Purchases and Sales Made in Q1 2023 in Coca Cola CO (KO)
This table provides information about the institutional ownership of Coca Cola CO (KO) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
321+ 8.79% |
$18.9K - $20.4K
|
3.97K
$244K
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
320New |
$18.8K - $20.3K
|
320
$19.7K
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
320New |
$18.8K - $20.3K
|
320
$19.7K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
314+ 1.07% |
$18.5K - $19.9K
|
29.6K
$1.82M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
312+ 2.14% |
$18.4K - $19.8K
|
14.9K
$915K
|
|
|
Apr 21, 2023
Q1 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
310+ 8.96% |
$18.2K - $19.7K
|
3.77K
$232K
|
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
310+ 1.06% |
$18.2K - $19.7K
|
29.7K
$1.83M
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
306+ 4.15% |
$18K - $19.4K
|
7.68K
$473K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
304+ 2.79% |
$17.9K - $19.3K
|
11.2K
$688K
|
|
|
May 09, 2023
Q1 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
301+ 1.11% |
$17.7K - $19.1K
|
27.4K
$1.69M
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
300+ 7.16% |
$17.7K - $19K
|
4.49K
$276K
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
BUY
|
- |
298+ 0.69% |
$17.5K - $18.9K
|
43.6K
$2.68M
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
298+ 0.38% |
$17.5K - $18.9K
|
78.8K
$4.85M
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
296+ 3.64% |
$17.4K - $18.8K
|
8.42K
$518K
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
294+ 0.96% |
$17.3K - $18.6K
|
30.9K
$1.9M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
290+ 9.81% |
$17.1K - $18.4K
|
3.25K
$200K
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
289+ 1.45% |
$17K - $18.3K
|
20.2K
$1.24M
|
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
BUY
|
- |
283+ 5.75% |
$16.7K - $17.9K
|
5.21K
$320K
|
|
|
Apr 13, 2023
Q1 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
281+ 1.35% |
$16.5K - $17.8K
|
21.1K
$1.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
280+ 1.08% |
$16.5K - $17.8K
|
26.3K
$1.62M
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
278+ 0.6% |
$16.4K - $17.6K
|
46.8K
$2.88M
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
278+ 2.92% |
$16.4K - $17.6K
|
9.8K
$603K
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
BUY
|
- |
277+ 1.19% |
$16.3K - $17.6K
|
23.5K
$1.45M
|
|
|
May 08, 2023
Q1 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
275+ 2.24% |
$16.2K - $17.4K
|
12.6K
$774K
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
275+ 3.96% |
$16.2K - $17.4K
|
7.22K
$444K
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
BUY
|
- |
273+ 3.44% |
$16.1K - $17.3K
|
8.2K
$505K
|
|
|
May 18, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
271+ 6.85% |
$16K - $17.2K
|
4.23K
$260K
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
270+ 5.75% |
$15.9K - $17.1K
|
4.97K
$306K
|
|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
270+ 7.24% |
$15.9K - $17.1K
|
4K
$246K
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
266+ 5.93% |
$15.7K - $16.9K
|
4.75K
$292K
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
261+ 5.39% |
$15.4K - $16.5K
|
5.1K
$314K
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
259+ 4.04% |
$15.2K - $16.4K
|
6.67K
$410K
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
257+ 0.7% |
$15.1K - $16.3K
|
37K
$2.28M
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
257+ 5.85% |
$15.1K - $16.3K
|
4.65K
$286K
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
BUY
|
- |
256+ 3.61% |
$15.1K - $16.2K
|
7.35K
$452K
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
255+ 4.95% |
$15K - $16.2K
|
5.41K
$333K
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
254+ 1.11% |
$15K - $16.1K
|
23.2K
$1.43M
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
252+ 3.02% |
$14.8K - $16K
|
8.61K
$530K
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
250+ 2.47% |
$14.7K - $15.9K
|
10.4K
$637K
|
|
|
May 10, 2023
Q1 2023
|
Birinyi Associates Inc
|
BUY
|
- |
250+ 3.45% |
$14.7K - $15.9K
|
7.5K
$461K
|
|
|
May 11, 2023
Q1 2023
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
249+ 7.51% |
$14.7K - $15.8K
|
3.56K
$219K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
248+ 2.96% |
$14.6K - $15.7K
|
8.62K
$530K
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
246+ 43.39% |
$14.5K - $15.6K
|
813
$50K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
246+ 1.46% |
$14.5K - $15.6K
|
17.1K
$1.05M
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
246+ 4.99% |
$14.5K - $15.6K
|
5.18K
$319K
|
|
|
Apr 14, 2023
Q1 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
244+ 1.76% |
$14.4K - $15.5K
|
14.1K
$868K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
235+ 8.0% |
$13.8K - $14.9K
|
3.17K
$195K
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
234+ 4.22% |
$13.8K - $14.8K
|
5.77K
$355K
|
|
|
May 10, 2023
Q1 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
232+ 5.7% |
$13.7K - $14.7K
|
4.3K
$265K
|
|
|
May 15, 2023
Q1 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
232+ 5.7% |
$13.7K - $14.7K
|
4.3K
$265K
|