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 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
8+ 0.03% |
$448 - $522
|
27.1K
$1.68M
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
8+ 2.96% |
$448 - $522
|
278
$17.2K
|
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
7+ 0.02% |
$392 - $457
|
31.1K
$1.93M
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
7+ 0.67% |
$392 - $457
|
1.05K
$65.3K
|
|
|
Oct 18, 2022
Q3 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
7+ 0.05% |
$392 - $457
|
13.5K
$838K
|
|
|
Nov 01, 2022
Q3 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
7+ 0.09% |
$392 - $457
|
7.56K
$469K
|
|
|
Nov 07, 2022
Q3 2022
|
Carson Advisory Inc.
|
BUY
|
- |
7+ 0.03% |
$392 - $457
|
22.8K
$1.42M
|
|
|
Nov 09, 2022
Q3 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
7+ 0.06% |
$392 - $457
|
11.3K
$703K
|
|
|
Nov 10, 2022
Q3 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
7+ 0.15% |
$392 - $457
|
4.59K
$285K
|
|
|
Nov 14, 2022
Q3 2022
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
7+ 0.05% |
$392 - $457
|
15K
$932K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
7+ 0.04% |
$392 - $457
|
18K
$1.11M
|
|
|
Oct 13, 2022
Q3 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
6+ 0.14% |
$336 - $391
|
4.4K
$273K
|
|
|
Oct 20, 2022
Q3 2022
|
S.A. Mason LLC
|
BUY
|
- |
6+ 0.07% |
$336 - $391
|
8.41K
$522K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
6+ 0.11% |
$336 - $391
|
5.55K
$344K
|
|
|
Nov 04, 2022
Q3 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
6+ 0.75% |
$336 - $391
|
809
$50.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Firestone Capital Management
|
BUY
|
- |
6+ 0.07% |
$336 - $391
|
8.61K
$534K
|
|
|
Nov 14, 2022
Q3 2022
|
Manchester Financial Inc
|
BUY
|
- |
6+ 0.15% |
$336 - $391
|
4.11K
$255K
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
BUY
|
- |
5+ 0.02% |
$280 - $326
|
20.4K
$1.27M
|
|
|
Oct 13, 2022
Q3 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
5+ 0.08% |
$280 - $326
|
6.51K
$404K
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
5+ 0.58% |
$280 - $326
|
866
$53.7K
|
|
|
Oct 27, 2022
Q3 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
5+ 0.05% |
$280 - $326
|
9.35K
$580K
|
|
|
Nov 02, 2022
Q3 2022
|
Main Street Investment Advisors LLC
|
BUY
|
- |
5+ 0.04% |
$280 - $326
|
12.7K
$786K
|
|
|
Nov 14, 2022
Q3 2022
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
5+ 0.07% |
$280 - $326
|
7.53K
$467K
|
|
|
Oct 13, 2022
Q3 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
4+ 0.04% |
$224 - $261
|
10.4K
$643K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 0.16% |
$224 - $261
|
2.46K
$153K
|
|
|
Oct 21, 2022
Q3 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
4+ 0.07% |
$224 - $261
|
5.85K
$363K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
4+ 0.12% |
$224 - $261
|
3.36K
$208K
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4+ 0.68% |
$224 - $261
|
588
$36.5K
|
|
|
Nov 07, 2022
Q3 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.13% |
$224 - $261
|
2.98K
$185K
|
|
|
Nov 10, 2022
Q3 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
4+ 0.05% |
$224 - $261
|
8.26K
$513K
|
|
|
Nov 14, 2022
Q3 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
4+ 0.02% |
$224 - $261
|
17.8K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
4+ 0.1% |
$224 - $261
|
4.13K
$256K
|
|
|
Oct 07, 2022
Q3 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
3+ 0.01% |
$168 - $196
|
29.3K
$1.82M
|
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
BUY
|
- |
3+ 0.05% |
$168 - $196
|
6.31K
$391K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 0.11% |
$168 - $196
|
2.69K
$167K
|
|
|
Oct 21, 2022
Q3 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
3+ 0.18% |
$168 - $196
|
1.7K
$105K
|
|
|
Oct 25, 2022
Q3 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
3+ 0.0% |
$168 - $196
|
638K
$39.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
3+ 0.02% |
$168 - $196
|
13.7K
$849K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
3+ 0.47% |
$168 - $196
|
636
$39.5K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
3+ 0.07% |
$168 - $196
|
4.35K
$270K
|
|
|
Nov 09, 2022
Q3 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.07% |
$168 - $196
|
4.27K
$265K
|
|
|
Nov 09, 2022
Q3 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
3+ 0.04% |
$168 - $196
|
7K
$434K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
3+ 0.03% |
$168 - $196
|
9.35K
$580K
|
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
3+ 0.03% |
$168 - $196
|
9.71K
$602K
|
|
|
Oct 13, 2023
Q3 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3+ 0.64% |
$168 - $196
|
474
$29.4K
|
|
|
Oct 14, 2022
Q3 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
2+ 0.0% |
$112 - $130
|
104K
$6.45M
|
|
|
Oct 11, 2022
Q3 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
2+ 0.06% |
$112 - $130
|
3.61K
$224K
|
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2+ 0.02% |
$112 - $130
|
11.4K
$707K
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
2+ 0.04% |
$112 - $130
|
4.71K
$292K
|
|
|
Oct 28, 2022
Q3 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
2+ 0.04% |
$112 - $130
|
5.55K
$344K
|