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 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
39+ 0.39% |
$2.41K - $2.8K
|
10.1K
$723K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
39+ 0.15% |
$2.41K - $2.8K
|
25.5K
$1.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
39New |
$2.41K - $2.8K
|
39
$2.78K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
BUY
|
- |
38+ 0.43% |
$2.35K - $2.72K
|
8.84K
$631K
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
37+ 0.73% |
$2.28K - $2.65K
|
5.11K
$364K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
37+ 1.12% |
$2.28K - $2.65K
|
3.35K
$239K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
37+ 0.72% |
$2.28K - $2.65K
|
5.19K
$370K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
37+ 0.4% |
$2.28K - $2.65K
|
9.26K
$660K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
36+ 8.67% |
$2.22K - $2.58K
|
451
$32.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Cardinal Capital Management
|
BUY
|
- |
36+ 0.04% |
$2.22K - $2.58K
|
81.8K
$5.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
36+ 0.3% |
$2.22K - $2.58K
|
11.9K
$851K
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
35+ 0.13% |
$2.16K - $2.51K
|
26.1K
$1.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
34+ 0.13% |
$2.1K - $2.44K
|
25.3K
$1.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
34+ 0.64% |
$2.1K - $2.44K
|
5.37K
$383K
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
34+ 0.45% |
$2.1K - $2.44K
|
7.6K
$542K
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
34+ 0.59% |
$2.1K - $2.44K
|
5.77K
$412K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
33+ 0.59% |
$2.04K - $2.37K
|
5.64K
$403K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
33+ 0.57% |
$2.04K - $2.37K
|
5.77K
$412K
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
BUY
|
- |
33+ 0.52% |
$2.04K - $2.37K
|
6.38K
$455K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
33+ 0.65% |
$2.04K - $2.37K
|
5.12K
$366K
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
32+ 0.75% |
$1.98K - $2.29K
|
4.31K
$308K
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
32+ 0.22% |
$1.98K - $2.29K
|
14.6K
$1.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
32+ 0.65% |
$1.98K - $2.29K
|
4.99K
$356K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
32+ 2.6% |
$1.98K - $2.29K
|
1.26K
$90K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
32+ 0.66% |
$1.98K - $2.29K
|
4.91K
$350K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
31+ 0.61% |
$1.91K - $2.22K
|
5.12K
$365K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
31+ 0.01% |
$1.91K - $2.22K
|
270K
$19.2M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
31+ 0.38% |
$1.91K - $2.22K
|
8.19K
$584K
|
|
|
Jan 30, 2025
Q4 2024
|
Bull Street Advisors, LLC
|
BUY
|
- |
30+ 0.03% |
$1.85K - $2.15K
|
104K
$7.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
29+ 0.1% |
$1.79K - $2.08K
|
28.8K
$2.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
29+ 0.57% |
$1.79K - $2.08K
|
5.1K
$364K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
28+ 0.66% |
$1.73K - $2.01K
|
4.26K
$304K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
27+ 0.73% |
$1.67K - $1.94K
|
3.74K
$267K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
27+ 0.36% |
$1.67K - $1.94K
|
7.44K
$531K
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
27+ 0.26% |
$1.67K - $1.94K
|
10.3K
$736K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
26+ 0.46% |
$1.61K - $1.86K
|
5.7K
$407K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
26+ 1.43% |
$1.61K - $1.86K
|
1.85K
$132K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
25+ 0.15% |
$1.54K - $1.79K
|
16.3K
$1.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
25+ 0.68% |
$1.54K - $1.79K
|
3.7K
$264K
|
|
|
Feb 11, 2025
Q4 2024
|
Trust Investment Advisors
|
BUY
|
- |
25+ 0.51% |
$1.54K - $1.79K
|
4.94K
$352K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
25+ 0.13% |
$1.54K - $1.79K
|
19.1K
$1.36M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
24+ 0.15% |
$1.48K - $1.72K
|
15.7K
$1.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
24+ 1.19% |
$1.48K - $1.72K
|
2.04K
$145K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
23New |
$1.42K - $1.65K
|
23
$1.64K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
23+ 0.39% |
$1.42K - $1.65K
|
5.86K
$418K
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
23+ 0.61% |
$1.42K - $1.65K
|
3.82K
$272K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
22+ 0.67% |
$1.36K - $1.58K
|
3.29K
$235K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
22+ 0.04% |
$1.36K - $1.58K
|
54.8K
$3.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
22+ 0.64% |
$1.36K - $1.58K
|
3.47K
$248K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
20+ 0.32% |
$1.23K - $1.43K
|
6.25K
$446K
|