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 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
28+ 0.69% |
$1.76K - $2.04K
|
4.09K
$291K
|
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
28+ 0.12% |
$1.76K - $2.04K
|
24.1K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
28+ 0.11% |
$1.76K - $2.04K
|
25.8K
$1.84M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
26+ 0.21% |
$1.63K - $1.9K
|
12.2K
$871K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
26+ 0.71% |
$1.63K - $1.9K
|
3.71K
$264K
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
26+ 0.71% |
$1.63K - $1.9K
|
3.69K
$263K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
26+ 0.19% |
$1.63K - $1.9K
|
14K
$997K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
25+ 0.39% |
$1.57K - $1.83K
|
6.38K
$455K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
25+ 0.37% |
$1.57K - $1.83K
|
6.75K
$482K
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
25+ 0.11% |
$1.57K - $1.83K
|
22.4K
$1.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
25+ 0.06% |
$1.57K - $1.83K
|
43.9K
$3.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
25+ 0.11% |
$1.57K - $1.83K
|
23.8K
$1.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
24+ 0.21% |
$1.5K - $1.75K
|
11.6K
$830K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
24+ 0.23% |
$1.5K - $1.75K
|
10.6K
$756K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
24+ 0.06% |
$1.5K - $1.75K
|
42.2K
$3.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
24+ 0.43% |
$1.5K - $1.75K
|
5.59K
$399K
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
24+ 0.64% |
$1.5K - $1.75K
|
3.8K
$271K
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
23+ 0.31% |
$1.44K - $1.68K
|
7.33K
$523K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
22+ 0.02% |
$1.38K - $1.61K
|
140K
$10M
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
BUY
|
- |
21+ 0.1% |
$1.32K - $1.53K
|
20.6K
$1.47M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
21+ 0.49% |
$1.32K - $1.53K
|
4.33K
$309K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
21+ 0.82% |
$1.32K - $1.53K
|
2.58K
$184K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
20+ 0.27% |
$1.25K - $1.46K
|
7.47K
$533K
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
20+ 0.58% |
$1.25K - $1.46K
|
3.5K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
20+ 0.53% |
$1.25K - $1.46K
|
3.8K
$271K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
19+ 0.33% |
$1.19K - $1.39K
|
5.77K
$411K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
19+ 0.11% |
$1.19K - $1.39K
|
18K
$1.28M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
19+ 0.49% |
$1.19K - $1.39K
|
3.94K
$281K
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
18+ 0.59% |
$1.13K - $1.31K
|
3.08K
$220K
|
|
|
Nov 01, 2024
Q3 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
18+ 0.24% |
$1.13K - $1.31K
|
7.56K
$540K
|
|
|
Nov 14, 2024
Q3 2024
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
18+ 0.02% |
$1.13K - $1.31K
|
95K
$6.78M
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
17+ 0.3% |
$1.07K - $1.24K
|
5.61K
$400K
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
17+ 0.48% |
$1.07K - $1.24K
|
3.57K
$255K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
17+ 0.31% |
$1.07K - $1.24K
|
5.56K
$396K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
17+ 0.27% |
$1.07K - $1.24K
|
6.35K
$453K
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
17+ 0.42% |
$1.07K - $1.24K
|
4.1K
$292K
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
16+ 0.5% |
$1K - $1.17K
|
3.19K
$228K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
16+ 0.16% |
$1K - $1.17K
|
9.82K
$701K
|
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
16+ 0.45% |
$1K - $1.17K
|
3.6K
$257K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
16+ 0.48% |
$1K - $1.17K
|
3.38K
$241K
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
15+ 0.13% |
$940 - $1.1K
|
11.2K
$802K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15+ 0.32% |
$940 - $1.1K
|
4.74K
$338K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
15+ 3.25% |
$940 - $1.1K
|
476
$34K
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
15+ 0.3% |
$940 - $1.1K
|
5.07K
$362K
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
15+ 0.22% |
$940 - $1.1K
|
6.99K
$498K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
15+ 0.44% |
$940 - $1.1K
|
3.4K
$243K
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
15+ 0.02% |
$940 - $1.1K
|
78.7K
$5.61M
|
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
14+ 0.37% |
$878 - $1.02K
|
3.78K
$270K
|
|
|
Oct 29, 2024
Q3 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
14+ 0.09% |
$878 - $1.02K
|
15K
$1.07M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
14+ 0.32% |
$878 - $1.02K
|
4.33K
$309K
|