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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
BUY
|
- |
28+ 0.48% |
$1.57K - $1.83K
|
5.85K
$362K
|
|
|
Oct 07, 2024
Q3 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
28+ 2.75% |
$1.57K - $1.83K
|
1.05K
$64.7K
|
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
27+ 0.69% |
$1.51K - $1.76K
|
3.93K
$243K
|
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
26+ 0.37% |
$1.46K - $1.7K
|
7.07K
$437K
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
25+ 0.15% |
$1.4K - $1.63K
|
17.1K
$1.05M
|
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
25+ 0.4% |
$1.4K - $1.63K
|
6.26K
$387K
|
|
|
Oct 17, 2022
Q3 2022
|
Thompson Investment Management, Inc.
|
BUY
|
- |
24+ 0.07% |
$1.34K - $1.57K
|
34.1K
$2.11M
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
24+ 0.34% |
$1.34K - $1.57K
|
7.09K
$438K
|
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
24+ 0.01% |
$1.34K - $1.57K
|
450K
$27.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
24+ 0.41% |
$1.34K - $1.57K
|
5.86K
$362K
|
|
|
Nov 10, 2022
Q3 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
23+ 0.12% |
$1.29K - $1.5K
|
19.2K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
23+ 0.17% |
$1.29K - $1.5K
|
13.4K
$830K
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
22+ 0.18% |
$1.23K - $1.43K
|
12.2K
$755K
|
|
|
Oct 25, 2022
Q3 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
21+ 0.22% |
$1.18K - $1.37K
|
9.42K
$583K
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
21+ 0.04% |
$1.18K - $1.37K
|
59.4K
$3.67M
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
21+ 0.04% |
$1.18K - $1.37K
|
49.9K
$3.09M
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
19+ 0.05% |
$1.06K - $1.24K
|
39.4K
$2.44M
|
|
|
Oct 17, 2022
Q3 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
18+ 0.18% |
$1.01K - $1.17K
|
9.96K
$616K
|
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
17+ 0.85% |
$952 - $1.11K
|
2.03K
$125K
|
|
|
Nov 02, 2022
Q3 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
17+ 0.04% |
$952 - $1.11K
|
42K
$2.6M
|
|
|
Nov 04, 2022
Q3 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
17+ 0.1% |
$952 - $1.11K
|
17.4K
$1.08M
|
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
17+ 0.23% |
$952 - $1.11K
|
7.56K
$467K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
17+ 0.43% |
$952 - $1.11K
|
3.95K
$244K
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
16+ 0.13% |
$896 - $1.04K
|
12K
$741K
|
|
|
Nov 10, 2022
Q3 2022
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
16+ 0.07% |
$896 - $1.04K
|
24.5K
$1.51M
|
|
|
Oct 06, 2022
Q3 2022
|
Act Advisors, Llc.
|
BUY
|
- |
15+ 0.1% |
$840 - $978
|
14.5K
$896K
|
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
15+ 0.13% |
$840 - $978
|
11.5K
$712K
|
|
|
Nov 10, 2022
Q3 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
15+ 0.32% |
$840 - $978
|
4.65K
$288K
|
|
|
Oct 19, 2022
Q3 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
13+ 0.17% |
$728 - $848
|
7.81K
$483K
|
|
|
Oct 20, 2022
Q3 2022
|
Inlet Private Wealth, LLC
|
BUY
|
- |
13+ 0.11% |
$728 - $848
|
12K
$742K
|
|
|
Nov 09, 2022
Q3 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
13+ 0.13% |
$728 - $848
|
9.99K
$618K
|
|
|
Nov 14, 2022
Q3 2022
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
13+ 0.12% |
$728 - $848
|
11.3K
$699K
|
|
|
Oct 13, 2022
Q3 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
12+ 0.05% |
$672 - $783
|
22.9K
$1.42M
|
|
|
Nov 02, 2022
Q3 2022
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
12+ 0.19% |
$672 - $783
|
6.18K
$382K
|
|
|
Nov 03, 2022
Q3 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
12+ 0.08% |
$672 - $783
|
15K
$927K
|
|
|
Nov 04, 2022
Q3 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
12+ 0.12% |
$672 - $783
|
9.84K
$609K
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
12+ 0.45% |
$672 - $783
|
2.67K
$165K
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
11+ 0.25% |
$616 - $717
|
4.44K
$275K
|
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
11+ 0.58% |
$616 - $717
|
1.92K
$118K
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
11+ 0.21% |
$616 - $717
|
5.2K
$321K
|
|
|
Oct 13, 2022
Q3 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.88% |
$560 - $652
|
1.15K
$71.2K
|
|
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
10+ 0.15% |
$560 - $652
|
6.66K
$412K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
10+ 0.44% |
$560 - $652
|
2.3K
$142K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
10+ 0.11% |
$560 - $652
|
9.07K
$561K
|
|
|
Nov 08, 2022
Q3 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
10+ 0.14% |
$560 - $652
|
7.19K
$445K
|
|
|
Nov 14, 2022
Q3 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
10+ 0.06% |
$560 - $652
|
16.6K
$1.03M
|
|
|
Nov 15, 2022
Q3 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
10+ 0.11% |
$560 - $652
|
9.38K
$580K
|
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.01% |
$504 - $587
|
63.6K
$3.93M
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
9+ 0.4% |
$504 - $587
|
2.25K
$139K
|
|
|
Nov 09, 2022
Q3 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
9+ 0.13% |
$504 - $587
|
7.16K
$443K
|