Purchases and Sales Made in Q3 2021 in Coca Cola CO (KO)
This table provides information about the institutional ownership of Coca Cola CO (KO) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-596- 67.34% |
$31.3K - $34.3K
|
289
$18.2K
|
|
|
Nov 12, 2021
Q3 2021
|
R.M.Sincerbeaux Capital Management LLC
|
SELL
|
- |
-600- 1.59% |
$31.5K - $34.5K
|
37.1K
$2.33M
|
|
|
Nov 02, 2021
Q3 2021
|
Saybrook Capital
|
SELL
|
- |
-600- 3.96% |
$31.5K - $34.5K
|
14.6K
$915K
|
|
|
Nov 15, 2021
Q3 2021
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-602- 3.31% |
$31.6K - $34.6K
|
17.6K
$1.11M
|
|
|
Nov 09, 2021
Q3 2021
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-602- 4.13% |
$31.6K - $34.6K
|
14K
$879K
|
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-612- 25.07% |
$32.1K - $35.2K
|
1.83K
$115K
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-619- 87.18% |
$32.5K - $35.6K
|
91
$5.72K
|
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-620- 8.24% |
$32.5K - $35.6K
|
6.9K
$434K
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-622- 0.97% |
$32.6K - $35.8K
|
63.4K
$3.98M
|
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-623- 4.39% |
$32.7K - $35.8K
|
13.6K
$853K
|
|
|
Oct 12, 2021
Q3 2021
|
Piscataqua Savings Bank
|
SELL
|
- |
-625- 15.75% |
$32.8K - $35.9K
|
3.34K
$210K
|
|
|
Nov 08, 2021
Q3 2021
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-625- 8.03% |
$32.8K - $35.9K
|
7.16K
$450K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-625- 2.95% |
$32.8K - $35.9K
|
20.5K
$1.29M
|
|
|
Nov 12, 2021
Q3 2021
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-625- 2.59% |
$32.8K - $35.9K
|
23.5K
$1.47M
|
|
|
Nov 03, 2021
Q3 2021
|
Gfs Advisors, LLC
|
SELL
|
- |
-630- 1.25% |
$33.1K - $36.2K
|
50K
$3.14M
|
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-630- 6.16% |
$33.1K - $36.2K
|
9.6K
$603K
|
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-631- 4.61% |
$33.1K - $36.3K
|
13K
$820K
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-633- 5.72% |
$33.2K - $36.4K
|
10.4K
$656K
|
|
|
Nov 12, 2021
Q3 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-639- 5.79% |
$33.5K - $36.7K
|
10.4K
$654K
|
|
|
Nov 04, 2021
Q3 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-656- 54.49% |
$34.4K - $37.7K
|
548
$34.4K
|
|
|
Oct 29, 2021
Q3 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-664- 13.39% |
$34.8K - $38.2K
|
4.3K
$270K
|
|
|
Nov 01, 2021
Q3 2021
|
Bank Ozk
|
SELL
|
- |
-665- 2.72% |
$34.9K - $38.2K
|
23.7K
$1.49M
|
|
|
Oct 26, 2021
Q3 2021
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-675- 1.29% |
$35.4K - $38.8K
|
51.8K
$3.26M
|
|
|
Nov 10, 2021
Q3 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-677- 0.19% |
$35.5K - $38.9K
|
356K
$22.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-680- 3.59% |
$35.7K - $39.1K
|
18.3K
$1.15M
|
|
|
Oct 18, 2021
Q3 2021
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-681- 1.46% |
$35.7K - $39.1K
|
45.8K
$2.88M
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-690- 2.61% |
$36.2K - $39.7K
|
25.8K
$1.62M
|
|
|
Oct 28, 2021
Q3 2021
|
Mechanics Bank Trust Department
|
SELL
|
- |
-693- 0.84% |
$36.4K - $39.8K
|
81.5K
$5.12M
|
|
|
May 20, 2022
Q3 2021
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-694- 2.21% |
$36.4K - $39.9K
|
30.7K
$1.93M
|
|
|
Nov 12, 2021
Q3 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-698- 2.43% |
$36.6K - $40.1K
|
28K
$1.76M
|
|
|
Oct 27, 2021
Q3 2021
|
Grant
|
SELL
|
- |
-699- 7.88% |
$36.7K - $40.2K
|
8.17K
$513K
|
|
|
Nov 05, 2021
Q3 2021
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-700- 7.04% |
$36.7K - $40.2K
|
9.24K
$581K
|
|
|
Nov 12, 2021
Q3 2021
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-700- 4.86% |
$36.7K - $40.2K
|
13.7K
$861K
|
|
|
Nov 15, 2021
Q3 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-711- 2.58% |
$37.3K - $40.9K
|
26.9K
$1.69M
|
|
|
Nov 15, 2021
Q3 2021
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
SELL
|
- |
-716- 1.0% |
$37.6K - $41.2K
|
71.1K
$4.47M
|
|
|
Nov 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-720- 4.99% |
$37.8K - $41.4K
|
13.7K
$862K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-724- 0.94% |
$38K - $41.6K
|
76.6K
$4.82M
|
|
|
Nov 15, 2021
Q3 2021
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-725- 0.87% |
$38K - $41.7K
|
82.8K
$5.21M
|
|
|
Oct 22, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-728- 4.35% |
$38.2K - $41.8K
|
16K
$1.01M
|
|
|
Oct 13, 2021
Q3 2021
|
Asset Management Corp
|
SELL
|
- |
-728- 1.72% |
$38.2K - $41.8K
|
41.6K
$2.61M
|
|
|
Feb 23, 2022
Q3 2021
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-740- 6.08% |
$38.8K - $42.5K
|
11.4K
$718K
|
|
|
Nov 04, 2021
Q3 2021
|
Close Asset Management LTD
|
SELL
|
- |
-752- 0.31% |
$39.5K - $43.2K
|
241K
$15.1M
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-752- 5.03% |
$39.5K - $43.2K
|
14.2K
$891K
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-756- 1.47% |
$39.7K - $43.5K
|
50.6K
$3.18M
|
|
|
Oct 12, 2021
Q3 2021
|
Cypress Capital Group
|
SELL
|
- |
-758- 1.19% |
$39.8K - $43.6K
|
62.8K
$3.94M
|
|
|
Nov 12, 2021
Q3 2021
|
Burney CO
Reston, VA |
SELL
|
- |
-781- 2.16% |
$41K - $44.9K
|
35.4K
$2.22M
|
|
|
Oct 06, 2021
Q3 2021
|
First Dallas Securities Inc.
|
SELL
|
- |
-800- 4.45% |
$42K - $46K
|
17.2K
$1.08M
|
|
|
Nov 10, 2021
Q3 2021
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-800- 4.53% |
$42K - $46K
|
16.8K
$1.06M
|
|
|
Oct 26, 2021
Q3 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-801- 8.35% |
$42K - $46K
|
8.79K
$552K
|
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-810- 0.24% |
$42.5K - $46.6K
|
333K
$20.9M
|