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 12, 2023
Q1 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
19.8KNew |
$1.16M - $1.25M
|
19.8K
$1.3M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.1K+ 7.05% |
$1.12M - $1.21M
|
290K
$19M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
19K+ 2.41% |
$1.12M - $1.21M
|
809K
$53M
|
|
|
May 12, 2023
Q1 2023
|
Uss Investment Management LTD
|
BUY
|
- |
19K+ 1.95% |
$1.12M - $1.21M
|
995K
$65.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
18.2K+ 53.82% |
$1.07M - $1.15M
|
51.9K
$3.4M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
18.1K+ 0.0% |
$1.06M - $1.15M
|
370M
$24.3B
|
|
|
May 15, 2023
Q1 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
18K+ 94.07% |
$1.06M - $1.14M
|
37.1K
$2.43M
|
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
17.9K+ 8.21% |
$1.05M - $1.13M
|
235K
$15.4M
|
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
17.4K+ 14.89% |
$1.03M - $1.1M
|
134K
$8.81M
|
|
|
May 15, 2023
Q1 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
17.2KNew |
$1.01M - $1.09M
|
17.2K
$1.13M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
17.1K+ 3.42% |
$1.01M - $1.08M
|
516K
$33.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
17KNew |
$1M - $1.08M
|
17K
$1.11M
|
|
|
May 12, 2023
Q1 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
17K+ 15.11% |
$998K - $1.07M
|
129K
$8.47M
|
|
|
May 12, 2023
Q1 2023
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
16.9K+ 14.42% |
$996K - $1.07M
|
134K
$8.8M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
16.9K+ 191.07% |
$993K - $1.07M
|
25.7K
$1.68M
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
16.7K+ 1.5% |
$985K - $1.06M
|
1.13M
$74.4M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
16.7K+ 0.5% |
$984K - $1.06M
|
3.34M
$219M
|
|
|
Apr 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
16.4K+ 355.82% |
$968K - $1.04M
|
21.1K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
16.3K+ 0.13% |
$961K - $1.04M
|
12.5M
$818M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
16.3K+ 42.58% |
$960K - $1.03M
|
54.6K
$3.58M
|
|
|
May 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
16.3K+ 97.56% |
$957K - $1.03M
|
32.9K
$2.16M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
16.2K+ 26.85% |
$951K - $1.02M
|
76.3K
$5M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
16.1K+ 8.09% |
$946K - $1.02M
|
215K
$14.1M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
16K+ 126.81% |
$943K - $1.02M
|
28.7K
$1.88M
|
|
|
May 15, 2023
Q1 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
16KNew |
$942K - $1.01M
|
16K
$1.05M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
16K+ 145.1% |
$941K - $1.01M
|
27K
$1.77M
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
15.9K+ 2.02% |
$938K - $1.01M
|
806K
$52.8M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
15.7K+ 2.25% |
$923K - $995K
|
714K
$46.8M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
15.4KNew |
$904K - $974K
|
15.4K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
15.3K+ 14.99% |
$901K - $970K
|
117K
$7.7M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
15.3K+ 16.46% |
$899K - $969K
|
108K
$7.09M
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
15.2KNew |
$895K - $964K
|
15.2K
$997K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
15.1K+ 13.08% |
$887K - $956K
|
130K
$8.54M
|
|
|
May 15, 2023
Q1 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
15K+ 27.89% |
$884K - $952K
|
68.8K
$4.51M
|
|
|
May 22, 2023
Q1 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
14.9KNew |
$878K - $946K
|
14.9K
$978K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
14.8K+ 17.58% |
$868K - $935K
|
98.7K
$6.47M
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
14.5K+ 293.17% |
$856K - $922K
|
19.5K
$1.28M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.5K+ 2.84% |
$856K - $922K
|
525K
$34.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
14.2K+ 243.25% |
$836K - $900K
|
20K
$1.31M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
14K+ 21.63% |
$827K - $890K
|
79K
$5.18M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
13.9K+ 33.74% |
$819K - $882K
|
55.1K
$3.61M
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
13.9K+ 23.03% |
$819K - $882K
|
74.3K
$4.87M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
13.7K+ 10.83% |
$807K - $869K
|
140K
$9.2M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
13.7K+ 11.31% |
$806K - $869K
|
135K
$8.84M
|
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
13.7KNew |
$805K - $867K
|
13.7K
$897K
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
13.6K+ 24.18% |
$803K - $865K
|
70.1K
$4.6M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
13.6K+ 14.56% |
$802K - $864K
|
107K
$7.03M
|
|
|
May 15, 2023
Q1 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
13.6KNew |
$800K - $862K
|
13.6K
$891K
|
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
13.5K+ 4.38% |
$795K - $857K
|
322K
$21.1M
|
|
|
May 05, 2023
Q1 2023
|
Amica Mutual Insurance CO
|
BUY
|
- |
13.4K+ 20.99% |
$789K - $850K
|
77.2K
$5.06M
|