Purchases and Sales Made in Q3 2024 in Coca Cola CO (KO)
This table provides information about the institutional ownership of Coca Cola CO (KO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
48+ 0.93% |
$3.01K - $3.5K
|
5.22K
$372K
|
|
|
Oct 17, 2024
Q3 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
47+ 0.54% |
$2.95K - $3.43K
|
8.76K
$625K
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
47+ 1.18% |
$2.95K - $3.43K
|
4.02K
$287K
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
47+ 0.12% |
$2.95K - $3.43K
|
40.2K
$2.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
47+ 0.33% |
$2.95K - $3.43K
|
14.1K
$1.01M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
46+ 0.27% |
$2.88K - $3.36K
|
17K
$1.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
46+ 0.2% |
$2.88K - $3.36K
|
23K
$1.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
45+ 1.09% |
$2.82K - $3.29K
|
4.16K
$297K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
45+ 0.32% |
$2.82K - $3.29K
|
14.1K
$1M
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
44New |
$2.76K - $3.21K
|
44
$3.14K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
43+ 0.34% |
$2.7K - $3.14K
|
12.6K
$898K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
43+ 0.45% |
$2.7K - $3.14K
|
9.58K
$684K
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
42+ 0.69% |
$2.63K - $3.07K
|
6.1K
$435K
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
42+ 1.33% |
$2.63K - $3.07K
|
3.21K
$229K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
42+ 0.79% |
$2.63K - $3.07K
|
5.36K
$382K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
41+ 0.77% |
$2.57K - $2.99K
|
5.35K
$382K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
41+ 0.19% |
$2.57K - $2.99K
|
21.8K
$1.55M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
41+ 0.64% |
$2.57K - $2.99K
|
6.46K
$461K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
41+ 0.77% |
$2.57K - $2.99K
|
5.35K
$382K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
39+ 0.64% |
$2.44K - $2.85K
|
6.13K
$437K
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
38+ 0.53% |
$2.38K - $2.77K
|
7.19K
$513K
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
BUY
|
- |
38+ 0.29% |
$2.38K - $2.77K
|
13.3K
$951K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
38+ 0.38% |
$2.38K - $2.77K
|
9.98K
$712K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
37+ 2.65% |
$2.32K - $2.7K
|
1.43K
$102K
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
37+ 0.54% |
$2.32K - $2.7K
|
6.84K
$488K
|
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
37+ 0.22% |
$2.32K - $2.7K
|
16.6K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
36+ 0.05% |
$2.26K - $2.63K
|
78.3K
$5.59M
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
35+ 0.18% |
$2.19K - $2.56K
|
19.6K
$1.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
35+ 0.93% |
$2.19K - $2.56K
|
3.81K
$272K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
35+ 0.62% |
$2.19K - $2.56K
|
5.66K
$404K
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
35+ 0.28% |
$2.19K - $2.56K
|
12.7K
$908K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
35+ 0.03% |
$2.19K - $2.56K
|
100K
$7.14M
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
34+ 0.63% |
$2.13K - $2.48K
|
5.39K
$385K
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
34+ 0.21% |
$2.13K - $2.48K
|
15.9K
$1.14M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
33+ 0.12% |
$2.07K - $2.41K
|
27.2K
$1.94M
|
|
|
Oct 29, 2024
Q3 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
33+ 0.41% |
$2.07K - $2.41K
|
8.05K
$574K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
33+ 0.54% |
$2.07K - $2.41K
|
6.1K
$435K
|
|
|
Nov 05, 2024
Q3 2024
|
Hc Advisors, LLC
|
BUY
|
- |
32+ 0.6% |
$2.01K - $2.34K
|
5.33K
$380K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
32+ 0.19% |
$2.01K - $2.34K
|
16.6K
$1.19M
|
|
|
Jan 10, 2025
Q3 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
31+ 0.73% |
$1.94K - $2.26K
|
4.3K
$307K
|
|
|
Oct 08, 2024
Q3 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
30+ 0.85% |
$1.88K - $2.19K
|
3.54K
$253K
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
30+ 0.94% |
$1.88K - $2.19K
|
3.22K
$230K
|
|
|
Nov 12, 2024
Q3 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
30+ 0.75% |
$1.88K - $2.19K
|
4.02K
$287K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
29+ 0.82% |
$1.82K - $2.12K
|
3.57K
$254K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
29+ 0.28% |
$1.82K - $2.12K
|
10.4K
$745K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
29+ 0.49% |
$1.82K - $2.12K
|
6K
$428K
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
29+ 0.84% |
$1.82K - $2.12K
|
3.49K
$249K
|
|
|
Oct 01, 2024
Q3 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
28+ 0.49% |
$1.76K - $2.04K
|
5.79K
$413K
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
28+ 0.77% |
$1.76K - $2.04K
|
3.67K
$262K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
28+ 0.48% |
$1.76K - $2.04K
|
5.81K
$414K
|