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 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
118+ 1.39% |
$6.95K - $7.48K
|
8.61K
$538K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
118+ 0.02% |
$6.95K - $7.48K
|
612K
$38.2M
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
117+ 0.37% |
$6.89K - $7.42K
|
31.4K
$1.96M
|
|
|
Apr 17, 2023
Q1 2023
|
First Financial Corp
|
BUY
|
- |
116+ 0.77% |
$6.83K - $7.35K
|
15.1K
$943K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
115+ 3.54% |
$6.77K - $7.29K
|
3.36K
$210K
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
114+ 1.98% |
$6.71K - $7.23K
|
5.87K
$367K
|
|
|
Apr 20, 2023
Q1 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
114+ 0.55% |
$6.71K - $7.23K
|
20.9K
$1.3M
|
|
|
Jul 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
114+ 1.31% |
$6.71K - $7.23K
|
8.82K
$551K
|
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
113+ 5.52% |
$6.65K - $7.16K
|
2.16K
$135K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
112+ 15.75% |
$6.59K - $7.1K
|
823
$51.4K
|
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
111+ 0.02% |
$6.53K - $7.04K
|
590K
$36.8M
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
110+ 2.25% |
$6.47K - $6.97K
|
5.01K
$313K
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
109+ 2.94% |
$6.42K - $6.91K
|
3.82K
$239K
|
|
|
May 12, 2023
Q1 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
108New |
$6.36K - $6.85K
|
108
$6.74K
|
|
|
May 02, 2023
Q1 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
BUY
|
- |
105+ 0.17% |
$6.18K - $6.66K
|
61.7K
$3.85M
|
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
BUY
|
- |
104+ 0.12% |
$6.12K - $6.59K
|
90.1K
$5.63M
|
|
|
Apr 13, 2023
Q1 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
104+ 0.59% |
$6.12K - $6.59K
|
17.9K
$1.12M
|
|
|
Apr 17, 2023
Q1 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
104+ 2.02% |
$6.12K - $6.59K
|
5.26K
$328K
|
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
BUY
|
- |
103+ 0.37% |
$6.06K - $6.53K
|
28.2K
$1.76M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
101+ 2.06% |
$5.94K - $6.4K
|
5.01K
$313K
|
|
|
Apr 21, 2023
Q1 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
100+ 1.37% |
$5.89K - $6.34K
|
7.4K
$462K
|
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
100+ 3.14% |
$5.89K - $6.34K
|
3.29K
$205K
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
100+ 0.16% |
$5.89K - $6.34K
|
61K
$3.81M
|
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
100+ 0.21% |
$5.89K - $6.34K
|
47.2K
$2.95M
|
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
BUY
|
- |
100+ 0.44% |
$5.89K - $6.34K
|
22.9K
$1.43M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
100+ 2.18% |
$5.89K - $6.34K
|
4.68K
$292K
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
100+ 0.77% |
$5.89K - $6.34K
|
13K
$812K
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
100+ 1.88% |
$5.89K - $6.34K
|
5.41K
$338K
|
|
|
May 15, 2023
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
100+ 1.19% |
$5.89K - $6.34K
|
8.49K
$530K
|
|
|
Apr 14, 2023
Q1 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
99+ 3.7% |
$5.83K - $6.28K
|
2.78K
$173K
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
98+ 1.21% |
$5.77K - $6.21K
|
8.19K
$512K
|
|
|
Apr 25, 2023
Q1 2023
|
Humankind Investments LLC
|
BUY
|
- |
97+ 2.17% |
$5.71K - $6.15K
|
4.56K
$285K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
97+ 0.99% |
$5.71K - $6.15K
|
9.85K
$615K
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
97+ 0.7% |
$5.71K - $6.15K
|
13.9K
$870K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
97New |
$5.71K - $6.15K
|
97
$6.06K
|
|
|
Apr 10, 2023
Q1 2023
|
360 Financial, Inc.
|
BUY
|
- |
96+ 1.13% |
$5.65K - $6.09K
|
8.57K
$535K
|
|
|
Apr 18, 2023
Q1 2023
|
Cardinal Capital Management
|
BUY
|
- |
95+ 0.13% |
$5.59K - $6.02K
|
75.8K
$4.73M
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
95+ 4.74% |
$5.59K - $6.02K
|
2.1K
$131K
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
95+ 1.9% |
$5.59K - $6.02K
|
5.11K
$319K
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
91+ 0.1% |
$5.36K - $5.77K
|
91.2K
$5.69M
|
|
|
May 15, 2023
Q1 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
89+ 0.1% |
$5.24K - $5.64K
|
85.6K
$5.34M
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
88+ 1.11% |
$5.18K - $5.58K
|
7.99K
$499K
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
86+ 1.95% |
$5.06K - $5.45K
|
4.49K
$280K
|
|
|
May 15, 2023
Q1 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
85+ 1.15% |
$5K - $5.39K
|
7.47K
$466K
|
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
85+ 0.65% |
$5K - $5.39K
|
13.2K
$823K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
80+ 0.14% |
$4.71K - $5.07K
|
55.3K
$3.45M
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
80+ 0.3% |
$4.71K - $5.07K
|
26.5K
$1.66M
|
|
|
May 12, 2023
Q1 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
76+ 2.02% |
$4.47K - $4.82K
|
3.85K
$240K
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
76+ 1.64% |
$4.47K - $4.82K
|
4.7K
$294K
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
75+ 0.78% |
$4.41K - $4.76K
|
9.68K
$605K
|