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 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
8.84K+ 34.56% |
$481K - $569K
|
34.4K
$2.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
8.83KNew |
$480K - $568K
|
8.83K
$539K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.83KNew |
$480K - $568K
|
8.83K
$539K
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
8.74K+ 2.82% |
$475K - $562K
|
318K
$19.4M
|
|
|
Feb 16, 2023
Q4 2022
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
8.71KNew |
$474K - $561K
|
8.71K
$532K
|
|
|
Jan 24, 2023
Q4 2022
|
Zwj Investment Counsel Inc
|
BUY
|
- |
8.69K+ 0.68% |
$472K - $559K
|
1.29M
$78.5M
|
|
|
Jan 25, 2023
Q4 2022
|
James Hambro & Partners
|
BUY
|
- |
8.68K+ 1.1% |
$472K - $558K
|
800K
$48.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.66K+ 0.51% |
$471K - $557K
|
1.7M
$104M
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
8.62K+ 2.72% |
$469K - $555K
|
326K
$19.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
8.62KNew |
$469K - $555K
|
8.62K
$527K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.56K+ 3.6% |
$466K - $551K
|
246K
$15M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8.56K+ 2.12% |
$466K - $551K
|
412K
$25.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
8.48K+ 29.18% |
$461K - $546K
|
37.5K
$2.29M
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
8.47K+ 61.32% |
$461K - $545K
|
22.3K
$1.36M
|
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
8.43K+ 39.11% |
$459K - $543K
|
30K
$1.83M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
8.4KNew |
$457K - $540K
|
8.4K
$513K
|
|
|
Jan 31, 2023
Q4 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
8.33K+ 34.15% |
$453K - $536K
|
32.7K
$2M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.31K+ 7.2% |
$452K - $535K
|
124K
$7.56M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.3K+ 52.0% |
$451K - $534K
|
24.2K
$1.48M
|
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
BUY
|
- |
8.27K+ 27.51% |
$450K - $532K
|
38.3K
$2.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
8.06K+ 23.56% |
$438K - $519K
|
42.3K
$2.58M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.05K+ 12.18% |
$438K - $518K
|
74.1K
$4.52M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
8K+ 0.51% |
$435K - $515K
|
1.57M
$95.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
7.99K+ 8.45% |
$435K - $515K
|
103K
$6.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
7.94K+ 12.09% |
$432K - $511K
|
73.6K
$4.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
7.84K+ 7.12% |
$426K - $505K
|
118K
$7.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
7.83K+ 19.6% |
$426K - $504K
|
47.8K
$2.92M
|
|
|
Feb 02, 2023
Q4 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
7.82K+ 34.88% |
$425K - $503K
|
30.2K
$1.85M
|
|
|
Feb 08, 2023
Q4 2022
|
Keating Investment Counselors Inc
|
BUY
|
- |
7.76K+ 57.38% |
$422K - $500K
|
21.3K
$1.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
7.74KNew |
$421K - $498K
|
7.74K
$473K
|
|
|
Aug 15, 2023
Q4 2022
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
7.74K+ 56.29% |
$421K - $498K
|
21.5K
$1.31M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
7.72K+ 6.48% |
$420K - $497K
|
127K
$7.75M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
7.7K+ 19.21% |
$419K - $496K
|
47.8K
$2.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
7.67K+ 6.23% |
$417K - $493K
|
131K
$7.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
7.64K+ 16.68% |
$415K - $492K
|
53.4K
$3.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
7.58K+ 119.62% |
$412K - $488K
|
13.9K
$850K
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
7.57K+ 8.87% |
$412K - $487K
|
92.9K
$5.67M
|
|
|
Feb 16, 2023
Q4 2022
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
7.53K+ 4.0% |
$410K - $485K
|
196K
$11.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
7.42K+ 13.81% |
$403K - $477K
|
61.1K
$3.73M
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
7.38KNew |
$401K - $475K
|
7.38K
$450K
|
|
|
Feb 27, 2023
Q4 2022
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
7.37KNew |
$401K - $474K
|
7.37K
$450K
|
|
|
Feb 14, 2023
Q4 2022
|
Srb Corp
Boston, MA |
BUY
|
- |
7.35KNew |
$400K - $473K
|
7.35K
$449K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
7.32K+ 2.26% |
$398K - $471K
|
331K
$20.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
7.29K+ 15.49% |
$397K - $469K
|
54.4K
$3.32M
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
BUY
|
- |
7.29K+ 17.14% |
$396K - $469K
|
49.8K
$3.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
7.28K+ 3731.28% |
$396K - $468K
|
7.47K
$456K
|
|
|
Feb 14, 2023
Q4 2022
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
7.26KNew |
$395K - $467K
|
7.26K
$443K
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
7.23KNew |
$393K - $465K
|
7.23K
$441K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
7.2K+ 12.92% |
$391K - $463K
|
62.9K
$3.84M
|
|
|
Jan 10, 2023
Q4 2022
|
Mcia Inc
|
BUY
|
- |
7.17K+ 21.3% |
$390K - $462K
|
40.8K
$2.49M
|