Purchases and Sales Made in Q4 2022 in Coca Cola CO (KO)
This table provides information about the institutional ownership of Coca Cola CO (KO) during Q4 2022. 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 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
5.23K+ 37.4% |
$285K - $337K
|
19.2K
$1.21M
|
|
|
Feb 09, 2023
Q4 2022
|
Kidder Stephen W
|
BUY
|
- |
5.2K+ 66.24% |
$283K - $335K
|
13.1K
$820K
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
5.18K+ 66.93% |
$282K - $334K
|
12.9K
$812K
|
|
|
Jan 24, 2023
Q4 2022
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
5.18KNew |
$282K - $333K
|
5.18K
$325K
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.17K+ 95.04% |
$281K - $333K
|
10.6K
$667K
|
|
|
Mar 03, 2023
Q4 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
5.15KNew |
$280K - $332K
|
5.15K
$324K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5.15K+ 14.76% |
$280K - $331K
|
40K
$2.52M
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
5.12KNew |
$278K - $329K
|
5.12K
$322K
|
|
|
Feb 13, 2023
Q4 2022
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
5.12KNew |
$278K - $329K
|
5.12K
$321K
|
|
|
Feb 14, 2023
Q4 2022
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
5.11K+ 17.74% |
$278K - $329K
|
33.9K
$2.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
5.08KNew |
$276K - $327K
|
5.08K
$319K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5.07KNew |
$276K - $326K
|
5.07K
$318K
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
5.05K+ 22.5% |
$274K - $325K
|
27.5K
$1.73M
|
|
|
Jan 17, 2023
Q4 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
5.02K+ 2.58% |
$273K - $323K
|
200K
$12.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
5.01K+ 10.69% |
$273K - $323K
|
51.9K
$3.26M
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
4.99KNew |
$271K - $321K
|
4.99K
$313K
|
|
|
Feb 14, 2023
Q4 2022
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
4.97K+ 22.9% |
$270K - $320K
|
26.7K
$1.67M
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
4.96K+ 25.74% |
$270K - $319K
|
24.2K
$1.52M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.94K+ 27.78% |
$269K - $318K
|
22.7K
$1.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
4.9KNew |
$267K - $315K
|
4.9K
$308K
|
|
|
Feb 14, 2023
Q4 2022
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
4.9K+ 7.03% |
$266K - $315K
|
74.6K
$4.68M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
4.89K+ 8.59% |
$266K - $315K
|
61.8K
$3.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.85K+ 6.23% |
$264K - $312K
|
82.8K
$5.2M
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4.8K+ 1.96% |
$261K - $309K
|
249K
$15.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.77K+ 5.33% |
$260K - $307K
|
94.3K
$5.93M
|
|
|
Feb 24, 2023
Q4 2022
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
4.74KNew |
$258K - $305K
|
4.74K
$298K
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.72K+ 1.05% |
$257K - $304K
|
454K
$28.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
4.7K+ 99.81% |
$256K - $302K
|
9.41K
$591K
|
|
|
Feb 03, 2023
Q4 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
4.69K+ 2.75% |
$255K - $302K
|
175K
$11M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
4.6KNew |
$250K - $296K
|
4.6K
$289K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4.59K+ 5.64% |
$250K - $296K
|
86.1K
$5.41M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.58KNew |
$249K - $295K
|
4.58K
$288K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
4.57KNew |
$249K - $294K
|
4.57K
$287K
|
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
4.57KNew |
$248K - $294K
|
4.57K
$287K
|
|
|
Feb 03, 2023
Q4 2022
|
Cannell & Co.
New York, NY |
BUY
|
- |
4.55K+ 1.51% |
$248K - $293K
|
305K
$19.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.51KNew |
$245K - $290K
|
4.51K
$283K
|
|
|
Feb 16, 2023
Q4 2022
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
4.49KNew |
$244K - $289K
|
4.49K
$282K
|
|
|
Feb 14, 2023
Q4 2022
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
4.48KNew |
$244K - $288K
|
4.48K
$281K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.43KNew |
$241K - $285K
|
4.43K
$279K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.43K+ 5.69% |
$241K - $285K
|
82.2K
$5.16M
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
4.41KNew |
$240K - $284K
|
4.41K
$277K
|
|
|
Feb 13, 2023
Q4 2022
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
4.41K+ 4.09% |
$240K - $284K
|
112K
$7.05M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.4K+ 14.76% |
$239K - $283K
|
34.2K
$2.15M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.36K+ 17.95% |
$237K - $281K
|
28.6K
$1.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
4.33K+ 10.72% |
$235K - $278K
|
44.7K
$2.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
4.32K+ 75.08% |
$235K - $278K
|
10.1K
$633K
|
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
4.31KNew |
$235K - $278K
|
4.31K
$271K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.31K+ 4.16% |
$234K - $277K
|
108K
$6.77M
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
4.28KNew |
$233K - $275K
|
4.28K
$269K
|
|
|
Feb 14, 2023
Q4 2022
|
Atwater Malick LLC
|
BUY
|
- |
4.27K+ 3.56% |
$232K - $275K
|
124K
$7.8M
|