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
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
918+ 0.39% |
$54K - $58.2K
|
238K
$14.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
916+ 16.48% |
$53.9K - $58.1K
|
6.48K
$404K
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
908+ 8.31% |
$53.4K - $57.6K
|
11.8K
$739K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
906+ 2.09% |
$53.3K - $57.4K
|
44.3K
$2.77M
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
899+ 7.59% |
$52.9K - $57K
|
12.7K
$796K
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
893+ 3.73% |
$52.6K - $56.6K
|
24.8K
$1.55M
|
|
|
May 10, 2023
Q1 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
893+ 2.93% |
$52.6K - $56.6K
|
31.4K
$1.96M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
887+ 1.27% |
$52.2K - $56.2K
|
71K
$4.43M
|
|
|
Apr 17, 2023
Q1 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
883+ 3.36% |
$52K - $56K
|
27.2K
$1.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
873+ 6.96% |
$51.4K - $55.3K
|
13.4K
$838K
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
870+ 3.61% |
$51.2K - $55.2K
|
25K
$1.56M
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
870+ 18.61% |
$51.2K - $55.2K
|
5.54K
$346K
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
868+ 2.73% |
$51.1K - $55K
|
32.6K
$2.04M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
859+ 24.68% |
$50.6K - $54.5K
|
4.34K
$271K
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
BUY
|
- |
858+ 23.67% |
$50.5K - $54.4K
|
4.48K
$280K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
844+ 8.23% |
$49.7K - $53.5K
|
11.1K
$693K
|
|
|
Apr 14, 2023
Q1 2023
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
840+ 1.52% |
$49.4K - $53.3K
|
56.2K
$3.51M
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
838+ 8.98% |
$49.3K - $53.1K
|
10.2K
$635K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
836+ 1.14% |
$49.2K - $53K
|
74.4K
$4.65M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
831+ 2.15% |
$48.9K - $52.7K
|
39.6K
$2.47M
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
818+ 2.6% |
$48.1K - $51.9K
|
32.3K
$2.01M
|
|
|
Apr 12, 2023
Q1 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
817+ 3.41% |
$48.1K - $51.8K
|
24.8K
$1.55M
|
|
|
Apr 21, 2023
Q1 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
806+ 13.84% |
$47.4K - $51.1K
|
6.63K
$414K
|
|
|
Apr 25, 2023
Q1 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
804+ 15.53% |
$47.3K - $51K
|
5.98K
$373K
|
|
|
May 15, 2023
Q1 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
804+ 3.12% |
$47.3K - $51K
|
26.6K
$1.66M
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
803+ 20.38% |
$47.3K - $50.9K
|
4.74K
$296K
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
800New |
$47.1K - $50.7K
|
800
$50K
|
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
800+ 6.45% |
$47.1K - $50.7K
|
13.2K
$824K
|
|
|
May 02, 2023
Q1 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
799+ 6.21% |
$47K - $50.7K
|
13.7K
$854K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
797+ 6.36% |
$46.9K - $50.5K
|
13.3K
$833K
|
|
|
May 17, 2023
Q1 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
795+ 3.84% |
$46.8K - $50.4K
|
21.5K
$1.34M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
786+ 1.4% |
$46.3K - $49.8K
|
57K
$3.56M
|
|
|
Apr 27, 2023
Q1 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
780+ 3.01% |
$45.9K - $49.5K
|
26.7K
$1.67M
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
775+ 8.26% |
$45.6K - $49.1K
|
10.2K
$634K
|
|
|
Apr 21, 2023
Q1 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
767+ 3.3% |
$45.1K - $48.6K
|
24K
$1.5M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
762+ 12.17% |
$44.9K - $48.3K
|
7.03K
$439K
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
758+ 0.87% |
$44.6K - $48.1K
|
87.6K
$5.47M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
755+ 9.19% |
$44.4K - $47.9K
|
8.97K
$560K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
755+ 8.29% |
$44.4K - $47.9K
|
9.86K
$616K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
752+ 17.15% |
$44.3K - $47.7K
|
5.14K
$321K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
750+ 1.29% |
$44.1K - $47.6K
|
58.9K
$3.68M
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
742+ 3.82% |
$43.7K - $47K
|
20.2K
$1.26M
|
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
BUY
|
- |
739+ 2.9% |
$43.5K - $46.9K
|
26.2K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
Family Legacy, Inc.
|
BUY
|
- |
726+ 0.89% |
$42.7K - $46K
|
82.5K
$5.15M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
717+ 1.65% |
$42.2K - $45.5K
|
44.3K
$2.77M
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
716+ 2.51% |
$42.1K - $45.4K
|
29.2K
$1.83M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
716+ 3.42% |
$42.1K - $45.4K
|
21.6K
$1.35M
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
715+ 6.73% |
$42.1K - $45.3K
|
11.3K
$708K
|
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
714+ 19.63% |
$42K - $45.3K
|
4.35K
$272K
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
713+ 4.8% |
$42K - $45.2K
|
15.6K
$973K
|