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 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.57K+ 3.86% |
$92.6K - $99.8K
|
42.4K
$2.78M
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.57K+ 0.58% |
$92.6K - $99.8K
|
273K
$17.9M
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.56K+ 2.62% |
$91.8K - $98.9K
|
61.1K
$4.01M
|
|
May 15, 2023
Q1 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.55K+ 12.52% |
$91.3K - $98.3K
|
13.9K
$914K
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.55K+ 17.04% |
$91.2K - $98.3K
|
10.6K
$698K
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.55K+ 6.77% |
$91.1K - $98.1K
|
24.4K
$1.6M
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.55K+ 21.14% |
$91.1K - $98.1K
|
8.86K
$581K
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.54K+ 30.12% |
$90.7K - $97.7K
|
6.66K
$436K
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.54K+ 2.97% |
$90.4K - $97.3K
|
53.2K
$3.49M
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
1.53K+ 8.18% |
$90.1K - $97.1K
|
20.2K
$1.33M
|
|
Apr 21, 2023
Q1 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
1.53K+ 0.78% |
$89.8K - $96.7K
|
197K
$12.9M
|
|
May 11, 2023
Q1 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.52K+ 19.15% |
$89.2K - $96.1K
|
9.43K
$618K
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
1.5K+ 0.6% |
$88.3K - $95.1K
|
253K
$16.6M
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.46K+ 4.65% |
$86.2K - $92.8K
|
32.9K
$2.16M
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.45K+ 1.62% |
$85.2K - $91.8K
|
91.1K
$5.97M
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
1.43K+ 2.36% |
$84.4K - $90.9K
|
62.1K
$4.07M
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.43K+ 2.03% |
$84.3K - $90.8K
|
72.1K
$4.73M
|
|
May 03, 2023
Q1 2023
|
Adams Wealth Management
|
BUY
|
- |
1.43K+ 11.78% |
$84.2K - $90.7K
|
13.6K
$890K
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.43K+ 8.46% |
$84.1K - $90.6K
|
18.3K
$1.2M
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.43K+ 10.15% |
$83.9K - $90.3K
|
15.5K
$1.01M
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
1.43K+ 6.4% |
$83.9K - $90.3K
|
23.7K
$1.55M
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
1.42K+ 1.37% |
$83.6K - $90K
|
105K
$6.87M
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
BUY
|
- |
1.42K+ 3.7% |
$83.4K - $89.8K
|
39.7K
$2.61M
|
|
May 15, 2023
Q1 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
1.41K+ 27.3% |
$83.2K - $89.6K
|
6.59K
$432K
|
|
Apr 28, 2023
Q1 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
1.4K+ 1.46% |
$82.5K - $88.9K
|
97.4K
$6.38M
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
1.4K+ 2.82% |
$82.4K - $88.8K
|
51.1K
$3.35M
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
1.39KNew |
$82K - $88.3K
|
1.39K
$91.3K
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.39K+ 11.33% |
$81.9K - $88.3K
|
13.7K
$897K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.39K+ 9.32% |
$81.8K - $88.1K
|
16.3K
$1.07M
|
|
May 10, 2023
Q1 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
1.39K+ 27.17% |
$81.8K - $88.1K
|
6.5K
$426K
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.39K+ 1.82% |
$81.6K - $87.9K
|
77.7K
$5.1M
|
|
Oct 09, 2024
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.38K+ 15.11% |
$81.1K - $87.3K
|
10.5K
$688K
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.38K+ 1.79% |
$80.9K - $87.2K
|
78.3K
$5.13M
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.36K+ 1.85% |
$80.2K - $86.4K
|
75K
$4.92M
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.35K+ 3.84% |
$79.5K - $85.7K
|
36.5K
$2.39M
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.35K+ 14.77% |
$79.5K - $85.6K
|
10.5K
$688K
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.34K+ 11.05% |
$78.7K - $84.8K
|
13.4K
$881K
|
|
May 02, 2023
Q1 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.32K+ 4.66% |
$77.8K - $83.8K
|
29.7K
$1.94M
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
1.31K+ 14.44% |
$77.3K - $83.3K
|
10.4K
$683K
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
1.31K+ 7.37% |
$77.2K - $83.2K
|
19.1K
$1.25M
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.29K+ 8.01% |
$76.2K - $82K
|
17.4K
$1.14M
|
|
May 01, 2023
Q1 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1.29K+ 12.68% |
$76.2K - $82K
|
11.5K
$754K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.27K+ 41.73% |
$74.6K - $80.3K
|
4.3K
$282K
|
|
May 18, 2023
Q1 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
1.26KNew |
$74.2K - $79.9K
|
1.26K
$82.6K
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.25K+ 7.21% |
$73.8K - $79.4K
|
18.6K
$1.22M
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.25K+ 4.23% |
$73.6K - $79.3K
|
30.8K
$2.02M
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.24K+ 10.62% |
$73K - $78.7K
|
12.9K
$848K
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
BUY
|
- |
1.23K+ 2.66% |
$72.5K - $78K
|
47.6K
$3.12M
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.21K+ 2.14% |
$71.5K - $77K
|
57.9K
$3.8M
|
|
May 15, 2023
Q1 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
1.21K+ 3.27% |
$71K - $76.5K
|
38.1K
$2.5M
|