Purchases and Sales Made in Q1 2022 in Coca Cola CO (KO)
This table provides information about the institutional ownership of Coca Cola CO (KO) during Q1 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 02, 2022
Q1 2022
|
Members Capital Advisors Inc
|
BUY
|
- |
4.95K+ 12.97% |
$286K - $311K
|
43.1K
$2.69M
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.84K+ 41.07% |
$280K - $304K
|
16.6K
$1.04M
|
|
|
May 16, 2022
Q1 2022
|
Athena Investment Management
|
BUY
|
- |
4.84KNew |
$280K - $304K
|
4.84K
$303K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4.83K+ 51.83% |
$279K - $303K
|
14.1K
$884K
|
|
|
May 13, 2022
Q1 2022
|
Hall Capital Management CO Inc
|
BUY
|
- |
4.83K+ 27.97% |
$279K - $303K
|
22.1K
$1.38M
|
|
|
May 02, 2022
Q1 2022
|
Security Asset Management
|
BUY
|
- |
4.78KNew |
$276K - $300K
|
4.78K
$299K
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.77K+ 9.06% |
$276K - $300K
|
57.5K
$3.6M
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4.75K+ 5.38% |
$275K - $298K
|
93K
$5.82M
|
|
|
Apr 18, 2022
Q1 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4.74K+ 7.93% |
$274K - $298K
|
64.5K
$4.03M
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4.73K+ 12.06% |
$274K - $297K
|
43.9K
$2.75M
|
|
|
Apr 25, 2022
Q1 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
4.7K+ 16.67% |
$272K - $295K
|
32.9K
$2.06M
|
|
|
May 12, 2022
Q1 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
4.7KNew |
$272K - $295K
|
4.7K
$294K
|
|
|
May 11, 2022
Q1 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
4.65KNew |
$269K - $292K
|
4.65K
$291K
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.64K+ 4.42% |
$268K - $291K
|
110K
$6.86M
|
|
|
May 16, 2022
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
4.62K+ 36.04% |
$268K - $290K
|
17.4K
$1.09M
|
|
|
May 16, 2022
Q1 2022
|
Wafra Inc.
New York, NY |
BUY
|
- |
4.6K+ 0.78% |
$266K - $289K
|
596K
$37.3M
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.52K+ 25.03% |
$261K - $284K
|
22.6K
$1.41M
|
|
|
May 09, 2022
Q1 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
4.51K+ 0.8% |
$261K - $283K
|
567K
$35.5M
|
|
|
Apr 19, 2022
Q1 2022
|
Resource Consulting Group Inc
|
BUY
|
- |
4.5KNew |
$261K - $283K
|
4.5K
$282K
|
|
|
May 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
4.5K+ 8.14% |
$261K - $283K
|
59.8K
$3.74M
|
|
|
Jun 08, 2022
Q1 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.48KNew |
$260K - $282K
|
4.48K
$281K
|
|
|
May 03, 2022
Q1 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
4.48K+ 2.51% |
$259K - $281K
|
183K
$11.4M
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
4.47K+ 4.17% |
$259K - $281K
|
112K
$6.99M
|
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4.45KNew |
$257K - $279K
|
4.45K
$278K
|
|
|
Apr 27, 2022
Q1 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
4.39KNew |
$254K - $276K
|
4.39K
$274K
|
|
|
Dec 19, 2024
Q1 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4.35K+ 14.9% |
$252K - $274K
|
33.6K
$2.1M
|
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.34K+ 20.89% |
$251K - $273K
|
25.1K
$1.57M
|
|
|
Apr 20, 2022
Q1 2022
|
Xponance, Inc.
|
BUY
|
- |
4.33K+ 0.57% |
$250K - $272K
|
759K
$47.5M
|
|
|
May 06, 2022
Q1 2022
|
Equitable Trust CO
|
BUY
|
- |
4.3K+ 3.14% |
$249K - $270K
|
141K
$8.84M
|
|
|
Apr 05, 2022
Q1 2022
|
Birinyi Associates Inc
|
BUY
|
- |
4.29KNew |
$249K - $270K
|
4.29K
$269K
|
|
|
Apr 29, 2022
Q1 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
4.28K+ 3.92% |
$248K - $269K
|
114K
$7.1M
|
|
|
May 04, 2022
Q1 2022
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
4.27K+ 14.96% |
$247K - $268K
|
32.8K
$2.05M
|
|
|
May 12, 2022
Q1 2022
|
Bahl & Gaynor Inc
|
BUY
|
- |
4.26K+ 0.26% |
$247K - $268K
|
1.64M
$103M
|
|
|
Apr 29, 2022
Q1 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
4.26K+ 2.2% |
$246K - $267K
|
198K
$12.4M
|
|
|
May 06, 2022
Q1 2022
|
Hilton Capital Management, LLC
|
BUY
|
- |
4.25KNew |
$246K - $267K
|
4.25K
$266K
|
|
|
May 04, 2022
Q1 2022
|
Hgk Asset Management Inc
|
BUY
|
- |
4.25K+ 5.48% |
$246K - $267K
|
81.7K
$5.11M
|
|
|
May 10, 2022
Q1 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
4.22K+ 0.25% |
$244K - $265K
|
1.71M
$107M
|
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4.22K+ 38.94% |
$244K - $265K
|
15K
$941K
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.21K+ 14.87% |
$244K - $265K
|
32.5K
$2.04M
|
|
|
Apr 26, 2022
Q1 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
4.2KNew |
$243K - $264K
|
4.2K
$263K
|
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.2K+ 15.73% |
$243K - $264K
|
30.9K
$1.93M
|
|
|
Apr 26, 2022
Q1 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
4.17K+ 67.38% |
$241K - $262K
|
10.4K
$648K
|
|
|
May 12, 2022
Q1 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
4.17K+ 6.11% |
$241K - $262K
|
72.4K
$4.53M
|
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
4.14K+ 50.05% |
$240K - $260K
|
12.4K
$776K
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.1K+ 60.77% |
$237K - $258K
|
10.9K
$679K
|
|
|
Jun 21, 2022
Q1 2022
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
4.1K+ 2.56% |
$237K - $258K
|
164K
$10.3M
|
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.09KNew |
$236K - $257K
|
4.09K
$256K
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
4.05K+ 6.48% |
$234K - $254K
|
66.5K
$4.16M
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
4.03K+ 28.41% |
$233K - $253K
|
18.2K
$1.14M
|
|
|
Apr 18, 2022
Q1 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
4.01KNew |
$232K - $252K
|
4.01K
$251K
|