Purchases and Sales Made in Q1 2023 in Coca Cola CO (KO)

KO Quotes by TradingView

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 14, 2023 Q1 2023
Gleason Group, Inc.

BUY
 -
170
+ 1.2%
$10K - $10.8K
14.4K $884K
Jul 25, 2023 Q1 2023
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
170
+ 0.54%
$10K - $10.8K
31.9K $1.96M
May 09, 2023 Q1 2023
Clear Investment Research, LLC

BUY
 -
169
+ 39.12%
$9.95K - $10.7K
601 $37K
May 15, 2023 Q1 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
167
+ 4.39%
$9.83K - $10.6K
3.97K $244K
Apr 17, 2023 Q1 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
165
+ 0.72%
$9.71K - $10.5K
23.2K $1.43M
Apr 24, 2023 Q1 2023
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
165
+ 1.31%
$9.71K - $10.5K
12.8K $786K
May 15, 2023 Q1 2023
Red Wave Investments LLC

Dillsburg, PA
BUY
 -
165
+ 3.15%
$9.71K - $10.5K
5.41K $333K
May 04, 2023 Q1 2023
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
162
+ 4.73%
$9.54K - $10.3K
3.58K $221K
Apr 25, 2023 Q1 2023
Morton Brown Family Wealth, LLC

BUY
 -
160
New
$9.42K - $10.1K
160 $9.84K
May 11, 2023 Q1 2023
Y.D. More Investments LTD

Ramat Gan, L3
BUY
 -
160
+ 21.56%
$9.42K - $10.1K
902 $55.5K
Apr 24, 2023 Q1 2023
Nat West Group PLC

BUY
 -
155
+ 0.47%
$9.12K - $9.83K
33.4K $2.06M
May 08, 2023 Q1 2023
L.M. Kohn & Company

BUY
 -
154
+ 1.38%
$9.06K - $9.76K
11.3K $695K
May 15, 2023 Q1 2023
Grayhawk Investment Strategies Inc.

Calgary, A0
BUY
 -
154
New
$9.06K - $9.76K
154 $9.48K
Apr 20, 2023 Q1 2023
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
153
+ 0.97%
$9.01K - $9.7K
15.9K $981K
May 10, 2023 Q1 2023
Pittenger & Anderson Inc

BUY
 -
152
+ 0.25%
$8.95K - $9.64K
60.2K $3.7M
Jul 18, 2023 Q1 2023
First County Bank /Ct/

Stamford, CT
BUY
 -
151
+ 0.83%
$8.89K - $9.57K
18.4K $1.13M
Apr 21, 2023 Q1 2023
Thomas Story & Son LLC

Culver, IN
BUY
 -
150
+ 0.28%
$8.83K - $9.51K
53.2K $3.27M
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
150
New
$8.83K - $9.51K
150 $9.23K
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
150
New
$8.83K - $9.51K
150 $9.23K
May 09, 2023 Q1 2023
Investment House LLC

Las Vegas, NV
BUY
 -
150
+ 0.64%
$8.83K - $9.51K
23.5K $1.45M
Apr 19, 2023 Q1 2023
Richwood Investment Advisors, LLC

BUY
 -
149
+ 1.61%
$8.77K - $9.45K
9.39K $578K
May 11, 2023 Q1 2023
Angeles Wealth Management, LLC

BUY
 -
147
+ 1.44%
$8.65K - $9.32K
10.4K $637K
May 05, 2023 Q1 2023
Excalibur Management Corp

BUY
 -
145
+ 0.49%
$8.53K - $9.19K
29.6K $1.82M
May 09, 2023 Q1 2023
Allred Capital Management, LLC

Dallas, TX
BUY
 -
145
+ 0.37%
$8.53K - $9.19K
39.8K $2.45M
May 02, 2023 Q1 2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP

BUY
 -
143
+ 0.11%
$8.42K - $9.07K
134K $8.22M
Apr 25, 2023 Q1 2023
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
142
+ 0.73%
$8.36K - $9K
19.5K $1.2M
Apr 25, 2023 Q1 2023
Baystate Wealth Management LLC

BUY
 -
142
+ 3.57%
$8.36K - $9K
4.12K $254K
May 15, 2023 Q1 2023
Tower View Investment Management & Research LLC

BUY
 -
141
+ 2.36%
$8.3K - $8.94K
6.11K $376K
May 15, 2023 Q1 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
138
+ 0.4%
$8.12K - $8.75K
34.3K $2.11M
Apr 11, 2023 Q1 2023
Hyperion Partners, LLC

Berwyn, PA
BUY
 -
137
+ 2.35%
$8.06K - $8.69K
5.97K $367K
May 08, 2023 Q1 2023
Red Door Wealth Management, LLC

BUY
 -
137
+ 1.56%
$8.06K - $8.69K
8.92K $549K
Apr 04, 2023 Q1 2023
Compass Financial Group, Inc/Sd

Sioux Falls, SD
BUY
 -
134
+ 3.65%
$7.89K - $8.5K
3.81K $234K
May 05, 2023 Q1 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
134
+ 3.28%
$7.89K - $8.5K
4.22K $260K
May 10, 2023 Q1 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
133
+ 2.27%
$7.83K - $8.43K
5.98K $368K
Apr 24, 2023 Q1 2023
Osborne Partners Capital Management, LLC

BUY
 -
132
+ 0.41%
$7.77K - $8.37K
32.3K $1.99M
May 03, 2023 Q1 2023
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
132
+ 0.67%
$7.77K - $8.37K
19.9K $1.23M
May 05, 2023 Q1 2023
Pitcairn CO

Jenkintown, PA
BUY
 -
132
+ 0.25%
$7.77K - $8.37K
52.3K $3.22M
May 12, 2023 Q1 2023
Pinnacle Holdings, LLC

Tulsa, OK
BUY
 -
132
+ 1.08%
$7.77K - $8.37K
12.4K $762K
Apr 06, 2023 Q1 2023
Bangor Savings Bank

Bangor, ME
BUY
 -
131
+ 1.17%
$7.71K - $8.31K
11.3K $697K
May 08, 2023 Q1 2023
Bennett Selby Investments LP

BUY
 -
131
+ 1.24%
$7.71K - $8.31K
10.7K $661K
May 10, 2023 Q1 2023
Wallace Advisory Group, LLC

Lafayette, CA
BUY
 -
130
+ 2.05%
$7.65K - $8.24K
6.48K $399K
May 08, 2023 Q1 2023
Court Place Advisors, LLC

Ellicott City, MD
BUY
 -
125
+ 0.46%
$7.36K - $7.93K
27K $1.66M
Jun 28, 2024 Q1 2023
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
125
+ 1.79%
$7.36K - $7.93K
7.09K $436K
May 12, 2023 Q1 2023
Itau Unibanco Holding S.A.

Sao Paulo, D5
BUY
 -
122
+ 0.56%
$7.18K - $7.73K
22K $1.36M
Apr 25, 2023 Q1 2023
Montz Harcus Wealth Management LLC

BUY
 -
121
+ 1.63%
$7.12K - $7.67K
7.56K $465K
May 05, 2023 Q1 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
121
+ 0.16%
$7.12K - $7.67K
77.5K $4.77M
May 08, 2023 Q1 2023
Sageworth Trust CO

BUY
 -
121
+ 3.45%
$7.12K - $7.67K
3.63K $224K
May 12, 2023 Q1 2023
True Wealth Design, LLC

Akron, OH
BUY
 -
121
+ 95.28%
$7.12K - $7.67K
248 $15.3K
May 04, 2023 Q1 2023
Cook Wealth Management Group LLC

Raleigh, NC
BUY
 -
119
+ 2.79%
$7K - $7.54K
4.38K $270K

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