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 03, 2023
Q1 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
419+ 9.9% |
$24.7K - $26.6K
|
4.65K
$305K
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
416+ 5.21% |
$24.5K - $26.4K
|
8.4K
$551K
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
414+ 10.5% |
$24.4K - $26.2K
|
4.36K
$286K
|
|
May 09, 2023
Q1 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
413+ 5.54% |
$24.3K - $26.2K
|
7.87K
$516K
|
|
May 12, 2023
Q1 2023
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
411+ 0.93% |
$24.2K - $26.1K
|
44.7K
$2.93M
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
410+ 11.68% |
$24.1K - $26K
|
3.92K
$257K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
410New |
$24.1K - $26K
|
410
$26.9K
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
BUY
|
- |
407+ 7.02% |
$24K - $25.8K
|
6.21K
$407K
|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
400+ 3.07% |
$23.5K - $25.4K
|
13.4K
$881K
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
400+ 4.63% |
$23.5K - $25.4K
|
9.05K
$593K
|
|
Apr 18, 2023
Q1 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
400+ 8.09% |
$23.5K - $25.4K
|
5.34K
$350K
|
|
Apr 13, 2023
Q1 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
398+ 8.88% |
$23.4K - $25.2K
|
4.88K
$320K
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
397+ 2.32% |
$23.4K - $25.2K
|
17.5K
$1.15M
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
397+ 1.0% |
$23.4K - $25.2K
|
40.2K
$2.63M
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
391+ 9.47% |
$23K - $24.8K
|
4.52K
$296K
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
381+ 2.64% |
$22.4K - $24.2K
|
14.8K
$970K
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
380+ 0.97% |
$22.4K - $24.1K
|
39.4K
$2.58M
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
375+ 2.58% |
$22.1K - $23.8K
|
14.9K
$977K
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
374+ 5.87% |
$22K - $23.7K
|
6.74K
$442K
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
371+ 11.77% |
$21.8K - $23.5K
|
3.52K
$231K
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
371+ 2.51% |
$21.8K - $23.5K
|
15.2K
$994K
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
370+ 5.09% |
$21.8K - $23.5K
|
7.64K
$501K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
370New |
$21.8K - $23.5K
|
370
$24.3K
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
367+ 6.94% |
$21.6K - $23.3K
|
5.65K
$371K
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
365+ 4.22% |
$21.5K - $23.1K
|
9.01K
$591K
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
364+ 1.68% |
$21.4K - $23.1K
|
22K
$1.44M
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
363+ 2.57% |
$21.4K - $23K
|
14.5K
$951K
|
|
Apr 25, 2023
Q1 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
360+ 1.15% |
$21.2K - $22.8K
|
31.7K
$2.08M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
358+ 0.29% |
$21.1K - $22.7K
|
122K
$8.02M
|
|
May 11, 2023
Q1 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
357+ 0.3% |
$21K - $22.6K
|
119K
$7.78M
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
356+ 3.2% |
$21K - $22.6K
|
11.5K
$753K
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
354+ 6.06% |
$20.8K - $22.4K
|
6.2K
$406K
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
354New |
$20.8K - $22.4K
|
354
$23.2K
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
350+ 34.52% |
$20.6K - $22.2K
|
1.36K
$89.4K
|
|
May 15, 2023
Q1 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
350+ 6.83% |
$20.6K - $22.2K
|
5.48K
$359K
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
346+ 3.66% |
$20.4K - $21.9K
|
9.79K
$642K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
345+ 14.39% |
$20.3K - $21.9K
|
2.74K
$180K
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
340+ 1.27% |
$20K - $21.6K
|
27K
$1.77M
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
340+ 4.07% |
$20K - $21.6K
|
8.7K
$570K
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
334+ 5.2% |
$19.7K - $21.2K
|
6.75K
$443K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
328+ 5.5% |
$19.3K - $20.8K
|
6.29K
$413K
|
|
May 11, 2023
Q1 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
326+ 4.07% |
$19.2K - $20.7K
|
8.33K
$546K
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
325+ 3.2% |
$19.1K - $20.6K
|
10.5K
$687K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
323+ 0.87% |
$19K - $20.5K
|
37.3K
$2.44M
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
321+ 8.79% |
$18.9K - $20.4K
|
3.97K
$260K
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
320New |
$18.8K - $20.3K
|
320
$21K
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
320New |
$18.8K - $20.3K
|
320
$21K
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
314+ 1.07% |
$18.5K - $19.9K
|
29.6K
$1.94M
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
312+ 2.14% |
$18.4K - $19.8K
|
14.9K
$975K
|
|
Apr 21, 2023
Q1 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
310+ 8.96% |
$18.2K - $19.7K
|
3.77K
$247K
|