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
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-805- 5.41% |
$47.4K - $51K
|
14.1K
$893K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-808- 0.08% |
$47.6K - $51.2K
|
1.04M
$65.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-810- 10.42% |
$47.7K - $51.4K
|
6.96K
$442K
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-813- 4.29% |
$47.9K - $51.5K
|
18.1K
$1.15M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-813- 1.74% |
$47.9K - $51.5K
|
45.9K
$2.91M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-815- 1.18% |
$48K - $51.7K
|
68.1K
$4.33M
|
|
|
Mar 06, 2024
Q1 2023
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-815- 11.76% |
$48K - $51.7K
|
6.12K
$388K
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-816- 4.7% |
$48K - $51.7K
|
16.6K
$1.05M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-819- 9.01% |
$48.2K - $51.9K
|
8.27K
$525K
|
|
|
May 15, 2023
Q1 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-825- 1.31% |
$48.6K - $52.3K
|
62.3K
$3.95M
|
|
|
Jun 06, 2024
Q1 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-829- 10.11% |
$48.8K - $52.6K
|
7.37K
$468K
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-833- 10.22% |
$49K - $52.8K
|
7.32K
$465K
|
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-834- 3.09% |
$49.1K - $52.9K
|
26.1K
$1.66M
|
|
|
May 15, 2023
Q1 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-834- 16.28% |
$49.1K - $52.9K
|
4.29K
$272K
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-838- 9.99% |
$49.3K - $53.1K
|
7.55K
$479K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-840- 14.62% |
$49.4K - $53.3K
|
4.91K
$311K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-844- 1.74% |
$49.7K - $53.5K
|
47.7K
$3.03M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-845- 19.17% |
$49.7K - $53.6K
|
3.56K
$226K
|
|
|
Apr 06, 2023
Q1 2023
|
Woodstock Corp
|
SELL
|
- |
-850- 1.53% |
$50K - $53.9K
|
54.6K
$3.47M
|
|
|
Apr 13, 2023
Q1 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-850- 3.85% |
$50K - $53.9K
|
21.2K
$1.35M
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-851- 15.74% |
$50.1K - $54K
|
4.55K
$289K
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-855- 9.34% |
$50.3K - $54.2K
|
8.3K
$527K
|
|
|
Apr 28, 2023
Q1 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-863- 0.95% |
$50.8K - $54.7K
|
89.7K
$5.7M
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-866- 1.81% |
$51K - $54.9K
|
47K
$2.98M
|
|
|
Apr 24, 2023
Q1 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-870- 6.38% |
$51.2K - $55.2K
|
12.8K
$811K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-874- 3.96% |
$51.4K - $55.4K
|
21.2K
$1.35M
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-875- 1.06% |
$51.5K - $55.5K
|
81.8K
$5.19M
|
|
|
May 02, 2023
Q1 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-878- 5.02% |
$51.7K - $55.7K
|
16.6K
$1.05M
|
|
|
Apr 24, 2023
Q1 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-882- 1.59% |
$51.9K - $55.9K
|
54.6K
$3.46M
|
|
|
Apr 28, 2023
Q1 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-890- 16.56% |
$52.4K - $56.4K
|
4.48K
$285K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-898- 3.75% |
$52.9K - $56.9K
|
23.1K
$1.46M
|
|
|
May 03, 2023
Q1 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-900- 5.96% |
$53K - $57.1K
|
14.2K
$901K
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-904- 3.08% |
$53.2K - $57.3K
|
28.5K
$1.81M
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-922- 5.21% |
$54.3K - $58.5K
|
16.8K
$1.07M
|
|
|
Apr 24, 2023
Q1 2023
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-930- 49.21% |
$54.7K - $59K
|
960
$60.9K
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-930- 0.37% |
$54.7K - $59K
|
252K
$16M
|
|
|
May 25, 2023
Q1 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-930- 2.16% |
$54.7K - $59K
|
42.1K
$2.68M
|
|
|
May 15, 2023
Q1 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-933- 3.47% |
$54.9K - $59.2K
|
25.9K
$1.65M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-935- 6.51% |
$55K - $59.3K
|
13.4K
$852K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-935- 1.01% |
$55K - $59.3K
|
91.9K
$5.84M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-940- 3.48% |
$55.3K - $59.6K
|
26.1K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-945- 4.07% |
$55.6K - $59.9K
|
22.3K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-948- 2.28% |
$55.8K - $60.1K
|
40.6K
$2.57M
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-948- 16.06% |
$55.8K - $60.1K
|
4.96K
$315K
|
|
|
May 12, 2023
Q1 2023
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-950- 7.97% |
$55.9K - $60.2K
|
11K
$696K
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-950- 7.15% |
$55.9K - $60.2K
|
12.3K
$783K
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-950- 2.44% |
$55.9K - $60.2K
|
38K
$2.42M
|
|
|
May 15, 2023
Q1 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-953- 11.7% |
$56.1K - $60.4K
|
7.19K
$456K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-958- 0.13% |
$56.4K - $60.7K
|
762K
$48.4M
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-969- 61.29% |
$57K - $61.4K
|
612
$38.8K
|