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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
358+ 1.16% |
$19.5K - $23K
|
31.2K
$1.93M
|
|
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
357+ 10.23% |
$19.4K - $23K
|
3.85K
$237K
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
354+ 8.71% |
$19.3K - $22.8K
|
4.42K
$273K
|
|
|
Mar 06, 2023
Q4 2022
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
350+ 0.37% |
$19K - $22.5K
|
94.6K
$5.84M
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
350New |
$19K - $22.5K
|
350
$21.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
349+ 0.41% |
$19K - $22.5K
|
85.3K
$5.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
347+ 7.02% |
$18.9K - $22.3K
|
5.29K
$327K
|
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
BUY
|
- |
340+ 6.04% |
$18.5K - $21.9K
|
5.97K
$369K
|
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
337+ 4.68% |
$18.3K - $21.7K
|
7.53K
$465K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
334+ 4.76% |
$18.2K - $21.5K
|
7.35K
$454K
|
|
|
Feb 08, 2023
Q4 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
330+ 0.59% |
$17.9K - $21.2K
|
56.6K
$3.5M
|
|
|
Feb 17, 2023
Q4 2022
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
330+ 1.37% |
$17.9K - $21.2K
|
24.4K
$1.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
326+ 3.08% |
$17.7K - $21K
|
10.9K
$675K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
325+ 0.43% |
$17.7K - $20.9K
|
76K
$4.69M
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
323New |
$17.6K - $20.8K
|
323
$19.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
320New |
$17.4K - $20.6K
|
320
$19.8K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
320+ 3.42% |
$17.4K - $20.6K
|
9.68K
$598K
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
BUY
|
- |
320+ 1.16% |
$17.4K - $20.6K
|
28K
$1.73M
|
|
|
Jan 19, 2023
Q4 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
319+ 0.52% |
$17.4K - $20.5K
|
62K
$3.83M
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
318+ 0.71% |
$17.3K - $20.5K
|
45.3K
$2.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
316+ 12.7% |
$17.2K - $20.3K
|
2.81K
$173K
|
|
|
Feb 02, 2023
Q4 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
308+ 6.62% |
$16.8K - $19.8K
|
4.96K
$306K
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
307+ 3.91% |
$16.7K - $19.8K
|
8.15K
$503K
|
|
|
Feb 14, 2023
Q4 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
307+ 7.58% |
$16.7K - $19.8K
|
4.36K
$269K
|
|
|
Feb 15, 2023
Q4 2022
|
Goepper Burkhardt LLC
|
BUY
|
- |
306+ 1.21% |
$16.6K - $19.7K
|
25.6K
$1.58M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
305+ 3.81% |
$16.6K - $19.6K
|
8.32K
$514K
|
|
|
Feb 08, 2023
Q4 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
302+ 2.19% |
$16.4K - $19.4K
|
14.1K
$870K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
301+ 8.07% |
$16.4K - $19.4K
|
4.03K
$249K
|
|
|
Feb 03, 2023
Q4 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
300+ 2.48% |
$16.3K - $19.3K
|
12.4K
$765K
|
|
|
Feb 08, 2023
Q4 2022
|
Hc Advisors, LLC
|
BUY
|
- |
300+ 3.5% |
$16.3K - $19.3K
|
8.87K
$548K
|
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
299+ 0.95% |
$16.3K - $19.2K
|
31.8K
$1.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
299+ 2.43% |
$16.3K - $19.2K
|
12.6K
$778K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
298+ 1.3% |
$16.2K - $19.2K
|
23.2K
$1.43M
|
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
297+ 0.71% |
$16.2K - $19.1K
|
42.4K
$2.62M
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
293+ 0.6% |
$15.9K - $18.9K
|
48.8K
$3.01M
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
291+ 2.48% |
$15.8K - $18.7K
|
12K
$744K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
290+ 0.5% |
$15.8K - $18.7K
|
58.1K
$3.59M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
285+ 1.96% |
$15.5K - $18.3K
|
14.8K
$914K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
285+ 0.97% |
$15.5K - $18.3K
|
29.6K
$1.83M
|
|
|
Jan 23, 2023
Q4 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
284+ 1.58% |
$15.4K - $18.3K
|
18.3K
$1.13M
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
284+ 24.17% |
$15.4K - $18.3K
|
1.46K
$90.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
279+ 7.91% |
$15.2K - $18K
|
3.81K
$235K
|
|
|
Feb 08, 2023
Q4 2022
|
Act Advisors, Llc.
|
BUY
|
- |
279+ 1.93% |
$15.2K - $18K
|
14.8K
$912K
|
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
278+ 5.35% |
$15.1K - $17.9K
|
5.47K
$338K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
278+ 0.49% |
$15.1K - $17.9K
|
56.7K
$3.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
278+ 0.23% |
$15.1K - $17.9K
|
122K
$7.52M
|
|
|
Jan 13, 2023
Q4 2022
|
Burns J W & CO Inc
|
BUY
|
- |
275+ 0.4% |
$15K - $17.7K
|
68.7K
$4.24M
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
275+ 3.93% |
$15K - $17.7K
|
7.27K
$449K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
273+ 0.07% |
$14.8K - $17.6K
|
410K
$25.3M
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
272+ 6.5% |
$14.8K - $17.5K
|
4.45K
$275K
|