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 |
---|---|---|---|---|---|---|---|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
152+ 2.23% |
$8.27K - $9.78K
|
6.97K
$435K
|
|
Jan 13, 2023
Q4 2022
|
Norwood Financial Corp
|
BUY
|
- |
150+ 2.12% |
$8.16K - $9.66K
|
7.24K
$451K
|
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
BUY
|
- |
150+ 0.52% |
$8.16K - $9.66K
|
29.2K
$1.82M
|
|
Apr 14, 2023
Q4 2022
|
Ervin Investment Management, LLC
|
BUY
|
- |
150+ 4.63% |
$8.16K - $9.66K
|
3.39K
$211K
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
BUY
|
- |
148+ 1.45% |
$8.05K - $9.53K
|
10.4K
$648K
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
148+ 2.09% |
$8.05K - $9.53K
|
7.23K
$451K
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
148+ 2.6% |
$8.05K - $9.53K
|
5.85K
$365K
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
147+ 0.27% |
$8K - $9.46K
|
55.2K
$3.45M
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
147+ 0.62% |
$8K - $9.46K
|
23.7K
$1.48M
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
142+ 1.58% |
$7.72K - $9.14K
|
9.1K
$568K
|
|
Jan 23, 2023
Q4 2022
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
138+ 3.39% |
$7.51K - $8.88K
|
4.2K
$262K
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
137+ 0.93% |
$7.45K - $8.82K
|
14.9K
$928K
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
136+ 23.13% |
$7.4K - $8.75K
|
724
$45.2K
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
127New |
$6.91K - $8.17K
|
127
$7.92K
|
|
Jan 10, 2023
Q4 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
126+ 0.26% |
$6.85K - $8.11K
|
49K
$3.06M
|
|
Feb 10, 2023
Q4 2022
|
Klcm Advisors, Inc.
|
BUY
|
- |
125+ 1.33% |
$6.8K - $8.05K
|
9.5K
$592K
|
|
Feb 14, 2023
Q4 2022
|
Forbes J M & CO LLP
|
BUY
|
- |
125+ 0.05% |
$6.8K - $8.05K
|
255K
$15.9M
|
|
Jan 30, 2023
Q4 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
124+ 0.26% |
$6.74K - $7.98K
|
48.2K
$3.01M
|
|
Feb 01, 2023
Q4 2022
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
123+ 0.07% |
$6.69K - $7.92K
|
182K
$11.4M
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
121+ 0.21% |
$6.58K - $7.79K
|
56.5K
$3.52M
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
120+ 2.05% |
$6.53K - $7.72K
|
5.96K
$372K
|
|
Feb 13, 2023
Q4 2022
|
Spears Abacus Advisors LLC
|
BUY
|
- |
120+ 2.37% |
$6.53K - $7.72K
|
5.18K
$323K
|
|
Feb 14, 2023
Q4 2022
|
Biglari Capital Corp.
San Antonio, TX |
BUY
|
- |
120New |
$6.53K - $7.72K
|
120
$7.49K
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
120New |
$6.53K - $7.72K
|
120
$7.49K
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
119+ 1.01% |
$6.47K - $7.66K
|
11.9K
$744K
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
119+ 1.53% |
$6.47K - $7.66K
|
7.92K
$494K
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
119+ 0.62% |
$6.47K - $7.66K
|
19.3K
$1.21M
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
118+ 0.97% |
$6.42K - $7.6K
|
12.3K
$769K
|
|
Jan 17, 2023
Q4 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
117+ 2.58% |
$6.36K - $7.53K
|
4.65K
$290K
|
|
Feb 02, 2023
Q4 2022
|
Copperwynd Financial, LLC
|
BUY
|
- |
117+ 0.5% |
$6.36K - $7.53K
|
23.4K
$1.46M
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
BUY
|
- |
115+ 1.84% |
$6.25K - $7.4K
|
6.37K
$397K
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
115+ 2.64% |
$6.25K - $7.4K
|
4.47K
$279K
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
113+ 2.9% |
$6.15K - $7.27K
|
4.01K
$250K
|
|
Feb 14, 2023
Q4 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
112+ 1.0% |
$6.09K - $7.21K
|
11.4K
$709K
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
112+ 11.65% |
$6.09K - $7.21K
|
1.07K
$66.9K
|
|
Feb 08, 2023
Q4 2022
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
111+ 0.18% |
$6.04K - $7.15K
|
60.4K
$3.77M
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
111New |
$6.04K - $7.15K
|
111
$6.92K
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
108+ 2.48% |
$5.87K - $6.95K
|
4.46K
$278K
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
108+ 1.33% |
$5.87K - $6.95K
|
8.22K
$513K
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
106+ 1.47% |
$5.77K - $6.82K
|
7.33K
$457K
|
|
Feb 07, 2023
Q4 2022
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
104+ 1.42% |
$5.66K - $6.69K
|
7.42K
$463K
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
102+ 0.3% |
$5.55K - $6.57K
|
34K
$2.12M
|
|
Jan 17, 2023
Q4 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
100+ 5.16% |
$5.44K - $6.44K
|
2.04K
$127K
|
|
Jan 26, 2023
Q4 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
100+ 1.89% |
$5.44K - $6.44K
|
5.39K
$336K
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
98+ 1.14% |
$5.33K - $6.31K
|
8.69K
$542K
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
98+ 1.13% |
$5.33K - $6.31K
|
8.81K
$550K
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
98+ 1.68% |
$5.33K - $6.31K
|
5.94K
$371K
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
97+ 1.41% |
$5.28K - $6.24K
|
6.96K
$434K
|
|
Feb 13, 2023
Q4 2022
|
Marco Investment Management LLC
|
BUY
|
- |
95+ 0.03% |
$5.17K - $6.12K
|
288K
$18M
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
94+ 0.6% |
$5.11K - $6.05K
|
15.8K
$984K
|