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 16, 2023
Q1 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
74+ 0.24% |
$4.36K - $4.69K
|
30.5K
$1.89M
|
|
|
Apr 13, 2023
Q1 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
72+ 2.11% |
$4.24K - $4.56K
|
3.48K
$216K
|
|
|
Apr 13, 2023
Q1 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
72+ 1.01% |
$4.24K - $4.56K
|
7.22K
$448K
|
|
|
May 01, 2023
Q1 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
72+ 0.14% |
$4.24K - $4.56K
|
52K
$3.23M
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
72+ 0.77% |
$4.24K - $4.56K
|
9.45K
$586K
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
70+ 0.72% |
$4.12K - $4.44K
|
9.73K
$603K
|
|
|
Apr 20, 2023
Q1 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
69+ 0.42% |
$4.06K - $4.37K
|
16.3K
$1.01M
|
|
|
May 02, 2023
Q1 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
68+ 0.91% |
$4K - $4.31K
|
7.51K
$466K
|
|
|
May 02, 2023
Q1 2023
|
Tevis Investment Management
|
BUY
|
- |
68+ 0.26% |
$4K - $4.31K
|
26.1K
$1.62M
|
|
|
May 01, 2023
Q1 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
67+ 1.97% |
$3.94K - $4.25K
|
3.46K
$215K
|
|
|
May 08, 2023
Q1 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
67+ 0.22% |
$3.94K - $4.25K
|
30K
$1.86M
|
|
|
Mar 07, 2024
Q1 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
66+ 0.65% |
$3.88K - $4.18K
|
10.2K
$633K
|
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
61+ 1.03% |
$3.59K - $3.87K
|
6K
$372K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
61+ 0.57% |
$3.59K - $3.87K
|
10.7K
$666K
|
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
60+ 1.59% |
$3.53K - $3.8K
|
3.82K
$237K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
60+ 1.38% |
$3.53K - $3.8K
|
4.4K
$273K
|
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
BUY
|
- |
60+ 1.08% |
$3.53K - $3.8K
|
5.63K
$349K
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
59+ 0.28% |
$3.47K - $3.74K
|
21K
$1.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
58+ 0.07% |
$3.41K - $3.68K
|
79.6K
$4.94M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
57+ 9.34% |
$3.36K - $3.61K
|
667
$41.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
55+ 0.07% |
$3.24K - $3.49K
|
83.3K
$5.17M
|
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
BUY
|
- |
50+ 0.17% |
$2.94K - $3.17K
|
29.3K
$1.82M
|
|
|
Apr 24, 2023
Q1 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
50+ 0.16% |
$2.94K - $3.17K
|
30.4K
$1.89M
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
50+ 0.11% |
$2.94K - $3.17K
|
45.6K
$2.83M
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
50+ 0.47% |
$2.94K - $3.17K
|
10.7K
$661K
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
48+ 0.68% |
$2.83K - $3.04K
|
7.13K
$443K
|
|
|
Apr 18, 2023
Q1 2023
|
Chicago Capital, LLC
|
BUY
|
- |
47+ 0.06% |
$2.77K - $2.98K
|
72.8K
$4.52M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
45+ 0.15% |
$2.65K - $2.85K
|
30.5K
$1.89M
|
|
|
Apr 13, 2023
Q1 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
45+ 0.1% |
$2.65K - $2.85K
|
45.3K
$2.81M
|
|
|
Apr 26, 2023
Q1 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
45+ 1.29% |
$2.65K - $2.85K
|
3.53K
$219K
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
43+ 0.6% |
$2.53K - $2.73K
|
7.27K
$451K
|
|
|
Apr 24, 2023
Q1 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
42+ 0.4% |
$2.47K - $2.66K
|
10.6K
$658K
|
|
|
May 09, 2023
Q1 2023
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
42+ 0.64% |
$2.47K - $2.66K
|
6.61K
$410K
|
|
|
Apr 12, 2023
Q1 2023
|
626 Financial, LLC
|
BUY
|
- |
41+ 0.99% |
$2.41K - $2.6K
|
4.17K
$258K
|
|
|
Apr 24, 2023
Q1 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
40+ 1.11% |
$2.35K - $2.54K
|
3.66K
$227K
|
|
|
Apr 04, 2023
Q1 2023
|
Private Asset Management Inc
|
BUY
|
- |
39+ 1.17% |
$2.3K - $2.47K
|
3.37K
$209K
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
38+ 1.09% |
$2.24K - $2.41K
|
3.53K
$219K
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
38+ 0.44% |
$2.24K - $2.41K
|
8.68K
$539K
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
36+ 0.74% |
$2.12K - $2.28K
|
4.93K
$305K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
36+ 0.17% |
$2.12K - $2.28K
|
21.8K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
36+ 0.86% |
$2.12K - $2.28K
|
4.24K
$263K
|
|
|
May 10, 2023
Q1 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
35+ 0.47% |
$2.06K - $2.22K
|
7.45K
$462K
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
33+ 0.74% |
$1.94K - $2.09K
|
4.51K
$280K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
33+ 3.76% |
$1.94K - $2.09K
|
910
$56.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
33+ 0.47% |
$1.94K - $2.09K
|
7.02K
$435K
|
|
|
May 05, 2023
Q1 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
33+ 0.16% |
$1.94K - $2.09K
|
20.5K
$1.27M
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
33+ 3.24% |
$1.94K - $2.09K
|
1.05K
$65.3K
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
31+ 0.17% |
$1.82K - $1.97K
|
18.3K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
31+ 0.18% |
$1.82K - $1.97K
|
17.5K
$1.08M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
31+ 1.04% |
$1.82K - $1.97K
|
3K
$186K
|