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 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.71K+ 16.2% |
$167K - $194K
|
19.4K
$1.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
2.71K+ 42.35% |
$167K - $194K
|
9.09K
$570K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.68K+ 4.02% |
$166K - $192K
|
69.5K
$4.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
2.65K+ 32.35% |
$164K - $190K
|
10.9K
$680K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.64K+ 3.09% |
$163K - $189K
|
87.9K
$5.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2.63K+ 9.47% |
$162K - $189K
|
30.4K
$1.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
2.46KNew |
$152K - $177K
|
2.46K
$154K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
2.46K+ 5.96% |
$152K - $176K
|
43.6K
$2.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
2.41K+ 1.69% |
$149K - $173K
|
145K
$9.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.41K+ 2.47% |
$149K - $173K
|
100K
$6.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
2.4K+ 12.53% |
$148K - $172K
|
21.5K
$1.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.39K+ 6.52% |
$148K - $172K
|
39.1K
$2.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
2.38K+ 13.94% |
$147K - $170K
|
19.4K
$1.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
2.36K+ 10.4% |
$145K - $169K
|
25K
$1.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.33K+ 3.66% |
$144K - $167K
|
66K
$4.13M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
2.31KNew |
$143K - $166K
|
2.31K
$145K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
2.28K+ 3.92% |
$141K - $163K
|
60.3K
$3.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.28K+ 24.04% |
$141K - $163K
|
11.7K
$736K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
2.23K+ 17.88% |
$138K - $160K
|
14.7K
$921K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.18K+ 24.81% |
$134K - $156K
|
11K
$687K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.1K+ 48.69% |
$130K - $151K
|
6.43K
$403K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
2.1K+ 4.68% |
$130K - $151K
|
47K
$2.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.09K+ 45.24% |
$129K - $150K
|
6.71K
$420K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
2.07K+ 12.17% |
$128K - $149K
|
19.1K
$1.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
2.06KNew |
$127K - $148K
|
2.06K
$129K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
2.03KNew |
$125K - $145K
|
2.03K
$127K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1.98KNew |
$122K - $142K
|
1.98K
$124K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.97K+ 41.22% |
$122K - $141K
|
6.76K
$423K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.95K+ 6.94% |
$120K - $140K
|
30K
$1.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
1.94K+ 10.44% |
$120K - $139K
|
20.5K
$1.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.93K+ 4.9% |
$119K - $138K
|
41.3K
$2.59M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.91K+ 10.69% |
$118K - $137K
|
19.8K
$1.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.91KNew |
$118K - $137K
|
1.91K
$119K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.87K+ 27.44% |
$115K - $134K
|
8.67K
$543K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
1.86K+ 1.71% |
$115K - $133K
|
110K
$6.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
1.86K+ 17.38% |
$115K - $133K
|
12.6K
$788K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.85K+ 0.59% |
$114K - $132K
|
317K
$19.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.84K+ 1.96% |
$113K - $132K
|
95.5K
$5.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.83K+ 28.72% |
$113K - $131K
|
8.22K
$515K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.83K+ 27.13% |
$113K - $131K
|
8.58K
$538K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.83KNew |
$113K - $131K
|
1.83K
$115K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
1.82K+ 0.19% |
$112K - $131K
|
985K
$61.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
1.82KNew |
$112K - $131K
|
1.82K
$114K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.8K+ 1.7% |
$111K - $129K
|
108K
$6.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.77K+ 4.41% |
$109K - $127K
|
41.8K
$2.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.76K+ 3.42% |
$109K - $126K
|
53.4K
$3.35M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.76K+ 27.24% |
$109K - $126K
|
8.21K
$515K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.72KNew |
$106K - $123K
|
1.72K
$108K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.68K+ 14.15% |
$103K - $120K
|
13.5K
$847K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
1.66K+ 2.41% |
$103K - $119K
|
70.7K
$4.43M
|