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
|
Ieq Capital, LLC
|
SELL
|
- |
-10.1K- 7.21% |
$595K - $641K
|
130K
$8.04M
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-10.2K- 66.85% |
$601K - $648K
|
5.07K
$313K
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-10.3K- 16.39% |
$604K - $650K
|
52.3K
$3.23M
|
|
May 15, 2023
Q1 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-10.3K- 6.8% |
$607K - $654K
|
141K
$8.73M
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-10.4K- 2.78% |
$610K - $657K
|
363K
$22.4M
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-10.4K- 15.95% |
$614K - $661K
|
55K
$3.4M
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-10.9K- 1.11% |
$642K - $691K
|
970K
$59.9M
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.9K- 14.61% |
$642K - $691K
|
63.7K
$3.94M
|
|
May 10, 2023
Q1 2023
|
Ns Partners LTD
|
SELL
|
- |
-10.9K- 2.1% |
$642K - $692K
|
508K
$31.4M
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-10.9K- 24.72% |
$644K - $694K
|
33.3K
$2.06M
|
|
May 05, 2023
Q1 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-11K- 15.63% |
$650K - $700K
|
59.6K
$3.68M
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-11.1K- 16.05% |
$652K - $702K
|
57.9K
$3.58M
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-11.2K- 11.05% |
$662K - $713K
|
90.6K
$5.6M
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-11.5K- 13.1% |
$679K - $731K
|
76.5K
$4.73M
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-11.6K- 15.43% |
$682K - $735K
|
63.6K
$3.93M
|
|
Nov 13, 2024
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-11.7K- 16.03% |
$690K - $744K
|
61.4K
$3.8M
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-11.7K- 1.04% |
$692K - $745K
|
1.12M
$69.3M
|
|
May 03, 2023
Q1 2023
|
Baillie Gifford & CO
|
SELL
|
- |
-11.8K- 1.46% |
$696K - $749K
|
797K
$49.2M
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-12K- 1.03% |
$705K - $760K
|
1.15M
$71M
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-12K- 1.75% |
$707K - $762K
|
674K
$41.6M
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-12.5K- 2.15% |
$738K - $794K
|
570K
$35.2M
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-12.6K- 8.4% |
$740K - $797K
|
137K
$8.47M
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
SELL
|
- |
-12.7K- 43.12% |
$749K - $807K
|
16.8K
$1.04M
|
|
Apr 13, 2023
Q1 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-12.7K- 62.31% |
$750K - $807K
|
7.7K
$476K
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
SELL
|
- |
-12.7K- 5.78% |
$750K - $807K
|
208K
$12.8M
|
|
May 08, 2023
Q1 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-13.2K- 14.23% |
$779K - $839K
|
79.7K
$4.92M
|
|
May 12, 2023
Q1 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-13.3K- 14.75% |
$784K - $845K
|
77K
$4.76M
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-13.6K- 17.94% |
$798K - $860K
|
62K
$3.83M
|
|
May 08, 2023
Q1 2023
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-13.6K- 0.52% |
$802K - $864K
|
2.6M
$160M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.7K- 6.21% |
$809K - $871K
|
208K
$12.8M
|
|
May 09, 2023
Q1 2023
|
Sicart Associates LLC
|
SELL
|
- |
-13.8K- 13.43% |
$813K - $876K
|
89K
$5.5M
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-14.2K- 3.18% |
$838K - $902K
|
433K
$26.8M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-14.3K- 12.18% |
$840K - $905K
|
103K
$6.36M
|
|
May 15, 2023
Q1 2023
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-14.3K- 6.94% |
$843K - $908K
|
192K
$11.9M
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-14.6K- 61.55% |
$858K - $924K
|
9.11K
$563K
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-14.9K- 71.56% |
$876K - $944K
|
5.92K
$365K
|
|
May 10, 2023
Q1 2023
|
Veritas Asset Management LLP
|
SELL
|
- |
-15.2K- 19.28% |
$894K - $963K
|
63.6K
$3.93M
|
|
Apr 27, 2023
Q1 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-15.4K- 46.98% |
$905K - $975K
|
17.4K
$1.07M
|
|
Apr 03, 2023
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-15.5K- 15.2% |
$914K - $985K
|
86.7K
$5.35M
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-15.6K- 32.4% |
$920K - $991K
|
32.6K
$2.02M
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-16K- 80.17% |
$942K - $1.02M
|
3.96K
$245K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-16.2K- 0.21% |
$951K - $1.02M
|
7.78M
$480M
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-16.3K- 11.03% |
$961K - $1.04M
|
132K
$8.14M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-16.9K- 5.02% |
$994K - $1.07M
|
320K
$19.8M
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-16.9K- 18.42% |
$994K - $1.07M
|
74.8K
$4.62M
|
|
Apr 17, 2023
Q1 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-17K- 1.4% |
$998K - $1.07M
|
1.19M
$73.8M
|
|
May 10, 2023
Q1 2023
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-17.7K- 69.85% |
$1.04M - $1.12M
|
7.64K
$472K
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-18.2K- 9.48% |
$1.07M - $1.15M
|
174K
$10.7M
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-18.6K- 95.82% |
$1.09M - $1.18M
|
810
$50K
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-19K- 6.47% |
$1.12M - $1.21M
|
275K
$17M
|