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 19, 2023
Q1 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
5.56K+ 2.78% |
$327K - $352K
|
205K
$13.5M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.55KNew |
$327K - $352K
|
5.55K
$364K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5.5K+ 15.0% |
$324K - $349K
|
42.2K
$2.77M
|
|
|
May 15, 2023
Q1 2023
|
Symmetry Investments LP
|
BUY
|
- |
5.5KNew |
$324K - $349K
|
5.5K
$361K
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.44K+ 0.83% |
$320K - $345K
|
660K
$43.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital City Trust CO
|
BUY
|
- |
5.41K+ 0.8% |
$318K - $343K
|
677K
$44.4M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
5.4K+ 3.18% |
$318K - $343K
|
176K
$11.5M
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
5.32K+ 127.49% |
$313K - $337K
|
9.49K
$622K
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
5.31KNew |
$313K - $337K
|
5.31K
$348K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
5.3K+ 2.19% |
$312K - $336K
|
247K
$16.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Davidson Trust CO
|
BUY
|
- |
5.26K+ 28.54% |
$310K - $334K
|
23.7K
$1.55M
|
|
|
May 03, 2023
Q1 2023
|
Goldstream Capital Management LTD
|
BUY
|
- |
5.26KNew |
$310K - $334K
|
5.26K
$345K
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
BUY
|
- |
5.25K+ 1.11% |
$309K - $333K
|
479K
$31.4M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.2K+ 1.57% |
$306K - $330K
|
336K
$22M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
5.18K+ 37.73% |
$305K - $329K
|
18.9K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5.18K+ 4.81% |
$305K - $328K
|
113K
$7.4M
|
|
|
May 05, 2023
Q1 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
5.11K+ 81.1% |
$301K - $324K
|
11.4K
$749K
|
|
|
May 09, 2023
Q1 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5.11K+ 11.9% |
$301K - $324K
|
48.1K
$3.15M
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
BUY
|
- |
5.11K+ 80.81% |
$301K - $324K
|
11.4K
$749K
|
|
|
May 10, 2023
Q1 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
5.03K+ 91.66% |
$296K - $319K
|
10.5K
$690K
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
5.01K+ 3.83% |
$295K - $317K
|
136K
$8.89M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.97K+ 1.53% |
$292K - $315K
|
330K
$21.6M
|
|
|
May 12, 2023
Q1 2023
|
Carmignac Gestion
Paris, I0 |
BUY
|
- |
4.94K+ 345.97% |
$291K - $313K
|
6.36K
$417K
|
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.92KNew |
$289K - $312K
|
4.92K
$322K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.91K+ 2.78% |
$289K - $311K
|
182K
$11.9M
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
4.9K+ 252.79% |
$288K - $311K
|
6.84K
$448K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.89K+ 11.99% |
$288K - $310K
|
45.7K
$3M
|
|
|
Apr 19, 2023
Q1 2023
|
Fcf Advisors LLC
|
BUY
|
- |
4.88K+ 15.01% |
$287K - $309K
|
37.4K
$2.45M
|
|
|
Apr 24, 2023
Q1 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
4.87KNew |
$287K - $309K
|
4.87K
$319K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4.82K+ 3.01% |
$284K - $306K
|
165K
$10.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
4.81K+ 0.7% |
$283K - $305K
|
694K
$45.5M
|
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
4.78K+ 3.53% |
$282K - $303K
|
140K
$9.19M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.68K+ 5.7% |
$276K - $297K
|
86.9K
$5.69M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.67K+ 24.58% |
$275K - $296K
|
23.7K
$1.55M
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
4.67K+ 68.9% |
$275K - $296K
|
11.4K
$750K
|
|
|
Apr 21, 2023
Q1 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
4.63K+ 20.7% |
$272K - $293K
|
27K
$1.77M
|
|
|
Apr 19, 2023
Q1 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
4.62K+ 70.66% |
$272K - $293K
|
11.2K
$732K
|
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
4.58KNew |
$269K - $290K
|
4.58K
$300K
|
|
|
Apr 25, 2023
Q1 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
4.55K+ 3.23% |
$268K - $288K
|
145K
$9.53M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.55K+ 4.33% |
$268K - $288K
|
110K
$7.18M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4.54K+ 1.82% |
$267K - $288K
|
254K
$16.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
4.48K+ 14.17% |
$264K - $284K
|
36.1K
$2.37M
|
|
|
May 04, 2023
Q1 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
4.37KNew |
$257K - $277K
|
4.37K
$286K
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.36K+ 9.07% |
$257K - $277K
|
52.5K
$3.44M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
4.36KNew |
$257K - $277K
|
4.36K
$286K
|
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
4.36K+ 0.18% |
$257K - $277K
|
2.43M
$159M
|
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
4.36K+ 10.18% |
$257K - $276K
|
47.2K
$3.09M
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
4.36KNew |
$257K - $276K
|
4.36K
$286K
|
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
4.32KNew |
$254K - $274K
|
4.32K
$283K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
4.3K+ 16.43% |
$253K - $273K
|
30.5K
$2M
|