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 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
11+ 0.83% |
$598 - $708
|
1.34K
$83.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
11+ 0.15% |
$598 - $708
|
7.46K
$465K
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
10+ 0.16% |
$544 - $644
|
6.32K
$394K
|
|
|
Jan 31, 2023
Q4 2022
|
Scott & Selber, Inc.
|
BUY
|
- |
10+ 0.24% |
$544 - $644
|
4.26K
$265K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
10+ 0.11% |
$544 - $644
|
9.25K
$577K
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
9+ 0.3% |
$490 - $579
|
2.99K
$186K
|
|
|
Jan 24, 2023
Q4 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
9+ 0.09% |
$490 - $579
|
10.4K
$647K
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9+ 0.1% |
$490 - $579
|
9.47K
$591K
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
BUY
|
- |
8+ 0.05% |
$435 - $515
|
16.5K
$1.03M
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
8+ 0.03% |
$435 - $515
|
28.5K
$1.78M
|
|
|
Jan 24, 2023
Q4 2022
|
Lafayette Investments, Inc.
|
BUY
|
- |
8+ 0.01% |
$435 - $515
|
72K
$4.49M
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
8+ 0.04% |
$435 - $515
|
21K
$1.31M
|
|
|
Jan 31, 2023
Q4 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
8+ 0.47% |
$435 - $515
|
1.71K
$106K
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
8+ 0.06% |
$435 - $515
|
12.5K
$782K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
7+ 0.28% |
$381 - $451
|
2.47K
$154K
|
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
BUY
|
- |
7+ 17.95% |
$381 - $451
|
46
$2.87K
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
7+ 1.48% |
$381 - $451
|
481
$30K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
6+ 0.06% |
$326 - $386
|
10.2K
$637K
|
|
|
Feb 13, 2023
Q4 2022
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
6+ 0.05% |
$326 - $386
|
11K
$683K
|
|
|
Feb 13, 2023
Q4 2022
|
True North Advisors, LLC
|
BUY
|
- |
6+ 0.1% |
$326 - $386
|
6.22K
$388K
|
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
6+ 0.06% |
$326 - $386
|
10.7K
$665K
|
|
|
Jan 18, 2023
Q4 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
5+ 0.05% |
$272 - $322
|
9.57K
$597K
|
|
|
Feb 07, 2023
Q4 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
5+ 0.1% |
$272 - $322
|
4.95K
$309K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
5+ 0.08% |
$272 - $322
|
6.5K
$405K
|
|
|
Feb 13, 2023
Q4 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
5+ 0.13% |
$272 - $322
|
3.85K
$240K
|
|
|
Feb 14, 2023
Q4 2022
|
Wills Financial Group, Inc.
|
BUY
|
- |
5+ 0.04% |
$272 - $322
|
13.3K
$833K
|
|
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
5+ 0.48% |
$272 - $322
|
1.05K
$65.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
4+ 0.04% |
$218 - $257
|
11.4K
$711K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4+ 0.03% |
$218 - $257
|
14.8K
$924K
|
|
|
Feb 01, 2023
Q4 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
4+ 0.11% |
$218 - $257
|
3.61K
$225K
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
4+ 0.11% |
$218 - $257
|
3.65K
$227K
|
|
|
Feb 06, 2023
Q4 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
4+ 0.06% |
$218 - $257
|
6.58K
$411K
|
|
|
Feb 07, 2023
Q4 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
4+ 0.06% |
$218 - $257
|
6.73K
$420K
|
|
|
Feb 07, 2023
Q4 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
4+ 0.02% |
$218 - $257
|
25.6K
$1.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4+ 0.03% |
$218 - $257
|
13.9K
$865K
|
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
4+ 0.01% |
$218 - $257
|
31.5K
$1.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4+ 0.09% |
$218 - $257
|
4.67K
$292K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
4+ 0.46% |
$218 - $257
|
882
$55K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3New |
$163 - $193
|
3
$187
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3+ 0.04% |
$163 - $193
|
8.12K
$507K
|
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
BUY
|
- |
3+ 0.05% |
$163 - $193
|
6.52K
$407K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3+ 0.0% |
$163 - $193
|
244K
$15.3M
|
|
|
Feb 02, 2023
Q4 2022
|
X Square Capital, LLC
|
BUY
|
- |
3+ 0.04% |
$163 - $193
|
8.31K
$518K
|
|
|
Feb 07, 2023
Q4 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
3+ 0.01% |
$163 - $193
|
22.6K
$1.41M
|
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
3+ 0.48% |
$163 - $193
|
631
$39.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Lewis Capital Management, LLC
|
BUY
|
- |
3+ 0.07% |
$163 - $193
|
4.32K
$270K
|
|
|
Feb 13, 2023
Q4 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
3+ 0.08% |
$163 - $193
|
3.82K
$238K
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
2+ 0.04% |
$109 - $129
|
4.72K
$294K
|
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
2+ 0.53% |
$109 - $129
|
382
$23.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2+ 0.0% |
$109 - $129
|
49.6K
$3.09M
|