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 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.2K+ 2.64% |
$70.5K - $76K
|
46.5K
$3.05M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
BUY
|
- |
1.17K+ 16.6% |
$69.1K - $74.4K
|
8.25K
$541K
|
|
|
May 11, 2023
Q1 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1.17K+ 0.91% |
$68.7K - $74.1K
|
129K
$8.47M
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.16K+ 17.47% |
$68.2K - $73.5K
|
7.79K
$511K
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
BUY
|
- |
1.16K+ 0.94% |
$68.1K - $73.4K
|
124K
$8.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
BUY
|
- |
1.15K+ 1.67% |
$67.4K - $72.6K
|
69.9K
$4.58M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.13KNew |
$66.3K - $71.4K
|
1.13K
$73.8K
|
|
|
May 08, 2023
Q1 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
1.12K+ 1.2% |
$65.8K - $70.9K
|
94.1K
$6.17M
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.1K+ 10.32% |
$64.9K - $69.9K
|
11.8K
$773K
|
|
|
May 10, 2023
Q1 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
1.1K+ 1.44% |
$64.7K - $69.7K
|
77.3K
$5.07M
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.09K+ 8.18% |
$64.3K - $69.2K
|
14.4K
$947K
|
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.08K+ 12.56% |
$63.7K - $68.7K
|
9.71K
$636K
|
|
|
May 12, 2023
Q1 2023
|
United Bank
|
BUY
|
- |
1.07K+ 1.62% |
$62.7K - $67.6K
|
67K
$4.39M
|
|
|
Apr 21, 2023
Q1 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
1.04K+ 9.82% |
$61.4K - $66.2K
|
11.7K
$765K
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.02K+ 3.01% |
$60.2K - $64.8K
|
35K
$2.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.02K+ 2.96% |
$60K - $64.7K
|
35.5K
$2.33M
|
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
BUY
|
- |
1.02K+ 0.37% |
$59.7K - $64.4K
|
272K
$17.8M
|
|
|
May 11, 2023
Q1 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
1.01K+ 7.18% |
$59.2K - $63.7K
|
15K
$983K
|
|
|
Apr 14, 2023
Q1 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
1K+ 16.56% |
$58.9K - $63.4K
|
7.04K
$461K
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
1K+ 12.74% |
$58.9K - $63.4K
|
8.85K
$580K
|
|
|
May 03, 2023
Q1 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
1K+ 6.31% |
$58.9K - $63.4K
|
16.8K
$1.1M
|
|
|
May 08, 2023
Q1 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
1K+ 7.79% |
$58.9K - $63.4K
|
13.8K
$907K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
1K+ 10.19% |
$58.9K - $63.4K
|
10.8K
$709K
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
997+ 12.94% |
$58.7K - $63.2K
|
8.7K
$570K
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
996+ 0.33% |
$58.6K - $63.1K
|
303K
$19.8M
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
996New |
$58.6K - $63.1K
|
996
$65.3K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
995+ 0.15% |
$58.6K - $63.1K
|
652K
$42.8M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
986+ 2.39% |
$58K - $62.5K
|
42.3K
$2.77M
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
977New |
$57.5K - $61.9K
|
977
$64.1K
|
|
|
May 15, 2023
Q1 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
965+ 3.62% |
$56.8K - $61.2K
|
27.6K
$1.81M
|
|
|
Apr 06, 2023
Q1 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
963+ 2.43% |
$56.7K - $61.1K
|
40.7K
$2.67M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
955+ 0.47% |
$56.2K - $60.5K
|
205K
$13.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
BUY
|
- |
948+ 0.66% |
$55.8K - $60.1K
|
146K
$9.54M
|
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
942+ 0.53% |
$55.4K - $59.7K
|
180K
$11.8M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
941+ 33.75% |
$55.4K - $59.7K
|
3.73K
$244K
|
|
|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
939+ 4.55% |
$55.3K - $59.5K
|
21.6K
$1.41M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
938+ 2.93% |
$55.2K - $59.5K
|
32.9K
$2.16M
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
937+ 7.38% |
$55.2K - $59.4K
|
13.6K
$894K
|
|
|
Oct 24, 2023
Q1 2023
|
Lynch & Associates
|
BUY
|
- |
936+ 0.89% |
$55.1K - $59.3K
|
106K
$6.97M
|
|
|
Apr 26, 2023
Q1 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
934+ 11.12% |
$55K - $59.2K
|
9.33K
$612K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
934+ 0.17% |
$55K - $59.2K
|
557K
$36.5M
|
|
|
May 11, 2023
Q1 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
933+ 10.47% |
$54.9K - $59.2K
|
9.85K
$646K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
930+ 0.93% |
$54.7K - $59K
|
101K
$6.6M
|
|
|
May 09, 2023
Q1 2023
|
Gam Holding Ag
|
BUY
|
- |
926+ 1.32% |
$54.5K - $58.7K
|
71K
$4.66M
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
926+ 8.28% |
$54.5K - $58.7K
|
12.1K
$794K
|
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
918+ 0.39% |
$54K - $58.2K
|
238K
$15.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
916+ 16.48% |
$53.9K - $58.1K
|
6.48K
$425K
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
908+ 8.31% |
$53.4K - $57.6K
|
11.8K
$776K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
906+ 2.09% |
$53.3K - $57.4K
|
44.3K
$2.9M
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
899+ 7.59% |
$52.9K - $57K
|
12.7K
$836K
|