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 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
4.36K+ 0.18% |
$257K - $277K
|
2.43M
$152M
|
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
4.36K+ 10.18% |
$257K - $276K
|
47.2K
$2.95M
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
4.36KNew |
$257K - $276K
|
4.36K
$273K
|
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
4.32KNew |
$254K - $274K
|
4.32K
$270K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
4.3K+ 16.43% |
$253K - $273K
|
30.5K
$1.91M
|
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
4.28K+ 11.08% |
$252K - $271K
|
42.9K
$2.68M
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.27KNew |
$252K - $271K
|
4.27K
$267K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.27K+ 10.95% |
$251K - $271K
|
43.3K
$2.71M
|
|
|
Apr 28, 2023
Q1 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
4.27KNew |
$251K - $271K
|
4.27K
$267K
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.27KNew |
$251K - $271K
|
4.27K
$267K
|
|
|
Apr 17, 2023
Q1 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
4.22K+ 2.41% |
$249K - $268K
|
179K
$11.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
4.21KNew |
$248K - $267K
|
4.21K
$264K
|
|
|
Apr 17, 2023
Q1 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
4.17K+ 83.3% |
$245K - $264K
|
9.17K
$573K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
4.17KNew |
$245K - $264K
|
4.17K
$261K
|
|
|
Apr 06, 2023
Q1 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
4.15KNew |
$244K - $263K
|
4.15K
$260K
|
|
|
Apr 26, 2023
Q1 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
4.13K+ 5.19% |
$243K - $262K
|
83.7K
$5.23M
|
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
4.12K+ 14.64% |
$243K - $261K
|
32.3K
$2.02M
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
4.1K+ 68.98% |
$241K - $260K
|
10K
$628K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4.03KNew |
$237K - $256K
|
4.03K
$252K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
4.01K+ 91.83% |
$236K - $254K
|
8.38K
$524K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.98K+ 4.76% |
$234K - $252K
|
87.6K
$5.48M
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
3.95K+ 20.5% |
$232K - $250K
|
23.2K
$1.45M
|
|
|
May 05, 2023
Q1 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
3.94K+ 39.34% |
$232K - $250K
|
14K
$874K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.9K+ 5.59% |
$230K - $247K
|
73.7K
$4.61M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
3.89K+ 91.02% |
$229K - $247K
|
8.17K
$511K
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
3.87K+ 122.17% |
$228K - $245K
|
7.04K
$440K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
3.86KNew |
$227K - $245K
|
3.86K
$242K
|
|
|
May 15, 2023
Q1 2023
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
3.82K+ 2.78% |
$225K - $242K
|
141K
$8.83M
|
|
|
May 11, 2023
Q1 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
3.81KNew |
$224K - $241K
|
3.81K
$238K
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.8K+ 38.69% |
$224K - $241K
|
13.6K
$852K
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
BUY
|
- |
3.77K+ 73.6% |
$222K - $239K
|
8.89K
$556K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.76K+ 5.33% |
$221K - $238K
|
74.2K
$4.65M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3.73K+ 14.74% |
$219K - $236K
|
29K
$1.81M
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3.69K+ 12.82% |
$217K - $234K
|
32.5K
$2.03M
|
|
|
May 05, 2023
Q1 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
3.67K+ 116.64% |
$216K - $233K
|
6.82K
$427K
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.65K+ 1.78% |
$215K - $231K
|
209K
$13.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
3.64KNew |
$214K - $230K
|
3.64K
$227K
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.61K+ 39.43% |
$212K - $229K
|
12.8K
$798K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
3.61K+ 369.36% |
$212K - $229K
|
4.58K
$287K
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.61KNew |
$212K - $229K
|
3.61K
$226K
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
3.6K+ 1865.28% |
$212K - $228K
|
3.79K
$237K
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
3.58K+ 29.9% |
$211K - $227K
|
15.6K
$974K
|
|
|
Apr 11, 2023
Q1 2023
|
Stolper CO
|
BUY
|
- |
3.56K+ 3.82% |
$209K - $226K
|
96.8K
$6.06M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.55KNew |
$209K - $225K
|
3.55K
$222K
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.54KNew |
$209K - $225K
|
3.54K
$222K
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.54KNew |
$208K - $224K
|
3.54K
$221K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3.52K+ 3.19% |
$207K - $223K
|
114K
$7.14M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.52KNew |
$207K - $223K
|
3.52K
$220K
|
|
|
May 09, 2023
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
3.52K+ 6.08% |
$207K - $223K
|
61.4K
$3.84M
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
3.51KNew |
$207K - $223K
|
3.51K
$220K
|