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 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
104+ 0.46% |
$6.42K - $7.46K
|
22.7K
$1.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
104New |
$6.42K - $7.46K
|
104
$7.42K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
103+ 1.45% |
$6.36K - $7.39K
|
7.19K
$513K
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
103+ 0.42% |
$6.36K - $7.39K
|
24.5K
$1.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
103+ 0.15% |
$6.36K - $7.39K
|
69.2K
$4.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
103New |
$6.36K - $7.39K
|
103
$7.35K
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
103New |
$6.36K - $7.39K
|
103
$7.35K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
102+ 0.03% |
$6.3K - $7.31K
|
331K
$23.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
102+ 1.66% |
$6.3K - $7.31K
|
6.25K
$446K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
102+ 0.19% |
$6.3K - $7.31K
|
53K
$3.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
100+ 67.57% |
$6.17K - $7.17K
|
248
$17.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
100+ 0.59% |
$6.17K - $7.17K
|
17.1K
$1.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
100+ 0.48% |
$6.17K - $7.17K
|
21K
$1.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
100+ 2.67% |
$6.17K - $7.17K
|
3.85K
$274K
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
98+ 0.51% |
$6.05K - $7.03K
|
19.4K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
97+ 0.36% |
$5.99K - $6.96K
|
27K
$1.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
96New |
$5.93K - $6.88K
|
96
$6.85K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
95+ 1.43% |
$5.87K - $6.81K
|
6.73K
$480K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
95+ 0.47% |
$5.87K - $6.81K
|
20.3K
$1.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
93+ 11.63% |
$5.74K - $6.67K
|
893
$63.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
93+ 0.82% |
$5.74K - $6.67K
|
11.4K
$812K
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
BUY
|
- |
92+ 2.1% |
$5.68K - $6.6K
|
4.47K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
91+ 1.13% |
$5.62K - $6.53K
|
8.15K
$581K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
89New |
$5.49K - $6.38K
|
89
$6.35K
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
88+ 2.47% |
$5.43K - $6.31K
|
3.66K
$261K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
87+ 0.29% |
$5.37K - $6.24K
|
29.9K
$2.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
87+ 1.08% |
$5.37K - $6.24K
|
8.15K
$582K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
85+ 8.53% |
$5.25K - $6.1K
|
1.08K
$77.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
83+ 2.21% |
$5.12K - $5.95K
|
3.84K
$274K
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
81+ 0.21% |
$5K - $5.81K
|
37.9K
$2.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
80+ 1.79% |
$4.94K - $5.74K
|
4.55K
$325K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
80New |
$4.94K - $5.74K
|
80
$5.71K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
79+ 0.52% |
$4.88K - $5.67K
|
15.2K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
79+ 2.14% |
$4.88K - $5.67K
|
3.77K
$269K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
79+ 8.71% |
$4.88K - $5.67K
|
986
$70.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
77+ 0.22% |
$4.75K - $5.52K
|
34.6K
$2.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
76+ 1.33% |
$4.69K - $5.45K
|
5.78K
$412K
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
76+ 0.63% |
$4.69K - $5.45K
|
12.2K
$868K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
74+ 2.17% |
$4.57K - $5.31K
|
3.48K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
74+ 1.71% |
$4.57K - $5.31K
|
4.4K
$314K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
73+ 0.77% |
$4.51K - $5.23K
|
9.49K
$677K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
73+ 0.42% |
$4.51K - $5.23K
|
17.4K
$1.24M
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
72+ 1.84% |
$4.45K - $5.16K
|
4K
$285K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
72+ 0.72% |
$4.45K - $5.16K
|
10K
$717K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
72+ 0.57% |
$4.45K - $5.16K
|
12.6K
$902K
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
72+ 1.21% |
$4.45K - $5.16K
|
6.02K
$429K
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
70+ 2.9% |
$4.32K - $5.02K
|
2.48K
$177K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
68+ 1.64% |
$4.2K - $4.88K
|
4.23K
$302K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
68+ 0.69% |
$4.2K - $4.88K
|
9.89K
$706K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
68+ 0.7% |
$4.2K - $4.88K
|
9.75K
$696K
|