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 26, 2023
Q1 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
10.3KNew |
$606K - $652K
|
10.3K
$647K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10.3K+ 16.56% |
$605K - $651K
|
72.3K
$4.54M
|
|
|
Apr 28, 2023
Q1 2023
|
Fosun International LTD
|
BUY
|
- |
10.2K+ 15.27% |
$601K - $647K
|
77.1K
$4.84M
|
|
|
May 08, 2023
Q1 2023
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
10.2KNew |
$601K - $647K
|
10.2K
$641K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
10.1K+ 36.24% |
$593K - $639K
|
37.9K
$2.38M
|
|
|
Apr 06, 2023
Q1 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
10.1KNew |
$592K - $638K
|
10.1K
$632K
|
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
10KNew |
$591K - $637K
|
10K
$631K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10K+ 16.64% |
$589K - $635K
|
70.2K
$4.41M
|
|
|
Apr 17, 2023
Q1 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
10KNew |
$589K - $634K
|
10K
$629K
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
10K+ 3.14% |
$588K - $634K
|
328K
$20.6M
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
BUY
|
- |
9.97K+ 3.2% |
$587K - $632K
|
321K
$20.2M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
9.78K+ 46.5% |
$576K - $620K
|
30.8K
$1.94M
|
|
|
May 10, 2023
Q1 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
9.78KNew |
$575K - $620K
|
9.78K
$614K
|
|
|
May 19, 2023
Q1 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
9.76KNew |
$574K - $619K
|
9.76K
$613K
|
|
|
Apr 17, 2023
Q1 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
9.71KNew |
$572K - $616K
|
9.71K
$610K
|
|
|
May 12, 2023
Q1 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
9.69KNew |
$570K - $614K
|
9.69K
$609K
|
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
9.41KNew |
$554K - $596K
|
9.41K
$591K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
9.4K+ 5.33% |
$553K - $596K
|
186K
$11.7M
|
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
9.39K+ 248.15% |
$553K - $595K
|
13.2K
$828K
|
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
9.3K+ 169.74% |
$547K - $590K
|
14.8K
$929K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.29K+ 6.04% |
$547K - $589K
|
163K
$10.2M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.25K+ 8.73% |
$544K - $586K
|
115K
$7.24M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
9.12K+ 16.13% |
$537K - $578K
|
65.7K
$4.13M
|
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
8.97K+ 16.5% |
$528K - $569K
|
63.3K
$3.98M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8.87K+ 9.51% |
$522K - $563K
|
102K
$6.42M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.81K+ 11.24% |
$518K - $558K
|
87.2K
$5.48M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
8.77KNew |
$516K - $556K
|
8.77K
$551K
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
8.75K+ 23.85% |
$515K - $555K
|
45.4K
$2.86M
|
|
|
May 12, 2023
Q1 2023
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
8.48K+ 5.34% |
$499K - $538K
|
167K
$10.5M
|
|
|
May 11, 2023
Q1 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
8.45K+ 9.7% |
$497K - $535K
|
95.5K
$6M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
8.38K+ 3.77% |
$493K - $531K
|
230K
$14.5M
|
|
|
May 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
8.3K+ 11.44% |
$488K - $526K
|
80.8K
$5.08M
|
|
|
Apr 24, 2023
Q1 2023
|
Corundum Group, Inc.
|
BUY
|
- |
8.23K+ 93.83% |
$485K - $522K
|
17K
$1.07M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
8.21K+ 2.88% |
$483K - $521K
|
294K
$18.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
8.13K+ 33.46% |
$479K - $516K
|
32.4K
$2.04M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
8.13K+ 103.25% |
$479K - $515K
|
16K
$1.01M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.13K+ 8.64% |
$478K - $515K
|
102K
$6.42M
|
|
|
May 04, 2023
Q1 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
8.11K+ 4.14% |
$478K - $514K
|
204K
$12.8M
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
8.05K+ 10.65% |
$474K - $510K
|
83.6K
$5.26M
|
|
|
Apr 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
8.02KNew |
$472K - $508K
|
8.02K
$504K
|
|
|
May 04, 2023
Q1 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
7.97KNew |
$469K - $505K
|
7.97K
$501K
|
|
|
May 15, 2023
Q1 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
7.89K+ 633.73% |
$464K - $500K
|
9.14K
$574K
|
|
|
Apr 26, 2023
Q1 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
7.8K+ 44.02% |
$459K - $495K
|
25.5K
$1.6M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
7.7K+ 118.48% |
$453K - $488K
|
14.2K
$892K
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
7.67K+ 6.13% |
$451K - $486K
|
133K
$8.35M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7.66K+ 20.39% |
$451K - $485K
|
45.2K
$2.84M
|
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
7.65KNew |
$450K - $485K
|
7.65K
$481K
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
7.65K+ 24.58% |
$450K - $485K
|
38.8K
$2.44M
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
7.62K+ 133.97% |
$448K - $483K
|
13.3K
$836K
|
|
|
May 12, 2023
Q1 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
7.6K+ 17.98% |
$447K - $482K
|
49.9K
$3.13M
|