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
|
Rda Financial Network
|
BUY
|
- |
530+ 3.99% |
$31.2K - $33.6K
|
13.8K
$905K
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
527+ 2.51% |
$31K - $33.4K
|
21.5K
$1.41M
|
|
Apr 13, 2023
Q1 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
525+ 0.65% |
$30.9K - $33.3K
|
81.1K
$5.32M
|
|
May 12, 2023
Q1 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
519+ 13.52% |
$30.5K - $32.9K
|
4.36K
$286K
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
517+ 6.41% |
$30.4K - $32.8K
|
8.58K
$562K
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
517+ 9.04% |
$30.4K - $32.8K
|
6.24K
$409K
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
510+ 7.13% |
$30K - $32.3K
|
7.67K
$503K
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
505+ 0.81% |
$29.7K - $32K
|
62.5K
$4.1M
|
|
May 12, 2023
Q1 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
504+ 13.21% |
$29.7K - $32K
|
4.32K
$283K
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
503+ 6.36% |
$29.6K - $31.9K
|
8.42K
$552K
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
502+ 6.77% |
$29.5K - $31.8K
|
7.92K
$519K
|
|
Apr 14, 2023
Q1 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
500+ 1.49% |
$29.4K - $31.7K
|
34.1K
$2.23M
|
|
Apr 19, 2023
Q1 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
500+ 11.73% |
$29.4K - $31.7K
|
4.76K
$312K
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
500+ 3.81% |
$29.4K - $31.7K
|
13.6K
$893K
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
500+ 9.09% |
$29.4K - $31.7K
|
6K
$393K
|
|
May 15, 2023
Q1 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
500+ 2.8% |
$29.4K - $31.7K
|
18.4K
$1.2M
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
499+ 2.91% |
$29.4K - $31.6K
|
17.6K
$1.16M
|
|
May 11, 2023
Q1 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
497+ 4.49% |
$29.3K - $31.5K
|
11.6K
$759K
|
|
Dec 14, 2023
Q1 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
496New |
$29.2K - $31.4K
|
496
$32.5K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
489+ 3.39% |
$28.8K - $31K
|
14.9K
$978K
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
483+ 1.38% |
$28.4K - $30.6K
|
35.6K
$2.33M
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
480+ 3.67% |
$28.3K - $30.4K
|
13.6K
$889K
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
479+ 9.12% |
$28.2K - $30.4K
|
5.73K
$376K
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
478+ 14.94% |
$28.1K - $30.3K
|
3.68K
$241K
|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
472+ 1.46% |
$27.8K - $29.9K
|
32.9K
$2.16M
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
472+ 2.07% |
$27.8K - $29.9K
|
23.3K
$1.52M
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
472+ 1.5% |
$27.8K - $29.9K
|
31.9K
$2.09M
|
|
May 10, 2023
Q1 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
469+ 0.27% |
$27.6K - $29.7K
|
175K
$11.5M
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
467+ 0.65% |
$27.5K - $29.6K
|
72.1K
$4.73M
|
|
May 15, 2023
Q1 2023
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
465+ 0.22% |
$27.4K - $29.5K
|
209K
$13.7M
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
465+ 0.4% |
$27.4K - $29.5K
|
118K
$7.73M
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
464+ 3.33% |
$27.3K - $29.4K
|
14.4K
$943K
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
459+ 1.47% |
$27K - $29.1K
|
31.7K
$2.08M
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
458+ 2.17% |
$27K - $29K
|
21.5K
$1.41M
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
457+ 3.07% |
$26.9K - $29K
|
15.3K
$1.01M
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
457+ 3.07% |
$26.9K - $29K
|
15.3K
$1.01M
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
457+ 12.96% |
$26.9K - $29K
|
3.98K
$261K
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
451+ 2.72% |
$26.5K - $28.6K
|
17K
$1.12M
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
450+ 3.19% |
$26.5K - $28.5K
|
14.6K
$954K
|
|
May 08, 2023
Q1 2023
|
R.M.Sincerbeaux Capital Management LLC
|
BUY
|
- |
450+ 1.23% |
$26.5K - $28.5K
|
37.1K
$2.43M
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
447+ 7.3% |
$26.3K - $28.3K
|
6.57K
$431K
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
446+ 5.7% |
$26.3K - $28.3K
|
8.27K
$542K
|
|
May 10, 2023
Q1 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
444+ 4.92% |
$26.1K - $28.1K
|
9.48K
$621K
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
BUY
|
- |
442+ 1.58% |
$26K - $28K
|
28.4K
$1.86M
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
442+ 13.01% |
$26K - $28K
|
3.84K
$252K
|
|
May 12, 2023
Q1 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
439+ 4.48% |
$25.8K - $27.8K
|
10.2K
$671K
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
437+ 3.51% |
$25.7K - $27.7K
|
12.9K
$845K
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
433+ 7.69% |
$25.5K - $27.5K
|
6.06K
$397K
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
422+ 7.03% |
$24.8K - $26.8K
|
6.42K
$421K
|
|
May 10, 2023
Q1 2023
|
Argent Capital Management LLC
|
BUY
|
- |
420+ 3.75% |
$24.7K - $26.6K
|
11.6K
$761K
|