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 11, 2023
Q4 2022
|
Coho Partners, Ltd.
|
BUY
|
- |
4.25K+ 0.14% |
$231K - $274K
|
3.11M
$196M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.23K+ 4.71% |
$230K - $272K
|
94.1K
$5.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
4.22KNew |
$229K - $271K
|
4.22K
$265K
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
4.21KNew |
$229K - $271K
|
4.21K
$264K
|
|
|
Feb 13, 2023
Q4 2022
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
4.2K+ 62.29% |
$229K - $270K
|
10.9K
$688K
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.16KNew |
$226K - $268K
|
4.16K
$261K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4.14K+ 2.2% |
$225K - $266K
|
192K
$12.1M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.13K+ 69.22% |
$225K - $266K
|
10.1K
$635K
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
4.13KNew |
$225K - $266K
|
4.13K
$260K
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
4.13K+ 30.4% |
$224K - $266K
|
17.7K
$1.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
4.11KNew |
$224K - $265K
|
4.11K
$258K
|
|
|
Feb 06, 2023
Q4 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
4.1KNew |
$223K - $264K
|
4.1K
$258K
|
|
|
Feb 14, 2023
Q4 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
4.1K+ 0.59% |
$223K - $264K
|
701K
$44.1M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.09KNew |
$222K - $263K
|
4.09K
$257K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.07KNew |
$221K - $262K
|
4.07K
$256K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4.04K+ 23.11% |
$220K - $260K
|
21.5K
$1.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
4K+ 11.58% |
$218K - $258K
|
38.6K
$2.43M
|
|
|
Jan 23, 2023
Q4 2022
|
Goodwin Daniel L
|
BUY
|
- |
4KNew |
$218K - $257K
|
4K
$251K
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
3.99K+ 8.83% |
$217K - $257K
|
49.1K
$3.09M
|
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
3.94KNew |
$214K - $254K
|
3.94K
$248K
|
|
|
Jan 25, 2023
Q4 2022
|
Wedgewood Investors Inc
|
BUY
|
- |
3.92KNew |
$213K - $252K
|
3.92K
$246K
|
|
|
Feb 14, 2023
Q4 2022
|
Nbw Capital LLC
|
BUY
|
- |
3.92KNew |
$213K - $252K
|
3.92K
$246K
|
|
|
Feb 13, 2023
Q4 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
3.92K+ 3.45% |
$213K - $252K
|
117K
$7.37M
|
|
|
Feb 10, 2023
Q4 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
3.9K+ 2.29% |
$212K - $251K
|
174K
$11M
|
|
|
Feb 14, 2023
Q4 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
3.89K+ 44.44% |
$212K - $250K
|
12.6K
$794K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
3.89KNew |
$211K - $250K
|
3.89K
$244K
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
BUY
|
- |
3.88K+ 0.57% |
$211K - $250K
|
689K
$43.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.87K+ 13.41% |
$211K - $249K
|
32.7K
$2.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.87K+ 4.85% |
$210K - $249K
|
83.6K
$5.26M
|
|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.86KNew |
$210K - $249K
|
3.86K
$243K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
3.86KNew |
$210K - $249K
|
3.86K
$243K
|
|
|
Feb 09, 2023
Q4 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
3.86KNew |
$210K - $248K
|
3.86K
$242K
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
3.86KNew |
$210K - $248K
|
3.86K
$242K
|
|
|
Feb 08, 2023
Q4 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
3.84K+ 14.41% |
$209K - $247K
|
30.5K
$1.92M
|
|
|
Jan 11, 2023
Q4 2022
|
Sara Bay Financial
|
BUY
|
- |
3.84KNew |
$209K - $247K
|
3.84K
$241K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.83K+ 3.68% |
$208K - $247K
|
108K
$6.79M
|
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
3.81K+ 0.69% |
$207K - $245K
|
556K
$35M
|
|
|
Nov 06, 2024
Q4 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.78KNew |
$206K - $244K
|
3.78K
$238K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
3.77K+ 9.65% |
$205K - $243K
|
42.9K
$2.69M
|
|
|
Jan 11, 2023
Q4 2022
|
Enterprise Bank & Trust CO
|
BUY
|
- |
3.76KNew |
$205K - $242K
|
3.76K
$237K
|
|
|
Feb 08, 2023
Q4 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
3.75K+ 9.23% |
$204K - $241K
|
44.3K
$2.79M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
3.73KNew |
$203K - $240K
|
3.73K
$235K
|
|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
BUY
|
- |
3.72K+ 3.59% |
$203K - $240K
|
108K
$6.76M
|
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.71K+ 27.88% |
$202K - $238K
|
17K
$1.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
3.68K+ 20.16% |
$200K - $237K
|
22K
$1.38M
|
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
3.67KNew |
$200K - $236K
|
3.67K
$231K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3.67K+ 14.63% |
$200K - $236K
|
28.8K
$1.81M
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3.67KNew |
$199K - $236K
|
3.67K
$230K
|
|
|
Jan 30, 2023
Q4 2022
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
3.66KNew |
$199K - $236K
|
3.66K
$230K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.64K+ 5.79% |
$198K - $234K
|
66.5K
$4.18M
|