Purchases and Sales Made in Q4 2022 in Coca Cola CO (KO)
This table provides information about the institutional ownership of Coca Cola CO (KO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
461+ 1.26% |
$25.1K - $29.7K
|
37K
$2.28M
|
|
|
Jan 23, 2023
Q4 2022
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
460+ 11.44% |
$25K - $29.6K
|
4.48K
$277K
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
451+ 3.73% |
$24.5K - $29K
|
12.6K
$775K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
450+ 10.4% |
$24.5K - $29K
|
4.78K
$295K
|
|
|
Feb 28, 2023
Q4 2022
|
Bull Street Advisors, LLC
|
BUY
|
- |
450+ 0.42% |
$24.5K - $29K
|
107K
$6.58M
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
446+ 6.15% |
$24.3K - $28.7K
|
7.7K
$476K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
445+ 1.54% |
$24.2K - $28.6K
|
29.3K
$1.81M
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
441+ 4.12% |
$24K - $28.4K
|
11.1K
$688K
|
|
|
Feb 01, 2023
Q4 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
440+ 1.04% |
$23.9K - $28.3K
|
42.9K
$2.65M
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
440+ 0.42% |
$23.9K - $28.3K
|
105K
$6.51M
|
|
|
Feb 08, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
438+ 1.2% |
$23.8K - $28.2K
|
37.1K
$2.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
438+ 1.54% |
$23.8K - $28.2K
|
28.9K
$1.79M
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
437+ 2.79% |
$23.8K - $28.1K
|
16.1K
$995K
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
432+ 1.19% |
$23.5K - $27.8K
|
36.6K
$2.26M
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
421+ 5.46% |
$22.9K - $27.1K
|
8.14K
$502K
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
421+ 2.48% |
$22.9K - $27.1K
|
17.4K
$1.07M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
419+ 2.5% |
$22.8K - $27K
|
17.2K
$1.06M
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
416+ 6.68% |
$22.6K - $26.8K
|
6.64K
$410K
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
415+ 9.77% |
$22.6K - $26.7K
|
4.66K
$288K
|
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
BUY
|
- |
412+ 3.62% |
$22.4K - $26.5K
|
11.8K
$729K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
410+ 1.19% |
$22.3K - $26.4K
|
34.8K
$2.15M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
409+ 10.94% |
$22.2K - $26.3K
|
4.15K
$256K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
406+ 1.28% |
$22.1K - $26.1K
|
32.2K
$1.99M
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
405+ 6.8% |
$22K - $26.1K
|
6.36K
$393K
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
404+ 7.3% |
$22K - $26K
|
5.94K
$367K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
401+ 1.69% |
$21.8K - $25.8K
|
24.2K
$1.49M
|
|
|
Jan 09, 2023
Q4 2022
|
Radnor Capital Management, LLC
|
BUY
|
- |
400+ 1.59% |
$21.8K - $25.7K
|
25.5K
$1.58M
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
400+ 7.63% |
$21.8K - $25.7K
|
5.64K
$348K
|
|
|
Jan 27, 2023
Q4 2022
|
Hudson Value Partners, LLC
|
BUY
|
- |
400+ 1.93% |
$21.8K - $25.7K
|
21.2K
$1.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
400+ 7.84% |
$21.8K - $25.7K
|
5.5K
$340K
|
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
400+ 1.44% |
$21.8K - $25.7K
|
28.1K
$1.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
400+ 9.75% |
$21.8K - $25.7K
|
4.5K
$278K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
400New |
$21.8K - $25.7K
|
400
$24.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
399+ 2.08% |
$21.7K - $25.7K
|
19.6K
$1.21M
|
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
394+ 1.54% |
$21.4K - $25.4K
|
26K
$1.61M
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
392+ 956.1% |
$21.3K - $25.2K
|
433
$26.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
392+ 0.57% |
$21.3K - $25.2K
|
68.9K
$4.26M
|
|
|
Jan 31, 2023
Q4 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
391+ 4.06% |
$21.3K - $25.2K
|
10K
$619K
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
390+ 3.46% |
$21.2K - $25.1K
|
11.7K
$720K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
386New |
$21K - $24.8K
|
386
$23.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
380+ 4.3% |
$20.7K - $24.5K
|
9.21K
$569K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
372+ 16.99% |
$20.2K - $23.9K
|
2.56K
$158K
|
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
372+ 4.5% |
$20.2K - $23.9K
|
8.64K
$533K
|
|
|
Jan 10, 2023
Q4 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
370+ 0.51% |
$20.1K - $23.8K
|
72.3K
$4.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
368+ 0.53% |
$20K - $23.7K
|
69.8K
$4.31M
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
366+ 1.26% |
$19.9K - $23.6K
|
29.3K
$1.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
364+ 4.15% |
$19.8K - $23.4K
|
9.14K
$564K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
362+ 8.54% |
$19.7K - $23.3K
|
4.6K
$284K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
359+ 4.88% |
$19.5K - $23.1K
|
7.71K
$476K
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
358+ 1.99% |
$19.5K - $23K
|
18.3K
$1.13M
|