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 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-1.37K- 5.33% |
$84.6K - $98.2K
|
24.3K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-1.38K- 9.01% |
$84.9K - $98.6K
|
13.9K
$956K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.38K- 19.46% |
$85K - $98.7K
|
5.7K
$393K
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-1.38K- 2.93% |
$85.2K - $99K
|
45.8K
$3.15M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.38K- 13.34% |
$85.4K - $99.2K
|
8.99K
$619K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.39K- 4.55% |
$85.6K - $99.5K
|
29.1K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-1.4K- 12.58% |
$86.3K - $100K
|
9.71K
$669K
|
|
|
Feb 10, 2025
Q4 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-1.4K- 0.56% |
$86.4K - $100K
|
250K
$17.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-1.41K- 2.9% |
$86.7K - $101K
|
47K
$3.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-1.41K- 2.36% |
$86.7K - $101K
|
58K
$4M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.43K- 2.63% |
$88.3K - $103K
|
52.9K
$3.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.43K- 4.56% |
$88.3K - $103K
|
29.9K
$2.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-1.45K- 28.34% |
$89.5K - $104K
|
3.67K
$253K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1.45K- 0.48% |
$89.8K - $104K
|
300K
$20.6M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-1.46KClosed |
$89.8K - $104K
|
0
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.46K- 4.76% |
$90.4K - $105K
|
29.3K
$2.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-1.47K- 12.71% |
$91K - $106K
|
10.1K
$697K
|
|
|
Feb 05, 2025
Q4 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-1.48K- 1.48% |
$91.2K - $106K
|
98.2K
$6.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.48K- 25.61% |
$91.3K - $106K
|
4.3K
$296K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-1.49K- 11.68% |
$91.7K - $107K
|
11.2K
$774K
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-1.5K- 22.7% |
$92.4K - $107K
|
5.09K
$351K
|
|
|
Feb 10, 2025
Q4 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-1.5K- 15.51% |
$92.6K - $108K
|
8.17K
$563K
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.51K- 3.31% |
$93.2K - $108K
|
44.2K
$3.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.53K- 2.86% |
$94.7K - $110K
|
52.1K
$3.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.56K- 0.63% |
$96.2K - $112K
|
246K
$16.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.56K- 0.22% |
$96.6K - $112K
|
700K
$48.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.58K- 4.39% |
$97.4K - $113K
|
34.4K
$2.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.58K- 1.4% |
$97.7K - $114K
|
112K
$7.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.6K- 8.11% |
$98.8K - $115K
|
18.1K
$1.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-1.6K- 11.11% |
$98.8K - $115K
|
12.8K
$882K
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-1.6K- 5.67% |
$98.9K - $115K
|
26.7K
$1.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-1.6K- 0.88% |
$98.9K - $115K
|
180K
$12.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.61K- 4.47% |
$99.5K - $116K
|
34.5K
$2.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-1.62K- 8.04% |
$99.7K - $116K
|
18.5K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.62K- 22.04% |
$99.7K - $116K
|
5.71K
$393K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.62K- 17.88% |
$100K - $116K
|
7.45K
$513K
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.63K- 0.89% |
$100K - $117K
|
181K
$12.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.63K- 2.15% |
$100K - $117K
|
74.1K
$5.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.65K- 8.91% |
$102K - $118K
|
16.9K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-1.65K- 32.63% |
$102K - $118K
|
3.41K
$235K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-1.65K- 2.71% |
$102K - $119K
|
59.3K
$4.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.67K- 8.64% |
$103K - $120K
|
17.6K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.67K- 11.69% |
$103K - $120K
|
12.6K
$871K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.68K- 1.45% |
$104K - $120K
|
114K
$7.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.68K- 1.12% |
$104K - $120K
|
148K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.69K- 4.18% |
$104K - $121K
|
38.7K
$2.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.7K- 0.92% |
$105K - $122K
|
183K
$12.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.7K- 25.07% |
$105K - $122K
|
5.08K
$350K
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
SELL
|
- |
-1.71K- 10.04% |
$105K - $122K
|
15.3K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.75K- 5.88% |
$108K - $126K
|
28K
$1.93M
|