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 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-100- 1.86% |
$5.89K - $6.34K
|
5.29K
$328K
|
|
|
May 04, 2023
Q1 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-100- 0.76% |
$5.89K - $6.34K
|
13.1K
$811K
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-100- 2.24% |
$5.89K - $6.34K
|
4.36K
$270K
|
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-100- 1.36% |
$5.89K - $6.34K
|
7.23K
$449K
|
|
|
May 08, 2023
Q1 2023
|
Univest Financial Corp
|
SELL
|
- |
-100- 1.59% |
$5.89K - $6.34K
|
6.18K
$383K
|
|
|
May 09, 2023
Q1 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-100- 0.4% |
$5.89K - $6.34K
|
24.9K
$1.54M
|
|
|
May 12, 2023
Q1 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-100- 0.39% |
$5.89K - $6.34K
|
25.5K
$1.58M
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-100- 1.36% |
$5.89K - $6.34K
|
7.28K
$451K
|
|
|
Jun 01, 2023
Q1 2023
|
Searle & Co.
|
SELL
|
- |
-100- 1.1% |
$5.89K - $6.34K
|
8.98K
$557K
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-103- 2.07% |
$6.06K - $6.53K
|
4.87K
$302K
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-103- 2.17% |
$6.06K - $6.53K
|
4.64K
$288K
|
|
|
May 02, 2023
Q1 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-103- 0.95% |
$6.06K - $6.53K
|
10.7K
$667K
|
|
|
May 04, 2023
Q1 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-103- 2.08% |
$6.06K - $6.53K
|
4.86K
$301K
|
|
|
May 09, 2023
Q1 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-104- 2.05% |
$6.12K - $6.59K
|
4.97K
$308K
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-105- 0.76% |
$6.18K - $6.66K
|
13.7K
$852K
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
SELL
|
- |
-107- 0.89% |
$6.3K - $6.78K
|
11.9K
$741K
|
|
|
May 15, 2023
Q1 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-110- 3.01% |
$6.47K - $6.97K
|
3.55K
$220K
|
|
|
May 17, 2023
Q1 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-110- 0.17% |
$6.47K - $6.97K
|
64.5K
$4M
|
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
SELL
|
- |
-111- 0.6% |
$6.53K - $7.04K
|
18.3K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-111- 0.24% |
$6.53K - $7.04K
|
46.8K
$2.9M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-111- 0.24% |
$6.53K - $7.04K
|
46.8K
$2.9M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-112- 0.67% |
$6.59K - $7.1K
|
16.7K
$1.03M
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-113- 0.69% |
$6.65K - $7.16K
|
16.4K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-113- 2.16% |
$6.65K - $7.16K
|
5.12K
$317K
|
|
|
Apr 20, 2023
Q1 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-114- 1.1% |
$6.71K - $7.23K
|
10.3K
$637K
|
|
|
Apr 05, 2023
Q1 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-117- 0.47% |
$6.89K - $7.42K
|
24.9K
$1.54M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-117- 2.45% |
$6.89K - $7.42K
|
4.66K
$289K
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-119- 14.69% |
$7K - $7.54K
|
691
$42.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-121- 4.16% |
$7.12K - $7.67K
|
2.79K
$173K
|
|
|
Apr 21, 2023
Q1 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-121- 2.03% |
$7.12K - $7.67K
|
5.83K
$362K
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-124- 1.49% |
$7.3K - $7.86K
|
8.2K
$508K
|
|
|
May 05, 2023
Q1 2023
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-124Closed |
$7.3K - $7.86K
|
0
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-125- 0.73% |
$7.36K - $7.93K
|
16.9K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-125- 0.06% |
$7.36K - $7.93K
|
203K
$12.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-127- 17.54% |
$7.48K - $8.05K
|
597
$37K
|
|
|
May 01, 2023
Q1 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-127- 0.23% |
$7.48K - $8.05K
|
55.4K
$3.44M
|
|
|
May 31, 2023
Q1 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-127- 0.59% |
$7.48K - $8.05K
|
21.3K
$1.32M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-129- 2.4% |
$7.59K - $8.18K
|
5.25K
$326K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-129- 25.75% |
$7.59K - $8.18K
|
372
$23.1K
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-129- 0.46% |
$7.59K - $8.18K
|
28K
$1.74M
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-130- 22.0% |
$7.65K - $8.24K
|
461
$28.6K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-132- 1.31% |
$7.77K - $8.37K
|
9.97K
$619K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-135- 2.42% |
$7.95K - $8.56K
|
5.44K
$338K
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-135- 8.79% |
$7.95K - $8.56K
|
1.4K
$86.8K
|
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-136- 1.05% |
$8K - $8.62K
|
12.8K
$791K
|
|
|
May 08, 2023
Q1 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-138- 0.18% |
$8.12K - $8.75K
|
76.4K
$4.74M
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-139- 0.6% |
$8.18K - $8.81K
|
23.2K
$1.44M
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-144- 1.44% |
$8.48K - $9.13K
|
9.84K
$610K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-145- 0.94% |
$8.53K - $9.19K
|
15.2K
$945K
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-145- 3.93% |
$8.53K - $9.19K
|
3.54K
$220K
|