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 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
194+ 1.14% |
$12K - $13.9K
|
17.2K
$1.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
192+ 1.04% |
$11.9K - $13.8K
|
18.6K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
190+ 0.59% |
$11.7K - $13.6K
|
32.6K
$2.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
189+ 2.04% |
$11.7K - $13.6K
|
9.47K
$675K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
189+ 0.91% |
$11.7K - $13.6K
|
21K
$1.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
188+ 0.86% |
$11.6K - $13.5K
|
22.1K
$1.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
187+ 1.37% |
$11.5K - $13.4K
|
13.8K
$985K
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
186+ 5.83% |
$11.5K - $13.3K
|
3.38K
$241K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
186+ 1.37% |
$11.5K - $13.3K
|
13.7K
$980K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
185+ 0.3% |
$11.4K - $13.3K
|
61.9K
$4.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
184+ 1.84% |
$11.4K - $13.2K
|
10.2K
$726K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
181+ 41.9% |
$11.2K - $13K
|
613
$43.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
178+ 2.9% |
$11K - $12.8K
|
6.33K
$451K
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
177+ 0.6% |
$10.9K - $12.7K
|
29.8K
$2.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
175+ 2.34% |
$10.8K - $12.5K
|
7.64K
$545K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
175+ 1.73% |
$10.8K - $12.5K
|
10.3K
$734K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
174New |
$10.7K - $12.5K
|
174
$12.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
173+ 11.87% |
$10.7K - $12.4K
|
1.63K
$116K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
172+ 2.34% |
$10.6K - $12.3K
|
7.51K
$536K
|
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
172+ 2.4% |
$10.6K - $12.3K
|
7.33K
$523K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
171+ 0.72% |
$10.6K - $12.3K
|
24K
$1.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
171+ 0.19% |
$10.6K - $12.3K
|
91.3K
$6.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
169+ 0.43% |
$10.4K - $12.1K
|
39.2K
$2.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
169+ 1.67% |
$10.4K - $12.1K
|
10.3K
$736K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
167+ 3.0% |
$10.3K - $12K
|
5.74K
$409K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
166+ 0.8% |
$10.2K - $11.9K
|
21K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
165+ 0.23% |
$10.2K - $11.8K
|
72K
$5.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
164+ 4.75% |
$10.1K - $11.8K
|
3.62K
$258K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
162+ 0.13% |
$10K - $11.6K
|
123K
$8.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
161+ 3.33% |
$9.94K - $11.5K
|
4.99K
$356K
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
BUY
|
- |
161+ 0.55% |
$9.94K - $11.5K
|
29.4K
$2.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
157+ 0.72% |
$9.69K - $11.3K
|
22K
$1.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
157+ 2.13% |
$9.69K - $11.3K
|
7.53K
$537K
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
157+ 1.42% |
$9.69K - $11.3K
|
11.2K
$798K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
156+ 3.02% |
$9.63K - $11.2K
|
5.33K
$380K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
156+ 1.91% |
$9.63K - $11.2K
|
8.34K
$595K
|
|
|
Feb 12, 2025
Q4 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
152+ 0.13% |
$9.38K - $10.9K
|
118K
$8.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
150+ 0.11% |
$9.26K - $10.8K
|
143K
$10.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
150+ 4.57% |
$9.26K - $10.8K
|
3.44K
$245K
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
147+ 3.24% |
$9.08K - $10.5K
|
4.69K
$335K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
147New |
$9.08K - $10.5K
|
147
$10.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
147+ 0.62% |
$9.08K - $10.5K
|
23.9K
$1.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
147New |
$9.08K - $10.5K
|
147
$10.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
146+ 1.19% |
$9.01K - $10.5K
|
12.4K
$887K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
146+ 3.15% |
$9.01K - $10.5K
|
4.78K
$341K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
145+ 4.41% |
$8.95K - $10.4K
|
3.43K
$245K
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
145+ 0.52% |
$8.95K - $10.4K
|
28.1K
$2M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
143+ 1.5% |
$8.83K - $10.3K
|
9.7K
$692K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
143+ 3.3% |
$8.83K - $10.3K
|
4.48K
$319K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
141+ 0.6% |
$8.71K - $10.1K
|
23.6K
$1.68M
|