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 08, 2023
Q1 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
30+ 0.22% |
$1.77K - $1.9K
|
13.4K
$829K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
30+ 0.67% |
$1.77K - $1.9K
|
4.53K
$281K
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
29+ 0.28% |
$1.71K - $1.84K
|
10.4K
$645K
|
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
29+ 0.27% |
$1.71K - $1.84K
|
10.7K
$664K
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
28+ 0.18% |
$1.65K - $1.78K
|
16K
$992K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
27+ 0.79% |
$1.59K - $1.71K
|
3.46K
$214K
|
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
BUY
|
- |
27+ 0.37% |
$1.59K - $1.71K
|
7.42K
$460K
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
27+ 4.28% |
$1.59K - $1.71K
|
658
$40.8K
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
27+ 0.36% |
$1.59K - $1.71K
|
7.58K
$470K
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
25+ 0.33% |
$1.47K - $1.59K
|
7.69K
$477K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
25+ 0.32% |
$1.47K - $1.59K
|
7.96K
$494K
|
|
|
May 03, 2023
Q1 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
25+ 0.07% |
$1.47K - $1.59K
|
37.7K
$2.34M
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
25+ 0.16% |
$1.47K - $1.59K
|
16.1K
$996K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
25+ 0.13% |
$1.47K - $1.59K
|
18.7K
$1.16M
|
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
23+ 0.2% |
$1.35K - $1.46K
|
11.3K
$702K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
23+ 0.35% |
$1.35K - $1.46K
|
6.53K
$405K
|
|
|
May 04, 2023
Q1 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
23+ 0.37% |
$1.35K - $1.46K
|
6.23K
$387K
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
22+ 0.33% |
$1.29K - $1.39K
|
6.61K
$410K
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
22+ 0.01% |
$1.29K - $1.39K
|
245K
$15.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
21+ 0.01% |
$1.24K - $1.33K
|
207K
$12.8M
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
21+ 0.23% |
$1.24K - $1.33K
|
9.18K
$570K
|
|
|
May 04, 2023
Q1 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
20+ 0.43% |
$1.18K - $1.27K
|
4.63K
$287K
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
19+ 0.08% |
$1.12K - $1.2K
|
22.5K
$1.39M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
19+ 0.19% |
$1.12K - $1.2K
|
9.93K
$616K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
18+ 2.59% |
$1.06K - $1.14K
|
712
$44.2K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
18+ 0.0% |
$1.06K - $1.14K
|
367K
$22.8M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
18+ 1.67% |
$1.06K - $1.14K
|
1.1K
$68K
|
|
|
Apr 17, 2023
Q1 2023
|
Planning Center, Inc.
|
BUY
|
- |
17+ 0.21% |
$1K - $1.08K
|
7.97K
$494K
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
BUY
|
- |
16+ 0.16% |
$942 - $1.01K
|
9.95K
$617K
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
15+ 0.1% |
$883 - $951
|
15.6K
$967K
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
15+ 0.36% |
$883 - $951
|
4.17K
$259K
|
|
|
May 05, 2023
Q1 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
13+ 0.02% |
$765 - $824
|
78.6K
$4.87M
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
BUY
|
- |
11+ 0.32% |
$647 - $697
|
3.42K
$212K
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
11+ 0.02% |
$647 - $697
|
61.5K
$3.81M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
11+ 0.59% |
$647 - $697
|
1.89K
$117K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
11+ 64.71% |
$647 - $697
|
28
$1.74K
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
BUY
|
- |
10+ 0.03% |
$589 - $634
|
33.5K
$2.08M
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
9+ 0.09% |
$530 - $571
|
9.98K
$619K
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
9+ 19.57% |
$530 - $571
|
55
$3.41K
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
9+ 0.09% |
$530 - $571
|
9.69K
$601K
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
8+ 0.22% |
$471 - $507
|
3.61K
$224K
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
7+ 0.17% |
$412 - $444
|
4.15K
$258K
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
BUY
|
- |
7+ 0.11% |
$412 - $444
|
6.23K
$386K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7+ 0.0% |
$412 - $444
|
251K
$15.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Ferguson Shapiro LLC
|
BUY
|
- |
6+ 0.07% |
$353 - $380
|
8.89K
$551K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
6+ 600.0% |
$353 - $380
|
7
$434
|
|
|
Apr 10, 2023
Q1 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
3+ 0.06% |
$177 - $190
|
4.65K
$289K
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
3+ 0.0% |
$177 - $190
|
151K
$9.36M
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
2+ 0.01% |
$118 - $127
|
14.5K
$901K
|
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
BUY
|
- |
2+ 0.02% |
$118 - $127
|
9.79K
$607K
|