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 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 0.45% |
$118 - $127
|
449
$27.9K
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2+ 0.74% |
$118 - $127
|
272
$16.9K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
1+ 0.03% |
$58.9 - $63.4
|
3.82K
$237K
|
|
|
May 11, 2023
Q1 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1New |
$58.9 - $63.4
|
1
$62
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1+ 0.03% |
$58.9 - $63.4
|
3.65K
$226K
|
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-1- 0.01% |
$58.9 - $63.4
|
13.3K
$825K
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1- 0.02% |
$58.9 - $63.4
|
4.51K
$279K
|
|
|
Apr 18, 2023
Q1 2023
|
Sather Financial Group Inc
|
SELL
|
- |
-1- -0.0% |
$58.9 - $63.4
|
412K
$25.6M
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$58.9 - $63.4
|
3.98K
$247K
|
|
|
May 04, 2023
Q1 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-1- 0.02% |
$58.9 - $63.4
|
5.39K
$335K
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-2- 0.01% |
$118 - $127
|
23.2K
$1.44M
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2- 0.11% |
$118 - $127
|
1.89K
$117K
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-3- 0.03% |
$177 - $190
|
8.65K
$537K
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-4- 0.01% |
$235 - $254
|
42.4K
$2.63M
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-4- 0.45% |
$235 - $254
|
878
$54.5K
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-4- 0.3% |
$235 - $254
|
1.33K
$82.7K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-4- 0.45% |
$235 - $254
|
878
$54.5K
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.13% |
$294 - $317
|
3.84K
$238K
|
|
|
Apr 12, 2023
Q1 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-5- 0.05% |
$294 - $317
|
10.2K
$635K
|
|
|
May 04, 2023
Q1 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-5- 0.03% |
$294 - $317
|
17.9K
$1.11M
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-5- 6.1% |
$294 - $317
|
77
$4.78K
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
SELL
|
- |
-6- 0.14% |
$353 - $380
|
4.23K
$262K
|
|
|
May 15, 2023
Q1 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-6- -0.0% |
$353 - $380
|
144K
$8.91M
|
|
|
Apr 17, 2023
Q1 2023
|
Fortune 45 LLC
|
SELL
|
- |
-7- 0.14% |
$412 - $444
|
4.97K
$308K
|
|
|
Apr 11, 2023
Q1 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-10- 0.1% |
$589 - $634
|
9.77K
$606K
|
|
|
Apr 20, 2023
Q1 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-10- 0.03% |
$589 - $634
|
30.6K
$1.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-10- 0.04% |
$589 - $634
|
23.4K
$1.45M
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-10- 0.07% |
$589 - $634
|
15.1K
$938K
|
|
|
May 04, 2023
Q1 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-10- 0.04% |
$589 - $634
|
25.5K
$1.58M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-10- 0.57% |
$589 - $634
|
1.74K
$108K
|
|
|
Apr 18, 2023
Q1 2023
|
Insight Folios Inc
|
SELL
|
- |
-12- 0.19% |
$706 - $761
|
6.21K
$385K
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-12- 0.09% |
$706 - $761
|
13.4K
$829K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-12- 0.24% |
$706 - $761
|
4.96K
$308K
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-12- 0.07% |
$706 - $761
|
17.1K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-12- 0.82% |
$706 - $761
|
1.45K
$90K
|
|
|
May 02, 2023
Q1 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-13- 0.26% |
$765 - $824
|
4.9K
$304K
|
|
|
May 01, 2023
Q1 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-15- 0.29% |
$883 - $951
|
5.21K
$323K
|
|
|
May 02, 2023
Q1 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-15- 0.02% |
$883 - $951
|
66.7K
$4.14M
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-16- 0.31% |
$942 - $1.01K
|
5.16K
$320K
|
|
|
Apr 14, 2023
Q1 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-17- 0.25% |
$1K - $1.08K
|
6.73K
$418K
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-17- 0.05% |
$1K - $1.08K
|
31.6K
$1.96M
|
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-17- 0.06% |
$1K - $1.08K
|
28.5K
$1.77M
|
|
|
May 03, 2023
Q1 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-18- 0.06% |
$1.06K - $1.14K
|
29.2K
$1.81M
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-19- 12.18% |
$1.12K - $1.2K
|
137
$8.5K
|
|
|
Apr 24, 2023
Q1 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-19- 0.16% |
$1.12K - $1.2K
|
11.8K
$732K
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-19- 0.13% |
$1.12K - $1.2K
|
14.1K
$877K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-20- 1.53% |
$1.18K - $1.27K
|
1.28K
$79.6K
|
|
|
Apr 13, 2023
Q1 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-22- 0.3% |
$1.29K - $1.39K
|
7.31K
$453K
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-22- 0.32% |
$1.29K - $1.39K
|
6.82K
$423K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-23- 6.44% |
$1.35K - $1.46K
|
334
$20.7K
|