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 |
|---|---|---|---|---|---|---|---|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
2+ 0.0% |
$109 - $129
|
332K
$20.7M
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.01% |
$54.4 - $64.4
|
8.46K
$528K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 1.75% |
$54.4 - $64.4
|
58
$3.62K
|
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$54.4 - $64.4
|
1.15K
$71.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
1+ 0.01% |
$54.4 - $64.4
|
13.3K
$830K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 1.1% |
$54.4 - $64.4
|
92
$5.74K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$54.4 - $64.4
|
4.38K
$273K
|
|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
1+ 0.0% |
$54.4 - $64.4
|
36.9K
$2.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
1New |
$54.4 - $64.4
|
1
$62.4
|
|
|
Feb 06, 2023
Q4 2022
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1+ 0.02% |
$54.4 - $64.4
|
4.68K
$292K
|
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.08% |
$54.4 - $64.4
|
1.3K
$81.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.02% |
$54.4 - $64.4
|
4.34K
$271K
|
|
|
Feb 13, 2023
Q4 2022
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
1+ 0.01% |
$54.4 - $64.4
|
10.1K
$630K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
1+ 0.0% |
$54.4 - $64.4
|
10.8M
$671M
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
1New |
$54.4 - $64.4
|
1
$62.4
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2- 0.04% |
$109 - $129
|
5.35K
$334K
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-2- -0.0% |
$109 - $129
|
76.9K
$4.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-2- 0.02% |
$109 - $129
|
10.2K
$636K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3- 0.06% |
$163 - $193
|
5.38K
$335K
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.07% |
$163 - $193
|
4.3K
$268K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4- 0.01% |
$218 - $257
|
53.8K
$3.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-5- 0.05% |
$272 - $322
|
10.6K
$660K
|
|
|
Feb 09, 2023
Q4 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-5- 0.02% |
$272 - $322
|
29.3K
$1.83M
|
|
|
Feb 13, 2023
Q4 2022
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-5- 0.04% |
$272 - $322
|
11.3K
$705K
|
|
|
Feb 13, 2023
Q4 2022
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-5- 0.01% |
$272 - $322
|
76.2K
$4.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-5- 0.02% |
$272 - $322
|
26.8K
$1.67M
|
|
|
Feb 03, 2023
Q4 2022
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-7- 0.01% |
$381 - $451
|
53.8K
$3.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-7- 0.01% |
$381 - $451
|
128K
$7.99M
|
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-8- 0.11% |
$435 - $515
|
7.09K
$442K
|
|
|
Oct 18, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-8- 0.01% |
$435 - $515
|
59.2K
$3.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-9- 0.09% |
$490 - $579
|
9.83K
$613K
|
|
|
Jan 13, 2023
Q4 2022
|
Joule Financial, LLC
|
SELL
|
- |
-10- 0.13% |
$544 - $644
|
7.72K
$481K
|
|
|
Jan 20, 2023
Q4 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-10- 0.07% |
$544 - $644
|
13.5K
$843K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-10- 0.22% |
$544 - $644
|
4.63K
$289K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-10- 2.72% |
$544 - $644
|
357
$22.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
SELL
|
- |
-11- 0.19% |
$598 - $708
|
5.8K
$362K
|
|
|
Feb 09, 2023
Q4 2022
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-11- 0.13% |
$598 - $708
|
8.62K
$537K
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-13- 0.28% |
$707 - $837
|
4.64K
$289K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-13- 0.04% |
$707 - $837
|
29.7K
$1.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Excalibur Management Corp
|
SELL
|
- |
-14- 0.05% |
$761 - $901
|
29.5K
$1.84M
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-18- 0.8% |
$979 - $1.16K
|
2.24K
$140K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-18- 0.54% |
$979 - $1.16K
|
3.35K
$209K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-19- 0.2% |
$1.03K - $1.22K
|
9.45K
$590K
|
|
|
Feb 07, 2023
Q4 2022
|
Oak Asset Management, LLC
|
SELL
|
- |
-19- 0.28% |
$1.03K - $1.22K
|
6.75K
$421K
|
|
|
Feb 10, 2023
Q4 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-19- 0.39% |
$1.03K - $1.22K
|
4.91K
$306K
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-19- 3.65% |
$1.03K - $1.22K
|
501
$31.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-20- 0.16% |
$1.09K - $1.29K
|
12.8K
$799K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-20- 2.22% |
$1.09K - $1.29K
|
882
$55K
|
|
|
Feb 07, 2023
Q4 2022
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-21- 0.47% |
$1.14K - $1.35K
|
4.41K
$275K
|
|
|
Feb 15, 2023
Q4 2022
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-21- 0.02% |
$1.14K - $1.35K
|
110K
$6.85M
|