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 05, 2022
Q1 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
69+ 0.62% |
$3.99K - $4.34K
|
11.2K
$699K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
67+ 0.25% |
$3.88K - $4.21K
|
26.5K
$1.65M
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
66+ 0.54% |
$3.82K - $4.15K
|
12.4K
$774K
|
|
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
65+ 1.7% |
$3.76K - $4.09K
|
3.89K
$243K
|
|
|
May 04, 2022
Q1 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
63+ 1.62% |
$3.65K - $3.96K
|
3.94K
$246K
|
|
|
May 11, 2022
Q1 2022
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
61+ 0.56% |
$3.53K - $3.83K
|
10.9K
$681K
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
61+ 0.62% |
$3.53K - $3.83K
|
9.9K
$618K
|
|
|
Apr 19, 2022
Q1 2022
|
Kwmg, LLC
|
BUY
|
- |
60+ 0.92% |
$3.47K - $3.77K
|
6.62K
$413K
|
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
60+ 1.0% |
$3.47K - $3.77K
|
6.04K
$377K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
59+ 0.97% |
$3.41K - $3.71K
|
6.12K
$382K
|
|
|
May 04, 2022
Q1 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
58+ 0.73% |
$3.36K - $3.65K
|
7.95K
$497K
|
|
|
Apr 08, 2022
Q1 2022
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
58+ 1.34% |
$3.36K - $3.65K
|
4.39K
$274K
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
57+ 1.26% |
$3.3K - $3.58K
|
4.59K
$287K
|
|
|
Apr 19, 2022
Q1 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
56+ 0.41% |
$3.24K - $3.52K
|
13.8K
$860K
|
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
BUY
|
- |
56+ 17.23% |
$3.24K - $3.52K
|
381
$23.8K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
56+ 10.31% |
$3.24K - $3.52K
|
599
$37.4K
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
55+ 0.73% |
$3.18K - $3.46K
|
7.56K
$472K
|
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
54+ 0.48% |
$3.13K - $3.39K
|
11.4K
$709K
|
|
|
Apr 21, 2022
Q1 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
53+ 0.76% |
$3.07K - $3.33K
|
7.02K
$438K
|
|
|
Apr 27, 2022
Q1 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
51+ 0.92% |
$2.95K - $3.21K
|
5.58K
$349K
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
51New |
$2.95K - $3.21K
|
51
$3.18K
|
|
|
May 16, 2022
Q1 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
50+ 0.76% |
$2.89K - $3.14K
|
6.6K
$412K
|
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
50+ 1.32% |
$2.89K - $3.14K
|
3.85K
$240K
|
|
|
Feb 27, 2023
Q1 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
50+ 0.76% |
$2.89K - $3.14K
|
6.59K
$411K
|
|
|
May 12, 2022
Q1 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
49+ 0.27% |
$2.84K - $3.08K
|
18.2K
$1.13M
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
48+ 1.08% |
$2.78K - $3.02K
|
4.49K
$281K
|
|
|
May 10, 2022
Q1 2022
|
Wms Partners, LLC
|
BUY
|
- |
48+ 0.11% |
$2.78K - $3.02K
|
43.9K
$2.74M
|
|
|
May 13, 2022
Q1 2022
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
47+ 0.98% |
$2.72K - $2.95K
|
4.85K
$303K
|
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
47+ 1.06% |
$2.72K - $2.95K
|
4.5K
$281K
|
|
|
May 13, 2022
Q1 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
46+ 0.5% |
$2.66K - $2.89K
|
9.28K
$580K
|
|
|
May 12, 2022
Q1 2022
|
Cadinha & CO LLC
|
BUY
|
- |
44+ 0.73% |
$2.55K - $2.77K
|
6.04K
$377K
|
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
40+ 0.49% |
$2.32K - $2.51K
|
8.14K
$508K
|
|
|
May 11, 2022
Q1 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
40+ 0.6% |
$2.32K - $2.51K
|
6.76K
$422K
|
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
40+ 5.56% |
$2.32K - $2.51K
|
760
$47.5K
|
|
|
Apr 14, 2022
Q1 2022
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
40+ 0.77% |
$2.32K - $2.51K
|
5.25K
$328K
|
|
|
Apr 28, 2022
Q1 2022
|
Single Point Partners, LLC
|
BUY
|
- |
40+ 0.87% |
$2.32K - $2.51K
|
4.64K
$290K
|
|
|
May 09, 2022
Q1 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
39New |
$2.26K - $2.45K
|
39
$2.44K
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
38New |
$2.2K - $2.39K
|
38
$2.37K
|
|
|
Apr 27, 2022
Q1 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
38+ 0.75% |
$2.2K - $2.39K
|
5.08K
$317K
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
38+ 2.71% |
$2.2K - $2.39K
|
1.44K
$89.8K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
37+ 0.1% |
$2.14K - $2.33K
|
37.1K
$2.32M
|
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Of South Miami
|
BUY
|
- |
37+ 0.26% |
$2.14K - $2.33K
|
14.3K
$893K
|
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
37+ 0.05% |
$2.14K - $2.33K
|
79.4K
$4.96M
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
36+ 5.05% |
$2.08K - $2.26K
|
749
$46.8K
|
|
|
Apr 18, 2022
Q1 2022
|
Platt Investment Counsel, LLC
|
BUY
|
- |
35+ 0.9% |
$2.03K - $2.2K
|
3.91K
$244K
|
|
|
May 09, 2022
Q1 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
35+ 3.4% |
$2.03K - $2.2K
|
1.07K
$66.5K
|
|
|
May 06, 2022
Q1 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
35+ 0.17% |
$2.03K - $2.2K
|
20.2K
$1.26M
|
|
|
May 13, 2022
Q1 2022
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
35+ 0.22% |
$2.03K - $2.2K
|
15.8K
$990K
|
|
|
Apr 25, 2022
Q1 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
30+ 0.67% |
$1.74K - $1.89K
|
4.5K
$281K
|
|
|
Apr 22, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
30+ 0.31% |
$1.74K - $1.89K
|
9.84K
$614K
|