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 11, 2023
Q1 2023
|
Norway Savings Bank
|
SELL
|
- |
-24- 0.1% |
$1.41K - $1.52K
|
22.8K
$1.42M
|
|
|
Apr 26, 2023
Q1 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-24- 0.12% |
$1.41K - $1.52K
|
19.5K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-24- 0.36% |
$1.41K - $1.52K
|
6.57K
$407K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-25- 0.15% |
$1.47K - $1.59K
|
16.2K
$1.01M
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-25- 0.05% |
$1.47K - $1.59K
|
49.1K
$3.05M
|
|
|
Apr 18, 2023
Q1 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-25- 0.59% |
$1.47K - $1.59K
|
4.23K
$262K
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-25- 6.54% |
$1.47K - $1.59K
|
357
$22.1K
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-25- 0.51% |
$1.47K - $1.59K
|
4.89K
$303K
|
|
|
May 15, 2023
Q1 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-25- 0.07% |
$1.47K - $1.59K
|
35.8K
$2.22M
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-26- 0.21% |
$1.53K - $1.65K
|
12.3K
$763K
|
|
|
Apr 26, 2023
Q1 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-26- 0.07% |
$1.53K - $1.65K
|
36.8K
$2.29M
|
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-27- 0.23% |
$1.59K - $1.71K
|
11.6K
$721K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-27- 0.33% |
$1.59K - $1.71K
|
8.13K
$504K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-28- 0.6% |
$1.65K - $1.78K
|
4.63K
$287K
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-28- 0.12% |
$1.65K - $1.78K
|
23.9K
$1.48M
|
|
|
May 04, 2023
Q1 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-28- 0.26% |
$1.65K - $1.78K
|
10.9K
$678K
|
|
|
May 11, 2023
Q1 2023
|
Bank Ozk
|
SELL
|
- |
-28- 0.14% |
$1.65K - $1.78K
|
19.7K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-28- 0.32% |
$1.65K - $1.78K
|
8.8K
$546K
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-29- 0.18% |
$1.71K - $1.84K
|
15.9K
$988K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-31- 0.69% |
$1.82K - $1.97K
|
4.44K
$276K
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-31- 0.7% |
$1.82K - $1.97K
|
4.37K
$271K
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-32- 0.06% |
$1.88K - $2.03K
|
53.4K
$3.31M
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-32- 3.42% |
$1.88K - $2.03K
|
905
$56.1K
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-32- 0.18% |
$1.88K - $2.03K
|
17.4K
$1.08M
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-32- 0.41% |
$1.88K - $2.03K
|
7.83K
$485K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-32- 3.26% |
$1.88K - $2.03K
|
950
$58.9K
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-33- 0.07% |
$1.94K - $2.09K
|
50.1K
$3.11M
|
|
|
Apr 10, 2023
Q1 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-33- 0.56% |
$1.94K - $2.09K
|
5.88K
$365K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-33- 38.82% |
$1.94K - $2.09K
|
52
$3.23K
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-37- 0.3% |
$2.18K - $2.35K
|
12.5K
$776K
|
|
|
May 04, 2023
Q1 2023
|
William Allan, LLC
|
SELL
|
- |
-40- 0.31% |
$2.35K - $2.54K
|
13K
$807K
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-45- 0.39% |
$2.65K - $2.85K
|
11.4K
$706K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-45- 1.01% |
$2.65K - $2.85K
|
4.42K
$274K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-46- 0.53% |
$2.71K - $2.92K
|
8.64K
$536K
|
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-46- 0.33% |
$2.71K - $2.92K
|
14K
$871K
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-46- 0.18% |
$2.71K - $2.92K
|
25.5K
$1.58M
|
|
|
Apr 28, 2023
Q1 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-48- 0.09% |
$2.83K - $3.04K
|
54.9K
$3.4M
|
|
|
May 10, 2023
Q1 2023
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-48- 1.19% |
$2.83K - $3.04K
|
4K
$248K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-49- 0.07% |
$2.88K - $3.11K
|
72.7K
$4.51M
|
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-49- 3.09% |
$2.88K - $3.11K
|
1.54K
$95.3K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-50- 0.52% |
$2.94K - $3.17K
|
9.51K
$590K
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-50- 0.24% |
$2.94K - $3.17K
|
20.6K
$1.28M
|
|
|
May 01, 2023
Q1 2023
|
Grant
|
SELL
|
- |
-50- 0.45% |
$2.94K - $3.17K
|
11.1K
$687K
|
|
|
May 01, 2023
Q1 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-50- 0.39% |
$2.94K - $3.17K
|
12.9K
$800K
|
|
|
May 08, 2023
Q1 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-50- 0.5% |
$2.94K - $3.17K
|
10.1K
$623K
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-50- 0.25% |
$2.94K - $3.17K
|
19.6K
$1.22M
|
|
|
May 10, 2023
Q1 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-50- 0.25% |
$2.94K - $3.17K
|
20K
$1.24M
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-50- 0.74% |
$2.94K - $3.17K
|
6.75K
$419K
|
|
|
May 15, 2023
Q1 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-50- 0.18% |
$2.94K - $3.17K
|
27.3K
$1.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-51- 0.01% |
$3K - $3.23K
|
353K
$21.9M
|