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 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
28+ 0.66% |
$1.73K - $2.01K
|
4.26K
$301K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
27+ 0.73% |
$1.67K - $1.94K
|
3.74K
$264K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
27+ 0.36% |
$1.67K - $1.94K
|
7.44K
$525K
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
27+ 0.26% |
$1.67K - $1.94K
|
10.3K
$728K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
26+ 0.46% |
$1.61K - $1.86K
|
5.7K
$402K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
26+ 1.43% |
$1.61K - $1.86K
|
1.85K
$130K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
25+ 0.15% |
$1.54K - $1.79K
|
16.3K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
25+ 0.68% |
$1.54K - $1.79K
|
3.7K
$261K
|
|
|
Feb 11, 2025
Q4 2024
|
Trust Investment Advisors
|
BUY
|
- |
25+ 0.51% |
$1.54K - $1.79K
|
4.94K
$349K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
25+ 0.13% |
$1.54K - $1.79K
|
19.1K
$1.35M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
24+ 0.15% |
$1.48K - $1.72K
|
15.7K
$1.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
24+ 1.19% |
$1.48K - $1.72K
|
2.04K
$144K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
23New |
$1.42K - $1.65K
|
23
$1.62K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
23+ 0.39% |
$1.42K - $1.65K
|
5.86K
$413K
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
23+ 0.61% |
$1.42K - $1.65K
|
3.82K
$270K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
22+ 0.67% |
$1.36K - $1.58K
|
3.29K
$232K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
22+ 0.04% |
$1.36K - $1.58K
|
54.8K
$3.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
22+ 0.64% |
$1.36K - $1.58K
|
3.47K
$245K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
20+ 0.32% |
$1.23K - $1.43K
|
6.25K
$441K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
20+ 0.74% |
$1.23K - $1.43K
|
2.71K
$192K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
20+ 0.41% |
$1.23K - $1.43K
|
4.91K
$346K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
20+ 0.09% |
$1.23K - $1.43K
|
21.3K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
20+ 0.44% |
$1.23K - $1.43K
|
4.59K
$324K
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
20+ 0.11% |
$1.23K - $1.43K
|
17.7K
$1.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
19+ 0.08% |
$1.17K - $1.36K
|
23.2K
$1.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
19+ 0.05% |
$1.17K - $1.36K
|
40K
$2.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
19+ 0.07% |
$1.17K - $1.36K
|
25.6K
$1.81M
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
19+ 0.14% |
$1.17K - $1.36K
|
13.3K
$938K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
18+ 0.33% |
$1.11K - $1.29K
|
5.41K
$382K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
18+ 0.59% |
$1.11K - $1.29K
|
3.09K
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
18+ 5.66% |
$1.11K - $1.29K
|
336
$23.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
18+ 1.44% |
$1.11K - $1.29K
|
1.27K
$89.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
17+ 0.36% |
$1.05K - $1.22K
|
4.71K
$333K
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
17+ 0.11% |
$1.05K - $1.22K
|
15.6K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
17+ 0.19% |
$1.05K - $1.22K
|
8.9K
$628K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
16+ 0.12% |
$988 - $1.15K
|
13.8K
$976K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
16+ 0.04% |
$988 - $1.15K
|
38.4K
$2.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
16+ 1.34% |
$988 - $1.15K
|
1.21K
$85.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
16+ 2.85% |
$988 - $1.15K
|
577
$40.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
16+ 0.45% |
$988 - $1.15K
|
3.56K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
16+ 0.47% |
$988 - $1.15K
|
3.42K
$241K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
15+ 0.14% |
$926 - $1.08K
|
11.1K
$782K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
15+ 1.32% |
$926 - $1.08K
|
1.15K
$81.2K
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
15+ 0.15% |
$926 - $1.08K
|
10.2K
$716K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
15+ 2.16% |
$926 - $1.08K
|
710
$50.1K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
14+ 0.18% |
$864 - $1K
|
7.76K
$547K
|
|
|
Feb 12, 2025
Q4 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
14+ 0.22% |
$864 - $1K
|
6.5K
$459K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
14+ 2.28% |
$864 - $1K
|
629
$44.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
13+ 0.35% |
$803 - $932
|
3.73K
$264K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
13New |
$803 - $932
|
13
$918
|