Purchases and Sales Made in Q2 2022 in Coca Cola CO (KO)
This table provides information about the institutional ownership of Coca Cola CO (KO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
52New |
$3.07K - $3.44K
|
52
$3.23K
|
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
51+ 15.55% |
$3.01K - $3.38K
|
379
$23.5K
|
|
|
Jul 11, 2022
Q2 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
50+ 0.63% |
$2.95K - $3.31K
|
7.96K
$494K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
50+ 1.01% |
$2.95K - $3.31K
|
5.02K
$311K
|
|
|
Jul 25, 2022
Q2 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
49+ 1.27% |
$2.89K - $3.24K
|
3.92K
$243K
|
|
|
Jul 28, 2022
Q2 2022
|
Vera Bank, N.A.
|
BUY
|
- |
49+ 0.22% |
$2.89K - $3.24K
|
22.6K
$1.4M
|
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
49+ 0.22% |
$2.89K - $3.24K
|
21.9K
$1.36M
|
|
|
Jul 18, 2022
Q2 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
45+ 0.62% |
$2.66K - $2.98K
|
7.3K
$453K
|
|
|
Aug 09, 2022
Q2 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
45+ 0.96% |
$2.66K - $2.98K
|
4.75K
$295K
|
|
|
Jul 20, 2022
Q2 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
42+ 0.38% |
$2.48K - $2.78K
|
11.2K
$696K
|
|
|
Aug 01, 2022
Q2 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
42+ 0.32% |
$2.48K - $2.78K
|
13K
$809K
|
|
|
May 26, 2023
Q2 2022
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
42+ 0.23% |
$2.48K - $2.78K
|
18.6K
$1.15M
|
|
|
Aug 12, 2022
Q2 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
41+ 0.16% |
$2.42K - $2.71K
|
25.6K
$1.59M
|
|
|
Jul 31, 2024
Q2 2022
|
First American Bank
Dundee, IL |
BUY
|
- |
41+ 0.47% |
$2.42K - $2.71K
|
8.7K
$540K
|
|
|
Aug 02, 2022
Q2 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
40+ 0.52% |
$2.36K - $2.65K
|
7.69K
$477K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
40New |
$2.36K - $2.65K
|
40
$2.48K
|
|
|
Jul 20, 2022
Q2 2022
|
Next Capital Management LLC
|
BUY
|
- |
39+ 0.2% |
$2.3K - $2.58K
|
19.9K
$1.23M
|
|
|
Jul 22, 2022
Q2 2022
|
Cottage Street Advisors LLC
|
BUY
|
- |
39+ 1.21% |
$2.3K - $2.58K
|
3.27K
$203K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
39New |
$2.3K - $2.58K
|
39
$2.42K
|
|
|
Aug 01, 2022
Q2 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
39+ 1.0% |
$2.3K - $2.58K
|
3.93K
$243K
|
|
|
Aug 02, 2022
Q2 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
38+ 0.36% |
$2.24K - $2.52K
|
10.5K
$654K
|
|
|
Aug 12, 2022
Q2 2022
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
38+ 0.87% |
$2.24K - $2.52K
|
4.43K
$275K
|
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
37+ 0.29% |
$2.19K - $2.45K
|
12.9K
$801K
|
|
|
Aug 12, 2022
Q2 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
37+ 0.44% |
$2.19K - $2.45K
|
8.5K
$527K
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
35+ 8.5% |
$2.07K - $2.32K
|
447
$27.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
32+ 0.3% |
$1.89K - $2.12K
|
10.9K
$674K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
31+ 0.77% |
$1.83K - $2.05K
|
4.07K
$253K
|
|
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
31+ 0.62% |
$1.83K - $2.05K
|
5K
$310K
|
|
|
Jul 27, 2022
Q2 2022
|
Clarus Group, Inc.
|
BUY
|
- |
30+ 0.4% |
$1.77K - $1.99K
|
7.58K
$470K
|
|
|
Aug 05, 2022
Q2 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
30+ 0.17% |
$1.77K - $1.99K
|
18K
$1.12M
|
|
|
Aug 03, 2022
Q2 2022
|
Financial Insights, Inc.
|
BUY
|
- |
29+ 0.67% |
$1.71K - $1.92K
|
4.35K
$270K
|
|
|
Jul 12, 2022
Q2 2022
|
Parkside Advisors LLC
|
BUY
|
- |
28+ 0.79% |
$1.65K - $1.85K
|
3.58K
$222K
|
|
|
Aug 05, 2022
Q2 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
28+ 0.13% |
$1.65K - $1.85K
|
21.1K
$1.31M
|
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
28+ 0.45% |
$1.65K - $1.85K
|
6.29K
$390K
|
|
|
Jul 06, 2022
Q2 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
27+ 0.02% |
$1.59K - $1.79K
|
177K
$11M
|
|
|
Jan 19, 2024
Q2 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
27+ 0.48% |
$1.59K - $1.79K
|
5.61K
$348K
|
|
|
Jul 19, 2022
Q2 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
26+ 0.74% |
$1.54K - $1.72K
|
3.52K
$218K
|
|
|
Jul 21, 2022
Q2 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
25+ 0.29% |
$1.48K - $1.66K
|
8.67K
$538K
|
|
|
Oct 07, 2024
Q2 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
25+ 2.45% |
$1.48K - $1.66K
|
1.04K
$64.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
24+ 0.55% |
$1.42K - $1.59K
|
4.42K
$274K
|
|
|
Aug 08, 2022
Q2 2022
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
24+ 0.2% |
$1.42K - $1.59K
|
12.1K
$748K
|
|
|
Jul 28, 2022
Q2 2022
|
Sl Advisors, LLC
|
BUY
|
- |
23+ 0.4% |
$1.36K - $1.52K
|
5.8K
$360K
|
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
23+ 0.16% |
$1.36K - $1.52K
|
14.2K
$882K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
23+ 0.06% |
$1.36K - $1.52K
|
39.7K
$2.46M
|
|
|
Aug 12, 2022
Q2 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
23+ 38.98% |
$1.36K - $1.52K
|
82
$5.09K
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
22+ 0.04% |
$1.3K - $1.46K
|
59.4K
$3.68M
|
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
22+ 0.2% |
$1.3K - $1.46K
|
11.3K
$699K
|
|
|
Aug 10, 2022
Q2 2022
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
22+ 0.16% |
$1.3K - $1.46K
|
13.6K
$846K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
22+ 0.56% |
$1.3K - $1.46K
|
3.98K
$247K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
22+ 0.09% |
$1.3K - $1.46K
|
25.3K
$1.57M
|