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 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-145- 3.93% |
$8.53K - $9.19K
|
3.54K
$219K
|
|
|
May 11, 2023
Q1 2023
|
Nbw Capital LLC
|
SELL
|
- |
-147- 3.75% |
$8.65K - $9.32K
|
3.77K
$234K
|
|
|
Apr 14, 2023
Q1 2023
|
Ervin Investment Management, LLC
|
SELL
|
- |
-150- 4.43% |
$8.83K - $9.51K
|
3.24K
$200K
|
|
|
Apr 20, 2023
Q1 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-150- 2.98% |
$8.83K - $9.51K
|
4.88K
$302K
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-150- 3.93% |
$8.83K - $9.51K
|
3.67K
$227K
|
|
|
Apr 21, 2023
Q1 2023
|
Am Investment Strategies LLC
|
SELL
|
- |
-150- 0.86% |
$8.83K - $9.51K
|
17.3K
$1.07M
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-150- 0.72% |
$8.83K - $9.51K
|
20.8K
$1.29M
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-150- 0.18% |
$8.83K - $9.51K
|
81.4K
$5.04M
|
|
|
Apr 07, 2023
Q1 2023
|
Emerald Advisors, LLC
|
SELL
|
- |
-152- 1.12% |
$8.95K - $9.64K
|
13.4K
$827K
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-153- 3.3% |
$9.01K - $9.7K
|
4.48K
$278K
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-153- 0.58% |
$9.01K - $9.7K
|
26.4K
$1.63M
|
|
|
May 08, 2023
Q1 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-154- 3.05% |
$9.06K - $9.76K
|
4.89K
$303K
|
|
|
May 15, 2023
Q1 2023
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-154- 1.38% |
$9.06K - $9.76K
|
11K
$683K
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-156- 1.33% |
$9.18K - $9.89K
|
11.6K
$718K
|
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-159- 3.76% |
$9.36K - $10.1K
|
4.07K
$252K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-160- 0.12% |
$9.42K - $10.1K
|
138K
$8.57M
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-161- 3.63% |
$9.48K - $10.2K
|
4.27K
$265K
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-161- 1.56% |
$9.48K - $10.2K
|
10.2K
$629K
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
SELL
|
- |
-163- 1.9% |
$9.59K - $10.3K
|
8.43K
$522K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-163- 0.96% |
$9.59K - $10.3K
|
16.9K
$1.04M
|
|
|
May 12, 2023
Q1 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-163- 0.99% |
$9.59K - $10.3K
|
16.3K
$1.01M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-164- 1.38% |
$9.65K - $10.4K
|
11.8K
$728K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-165- 11.95% |
$9.71K - $10.5K
|
1.22K
$75.3K
|
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-166- 1.41% |
$9.77K - $10.5K
|
11.6K
$718K
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-166- 0.72% |
$9.77K - $10.5K
|
23K
$1.43M
|
|
|
Apr 19, 2023
Q1 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-167- 0.4% |
$9.83K - $10.6K
|
42K
$2.6M
|
|
|
May 11, 2023
Q1 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-168- 0.32% |
$9.89K - $10.7K
|
51.8K
$3.21M
|
|
|
Apr 11, 2023
Q1 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-170- 4.04% |
$10K - $10.8K
|
4.03K
$250K
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-170- 4.36% |
$10K - $10.8K
|
3.73K
$231K
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
SELL
|
- |
-173- 3.46% |
$10.2K - $11K
|
4.83K
$299K
|
|
|
Apr 18, 2023
Q1 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-174- 2.35% |
$10.2K - $11K
|
7.23K
$448K
|
|
|
Apr 19, 2023
Q1 2023
|
Manchester Financial Inc
|
SELL
|
- |
-175- 4.42% |
$10.3K - $11.1K
|
3.78K
$234K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-175- 2.15% |
$10.3K - $11.1K
|
7.96K
$493K
|
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-176- 1.8% |
$10.4K - $11.2K
|
9.58K
$593K
|
|
|
May 12, 2023
Q1 2023
|
Ycg, LLC
|
SELL
|
- |
-178- 0.2% |
$10.5K - $11.3K
|
89.1K
$5.51M
|
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-178- 2.28% |
$10.5K - $11.3K
|
7.62K
$472K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-179- 2.39% |
$10.5K - $11.3K
|
7.32K
$453K
|
|
|
Apr 20, 2023
Q1 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-180- 2.32% |
$10.6K - $11.4K
|
7.56K
$468K
|
|
|
May 05, 2023
Q1 2023
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-182- 7.84% |
$10.7K - $11.5K
|
2.14K
$132K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-185- 6.83% |
$10.9K - $11.7K
|
2.52K
$156K
|
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
SELL
|
- |
-185- 2.2% |
$10.9K - $11.7K
|
8.24K
$510K
|
|
|
May 09, 2023
Q1 2023
|
Belmont Capital, LLC
|
SELL
|
- |
-188- 51.79% |
$11.1K - $11.9K
|
175
$10.8K
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-189- 3.19% |
$11.1K - $12K
|
5.74K
$355K
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-190- 0.83% |
$11.2K - $12K
|
22.6K
$1.4M
|
|
|
Apr 05, 2023
Q1 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-192- 1.69% |
$11.3K - $12.2K
|
11.2K
$691K
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-198- 3.1% |
$11.7K - $12.6K
|
6.19K
$383K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-199- 1.26% |
$11.7K - $12.6K
|
15.6K
$964K
|
|
|
Apr 04, 2023
Q1 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-200- 10.0% |
$11.8K - $12.7K
|
1.8K
$111K
|
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-200- 4.49% |
$11.8K - $12.7K
|
4.25K
$263K
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-200- 2.23% |
$11.8K - $12.7K
|
8.79K
$544K
|