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 02, 2023
Q1 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-381- 0.21% |
$22.4K - $24.2K
|
182K
$11.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-383- 4.35% |
$22.5K - $24.3K
|
8.43K
$526K
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-385- 9.59% |
$22.7K - $24.4K
|
3.63K
$227K
|
|
|
Apr 25, 2023
Q1 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-387- 9.87% |
$22.8K - $24.5K
|
3.53K
$221K
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-390- 2.99% |
$23K - $24.7K
|
12.7K
$791K
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-391- 0.73% |
$23K - $24.8K
|
53.3K
$3.33M
|
|
|
Apr 24, 2023
Q1 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-392- 0.85% |
$23.1K - $24.9K
|
45.5K
$2.84M
|
|
|
Apr 24, 2023
Q1 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-394- 2.22% |
$23.2K - $25K
|
17.4K
$1.08M
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-396- 9.63% |
$23.3K - $25.1K
|
3.72K
$232K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-398- 0.15% |
$23.4K - $25.2K
|
273K
$17.1M
|
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-399- 6.82% |
$23.5K - $25.3K
|
5.45K
$340K
|
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
SELL
|
- |
-400- 6.82% |
$23.5K - $25.4K
|
5.47K
$341K
|
|
|
Apr 14, 2023
Q1 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-400- 1.67% |
$23.5K - $25.4K
|
23.6K
$1.47M
|
|
|
May 01, 2023
Q1 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-400- 6.08% |
$23.5K - $25.4K
|
6.18K
$386K
|
|
|
May 08, 2023
Q1 2023
|
Jensen Investment Management Inc
Lake Oswego, OR |
SELL
|
- |
-400- 0.31% |
$23.5K - $25.4K
|
129K
$8.04M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-400- 84.75% |
$23.5K - $25.4K
|
72
$4.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-401- 8.76% |
$23.6K - $25.4K
|
4.18K
$261K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-401- 5.54% |
$23.6K - $25.4K
|
6.83K
$427K
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-402- 2.88% |
$23.7K - $25.5K
|
13.6K
$847K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-404- 0.59% |
$23.8K - $25.6K
|
67.7K
$4.23M
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-407- 0.4% |
$24K - $25.8K
|
101K
$6.32M
|
|
|
May 09, 2023
Q1 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-412- 1.89% |
$24.3K - $26.1K
|
21.4K
$1.34M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-417- 2.42% |
$24.5K - $26.4K
|
16.8K
$1.05M
|
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-423- 1.39% |
$24.9K - $26.8K
|
30.1K
$1.88M
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-423- 5.75% |
$24.9K - $26.8K
|
6.93K
$433K
|
|
|
Jun 05, 2023
Q1 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-424- 2.43% |
$25K - $26.9K
|
17K
$1.06M
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-425- 2.22% |
$25K - $26.9K
|
18.7K
$1.17M
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-429- 2.8% |
$25.3K - $27.2K
|
14.9K
$931K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-429- 3.75% |
$25.3K - $27.2K
|
11K
$688K
|
|
|
May 05, 2023
Q1 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-431- 2.4% |
$25.4K - $27.3K
|
17.5K
$1.09M
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-433- 2.17% |
$25.5K - $27.5K
|
19.6K
$1.22M
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-436- 66.67% |
$25.7K - $27.6K
|
218
$13.6K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-439- 15.79% |
$25.8K - $27.8K
|
2.34K
$146K
|
|
|
May 10, 2023
Q1 2023
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-440- 3.85% |
$25.9K - $27.9K
|
11K
$686K
|
|
|
May 02, 2023
Q1 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-447- 3.88% |
$26.3K - $28.3K
|
11.1K
$691K
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-448- 2.58% |
$26.4K - $28.4K
|
16.9K
$1.06M
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-449- 9.78% |
$26.4K - $28.5K
|
4.14K
$259K
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-458- 4.78% |
$27K - $29K
|
9.11K
$569K
|
|
|
May 12, 2023
Q1 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-460- 2.08% |
$27.1K - $29.2K
|
21.7K
$1.35M
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-469- 0.51% |
$27.6K - $29.7K
|
91.9K
$5.74M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-471- 1.63% |
$27.7K - $29.9K
|
28.5K
$1.78M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-471- 35.12% |
$27.7K - $29.9K
|
870
$54.3K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-472- 0.25% |
$27.8K - $29.9K
|
189K
$11.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-473- 0.13% |
$27.8K - $30K
|
376K
$23.5M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-476- 3.36% |
$28K - $30.2K
|
13.7K
$854K
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-480- 0.41% |
$28.3K - $30.4K
|
116K
$7.24M
|
|
|
Apr 14, 2023
Q1 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-482- 1.3% |
$28.4K - $30.6K
|
36.7K
$2.29M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-482- 7.11% |
$28.4K - $30.6K
|
6.3K
$393K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-483- 0.47% |
$28.4K - $30.6K
|
102K
$6.4M
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-490- 4.58% |
$28.8K - $31.1K
|
10.2K
$637K
|