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 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
230New |
$13.5K - $14.6K
|
230
$14.4K
|
|
|
May 12, 2023
Q1 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
230+ 2.8% |
$13.5K - $14.6K
|
8.45K
$528K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
226+ 0.62% |
$13.3K - $14.3K
|
36.8K
$2.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
225+ 6.9% |
$13.2K - $14.3K
|
3.48K
$218K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
224+ 3.84% |
$13.2K - $14.2K
|
6.05K
$378K
|
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
220+ 0.94% |
$12.9K - $13.9K
|
23.6K
$1.48M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
219+ 0.29% |
$12.9K - $13.9K
|
76.2K
$4.76M
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
212+ 0.67% |
$12.5K - $13.4K
|
32K
$2M
|
|
|
May 05, 2023
Q1 2023
|
Citizens & Northern Corp
|
BUY
|
- |
211+ 0.84% |
$12.4K - $13.4K
|
25.2K
$1.57M
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
BUY
|
- |
211+ 6.56% |
$12.4K - $13.4K
|
3.43K
$214K
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
210+ 0.61% |
$12.4K - $13.3K
|
34.5K
$2.15M
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
209+ 5.42% |
$12.3K - $13.3K
|
4.06K
$254K
|
|
|
Apr 10, 2023
Q1 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
207+ 2.19% |
$12.2K - $13.1K
|
9.64K
$602K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
207+ 2.94% |
$12.2K - $13.1K
|
7.25K
$453K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
205+ 1.75% |
$12.1K - $13K
|
11.9K
$745K
|
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
200+ 5.76% |
$11.8K - $12.7K
|
3.67K
$229K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
200+ 363.64% |
$11.8K - $12.7K
|
255
$15.9K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
200+ 5.19% |
$11.8K - $12.7K
|
4.05K
$253K
|
|
|
May 08, 2023
Q1 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
200+ 0.25% |
$11.8K - $12.7K
|
81.2K
$5.07M
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
200+ 6.7% |
$11.8K - $12.7K
|
3.19K
$199K
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
200+ 0.43% |
$11.8K - $12.7K
|
46.4K
$2.9M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
200+ 3.33% |
$11.8K - $12.7K
|
6.2K
$387K
|
|
|
May 15, 2023
Q1 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
200+ 2.77% |
$11.8K - $12.7K
|
7.42K
$464K
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
200+ 5.67% |
$11.8K - $12.7K
|
3.73K
$233K
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
199+ 4.71% |
$11.7K - $12.6K
|
4.42K
$276K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
199+ 3.72% |
$11.7K - $12.6K
|
5.55K
$347K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
198+ 17.07% |
$11.7K - $12.6K
|
1.36K
$84.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
198+ 4.52% |
$11.7K - $12.6K
|
4.58K
$286K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
195+ 62.5% |
$11.5K - $12.4K
|
507
$31.7K
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
195+ 2.02% |
$11.5K - $12.4K
|
9.85K
$615K
|
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
195+ 2.24% |
$11.5K - $12.4K
|
8.91K
$556K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
194+ 6.61% |
$11.4K - $12.3K
|
3.13K
$195K
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
192+ 5.24% |
$11.3K - $12.2K
|
3.86K
$241K
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
191+ 1.21% |
$11.2K - $12.1K
|
16K
$998K
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
188+ 1.61% |
$11.1K - $11.9K
|
11.9K
$741K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
187+ 0.92% |
$11K - $11.9K
|
20.5K
$1.28M
|
|
|
May 03, 2023
Q1 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
187+ 4.38% |
$11K - $11.9K
|
4.46K
$278K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
185+ 3.3% |
$10.9K - $11.7K
|
5.78K
$361K
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
185+ 4.14% |
$10.9K - $11.7K
|
4.66K
$291K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
185+ 2.46% |
$10.9K - $11.7K
|
7.69K
$480K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
184+ 2.07% |
$10.8K - $11.7K
|
9.06K
$566K
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
182+ 2.88% |
$10.7K - $11.5K
|
6.5K
$406K
|
|
|
Apr 28, 2023
Q1 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
181+ 3.66% |
$10.7K - $11.5K
|
5.13K
$320K
|
|
|
Jul 18, 2023
Q1 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
181+ 5.06% |
$10.7K - $11.5K
|
3.76K
$235K
|
|
|
May 24, 2024
Q1 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
181+ 3.66% |
$10.7K - $11.5K
|
5.13K
$320K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
177+ 1.2% |
$10.4K - $11.2K
|
15K
$936K
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
172+ 0.41% |
$10.1K - $10.9K
|
42K
$2.62M
|
|
|
Apr 12, 2023
Q1 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
171+ 9.29% |
$10.1K - $10.8K
|
2.01K
$126K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
171+ 13.97% |
$10.1K - $10.8K
|
1.4K
$87.1K
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
170+ 1.2% |
$10K - $10.8K
|
14.4K
$897K
|