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 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
20+ 0.74% |
$1.23K - $1.43K
|
2.71K
$194K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
20+ 0.41% |
$1.23K - $1.43K
|
4.91K
$350K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
20+ 0.09% |
$1.23K - $1.43K
|
21.3K
$1.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
20+ 0.44% |
$1.23K - $1.43K
|
4.59K
$327K
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
20+ 0.11% |
$1.23K - $1.43K
|
17.7K
$1.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
19+ 0.08% |
$1.17K - $1.36K
|
23.2K
$1.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
19+ 0.05% |
$1.17K - $1.36K
|
40K
$2.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
19+ 0.07% |
$1.17K - $1.36K
|
25.6K
$1.83M
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
19+ 0.14% |
$1.17K - $1.36K
|
13.3K
$948K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
18+ 0.33% |
$1.11K - $1.29K
|
5.41K
$386K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
18+ 0.59% |
$1.11K - $1.29K
|
3.09K
$221K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
18+ 5.66% |
$1.11K - $1.29K
|
336
$24K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
18+ 1.44% |
$1.11K - $1.29K
|
1.27K
$90.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
17+ 0.36% |
$1.05K - $1.22K
|
4.71K
$336K
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
17+ 0.11% |
$1.05K - $1.22K
|
15.6K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
17+ 0.19% |
$1.05K - $1.22K
|
8.9K
$635K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
16+ 0.12% |
$988 - $1.15K
|
13.8K
$986K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
16+ 0.04% |
$988 - $1.15K
|
38.4K
$2.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
16+ 1.34% |
$988 - $1.15K
|
1.21K
$86.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
16+ 2.85% |
$988 - $1.15K
|
577
$41.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
16+ 0.45% |
$988 - $1.15K
|
3.56K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
16+ 0.47% |
$988 - $1.15K
|
3.42K
$244K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
15+ 0.14% |
$926 - $1.08K
|
11.1K
$790K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
15+ 1.32% |
$926 - $1.08K
|
1.15K
$82.1K
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
15+ 0.15% |
$926 - $1.08K
|
10.2K
$724K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
14+ 0.18% |
$864 - $1K
|
7.76K
$553K
|
|
|
Feb 12, 2025
Q4 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
14+ 0.22% |
$864 - $1K
|
6.5K
$464K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
14+ 2.28% |
$864 - $1K
|
629
$44.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
13+ 0.35% |
$803 - $932
|
3.73K
$266K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
13New |
$803 - $932
|
13
$928
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
12+ 0.35% |
$741 - $861
|
3.49K
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
12+ 0.22% |
$741 - $861
|
5.52K
$394K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
11+ 12.09% |
$679 - $789
|
102
$7.28K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
11+ 1.18% |
$679 - $789
|
947
$67.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
10+ 0.22% |
$617 - $717
|
4.63K
$330K
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
10+ 0.1% |
$617 - $717
|
9.97K
$712K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
10+ 2.75% |
$617 - $717
|
374
$26.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
10+ 0.42% |
$617 - $717
|
2.38K
$170K
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
10+ 0.09% |
$617 - $717
|
11.4K
$813K
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
9+ 0.23% |
$556 - $645
|
3.93K
$281K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
9+ 0.23% |
$556 - $645
|
3.88K
$277K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
9+ 0.37% |
$556 - $645
|
2.42K
$173K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9+ 0.14% |
$556 - $645
|
6.47K
$461K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9+ 0.11% |
$556 - $645
|
7.87K
$561K
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
8+ 0.21% |
$494 - $574
|
3.87K
$276K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
8+ 0.22% |
$494 - $574
|
3.71K
$265K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
8+ 0.12% |
$494 - $574
|
6.62K
$473K
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
8+ 0.08% |
$494 - $574
|
9.77K
$697K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
8+ 0.04% |
$494 - $574
|
19K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
8+ 0.67% |
$494 - $574
|
1.21K
$86.3K
|