Purchases and Sales Made in Q4 2021 in Coca Cola CO (KO)
This table provides information about the institutional ownership of Coca Cola CO (KO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3.61KNew |
$189K - $214K
|
3.61K
$227K
|
|
|
Apr 14, 2022
Q4 2021
|
Walker Asset Management, LLC
|
BUY
|
- |
3.6KNew |
$188K - $213K
|
3.6K
$226K
|
|
|
Feb 09, 2022
Q4 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
3.6KNew |
$188K - $213K
|
3.6K
$226K
|
|
|
Jan 21, 2022
Q4 2021
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
3.59K+ 15.29% |
$188K - $213K
|
27.1K
$1.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
3.59K+ 2.03% |
$188K - $213K
|
181K
$11.4M
|
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.59KNew |
$188K - $213K
|
3.59K
$226K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
3.59KNew |
$188K - $213K
|
3.59K
$226K
|
|
|
Feb 10, 2022
Q4 2021
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
3.59K+ 4.11% |
$188K - $213K
|
91K
$5.72M
|
|
|
Jan 03, 2022
Q4 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.58KNew |
$187K - $212K
|
3.58K
$225K
|
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
3.57K+ 0.7% |
$187K - $212K
|
514K
$32.3M
|
|
|
Jan 21, 2022
Q4 2021
|
Community Trust & Investment CO
|
BUY
|
- |
3.55K+ 7.22% |
$186K - $210K
|
52.8K
$3.32M
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.55K+ 31.26% |
$186K - $210K
|
14.9K
$937K
|
|
|
Jan 13, 2022
Q4 2021
|
Parkside Advisors LLC
|
BUY
|
- |
3.55KNew |
$186K - $210K
|
3.55K
$223K
|
|
|
Nov 14, 2022
Q4 2021
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.54KNew |
$185K - $210K
|
3.54K
$223K
|
|
|
Jan 24, 2022
Q4 2021
|
Arden Trust CO
|
BUY
|
- |
3.54K+ 8.24% |
$185K - $210K
|
46.5K
$2.92M
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.54KNew |
$185K - $209K
|
3.54K
$222K
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.53KNew |
$185K - $209K
|
3.53K
$222K
|
|
|
Sep 01, 2023
Q4 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
3.53KNew |
$184K - $209K
|
3.53K
$222K
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3.53KNew |
$184K - $209K
|
3.53K
$222K
|
|
|
Feb 11, 2022
Q4 2021
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
3.52KNew |
$184K - $208K
|
3.52K
$221K
|
|
|
Feb 03, 2022
Q4 2021
|
Manchester Financial Inc
|
BUY
|
- |
3.51KNew |
$184K - $208K
|
3.51K
$221K
|
|
|
May 23, 2022
Q4 2021
|
Chelsea Counsel CO
|
BUY
|
- |
3.5K+ 83.31% |
$183K - $207K
|
7.7K
$484K
|
|
|
Jan 27, 2022
Q4 2021
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
3.5K+ 87.5% |
$183K - $207K
|
7.5K
$471K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.5KNew |
$183K - $207K
|
3.5K
$220K
|
|
|
Feb 02, 2022
Q4 2021
|
Royal Harbor Partners, LLC
|
BUY
|
- |
3.49KNew |
$183K - $207K
|
3.49K
$219K
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.49KNew |
$182K - $206K
|
3.49K
$219K
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
3.46KNew |
$181K - $205K
|
3.46K
$217K
|
|
|
Feb 10, 2022
Q4 2021
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
3.46K+ 2.02% |
$181K - $205K
|
175K
$11M
|
|
|
Jan 27, 2022
Q4 2021
|
Zevin Asset Management LLC
|
BUY
|
- |
3.44KNew |
$180K - $204K
|
3.44K
$216K
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
3.44KNew |
$180K - $204K
|
3.44K
$216K
|
|
|
Feb 01, 2022
Q4 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
3.44KNew |
$180K - $204K
|
3.44K
$216K
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
3.43K+ 42.74% |
$179K - $203K
|
11.4K
$719K
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.43K+ 19.05% |
$179K - $203K
|
21.4K
$1.34M
|
|
|
Jan 27, 2022
Q4 2021
|
Wright Investors Service Inc
|
BUY
|
- |
3.41K+ 8.16% |
$178K - $202K
|
45.2K
$2.84M
|
|
|
May 09, 2023
Q4 2021
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
3.4K+ 27.43% |
$178K - $201K
|
15.8K
$993K
|
|
|
Feb 04, 2022
Q4 2021
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
3.4KNew |
$178K - $201K
|
3.4K
$214K
|
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
3.4KNew |
$178K - $201K
|
3.4K
$213K
|
|
|
Jan 21, 2022
Q4 2021
|
Cfm Wealth Partners LLC
|
BUY
|
- |
3.39K+ 15.12% |
$177K - $201K
|
25.8K
$1.62M
|
|
|
Feb 08, 2022
Q4 2021
|
Ervin Investment Management, LLC
|
BUY
|
- |
3.39KNew |
$177K - $201K
|
3.39K
$213K
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
3.37K+ 18.46% |
$176K - $200K
|
21.6K
$1.36M
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
3.36K+ 15.35% |
$176K - $199K
|
25.3K
$1.59M
|
|
|
Jan 14, 2022
Q4 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
3.32KNew |
$174K - $197K
|
3.32K
$209K
|
|
|
Jan 26, 2022
Q4 2021
|
Ballew Advisors, Inc
|
BUY
|
- |
3.3KNew |
$173K - $196K
|
3.3K
$207K
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
3.26K+ 4.45% |
$170K - $193K
|
76.4K
$4.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
3.25K+ 10.64% |
$170K - $193K
|
33.8K
$2.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.23K+ 23.66% |
$169K - $191K
|
16.9K
$1.06M
|
|
|
Feb 17, 2022
Q4 2021
|
Wafra Inc.
New York, NY |
BUY
|
- |
3.22K+ 0.55% |
$168K - $190K
|
592K
$37.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
3.21K+ 3.05% |
$168K - $190K
|
108K
$6.81M
|
|
|
Jan 27, 2022
Q4 2021
|
State Of Michigan Retirement System
|
BUY
|
- |
3.2K+ 0.33% |
$167K - $189K
|
979K
$61.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
3.2K+ 11.1% |
$167K - $189K
|
32K
$2.01M
|