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
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
30+ 0.59% |
$1.63K - $1.93K
|
5.13K
$320K
|
|
|
Feb 06, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
30+ 0.36% |
$1.63K - $1.93K
|
8.46K
$528K
|
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
BUY
|
- |
29+ 0.48% |
$1.58K - $1.87K
|
6.08K
$379K
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.26% |
$1.58K - $1.87K
|
11.3K
$707K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
29+ 1.57% |
$1.58K - $1.87K
|
1.88K
$117K
|
|
|
Jan 27, 2023
Q4 2022
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
28+ 0.45% |
$1.52K - $1.8K
|
6.21K
$387K
|
|
|
Jan 25, 2023
Q4 2022
|
M. Kraus & CO
|
BUY
|
- |
27+ 0.38% |
$1.47K - $1.74K
|
7.22K
$450K
|
|
|
Feb 08, 2023
Q4 2022
|
Carson Advisory Inc.
|
BUY
|
- |
27+ 0.12% |
$1.47K - $1.74K
|
22.8K
$1.43M
|
|
|
Feb 09, 2023
Q4 2022
|
Schulhoff & CO Inc
|
BUY
|
- |
26+ 0.03% |
$1.41K - $1.67K
|
78.5K
$4.9M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
26+ 0.01% |
$1.41K - $1.67K
|
174K
$10.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
25+ 0.15% |
$1.36K - $1.61K
|
17.1K
$1.07M
|
|
|
Feb 06, 2023
Q4 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
25+ 0.16% |
$1.36K - $1.61K
|
16K
$995K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
25+ 0.94% |
$1.36K - $1.61K
|
2.7K
$168K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
23+ 0.33% |
$1.25K - $1.48K
|
6.98K
$435K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
23+ 1.2% |
$1.25K - $1.48K
|
1.94K
$121K
|
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
23+ 0.11% |
$1.25K - $1.48K
|
20.1K
$1.25M
|
|
|
Jan 27, 2023
Q4 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
23+ 0.25% |
$1.25K - $1.48K
|
9.1K
$567K
|
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
22+ 0.32% |
$1.2K - $1.42K
|
6.84K
$427K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
22+ 0.18% |
$1.2K - $1.42K
|
12K
$749K
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
21+ 0.11% |
$1.14K - $1.35K
|
18.9K
$1.18M
|
|
|
Feb 01, 2023
Q4 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
21+ 0.32% |
$1.14K - $1.35K
|
6.68K
$417K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
21+ 0.25% |
$1.14K - $1.35K
|
8.27K
$516K
|
|
|
Feb 15, 2023
Q4 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
21+ 0.12% |
$1.14K - $1.35K
|
17.4K
$1.09M
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
20+ 0.32% |
$1.09K - $1.29K
|
6.36K
$396K
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
20+ 0.99% |
$1.09K - $1.29K
|
2.05K
$128K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
18+ 0.67% |
$979 - $1.16K
|
2.71K
$169K
|
|
|
Jan 17, 2023
Q4 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
17+ 0.2% |
$925 - $1.09K
|
8.4K
$524K
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
BUY
|
- |
17+ 0.06% |
$925 - $1.09K
|
26.6K
$1.66M
|
|
|
Feb 03, 2023
Q4 2022
|
Callahan Advisors, LLC
|
BUY
|
- |
17+ 0.03% |
$925 - $1.09K
|
54.9K
$3.42M
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
17New |
$925 - $1.09K
|
17
$1.06K
|
|
|
Jan 24, 2023
Q4 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
16+ 0.35% |
$870 - $1.03K
|
4.61K
$287K
|
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
16+ 0.14% |
$870 - $1.03K
|
11.1K
$694K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
16+ 0.03% |
$870 - $1.03K
|
61.6K
$3.84M
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
BUY
|
- |
15+ 0.18% |
$816 - $966
|
8.42K
$525K
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
15+ 0.05% |
$816 - $966
|
31.1K
$1.94M
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
15+ 0.5% |
$816 - $966
|
3.05K
$190K
|
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
15+ 0.27% |
$816 - $966
|
5.57K
$347K
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
14+ 0.18% |
$761 - $901
|
7.65K
$477K
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
14+ 0.12% |
$761 - $901
|
11.7K
$729K
|
|
|
Feb 07, 2023
Q4 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
14+ 0.36% |
$761 - $901
|
3.89K
$242K
|
|
|
Feb 13, 2023
Q4 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
14+ 0.05% |
$761 - $901
|
25.5K
$1.59M
|
|
|
Feb 15, 2023
Q4 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
14+ 0.03% |
$761 - $901
|
55.4K
$3.46M
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
13+ 1.07% |
$707 - $837
|
1.22K
$76.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
12+ 0.12% |
$653 - $772
|
9.82K
$612K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
12+ 1.48% |
$653 - $772
|
821
$51.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
12+ 0.05% |
$653 - $772
|
24.7K
$1.54M
|
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
11+ 0.1% |
$598 - $708
|
10.7K
$665K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
11+ 0.2% |
$598 - $708
|
5.56K
$347K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
11+ 1.27% |
$598 - $708
|
877
$54.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Dagco, Inc.
|
BUY
|
- |
11+ 0.09% |
$598 - $708
|
12K
$750K
|