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 20, 2023
Q1 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-200- 4.8% |
$11.8K - $12.7K
|
3.97K
$246K
|
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-200- 1.71% |
$11.8K - $12.7K
|
11.5K
$710K
|
|
|
May 08, 2023
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-200- 1.15% |
$11.8K - $12.7K
|
17.2K
$1.07M
|
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-200- 0.49% |
$11.8K - $12.7K
|
40.6K
$2.52M
|
|
|
May 12, 2023
Q1 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-200- 1.15% |
$11.8K - $12.7K
|
17.2K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-200- 2.67% |
$11.8K - $12.7K
|
7.28K
$451K
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-200- 0.69% |
$11.8K - $12.7K
|
29K
$1.79M
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-201- 1.29% |
$11.8K - $12.7K
|
15.4K
$951K
|
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-206- 3.1% |
$12.1K - $13.1K
|
6.44K
$399K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-207- 1.97% |
$12.2K - $13.1K
|
10.3K
$638K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-208- 2.25% |
$12.2K - $13.2K
|
9.04K
$560K
|
|
|
Apr 12, 2023
Q1 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-208- 0.22% |
$12.2K - $13.2K
|
95.7K
$5.92M
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-214- 0.26% |
$12.6K - $13.6K
|
81.8K
$5.06M
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-217- 50.12% |
$12.8K - $13.8K
|
216
$13.4K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-219- 0.91% |
$12.9K - $13.9K
|
23.9K
$1.48M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-224- 1.17% |
$13.2K - $14.2K
|
19K
$1.18M
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-224- 0.94% |
$13.2K - $14.2K
|
23.6K
$1.46M
|
|
|
Apr 25, 2023
Q1 2023
|
Benin Management Corp
|
SELL
|
- |
-225- 5.24% |
$13.2K - $14.3K
|
4.07K
$252K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-225- 6.27% |
$13.2K - $14.3K
|
3.36K
$208K
|
|
|
May 10, 2023
Q1 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-225- 3.78% |
$13.2K - $14.3K
|
5.73K
$355K
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-226- 2.98% |
$13.3K - $14.3K
|
7.37K
$456K
|
|
|
Apr 16, 2024
Q1 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-228- 4.29% |
$13.4K - $14.5K
|
5.09K
$315K
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-229- 0.21% |
$13.5K - $14.5K
|
110K
$6.83M
|
|
|
May 02, 2023
Q1 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-233- 0.13% |
$13.7K - $14.8K
|
184K
$11.4M
|
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-233- 0.56% |
$13.7K - $14.8K
|
41.7K
$2.58M
|
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-233- 4.28% |
$13.7K - $14.8K
|
5.21K
$322K
|
|
|
May 10, 2023
Q1 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-233- 3.34% |
$13.7K - $14.8K
|
6.75K
$418K
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-234- 0.42% |
$13.8K - $14.8K
|
54.9K
$3.4M
|
|
|
May 12, 2023
Q1 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-235- 4.34% |
$13.8K - $14.9K
|
5.18K
$321K
|
|
|
May 15, 2023
Q1 2023
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-242- 0.17% |
$14.2K - $15.3K
|
139K
$8.59M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-248- 3.39% |
$14.6K - $15.7K
|
7.08K
$438K
|
|
|
May 15, 2023
Q1 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-250- 0.84% |
$14.7K - $15.9K
|
29.4K
$1.82M
|
|
|
May 02, 2023
Q1 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-250- 0.47% |
$14.7K - $15.9K
|
52.8K
$3.27M
|
|
|
May 09, 2023
Q1 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-250- 0.45% |
$14.7K - $15.9K
|
54.9K
$3.4M
|
|
|
May 10, 2023
Q1 2023
|
Athena Investment Management
|
SELL
|
- |
-250- 5.2% |
$14.7K - $15.9K
|
4.56K
$282K
|
|
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-252- 0.12% |
$14.8K - $16K
|
209K
$13M
|
|
|
May 10, 2023
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-259- 0.87% |
$15.2K - $16.4K
|
29.5K
$1.83M
|
|
|
Apr 02, 2024
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-259- 1.5% |
$15.2K - $16.4K
|
17K
$1.06M
|
|
|
Apr 17, 2023
Q1 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-260- 6.74% |
$15.3K - $16.5K
|
3.6K
$223K
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-260- 2.47% |
$15.3K - $16.5K
|
10.3K
$636K
|
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-261- 1.03% |
$15.4K - $16.5K
|
25.1K
$1.56M
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-261- 0.3% |
$15.4K - $16.5K
|
85.9K
$5.32M
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-262- 3.1% |
$15.4K - $16.6K
|
8.2K
$508K
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-263- 7.37% |
$15.5K - $16.7K
|
3.31K
$205K
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
SELL
|
- |
-267- 1.69% |
$15.7K - $16.9K
|
15.6K
$964K
|
|
|
May 16, 2023
Q1 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-268- 2.63% |
$15.8K - $17K
|
9.92K
$614K
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-269- 0.44% |
$15.8K - $17.1K
|
61.5K
$3.81M
|
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-274- 0.34% |
$16.1K - $17.4K
|
81.1K
$5.02M
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
SELL
|
- |
-275- 6.51% |
$16.2K - $17.4K
|
3.95K
$245K
|
|
|
Apr 27, 2023
Q1 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-278- 1.05% |
$16.4K - $17.6K
|
26.3K
$1.63M
|