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 10, 2023
Q1 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
700+ 1.68% |
$41.2K - $44.4K
|
42.4K
$2.65M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
698+ 2.48% |
$41.1K - $44.3K
|
28.8K
$1.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
694+ 15.72% |
$40.8K - $44K
|
5.11K
$319K
|
|
|
Apr 03, 2023
Q1 2023
|
Centre Asset Management, LLC
|
BUY
|
- |
692+ 1.59% |
$40.7K - $43.9K
|
44.1K
$2.75M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
691+ 6.47% |
$40.7K - $43.8K
|
11.4K
$710K
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
691+ 2.72% |
$40.7K - $43.8K
|
26.1K
$1.63M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
690+ 4.31% |
$40.6K - $43.7K
|
16.7K
$1.04M
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
688+ 0.24% |
$40.5K - $43.6K
|
286K
$17.9M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
688+ 33.03% |
$40.5K - $43.6K
|
2.77K
$173K
|
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
684+ 5.49% |
$40.3K - $43.4K
|
13.2K
$821K
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
679+ 0.77% |
$40K - $43K
|
89.4K
$5.58M
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
673+ 26.28% |
$39.6K - $42.7K
|
3.23K
$202K
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
671+ 5.26% |
$39.5K - $42.5K
|
13.4K
$838K
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
668+ 2.3% |
$39.3K - $42.4K
|
29.7K
$1.85M
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
665+ 2.2% |
$39.1K - $42.2K
|
30.9K
$1.93M
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
665+ 76.97% |
$39.1K - $42.2K
|
1.53K
$95.5K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
663+ 1.95% |
$39K - $42K
|
34.6K
$2.16M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
657+ 2.37% |
$38.7K - $41.7K
|
28.3K
$1.77M
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
642+ 3.12% |
$37.8K - $40.7K
|
21.2K
$1.32M
|
|
|
May 09, 2023
Q1 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
641+ 6.15% |
$37.7K - $40.6K
|
11.1K
$691K
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
639+ 6.19% |
$37.6K - $40.5K
|
11K
$685K
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
634+ 2.0% |
$37.3K - $40.2K
|
32.4K
$2.02M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
634+ 5.86% |
$37.3K - $40.2K
|
11.4K
$715K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
633+ 4.47% |
$37.3K - $40.1K
|
14.8K
$924K
|
|
|
May 15, 2023
Q1 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
633+ 2.42% |
$37.3K - $40.1K
|
26.8K
$1.68M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
633+ 7.71% |
$37.3K - $40.1K
|
8.84K
$552K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
632+ 35.91% |
$37.2K - $40.1K
|
2.39K
$149K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
630+ 35.29% |
$37.1K - $39.9K
|
2.42K
$151K
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
628+ 5.06% |
$37K - $39.8K
|
13K
$815K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
624+ 9.81% |
$36.7K - $39.6K
|
6.98K
$436K
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
621+ 8.25% |
$36.6K - $39.4K
|
8.15K
$509K
|
|
|
May 12, 2023
Q1 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
606+ 1.02% |
$35.7K - $38.4K
|
60K
$3.75M
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
600+ 2.69% |
$35.3K - $38K
|
22.9K
$1.43M
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
598+ 4.34% |
$35.2K - $37.9K
|
14.4K
$898K
|
|
|
Apr 25, 2023
Q1 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
598+ 3.36% |
$35.2K - $37.9K
|
18.4K
$1.15M
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
588+ 1.16% |
$34.6K - $37.3K
|
51.2K
$3.2M
|
|
|
May 01, 2023
Q1 2023
|
Dillon & Associates Inc
|
BUY
|
- |
583+ 13.69% |
$34.3K - $37K
|
4.84K
$302K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
582+ 4.85% |
$34.3K - $36.9K
|
12.6K
$786K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
578+ 6.26% |
$34K - $36.6K
|
9.81K
$613K
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
571+ 2.39% |
$33.6K - $36.2K
|
24.4K
$1.53M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
570+ 5.21% |
$33.6K - $36.1K
|
11.5K
$718K
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
570+ 2.72% |
$33.6K - $36.1K
|
21.6K
$1.35M
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
567+ 0.66% |
$33.4K - $35.9K
|
86.1K
$5.37M
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
566+ 5.76% |
$33.3K - $35.9K
|
10.4K
$649K
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
563+ 2.9% |
$33.1K - $35.7K
|
19.9K
$1.25M
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
563+ 3.33% |
$33.1K - $35.7K
|
17.5K
$1.09M
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
559+ 7.81% |
$32.9K - $35.4K
|
7.72K
$482K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
553+ 2.89% |
$32.5K - $35.1K
|
19.7K
$1.23M
|
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
550+ 6.41% |
$32.4K - $34.9K
|
9.13K
$570K
|
|
|
May 04, 2023
Q1 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
546+ 13.31% |
$32.1K - $34.6K
|
4.65K
$290K
|