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 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.5K+ 0.17% |
$206K - $222K
|
2.11M
$132M
|
|
|
Apr 25, 2023
Q1 2023
|
First Bank & Trust
|
BUY
|
- |
3.47K+ 95.59% |
$204K - $220K
|
7.09K
$444K
|
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
BUY
|
- |
3.44K+ 16.0% |
$202K - $218K
|
24.9K
$1.56M
|
|
|
Apr 28, 2023
Q1 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
3.41KNew |
$201K - $216K
|
3.41K
$213K
|
|
|
May 12, 2023
Q1 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
3.41K+ 5.76% |
$200K - $216K
|
62.5K
$3.91M
|
|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
3.4KNew |
$200K - $215K
|
3.4K
$213K
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
3.36KNew |
$198K - $213K
|
3.36K
$210K
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.35KNew |
$197K - $212K
|
3.35K
$209K
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
3.34KNew |
$196K - $212K
|
3.34K
$209K
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
3.33K+ 10.92% |
$196K - $211K
|
33.8K
$2.12M
|
|
|
May 17, 2024
Q1 2023
|
Cim, LLC
|
BUY
|
- |
3.32KNew |
$196K - $211K
|
3.32K
$208K
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
3.31K+ 28.97% |
$195K - $210K
|
14.7K
$922K
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
3.31KNew |
$195K - $210K
|
3.31K
$207K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3.3K+ 412.77% |
$194K - $209K
|
4.1K
$256K
|
|
|
Apr 21, 2023
Q1 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
3.29KNew |
$194K - $209K
|
3.29K
$206K
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
3.28KNew |
$193K - $208K
|
3.28K
$205K
|
|
|
Apr 04, 2023
Q1 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
3.28KNew |
$193K - $208K
|
3.28K
$205K
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
3.28K+ 24.08% |
$193K - $208K
|
16.9K
$1.06M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.27K+ 11.98% |
$193K - $207K
|
30.6K
$1.91M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.26K+ 5.23% |
$192K - $207K
|
65.7K
$4.11M
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
3.25K+ 5.02% |
$191K - $206K
|
68K
$4.26M
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
3.23KNew |
$190K - $204K
|
3.23K
$202K
|
|
|
Apr 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
3.22K+ 14.87% |
$189K - $204K
|
24.8K
$1.55M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.21K+ 0.71% |
$189K - $203K
|
458K
$28.6M
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3.19K+ 4.77% |
$188K - $202K
|
70.1K
$4.39M
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
3.18K+ 34.55% |
$187K - $202K
|
12.4K
$775K
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
3.15K+ 5.56% |
$185K - $200K
|
59.8K
$3.74M
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.15K+ 3.02% |
$185K - $200K
|
108K
$6.73M
|
|
|
May 04, 2023
Q1 2023
|
Ninepoint Partners LP
|
BUY
|
- |
3.13K+ 43.17% |
$184K - $199K
|
10.4K
$650K
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
3.1K+ 5.98% |
$182K - $197K
|
55K
$3.44M
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
3.06K+ 3.59% |
$180K - $194K
|
88.4K
$5.53M
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.04K+ 15.36% |
$179K - $193K
|
22.8K
$1.43M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.03K+ 6.34% |
$178K - $192K
|
50.8K
$3.18M
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
3.02K+ 0.38% |
$178K - $191K
|
788K
$49.3M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.96K+ 68.21% |
$174K - $187K
|
7.29K
$456K
|
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.94K+ 46.25% |
$173K - $186K
|
9.28K
$581K
|
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
2.93K+ 80.47% |
$172K - $185K
|
6.56K
$410K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.92K+ 3.93% |
$172K - $185K
|
77.4K
$4.84M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.92K+ 6.44% |
$172K - $185K
|
48.3K
$3.02M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.9K+ 13.59% |
$170K - $184K
|
24.2K
$1.51M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
2.89K+ 37.56% |
$170K - $183K
|
10.6K
$663K
|
|
|
May 11, 2023
Q1 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
2.89K+ 3.41% |
$170K - $183K
|
87.6K
$5.48M
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
2.88K+ 7.84% |
$169K - $182K
|
39.6K
$2.48M
|
|
|
May 02, 2023
Q1 2023
|
Stack Financial Management, Inc
|
BUY
|
- |
2.85K+ 0.86% |
$168K - $180K
|
335K
$20.9M
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.84K+ 22.54% |
$167K - $180K
|
15.4K
$966K
|
|
|
Apr 11, 2023
Q1 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
2.84K+ 15.01% |
$167K - $180K
|
21.7K
$1.36M
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
2.83K+ 0.62% |
$167K - $179K
|
459K
$28.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2.8K+ 3.25% |
$165K - $178K
|
88.9K
$5.56M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.79K+ 1.85% |
$164K - $177K
|
153K
$9.59M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.79K+ 1.38% |
$164K - $177K
|
205K
$12.9M
|