Purchases and Sales Made in Q3 2022 in Coca Cola CO (KO)
This table provides information about the institutional ownership of Coca Cola CO (KO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
95+ 2.07% |
$5.32K - $6.2K
|
4.68K
$290K
|
|
|
Nov 14, 2022
Q3 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
95+ 1.12% |
$5.32K - $6.2K
|
8.59K
$533K
|
|
|
Oct 07, 2022
Q3 2022
|
Wela Strategies, Inc.
|
BUY
|
- |
94+ 2.16% |
$5.27K - $6.13K
|
4.44K
$275K
|
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
94+ 0.32% |
$5.27K - $6.13K
|
29.5K
$1.83M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
94+ 0.12% |
$5.27K - $6.13K
|
81.6K
$5.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Peoples Bank
|
BUY
|
- |
92+ 1.45% |
$5.15K - $6K
|
6.43K
$399K
|
|
|
Nov 04, 2022
Q3 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
91+ 0.04% |
$5.1K - $5.94K
|
204K
$12.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
88+ 1.4% |
$4.93K - $5.74K
|
6.38K
$396K
|
|
|
Sep 01, 2023
Q3 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
88+ 2.49% |
$4.93K - $5.74K
|
3.62K
$225K
|
|
|
Nov 08, 2022
Q3 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
87+ 0.22% |
$4.87K - $5.67K
|
39.1K
$2.42M
|
|
|
Nov 02, 2022
Q3 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
84+ 0.88% |
$4.71K - $5.48K
|
9.63K
$597K
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
83+ 2.0% |
$4.65K - $5.41K
|
4.24K
$263K
|
|
|
Nov 04, 2022
Q3 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
83+ 1.19% |
$4.65K - $5.41K
|
7.04K
$437K
|
|
|
Oct 11, 2022
Q3 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
81+ 1.14% |
$4.54K - $5.28K
|
7.18K
$445K
|
|
|
Oct 18, 2022
Q3 2022
|
360 Financial, Inc.
|
BUY
|
- |
80+ 0.95% |
$4.48K - $5.22K
|
8.47K
$526K
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
80+ 1.65% |
$4.48K - $5.22K
|
4.93K
$306K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
79+ 0.36% |
$4.43K - $5.15K
|
22K
$1.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Family Legacy, Inc.
|
BUY
|
- |
79+ 0.1% |
$4.43K - $5.15K
|
81.9K
$5.08M
|
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
BUY
|
- |
78+ 0.41% |
$4.37K - $5.09K
|
19.1K
$1.18M
|
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
BUY
|
- |
77+ 0.14% |
$4.31K - $5.02K
|
56.4K
$3.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
77+ 3.53% |
$4.31K - $5.02K
|
2.26K
$140K
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
76+ 2.17% |
$4.26K - $4.96K
|
3.58K
$222K
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
76+ 1.36% |
$4.26K - $4.96K
|
5.68K
$352K
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
76+ 1.15% |
$4.26K - $4.96K
|
6.66K
$413K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
76+ 0.14% |
$4.26K - $4.96K
|
55.1K
$3.42M
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
75+ 1.72% |
$4.2K - $4.89K
|
4.43K
$275K
|
|
|
Nov 07, 2022
Q3 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
75+ 0.24% |
$4.2K - $4.89K
|
30.7K
$1.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
74+ 1.85% |
$4.15K - $4.83K
|
4.07K
$252K
|
|
|
Oct 12, 2022
Q3 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
73+ 2.0% |
$4.09K - $4.76K
|
3.73K
$231K
|
|
|
Nov 07, 2022
Q3 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
73+ 0.22% |
$4.09K - $4.76K
|
33.9K
$2.1M
|
|
|
Oct 24, 2022
Q3 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
70+ 0.22% |
$3.92K - $4.57K
|
31.8K
$1.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
70+ 0.62% |
$3.92K - $4.57K
|
11.4K
$707K
|
|
|
Nov 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
67+ 1.02% |
$3.75K - $4.37K
|
6.62K
$411K
|
|
|
Nov 02, 2022
Q3 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
66+ 1.41% |
$3.7K - $4.3K
|
4.75K
$295K
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
65+ 0.74% |
$3.64K - $4.24K
|
8.86K
$549K
|
|
|
Nov 14, 2022
Q3 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
65+ 1.16% |
$3.64K - $4.24K
|
5.65K
$351K
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
65+ 5.31% |
$3.64K - $4.24K
|
1.29K
$79.9K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
64+ 1.91% |
$3.59K - $4.17K
|
3.41K
$211K
|
|
|
Oct 31, 2022
Q3 2022
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
64+ 0.53% |
$3.59K - $4.17K
|
12.1K
$752K
|
|
|
Oct 19, 2022
Q3 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
63+ 1.68% |
$3.53K - $4.11K
|
3.81K
$236K
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
61+ 0.41% |
$3.42K - $3.98K
|
14.8K
$918K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
61+ 0.11% |
$3.42K - $3.98K
|
53.7K
$3.33M
|
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
61+ 0.02% |
$3.42K - $3.98K
|
332K
$20.6M
|
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
61+ 0.39% |
$3.42K - $3.98K
|
15.6K
$969K
|
|
|
Oct 21, 2022
Q3 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
60+ 0.89% |
$3.36K - $3.91K
|
6.82K
$423K
|
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
60+ 0.87% |
$3.36K - $3.91K
|
6.99K
$434K
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
60+ 0.72% |
$3.36K - $3.91K
|
8.4K
$521K
|
|
|
Nov 14, 2022
Q3 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
59+ 1.65% |
$3.31K - $3.85K
|
3.63K
$225K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
56+ 0.27% |
$3.14K - $3.65K
|
21K
$1.3M
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
55+ 0.8% |
$3.08K - $3.59K
|
6.95K
$431K
|