.09K - $3.59K
|
11.2K
$790K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
50+ 238.1% |
$3.09K - $3.59K
|
71
$5.01K
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
BUY
|
- |
49+ 0.26% |
$3.03K - $3.51K
|
18.7K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
49+ 0.46% |
$3.03K - $3.51K
|
10.6K
$751K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
48+ 1.3% |
$2.96K - $3.44K
|
3.75K
$265K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
48+ 0.34% |
$2.96K - $3.44K
|
14K
$990K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
48+ 0.4% |
$2.96K - $3.44K
|
12K
$849K
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
47+ 1.24% |
$2.9K - $3.37K
|
3.84K
$271K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
46+ 0.29% |
$2.84K - $3.3K
|
16K
$1.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
46+ 1.23% |
$2.84K - $3.3K
|
3.8K
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
46+ 12.92% |
$2.84K - $3.3K
|
402
$28.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
45+ 0.58% |
$2.78K - $3.23K
|
7.74K
$546K
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
44+ 0.58% |
$2.72K - $3.16K
|
7.68K
$542K
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
43+ 0.46% |
$2.65K - $3.08K
|
9.33K
$659K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
41+ 0.11% |
$2.53K - $2.94K
|
37.7K
$2.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
41+ 0.31% |
$2.53K - $2.94K
|
13.3K
$940K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
40+ 4.52% |
$2.47K - $2.87K
|
924
$65.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
39+ 1.12% |
$2.41K - $2.8K
|
3.54K
$250K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
39+ 0.39% |
$2.41K - $2.8K
|
10.1K
$715K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
39+ 0.15% |
$2.41K - $2.8K
|
25.5K
$1.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
39New |
$2.41K - $2.8K
|
39
$2.75K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
BUY
|
- |
38+ 0.43% |
$2.35K - $2.72K
|
8.84K
$624K
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
37+ 0.73% |
$2.28K - $2.65K
|
5.11K
$361K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
37+ 1.12% |
$2.28K - $2.65K
|
3.35K
$236K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
37+ 0.72% |
$2.28K - $2.65K
|
5.19K
$366K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
37+ 0.4% |
$2.28K - $2.65K
|
9.26K
$653K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
36+ 8.67% |
$2.22K - $2.58K
|
451
$31.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Cardinal Capital Management
|
BUY
|
- |
36+ 0.04% |
$2.22K - $2.58K
|
81.8K
$5.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
36+ 0.3% |
$2.22K - $2.58K
|
11.9K
$842K
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
35+ 0.13% |
$2.16K - $2.51K
|
26.1K
$1.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
34+ 0.13% |
$2.1K - $2.44K
|
25.3K
$1.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
34+ 0.64% |
$2.1K - $2.44K
|
5.37K
$379K
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
34+ 0.45% |
$2.1K - $2.44K
|
7.6K
$536K
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
34+ 0.59% |
$2.1K - $2.44K
|
5.77K
$407K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
33+ 0.59% |
$2.04K - $2.37K
|
5.64K
$398K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
33+ 0.57% |
$2.04K - $2.37K
|
5.77K
$408K
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
BUY
|
- |
33+ 0.52% |
$2.04K - $2.37K
|
6.38K
$450K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
33+ 0.65% |
$2.04K - $2.37K
|
5.12K
$362K
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
32+ 0.75% |
$1.98K - $2.29K
|
4.31K
$304K
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
32+ 0.22% |
$1.98K - $2.29K
|
14.6K
$1.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
32+ 0.65% |
$1.98K - $2.29K
|
4.99K
$352K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
32+ 2.6% |
$1.98K - $2.29K
|
1.26K
$89K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
32+ 0.66% |
$1.98K - $2.29K
|
4.91K
$346K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
31+ 0.61% |
$1.91K - $2.22K
|
5.12K
$361K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
31+ 0.01% |
$1.91K - $2.22K
|
270K
$19M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
31+ 0.38% |
$1.91K - $2.22K
|
8.19K
$578K
|
|
|
Jan 30, 2025
Q4 2024
|
Bull Street Advisors, LLC
|
BUY
|
- |
30+ 0.03% |
$1.85K - $2.15K
|
104K
$7.31M
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
30New |
$1.85K - $2.15K
|
30
$2.12K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
29+ 0.1% |
$1.79K - $2.08K
|
28.8K
$2.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
29+ 0.57% |
$1.79K - $2.08K
|
5.1K
$360K
|