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 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
8+ 0.29% |
$418 - $474
|
2.78K
$173K
|
|
|
Jan 04, 2022
Q4 2021
|
S.A. Mason LLC
|
BUY
|
- |
7+ 0.08% |
$366 - $414
|
8.59K
$535K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
7+ 0.63% |
$366 - $414
|
1.13K
$70.1K
|
|
|
Feb 04, 2022
Q4 2021
|
Mengis Capital Management, Inc.
|
BUY
|
- |
6+ 0.01% |
$314 - $355
|
58.7K
$3.66M
|
|
|
Jan 19, 2022
Q4 2021
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
6+ 0.05% |
$314 - $355
|
12K
$749K
|
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
6+ 0.04% |
$314 - $355
|
15K
$931K
|
|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
6+ 0.03% |
$314 - $355
|
19.5K
$1.21M
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
6+ 0.04% |
$314 - $355
|
14.2K
$883K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
6+ 0.6% |
$314 - $355
|
1K
$62.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Xcel Wealth Management, LLC
|
BUY
|
- |
5+ 0.01% |
$262 - $296
|
46.4K
$2.89M
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
5+ 0.93% |
$262 - $296
|
543
$33.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5+ 0.23% |
$262 - $296
|
2.14K
$133K
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
BUY
|
- |
4+ 0.03% |
$209 - $237
|
15.3K
$951K
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.09% |
$209 - $237
|
4.44K
$277K
|
|
|
Jan 12, 2022
Q4 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.1% |
$209 - $237
|
3.92K
$244K
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
4+ 0.0% |
$209 - $237
|
333K
$20.7M
|
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
4+ 0.04% |
$209 - $237
|
11.4K
$709K
|
|
|
Feb 04, 2022
Q4 2021
|
Souders Financial Advisors
|
BUY
|
- |
4+ 0.07% |
$209 - $237
|
5.62K
$350K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
3+ 0.48% |
$157 - $178
|
630
$39.2K
|
|
|
Jan 24, 2022
Q4 2021
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
3+ 0.01% |
$157 - $178
|
45.8K
$2.85M
|
|
|
Jan 19, 2022
Q4 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3+ 0.02% |
$157 - $178
|
13.1K
$813K
|
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
2+ 0.01% |
$105 - $118
|
18.1K
$1.13M
|
|
|
Jan 28, 2022
Q4 2021
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2+ 0.21% |
$105 - $118
|
958
$59.6K
|
|
|
Feb 17, 2022
Q4 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
2+ 0.77% |
$105 - $118
|
262
$16.3K
|
|
|
Feb 07, 2022
Q4 2021
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
2+ 0.03% |
$105 - $118
|
6K
$374K
|
|
|
Feb 07, 2022
Q4 2021
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
2+ 0.04% |
$105 - $118
|
5.67K
$353K
|
|
|
Feb 14, 2022
Q4 2021
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
2+ 0.0% |
$105 - $118
|
6.67M
$415M
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
2+ 0.65% |
$105 - $118
|
309
$19.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$52.3 - $59.2
|
5.84K
$363K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1+ 0.2% |
$52.3 - $59.2
|
507
$31.6K
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1+ 0.0% |
$52.3 - $59.2
|
27.2K
$1.69M
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1+ 0.01% |
$52.3 - $59.2
|
16.7K
$1.04M
|
|
|
Jan 20, 2022
Q4 2021
|
Kwmg, LLC
|
SELL
|
- |
-1- 0.02% |
$52.3 - $59.2
|
6.56K
$408K
|
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-1Closed |
$52.3 - $59.2
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Savior LLC
|
SELL
|
- |
-1Closed |
$52.3 - $59.2
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
In Track Investment Management Inc
|
SELL
|
- |
-2- 0.01% |
$105 - $118
|
19.9K
$1.24M
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-4- 0.01% |
$209 - $237
|
54.4K
$3.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Wills Financial Group, Inc.
|
SELL
|
- |
-4- 0.03% |
$209 - $237
|
13.5K
$838K
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-4- 0.44% |
$209 - $237
|
905
$56.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-6- 0.13% |
$314 - $355
|
4.54K
$283K
|
|
|
Jan 18, 2022
Q4 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-7- 0.09% |
$366 - $414
|
8.14K
$507K
|
|
|
Jan 19, 2022
Q4 2021
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-8- 0.11% |
$418 - $474
|
7.4K
$460K
|
|
|
Aug 18, 2023
Q4 2021
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-8- 0.19% |
$418 - $474
|
4.22K
$262K
|
|
|
Jan 12, 2022
Q4 2021
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-9- 0.23% |
$471 - $533
|
3.94K
$246K
|
|
|
Jan 04, 2022
Q4 2021
|
Lvm Capital Management LTD
|
SELL
|
- |
-10- 0.03% |
$523 - $592
|
29K
$1.81M
|
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
SELL
|
- |
-11- 0.09% |
$575 - $651
|
11.7K
$726K
|
|
|
Feb 14, 2022
Q4 2021
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-11- 0.02% |
$575 - $651
|
46.6K
$2.9M
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-12- 0.15% |
$628 - $711
|
8.15K
$507K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-13- 1.25% |
$680 - $770
|
1.03K
$64.1K
|
|
|
Feb 01, 2022
Q4 2021
|
Augustine Asset Management Inc
|
SELL
|
- |
-13- 0.22% |
$680 - $770
|
6.01K
$374K
|