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 |
---|---|---|---|---|---|---|---|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
13.6K+ 14.56% |
$802K - $864K
|
107K
$6.81M
|
|
May 15, 2023
Q1 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
13.6KNew |
$800K - $862K
|
13.6K
$863K
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
13.5K+ 4.38% |
$795K - $857K
|
322K
$20.4M
|
|
Dec 09, 2024
Q1 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
13.4K+ 1.19% |
$791K - $852K
|
1.15M
$72.8M
|
|
May 05, 2023
Q1 2023
|
Amica Mutual Insurance CO
|
BUY
|
- |
13.4K+ 20.99% |
$789K - $850K
|
77.2K
$4.9M
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
13.4K+ 2.87% |
$788K - $849K
|
480K
$30.5M
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
13.1K+ 0.15% |
$771K - $830K
|
8.8M
$559M
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
13.1K+ 39.96% |
$770K - $830K
|
45.8K
$2.91M
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
13.1KNew |
$770K - $829K
|
13.1K
$830K
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.9K+ 8.44% |
$762K - $821K
|
166K
$10.6M
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
BUY
|
- |
12.7KNew |
$749K - $807K
|
12.7K
$808K
|
|
Apr 21, 2023
Q1 2023
|
James Hambro & Partners
|
BUY
|
- |
12.7K+ 1.59% |
$747K - $804K
|
813K
$51.6M
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.6K+ 2.6% |
$740K - $798K
|
497K
$31.6M
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
12.6K+ 27.35% |
$739K - $796K
|
58.5K
$3.71M
|
|
May 03, 2023
Q1 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
12.3K+ 1.5% |
$724K - $780K
|
833K
$52.9M
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
12.3K+ 34.14% |
$724K - $780K
|
48.3K
$3.07M
|
|
May 12, 2023
Q1 2023
|
Sandbar Asset Management LLP
London, X0 |
BUY
|
- |
12.2KNew |
$719K - $774K
|
12.2K
$775K
|
|
May 15, 2023
Q1 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
12.2K+ 44.72% |
$717K - $772K
|
39.4K
$2.5M
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12.2K+ 100.05% |
$717K - $772K
|
24.4K
$1.55M
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
12.1K+ 20.45% |
$714K - $769K
|
71.5K
$4.54M
|
|
May 12, 2023
Q1 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
12.1K+ 175.31% |
$712K - $767K
|
19K
$1.21M
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
12.1K+ 17.31% |
$710K - $765K
|
81.8K
$5.19M
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
11.8K+ 5.63% |
$696K - $750K
|
222K
$14.1M
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
11.8KNew |
$693K - $747K
|
11.8K
$748K
|
|
May 01, 2023
Q1 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
11.7K+ 33.62% |
$690K - $744K
|
46.6K
$2.96M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.7K+ 4.97% |
$686K - $739K
|
246K
$15.6M
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
11.6KNew |
$682K - $735K
|
11.6K
$736K
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
11.5K+ 10.95% |
$679K - $732K
|
117K
$7.42M
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
11.5KNew |
$677K - $729K
|
11.5K
$730K
|
|
May 15, 2023
Q1 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
11.5K+ 8.09% |
$676K - $728K
|
153K
$9.74M
|
|
May 11, 2023
Q1 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
11.5KNew |
$674K - $726K
|
11.5K
$727K
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
11.4K+ 9.7% |
$669K - $721K
|
129K
$8.16M
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
11.4KNew |
$669K - $720K
|
11.4K
$721K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
11.2K+ 268.83% |
$661K - $712K
|
15.4K
$978K
|
|
May 15, 2023
Q1 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
11.2K+ 271.71% |
$659K - $710K
|
15.3K
$973K
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
11.2K+ 3.57% |
$657K - $708K
|
324K
$20.5M
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
BUY
|
- |
11.1K+ 32.27% |
$656K - $706K
|
45.7K
$2.9M
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11.1K+ 13.94% |
$655K - $705K
|
90.9K
$5.77M
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
11.1K+ 0.63% |
$653K - $703K
|
1.76M
$112M
|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
11.1KNew |
$652K - $702K
|
11.1K
$703K
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
11K+ 0.97% |
$647K - $697K
|
1.14M
$72.6M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
11K+ 16.09% |
$647K - $697K
|
79.3K
$5.03M
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.9K+ 16.01% |
$640K - $689K
|
78.8K
$5M
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
BUY
|
- |
10.9K+ 19.01% |
$639K - $689K
|
68K
$4.32M
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
10.8K+ 31.29% |
$636K - $685K
|
45.4K
$2.88M
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
10.6K+ 11.46% |
$627K - $675K
|
104K
$6.57M
|
|
May 12, 2023
Q1 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
10.6K+ 116.47% |
$624K - $672K
|
19.7K
$1.25M
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
10.4K+ 13.91% |
$610K - $657K
|
84.9K
$5.39M
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
10.3K+ 12.04% |
$608K - $655K
|
96.2K
$6.11M
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
10.3K+ 61.78% |
$607K - $654K
|
27K
$1.72M
|