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 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.02K+ 8.0% |
$55.5K - $65.7K
|
13.8K
$866K
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
1.01K+ 3.75% |
$55.1K - $65.2K
|
28.1K
$1.76M
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.01KNew |
$54.8K - $64.8K
|
1.01K
$63.3K
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.01K+ 1.19% |
$54.7K - $64.7K
|
85.5K
$5.37M
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1K+ 2.8% |
$54.4K - $64.4K
|
36.7K
$2.31M
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
989+ 1.0% |
$53.8K - $63.7K
|
99.7K
$6.27M
|
|
Feb 09, 2023
Q4 2022
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
989+ 12.29% |
$53.8K - $63.7K
|
9.03K
$568K
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
987+ 4.52% |
$53.7K - $63.5K
|
22.8K
$1.44M
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
983+ 2.81% |
$53.5K - $63.3K
|
36K
$2.26M
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
982New |
$53.4K - $63.2K
|
982
$61.7K
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
976New |
$53.1K - $62.8K
|
976
$61.3K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
970+ 2.43% |
$52.8K - $62.4K
|
40.8K
$2.56M
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
964+ 6.27% |
$52.4K - $62.1K
|
16.3K
$1.03M
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
963+ 14.62% |
$52.4K - $62K
|
7.55K
$475K
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
BUY
|
- |
961+ 4.4% |
$52.3K - $61.9K
|
22.8K
$1.43M
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
954+ 42.49% |
$51.9K - $61.4K
|
3.2K
$201K
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
942+ 2.05% |
$51.2K - $60.6K
|
46.9K
$2.95M
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
942+ 2.05% |
$51.2K - $60.6K
|
46.9K
$2.95M
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
937+ 5.78% |
$51K - $60.3K
|
17.1K
$1.08M
|
|
Jan 26, 2023
Q4 2022
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
925+ 5.84% |
$50.3K - $59.5K
|
16.8K
$1.05M
|
|
Feb 10, 2023
Q4 2022
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
900+ 10.61% |
$49K - $57.9K
|
9.38K
$590K
|
|
Feb 13, 2023
Q4 2022
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
887+ 10.79% |
$48.2K - $57.1K
|
9.11K
$572K
|
|
Feb 06, 2023
Q4 2022
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
880+ 6.48% |
$47.9K - $56.6K
|
14.5K
$908K
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
879+ 4.38% |
$47.8K - $56.6K
|
20.9K
$1.31M
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
878+ 3.72% |
$47.8K - $56.5K
|
24.5K
$1.54M
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
875+ 36.76% |
$47.6K - $56.3K
|
3.26K
$205K
|
|
Jan 23, 2023
Q4 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
870+ 6.98% |
$47.3K - $56K
|
13.3K
$838K
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
869New |
$47.3K - $55.9K
|
869
$54.6K
|
|
Feb 14, 2023
Q4 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
867+ 1.25% |
$47.2K - $55.8K
|
70.1K
$4.4M
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
858+ 1.0% |
$46.7K - $55.2K
|
86.8K
$5.45M
|
|
Feb 10, 2023
Q4 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
853+ 0.78% |
$46.4K - $54.9K
|
110K
$6.89M
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
850+ 17.33% |
$46.2K - $54.7K
|
5.76K
$362K
|
|
Feb 02, 2023
Q4 2022
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
845+ 11.46% |
$46K - $54.4K
|
8.22K
$516K
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
836+ 1.08% |
$45.5K - $53.8K
|
78.3K
$4.92M
|
|
Feb 07, 2023
Q4 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
828+ 26.41% |
$45K - $53.3K
|
3.96K
$249K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
827+ 0.67% |
$45K - $53.2K
|
125K
$7.85M
|
|
Jan 11, 2023
Q4 2022
|
Legacy Bridge, LLC
|
BUY
|
- |
824+ 14.5% |
$44.8K - $53K
|
6.51K
$409K
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
824+ 2060.0% |
$44.8K - $53K
|
864
$54.3K
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
818+ 3.78% |
$44.5K - $52.7K
|
22.5K
$1.41M
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
817+ 75.86% |
$44.4K - $52.6K
|
1.89K
$119K
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
816+ 408.0% |
$44.4K - $52.5K
|
1.02K
$63.8K
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
815+ 11.42% |
$44.3K - $52.5K
|
7.95K
$500K
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
811+ 14.48% |
$44.1K - $52.2K
|
6.41K
$403K
|
|
Jan 24, 2023
Q4 2022
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
810+ 1.02% |
$44.1K - $52.1K
|
80.6K
$5.06M
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
809+ 5.78% |
$44K - $52.1K
|
14.8K
$930K
|
|
Feb 14, 2023
Q4 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
801+ 0.15% |
$43.6K - $51.6K
|
528K
$33.2M
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
800+ 1.49% |
$43.5K - $51.5K
|
54.5K
$3.42M
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
784+ 3.64% |
$42.6K - $50.5K
|
22.3K
$1.4M
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
783+ 2.06% |
$42.6K - $50.4K
|
38.7K
$2.43M
|
|
Feb 01, 2023
Q4 2022
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
781+ 4.33% |
$42.5K - $50.3K
|
18.8K
$1.18M
|