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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q4 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-64- 1.66% |
$3.48K - $4.12K
|
3.8K
$237K
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-65- 0.33% |
$3.54K - $4.18K
|
19.9K
$1.24M
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-66- 1.96% |
$3.59K - $4.25K
|
3.29K
$205K
|
|
|
Jan 18, 2023
Q4 2022
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-67- 0.65% |
$3.64K - $4.31K
|
10.2K
$636K
|
|
|
Jan 12, 2023
Q4 2022
|
Avity Investment Management Inc.
|
SELL
|
- |
-67- 0.14% |
$3.64K - $4.31K
|
48.7K
$3.04M
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-67- 0.51% |
$3.64K - $4.31K
|
13.1K
$816K
|
|
|
Feb 06, 2023
Q4 2022
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-67- 0.58% |
$3.64K - $4.31K
|
11.5K
$718K
|
|
|
Feb 13, 2023
Q4 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-67- 0.24% |
$3.64K - $4.31K
|
27.8K
$1.73M
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-68- 0.26% |
$3.7K - $4.38K
|
26.5K
$1.66M
|
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-69- 0.73% |
$3.75K - $4.44K
|
9.45K
$589K
|
|
|
Jan 18, 2023
Q4 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-71- 1.65% |
$3.86K - $4.57K
|
4.23K
$264K
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-71- 0.06% |
$3.86K - $4.57K
|
116K
$7.26M
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-71- 0.45% |
$3.86K - $4.57K
|
15.6K
$971K
|
|
|
Feb 02, 2023
Q4 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-71- 0.36% |
$3.86K - $4.57K
|
19.4K
$1.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-71- 0.18% |
$3.86K - $4.57K
|
39K
$2.43M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-72- 0.93% |
$3.92K - $4.63K
|
7.67K
$479K
|
|
|
Jan 11, 2023
Q4 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-73- 0.52% |
$3.97K - $4.7K
|
14K
$874K
|
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
SELL
|
- |
-74- 0.57% |
$4.02K - $4.76K
|
13K
$812K
|
|
|
Jan 17, 2023
Q4 2022
|
Lathrop Investment Management Corp
|
SELL
|
- |
-75- 0.47% |
$4.08K - $4.83K
|
16K
$996K
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-75- 0.96% |
$4.08K - $4.83K
|
7.74K
$483K
|
|
|
Feb 06, 2023
Q4 2022
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-76- 3.87% |
$4.13K - $4.89K
|
1.89K
$118K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-76- 0.14% |
$4.13K - $4.89K
|
55K
$3.43M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-78- 45.88% |
$4.24K - $5.02K
|
92
$5.74K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-80- 0.56% |
$4.35K - $5.15K
|
14.3K
$892K
|
|
|
Feb 16, 2023
Q4 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-80- 0.51% |
$4.35K - $5.15K
|
15.5K
$966K
|
|
|
Feb 14, 2023
Q4 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-84- 14.17% |
$4.57K - $5.41K
|
509
$31.8K
|
|
|
Feb 17, 2023
Q4 2022
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-85- 0.08% |
$4.62K - $5.47K
|
101K
$6.27M
|
|
|
Feb 10, 2023
Q4 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-86- 1.14% |
$4.68K - $5.54K
|
7.48K
$466K
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-87- 1.23% |
$4.73K - $5.6K
|
6.99K
$436K
|
|
|
Feb 03, 2023
Q4 2022
|
Advisors Management Group Inc
|
SELL
|
- |
-88- 0.24% |
$4.79K - $5.66K
|
36.9K
$2.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-89- 1.16% |
$4.84K - $5.73K
|
7.59K
$473K
|
|
|
Feb 06, 2023
Q4 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-91- 0.36% |
$4.95K - $5.86K
|
25K
$1.56M
|
|
|
Feb 10, 2023
Q4 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-91- 0.22% |
$4.95K - $5.86K
|
41.9K
$2.61M
|
|
|
Feb 02, 2023
Q4 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-94- 0.34% |
$5.11K - $6.05K
|
27.9K
$1.74M
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-94- 1.44% |
$5.11K - $6.05K
|
6.41K
$400K
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-96- 0.34% |
$5.22K - $6.18K
|
28.5K
$1.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-97- 2.71% |
$5.28K - $6.24K
|
3.48K
$217K
|
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-97- 1.68% |
$5.28K - $6.24K
|
5.69K
$355K
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 0.49% |
$5.44K - $6.44K
|
20.2K
$1.26M
|
|
|
Jan 17, 2023
Q4 2022
|
Fruth Investment Management
|
SELL
|
- |
-100- 0.3% |
$5.44K - $6.44K
|
32.8K
$2.05M
|
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
SELL
|
- |
-100- 0.63% |
$5.44K - $6.44K
|
15.8K
$988K
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
SELL
|
- |
-100- 0.24% |
$5.44K - $6.44K
|
41.1K
$2.57M
|
|
|
Feb 01, 2023
Q4 2022
|
Ar Asset Management Inc
|
SELL
|
- |
-100- 0.06% |
$5.44K - $6.44K
|
172K
$10.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-100- 0.98% |
$5.44K - $6.44K
|
10.1K
$630K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-100- 0.29% |
$5.44K - $6.44K
|
34.6K
$2.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-100- 1.15% |
$5.44K - $6.44K
|
8.62K
$538K
|
|
|
Feb 15, 2023
Q4 2022
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-100- 1.92% |
$5.44K - $6.44K
|
5.11K
$319K
|
|
|
Feb 15, 2023
Q4 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-100- 1.91% |
$5.44K - $6.44K
|
5.12K
$320K
|
|
|
Jan 17, 2023
Q4 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-104- 2.43% |
$5.66K - $6.69K
|
4.17K
$260K
|
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-108- 1.61% |
$5.87K - $6.95K
|
6.59K
$411K
|