Purchases and Sales Made in Q4 2021 in Coca Cola CO (KO)
This table provides information about the institutional ownership of Coca Cola CO (KO) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3.19K+ 3.75% |
$167K - $189K
|
88.3K
$5.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Harvest Volatility Management LLC
|
BUY
|
- |
3.17KNew |
$166K - $188K
|
3.17K
$198K
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.16K+ 4.7% |
$165K - $187K
|
70.5K
$4.4M
|
|
|
Jan 25, 2022
Q4 2021
|
Convergence Investment Partners, LLC
|
BUY
|
- |
3.15K+ 11.51% |
$165K - $187K
|
30.5K
$1.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.15K+ 0.22% |
$165K - $186K
|
1.43M
$89.6M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
3.15K+ 4.91% |
$164K - $186K
|
67.2K
$4.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
3.1K+ 3.21% |
$162K - $183K
|
99.7K
$6.23M
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.1K+ 22.8% |
$162K - $183K
|
16.7K
$1.04M
|
|
|
Jan 19, 2022
Q4 2021
|
Weybosset Research & Management LLC
|
BUY
|
- |
3.05K+ 75.36% |
$160K - $181K
|
7.1K
$443K
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
3.05K+ 1.6% |
$159K - $180K
|
193K
$12.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
3.02K+ 5.53% |
$158K - $179K
|
57.7K
$3.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.01K+ 11.69% |
$157K - $178K
|
28.8K
$1.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Cairn Investment Group, Inc.
|
BUY
|
- |
2.97K+ 19.3% |
$155K - $176K
|
18.4K
$1.15M
|
|
|
Jan 19, 2022
Q4 2021
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
2.96K+ 5.49% |
$155K - $175K
|
56.9K
$3.55M
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.91K+ 28.81% |
$152K - $172K
|
13K
$813K
|
|
|
Feb 09, 2022
Q4 2021
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
2.9KNew |
$151K - $171K
|
2.9K
$181K
|
|
|
Feb 14, 2022
Q4 2021
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
2.88K+ 3.56% |
$150K - $170K
|
83.7K
$5.23M
|
|
|
Jan 14, 2022
Q4 2021
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
2.86K+ 4.14% |
$149K - $169K
|
71.9K
$4.49M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
2.85K+ 1.75% |
$149K - $169K
|
165K
$10.3M
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.85K+ 1.75% |
$149K - $169K
|
165K
$10.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.85K+ 40.28% |
$149K - $169K
|
9.92K
$619K
|
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
2.84K+ 1.88% |
$149K - $168K
|
154K
$9.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
2.83K+ 8.46% |
$148K - $168K
|
36.3K
$2.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Ls Investment Advisors, LLC
|
BUY
|
- |
2.76K+ 20.97% |
$144K - $163K
|
15.9K
$994K
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
BUY
|
- |
2.73K+ 0.59% |
$143K - $162K
|
467K
$29.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
2.7K+ 37.6% |
$141K - $160K
|
9.89K
$618K
|
|
|
Jan 31, 2022
Q4 2021
|
Northstar Group, Inc.
|
BUY
|
- |
2.7K+ 7.86% |
$141K - $160K
|
37.1K
$2.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.7K+ 2.11% |
$141K - $160K
|
130K
$8.15M
|
|
|
Jan 12, 2022
Q4 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.69K+ 16.0% |
$140K - $159K
|
19.5K
$1.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
2.68K+ 1.84% |
$140K - $158K
|
148K
$9.23M
|
|
|
Jan 19, 2022
Q4 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.67K+ 61.61% |
$139K - $158K
|
6.99K
$437K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2.66KNew |
$139K - $157K
|
2.66K
$166K
|
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.66K+ 24.88% |
$139K - $157K
|
13.3K
$832K
|
|
|
Feb 14, 2022
Q4 2021
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
2.65K+ 7.24% |
$139K - $157K
|
39.3K
$2.45M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.65KNew |
$139K - $157K
|
2.65K
$165K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.65K+ 9.57% |
$138K - $157K
|
30.3K
$1.89M
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
2.64KNew |
$138K - $157K
|
2.64K
$165K
|
|
|
Dec 19, 2024
Q4 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.63K+ 9.9% |
$138K - $156K
|
29.2K
$1.83M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.63K+ 51.28% |
$138K - $156K
|
7.76K
$485K
|
|
|
Feb 11, 2022
Q4 2021
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
2.61K+ 15.71% |
$137K - $155K
|
19.3K
$1.2M
|
|
|
Feb 10, 2022
Q4 2021
|
First Business Financial Services, Inc.
|
BUY
|
- |
2.59K+ 7.56% |
$136K - $154K
|
36.9K
$2.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2.59KNew |
$136K - $153K
|
2.59K
$162K
|
|
|
Jan 19, 2022
Q4 2021
|
Jackson Square Capital, LLC
|
BUY
|
- |
2.56K+ 25.69% |
$134K - $151K
|
12.5K
$781K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2.56KNew |
$134K - $151K
|
2.56K
$160K
|
|
|
Jan 26, 2022
Q4 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.54K+ 7.24% |
$133K - $151K
|
37.7K
$2.35M
|
|
|
Feb 03, 2022
Q4 2021
|
Pacific Global Investment Management CO
|
BUY
|
- |
2.52K+ 2.73% |
$132K - $149K
|
94.6K
$5.91M
|
|
|
Jan 19, 2022
Q4 2021
|
Orser Capital Management, LLC
|
BUY
|
- |
2.5K+ 36.31% |
$131K - $148K
|
9.39K
$586K
|
|
|
Jan 27, 2022
Q4 2021
|
Emfo, LLC
|
BUY
|
- |
2.5K+ 5.65% |
$131K - $148K
|
46.8K
$2.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
2.5K+ 2.78% |
$131K - $148K
|
92.3K
$5.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
2.5K+ 35.65% |
$131K - $148K
|
9.5K
$593K
|