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 07, 2023
Q4 2022
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
92+ 2.2% |
$5K - $5.92K
|
4.27K
$266K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
91+ 0.72% |
$4.95K - $5.86K
|
12.8K
$796K
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
90+ 0.58% |
$4.9K - $5.79K
|
15.6K
$972K
|
|
|
Jan 20, 2023
Q4 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
90+ 1.23% |
$4.9K - $5.79K
|
7.43K
$464K
|
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
90+ 0.25% |
$4.9K - $5.79K
|
36.4K
$2.27M
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
90+ 2.18% |
$4.9K - $5.79K
|
4.22K
$263K
|
|
|
Jan 27, 2023
Q4 2022
|
Optas, LLC
|
BUY
|
- |
88+ 1.69% |
$4.79K - $5.66K
|
5.29K
$330K
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
87+ 0.83% |
$4.73K - $5.6K
|
10.6K
$663K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
85+ 3.01% |
$4.62K - $5.47K
|
2.91K
$182K
|
|
|
Jan 30, 2023
Q4 2022
|
Cohen Investment Advisors LLC
|
BUY
|
- |
85+ 0.27% |
$4.62K - $5.47K
|
31.1K
$1.94M
|
|
|
Jan 10, 2023
Q4 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
84+ 0.17% |
$4.57K - $5.41K
|
50.2K
$3.13M
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
BUY
|
- |
84+ 0.22% |
$4.57K - $5.41K
|
38K
$2.37M
|
|
|
Jan 27, 2023
Q4 2022
|
Ade, LLC
|
BUY
|
- |
84+ 1.58% |
$4.57K - $5.41K
|
5.39K
$336K
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
83+ 1.89% |
$4.51K - $5.34K
|
4.47K
$279K
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
BUY
|
- |
82+ 0.02% |
$4.46K - $5.28K
|
353K
$22M
|
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
82+ 2.6% |
$4.46K - $5.28K
|
3.24K
$202K
|
|
|
Feb 03, 2023
Q4 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
82+ 0.3% |
$4.46K - $5.28K
|
27.1K
$1.69M
|
|
|
Feb 10, 2023
Q4 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
82+ 5.94% |
$4.46K - $5.28K
|
1.46K
$91.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
81+ 0.93% |
$4.41K - $5.21K
|
8.78K
$548K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
81+ 0.68% |
$4.41K - $5.21K
|
12.1K
$753K
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
80+ 2.03% |
$4.35K - $5.15K
|
4.01K
$250K
|
|
|
Jan 31, 2023
Q4 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
80+ 0.94% |
$4.35K - $5.15K
|
8.62K
$538K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
80+ 2.77% |
$4.35K - $5.15K
|
2.97K
$185K
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
79+ 1.28% |
$4.3K - $5.09K
|
6.24K
$389K
|
|
|
Feb 13, 2023
Q4 2022
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
79+ 1.08% |
$4.3K - $5.09K
|
7.4K
$462K
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
79+ 1.53% |
$4.3K - $5.09K
|
5.23K
$326K
|
|
|
Jan 25, 2023
Q4 2022
|
Vera Bank, N.A.
|
BUY
|
- |
78+ 0.36% |
$4.24K - $5.02K
|
22K
$1.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
78+ 0.91% |
$4.24K - $5.02K
|
8.67K
$541K
|
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
76+ 1.58% |
$4.13K - $4.89K
|
4.89K
$305K
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
76+ 0.16% |
$4.13K - $4.89K
|
48.6K
$3.03M
|
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
BUY
|
- |
75+ 0.24% |
$4.08K - $4.83K
|
31.4K
$1.96M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicholas Company, Inc.
|
BUY
|
- |
75+ 0.05% |
$4.08K - $4.83K
|
144K
$8.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
75+ 0.43% |
$4.08K - $4.83K
|
17.4K
$1.08M
|
|
|
Feb 13, 2024
Q4 2022
|
Nicholas Company, Inc.
|
BUY
|
- |
75+ 0.05% |
$4.08K - $4.83K
|
144K
$8.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
74+ 1.06% |
$4.02K - $4.76K
|
7.07K
$441K
|
|
|
Jan 25, 2023
Q4 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
71+ 0.15% |
$3.86K - $4.57K
|
46.5K
$2.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
BUY
|
- |
70+ 0.26% |
$3.81K - $4.51K
|
26.8K
$1.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
70+ 0.32% |
$3.81K - $4.51K
|
22.1K
$1.38M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
69+ 0.36% |
$3.75K - $4.44K
|
19.3K
$1.21M
|
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
69+ 0.59% |
$3.75K - $4.44K
|
11.7K
$729K
|
|
|
Feb 10, 2023
Q4 2022
|
Fortune 45 LLC
|
BUY
|
- |
68+ 1.38% |
$3.7K - $4.38K
|
4.98K
$311K
|
|
|
Jan 05, 2023
Q4 2022
|
Wela Strategies, Inc.
|
BUY
|
- |
67+ 1.51% |
$3.64K - $4.31K
|
4.5K
$281K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
67+ 5.1% |
$3.64K - $4.31K
|
1.38K
$86.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
66+ 1.92% |
$3.59K - $4.25K
|
3.51K
$219K
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
66+ 1.21% |
$3.59K - $4.25K
|
5.54K
$346K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
66+ 0.37% |
$3.59K - $4.25K
|
18K
$1.12M
|
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
BUY
|
- |
64+ 0.35% |
$3.48K - $4.12K
|
18.6K
$1.16M
|
|
|
Feb 01, 2023
Q4 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
63+ 0.48% |
$3.43K - $4.06K
|
13.2K
$822K
|
|
|
Jan 18, 2023
Q4 2022
|
Ckw Financial Group
|
BUY
|
- |
62+ 24.7% |
$3.37K - $3.99K
|
313
$19.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Clarus Group, Inc.
|
BUY
|
- |
62+ 0.85% |
$3.37K - $3.99K
|
7.39K
$461K
|