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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
2.18K+ 9.87% |
$119K - $141K
|
24.3K
$1.53M
|
|
|
Jan 17, 2023
Q4 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
2.18K+ 0.93% |
$119K - $140K
|
237K
$14.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Security Asset Management
|
BUY
|
- |
2.18K+ 60.61% |
$119K - $140K
|
5.78K
$363K
|
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
2.17K+ 9.95% |
$118K - $139K
|
23.9K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.16K+ 2.58% |
$117K - $139K
|
85.9K
$5.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
2.14K+ 31.18% |
$116K - $138K
|
9K
$566K
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.13K+ 5.78% |
$116K - $137K
|
39K
$2.45M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.13K+ 23.33% |
$116K - $137K
|
11.3K
$709K
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
2.13K+ 3.43% |
$116K - $137K
|
64.3K
$4.04M
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.13K+ 10.58% |
$116K - $137K
|
22.3K
$1.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.06K+ 4.03% |
$112K - $133K
|
53.2K
$3.34M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
2.05K+ 5.94% |
$112K - $132K
|
36.6K
$2.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
2.04K+ 3.55% |
$111K - $131K
|
59.4K
$3.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2.03KNew |
$111K - $131K
|
2.03K
$128K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
2.02K+ 38.54% |
$110K - $130K
|
7.24K
$455K
|
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2K+ 19.72% |
$109K - $129K
|
12.1K
$763K
|
|
|
Feb 13, 2023
Q4 2022
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.99K+ 1.94% |
$108K - $128K
|
104K
$6.56M
|
|
|
Feb 07, 2023
Q4 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.97K+ 3.59% |
$107K - $126K
|
56.7K
$3.56M
|
|
|
Jan 31, 2023
Q4 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
1.95K+ 9.17% |
$106K - $126K
|
23.2K
$1.46M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.93K+ 5.4% |
$105K - $124K
|
37.7K
$2.37M
|
|
|
Jan 30, 2023
Q4 2022
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
1.9K+ 2.76% |
$103K - $122K
|
70.6K
$4.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.88K+ 30.66% |
$102K - $121K
|
8.02K
$504K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.88K+ 0.85% |
$102K - $121K
|
222K
$14M
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.88K+ 13.31% |
$102K - $121K
|
16K
$1M
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
1.86K+ 8.71% |
$101K - $120K
|
23.2K
$1.46M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.82K+ 1.2% |
$98.9K - $117K
|
153K
$9.64M
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.8K+ 2.51% |
$98K - $116K
|
73.6K
$4.62M
|
|
|
Jan 25, 2023
Q4 2022
|
Pettee Investors, Inc.
|
BUY
|
- |
1.78K+ 25.83% |
$96.9K - $115K
|
8.68K
$546K
|
|
|
Jun 06, 2024
Q4 2022
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
1.77K+ 27.6% |
$96.5K - $114K
|
8.2K
$515K
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
1.77K+ 5.4% |
$96.2K - $114K
|
34.5K
$2.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
1.77K+ 1.29% |
$96.1K - $114K
|
139K
$8.73M
|
|
|
Jan 30, 2023
Q4 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
1.76K+ 4.3% |
$95.5K - $113K
|
42.6K
$2.68M
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.75K+ 5.0% |
$95.3K - $113K
|
36.8K
$2.31M
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
BUY
|
- |
1.75K+ 5.51% |
$95.2K - $113K
|
33.5K
$2.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.74K+ 4.17% |
$94.9K - $112K
|
43.6K
$2.74M
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
1.73KNew |
$93.9K - $111K
|
1.73K
$108K
|
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
BUY
|
- |
1.72K+ 7.26% |
$93.8K - $111K
|
25.5K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Global Investment Management CO
|
BUY
|
- |
1.72K+ 1.83% |
$93.7K - $111K
|
96K
$6.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
1.72KNew |
$93.3K - $110K
|
1.72K
$108K
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.7K+ 13.74% |
$92.7K - $110K
|
14.1K
$886K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.7K+ 4.3% |
$92.5K - $109K
|
41.2K
$2.59M
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.69K+ 3.87% |
$92K - $109K
|
45.4K
$2.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.69K+ 0.12% |
$91.9K - $109K
|
1.46M
$91.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.68K+ 2.65% |
$91.2K - $108K
|
64.9K
$4.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.66K+ 8.02% |
$90.4K - $107K
|
22.4K
$1.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.64K+ 11.34% |
$89.1K - $106K
|
16.1K
$1.01M
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.63K+ 0.68% |
$88.8K - $105K
|
241K
$15.1M
|
|
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.63K+ 4.04% |
$88.4K - $105K
|
41.8K
$2.63M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.61K+ 2.79% |
$87.7K - $104K
|
59.3K
$3.73M
|
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.6K+ 17.03% |
$87.2K - $103K
|
11K
$693K
|