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 14, 2023
Q4 2022
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
17.6KNew |
$956K - $1.13M
|
17.6K
$1.07M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
17.6K+ 28.75% |
$956K - $1.13M
|
78.7K
$4.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
17.5K+ 44.77% |
$953K - $1.13M
|
56.7K
$3.46M
|
|
|
Jan 30, 2023
Q4 2022
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
17.5KNew |
$951K - $1.13M
|
17.5K
$1.07M
|
|
|
Jun 05, 2023
Q4 2022
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
17.5KNew |
$949K - $1.12M
|
17.5K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
17.3K+ 0.85% |
$943K - $1.12M
|
2.05M
$125M
|
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
17.2K+ 29.89% |
$933K - $1.1M
|
74.5K
$4.55M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
17.1KNew |
$932K - $1.1M
|
17.1K
$1.05M
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
17.1K+ 3.17% |
$930K - $1.1M
|
556K
$34M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
16.9K+ 19.78% |
$920K - $1.09M
|
102K
$6.26M
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
16.9K+ 108.71% |
$918K - $1.09M
|
32.4K
$1.98M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
16.9K+ 22.18% |
$917K - $1.09M
|
92.9K
$5.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
16.8K+ 7.44% |
$912K - $1.08M
|
242K
$14.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
16.6K+ 3.22% |
$904K - $1.07M
|
532K
$32.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
16.6K+ 32.39% |
$904K - $1.07M
|
67.9K
$4.15M
|
|
|
Feb 09, 2023
Q4 2022
|
Impax Asset Management Group PLC
|
BUY
|
- |
16.6K+ 6.91% |
$901K - $1.07M
|
256K
$15.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
16.5K+ 92.24% |
$897K - $1.06M
|
34.4K
$2.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
BUY
|
- |
16.3K+ 4.5% |
$886K - $1.05M
|
378K
$23.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
16.2KNew |
$883K - $1.05M
|
16.2K
$992K
|
|
|
Jan 31, 2023
Q4 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
16.2K+ 13.72% |
$883K - $1.04M
|
135K
$8.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
16.2KNew |
$883K - $1.04M
|
16.2K
$991K
|
|
|
Feb 02, 2023
Q4 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
16.1K+ 415.09% |
$875K - $1.04M
|
20K
$1.22M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
16K+ 56.56% |
$870K - $1.03M
|
44.3K
$2.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
BUY
|
- |
16K+ 23.25% |
$869K - $1.03M
|
84.7K
$5.17M
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
15.9K+ 26.92% |
$867K - $1.03M
|
75.2K
$4.59M
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
15.8KNew |
$859K - $1.02M
|
15.8K
$965K
|
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
15.5K+ 125.84% |
$843K - $997K
|
27.8K
$1.7M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
15.3K+ 10.73% |
$830K - $982K
|
158K
$9.62M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
14.9K+ 27.15% |
$812K - $961K
|
69.9K
$4.27M
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
14.8KNew |
$804K - $952K
|
14.8K
$903K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
14.6K+ 2.29% |
$794K - $940K
|
651K
$39.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
14.6K+ 18.46% |
$793K - $939K
|
93.6K
$5.72M
|
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
14.6KNew |
$792K - $937K
|
14.6K
$889K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
14.5K+ 0.5% |
$789K - $934K
|
2.93M
$179M
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
14.2K+ 4.04% |
$773K - $914K
|
366K
$22.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
14KNew |
$764K - $904K
|
14K
$858K
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.8K+ 76.4% |
$749K - $886K
|
31.8K
$1.94M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
13.8K+ 59.92% |
$748K - $885K
|
36.7K
$2.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
13.3K+ 23.43% |
$721K - $853K
|
69.8K
$4.26M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
13.2KNew |
$720K - $852K
|
13.2K
$808K
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
13.1K+ 4.99% |
$714K - $845K
|
276K
$16.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
13.1K+ 30.21% |
$710K - $841K
|
56.3K
$3.44M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
12.9K+ 29.47% |
$703K - $832K
|
56.8K
$3.47M
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
12.7K+ 23.23% |
$689K - $816K
|
67.2K
$4.11M
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
12.5KNew |
$682K - $807K
|
12.5K
$766K
|
|
|
Feb 15, 2023
Q4 2022
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
12.5KNew |
$678K - $803K
|
12.5K
$761K
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
12.3KNew |
$671K - $794K
|
12.3K
$753K
|
|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
BUY
|
- |
12.3K+ 17.77% |
$667K - $790K
|
81.3K
$4.97M
|
|
|
Feb 09, 2023
Q4 2022
|
Lgt Group Foundation
|
BUY
|
- |
12.2K+ 2.15% |
$665K - $787K
|
580K
$35.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
12.2K+ 9.91% |
$664K - $786K
|
135K
$8.27M
|