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 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.61K+ 3.09% |
$223K - $259K
|
120K
$7.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
3.54KNew |
$219K - $254K
|
3.54K
$226K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.52KNew |
$217K - $252K
|
3.52K
$225K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
3.47K+ 128.28% |
$214K - $249K
|
6.17K
$394K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
3.43KNew |
$212K - $246K
|
3.43K
$219K
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
3.39KNew |
$209K - $243K
|
3.39K
$216K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
3.36KNew |
$208K - $241K
|
3.36K
$215K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3.32K+ 11.62% |
$205K - $238K
|
31.9K
$2.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.3K+ 2.96% |
$204K - $236K
|
115K
$7.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Baillie Gifford & CO
|
BUY
|
- |
3.29K+ 0.39% |
$203K - $236K
|
852K
$54.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
3.28K+ 12.89% |
$203K - $235K
|
28.7K
$1.83M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
3.24KNew |
$200K - $232K
|
3.24K
$207K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
3.22KNew |
$199K - $231K
|
3.22K
$205K
|
|
|
Jan 15, 2025
Q4 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
3.17K+ 45.33% |
$196K - $227K
|
10.2K
$648K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.11K+ 1.27% |
$192K - $223K
|
249K
$15.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
3.08K+ 29.05% |
$190K - $221K
|
13.7K
$872K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
2.98KNew |
$184K - $213K
|
2.98K
$190K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.95K+ 3.16% |
$182K - $212K
|
96.5K
$6.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
2.94K+ 23.36% |
$181K - $211K
|
15.5K
$990K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.91K+ 6.77% |
$180K - $209K
|
45.9K
$2.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.91K+ 9.24% |
$179K - $208K
|
34.4K
$2.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
2.9K+ 21.32% |
$179K - $208K
|
16.5K
$1.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.9K+ 7.14% |
$179K - $208K
|
43.4K
$2.77M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.86K+ 7.53% |
$177K - $205K
|
40.9K
$2.61M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
2.84K+ 7.7% |
$175K - $204K
|
39.8K
$2.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.79K+ 9.31% |
$172K - $200K
|
32.8K
$2.09M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.79K+ 0.54% |
$172K - $200K
|
521K
$33.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
2.75K+ 1.34% |
$170K - $197K
|
208K
$13.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.74K+ 1.96% |
$169K - $197K
|
143K
$9.12M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
2.73K+ 113.4% |
$168K - $195K
|
5.13K
$327K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.71K+ 16.2% |
$167K - $194K
|
19.4K
$1.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
2.71K+ 42.35% |
$167K - $194K
|
9.09K
$580K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
2.68K+ 6.85% |
$166K - $192K
|
41.9K
$2.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.68K+ 4.02% |
$166K - $192K
|
69.5K
$4.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
2.65K+ 32.35% |
$164K - $190K
|
10.9K
$693K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.64K+ 3.09% |
$163K - $189K
|
87.9K
$5.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2.63K+ 9.47% |
$162K - $189K
|
30.4K
$1.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.49K+ 4.93% |
$154K - $179K
|
53.1K
$3.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
2.46KNew |
$152K - $177K
|
2.46K
$157K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
2.46K+ 5.96% |
$152K - $176K
|
43.6K
$2.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
2.41K+ 1.69% |
$149K - $173K
|
145K
$9.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.41K+ 2.47% |
$149K - $173K
|
100K
$6.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
2.4K+ 12.53% |
$148K - $172K
|
21.5K
$1.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.39K+ 6.52% |
$148K - $172K
|
39.1K
$2.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
2.38K+ 13.94% |
$147K - $170K
|
19.4K
$1.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
2.36K+ 10.4% |
$145K - $169K
|
25K
$1.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.33K+ 3.66% |
$144K - $167K
|
66K
$4.21M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
2.31KNew |
$143K - $166K
|
2.31K
$147K
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
2.3K+ 43.61% |
$142K - $165K
|
7.58K
$484K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
2.28K+ 3.92% |
$141K - $163K
|
60.3K
$3.85M
|