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
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
29+ 0.55% |
$1.68K - $1.82K
|
5.3K
$331K
|
|
|
May 16, 2022
Q1 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
29+ 0.7% |
$1.68K - $1.82K
|
4.15K
$259K
|
|
|
May 16, 2022
Q1 2022
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
26+ 0.09% |
$1.5K - $1.63K
|
28.9K
$1.8M
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
25+ 6.53% |
$1.45K - $1.57K
|
408
$25.5K
|
|
|
Apr 27, 2022
Q1 2022
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
BUY
|
- |
25+ 0.03% |
$1.45K - $1.57K
|
93.7K
$5.85M
|
|
|
May 12, 2022
Q1 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
24+ 0.68% |
$1.39K - $1.51K
|
3.54K
$221K
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
22+ 5.16% |
$1.27K - $1.38K
|
448
$28K
|
|
|
Oct 07, 2024
Q1 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
22+ 2.16% |
$1.27K - $1.38K
|
1.04K
$65K
|
|
|
Apr 04, 2022
Q1 2022
|
Claret Asset Management Corp
|
BUY
|
- |
21+ 0.09% |
$1.22K - $1.32K
|
24K
$1.5M
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
21+ 0.03% |
$1.22K - $1.32K
|
67.4K
$4.21M
|
|
|
May 02, 2022
Q1 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
21+ 0.55% |
$1.22K - $1.32K
|
3.85K
$241K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
21+ 0.4% |
$1.22K - $1.32K
|
5.3K
$331K
|
|
|
May 11, 2022
Q1 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
20+ 0.26% |
$1.16K - $1.26K
|
7.65K
$478K
|
|
|
May 05, 2022
Q1 2022
|
Sws Partners
|
BUY
|
- |
19+ 0.06% |
$1.1K - $1.19K
|
32.8K
$2.05M
|
|
|
May 04, 2022
Q1 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
18+ 0.49% |
$1.04K - $1.13K
|
3.66K
$229K
|
|
|
May 16, 2022
Q1 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
18+ 0.37% |
$1.04K - $1.13K
|
4.82K
$301K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
17+ 0.2% |
$984 - $1.07K
|
8.48K
$529K
|
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
16New |
$926 - $1.01K
|
16
$999
|
|
|
May 10, 2022
Q1 2022
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
15+ 0.38% |
$868 - $943
|
3.93K
$245K
|
|
|
May 02, 2022
Q1 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
14+ 0.35% |
$810 - $880
|
4K
$249K
|
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
BUY
|
- |
13+ 0.18% |
$752 - $817
|
7.24K
$452K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
12+ 0.28% |
$695 - $754
|
4.37K
$273K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
11+ 0.66% |
$637 - $691
|
1.67K
$104K
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
10+ 0.29% |
$579 - $629
|
3.5K
$218K
|
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
10+ 0.56% |
$579 - $629
|
1.78K
$111K
|
|
|
May 06, 2022
Q1 2022
|
Weatherly Asset Management L. P.
|
BUY
|
- |
10+ 0.02% |
$579 - $629
|
51.7K
$3.23M
|
|
|
Aug 03, 2022
Q1 2022
|
Members Trust CO
|
BUY
|
- |
10+ 0.1% |
$579 - $629
|
9.96K
$622K
|
|
|
Apr 25, 2022
Q1 2022
|
Norwood Financial Corp
|
BUY
|
- |
10+ 0.14% |
$579 - $629
|
7.09K
$442K
|
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
BUY
|
- |
10+ 0.07% |
$579 - $629
|
14.4K
$900K
|
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
9+ 0.11% |
$521 - $566
|
8.24K
$515K
|
|
|
May 16, 2022
Q1 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
9+ 0.03% |
$521 - $566
|
34.6K
$2.16M
|
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
9+ 0.22% |
$521 - $566
|
4.14K
$258K
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
8+ 0.18% |
$463 - $503
|
4.4K
$274K
|
|
|
May 16, 2022
Q1 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
8+ 0.19% |
$463 - $503
|
4.12K
$257K
|
|
|
Apr 12, 2022
Q1 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
6+ 0.57% |
$347 - $377
|
1.05K
$65.8K
|
|
|
May 02, 2022
Q1 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
6+ 0.18% |
$347 - $377
|
3.41K
$213K
|
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6New |
$347 - $377
|
6
$375
|
|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
5+ 0.1% |
$289 - $314
|
5.19K
$324K
|
|
|
May 13, 2022
Q1 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
5+ 0.02% |
$289 - $314
|
24.4K
$1.52M
|
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
5+ 0.05% |
$289 - $314
|
10.6K
$664K
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
5+ 0.09% |
$289 - $314
|
5.38K
$336K
|
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4+ 0.02% |
$232 - $251
|
19.5K
$1.22M
|
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4+ 0.02% |
$232 - $251
|
20.6K
$1.29M
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
4+ 0.08% |
$232 - $251
|
4.84K
$302K
|
|
|
May 04, 2022
Q1 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
4+ 7.27% |
$232 - $251
|
59
$3.68K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.04% |
$174 - $189
|
8.28K
$517K
|
|
|
May 02, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
3+ 0.03% |
$174 - $189
|
9.72K
$607K
|
|
|
Apr 28, 2022
Q1 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
2+ 0.06% |
$116 - $126
|
3.3K
$206K
|
|
|
Apr 14, 2022
Q1 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
2+ 0.04% |
$116 - $126
|
5K
$312K
|
|
|
May 13, 2022
Q1 2022
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
2+ 0.05% |
$116 - $126
|
3.98K
$249K
|