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 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-492- 2.43% |
$29K - $31.2K
|
19.7K
$1.23M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-495- 11.93% |
$29.1K - $31.4K
|
3.65K
$228K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-496- 1.41% |
$29.2K - $31.4K
|
34.7K
$2.17M
|
|
|
May 12, 2023
Q1 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-497- 1.79% |
$29.3K - $31.5K
|
27.3K
$1.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-498- 0.48% |
$29.3K - $31.6K
|
103K
$6.41M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-498- 2.06% |
$29.3K - $31.6K
|
23.6K
$1.48M
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-500- 0.75% |
$29.4K - $31.7K
|
66.4K
$4.14M
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
SELL
|
- |
-500- 0.4% |
$29.4K - $31.7K
|
123K
$7.7M
|
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-500- 5.79% |
$29.4K - $31.7K
|
8.14K
$508K
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-500- 5.3% |
$29.4K - $31.7K
|
8.94K
$558K
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-507- 7.45% |
$29.8K - $32.1K
|
6.3K
$393K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-513- 1.49% |
$30.2K - $32.5K
|
34K
$2.12M
|
|
|
May 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-516- 4.01% |
$30.4K - $32.7K
|
12.4K
$772K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-516- 0.72% |
$30.4K - $32.7K
|
71.2K
$4.45M
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-518- 12.84% |
$30.5K - $32.8K
|
3.52K
$220K
|
|
|
Apr 19, 2023
Q1 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-525- 4.63% |
$30.9K - $33.3K
|
10.8K
$676K
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-525- 7.85% |
$30.9K - $33.3K
|
6.17K
$385K
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-525- 0.82% |
$30.9K - $33.3K
|
63.8K
$3.98M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-525- 9.93% |
$30.9K - $33.3K
|
4.76K
$298K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-528- 0.25% |
$31.1K - $33.5K
|
214K
$13.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Congress Asset Management CO
|
SELL
|
- |
-529- 8.7% |
$31.1K - $33.5K
|
5.55K
$347K
|
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-530- 12.42% |
$31.2K - $33.6K
|
3.74K
$234K
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-532- 4.51% |
$31.3K - $33.7K
|
11.3K
$704K
|
|
|
May 09, 2023
Q1 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-535- 11.94% |
$31.5K - $33.9K
|
3.94K
$246K
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-539- 4.88% |
$31.7K - $34.2K
|
10.5K
$656K
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-542- 10.44% |
$31.9K - $34.4K
|
4.65K
$290K
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-547- 0.41% |
$32.2K - $34.7K
|
134K
$8.37M
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-548- 1.94% |
$32.3K - $34.7K
|
27.7K
$1.73M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-548- 0.71% |
$32.3K - $34.7K
|
76.2K
$4.76M
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-551- 1.35% |
$32.4K - $34.9K
|
40.2K
$2.51M
|
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
SELL
|
- |
-554- 6.76% |
$32.6K - $35.1K
|
7.64K
$477K
|
|
|
May 02, 2023
Q1 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-561- 7.08% |
$33K - $35.6K
|
7.37K
$460K
|
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
SELL
|
- |
-566- 4.24% |
$33.3K - $35.9K
|
12.8K
$798K
|
|
|
May 03, 2023
Q1 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-567- 3.49% |
$33.4K - $35.9K
|
15.7K
$978K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-568- 5.0% |
$33.4K - $36K
|
10.8K
$674K
|
|
|
May 08, 2023
Q1 2023
|
Terril Brothers, Inc.
|
SELL
|
- |
-568- 6.67% |
$33.4K - $36K
|
7.94K
$496K
|
|
|
May 01, 2023
Q1 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-575- 1.15% |
$33.8K - $36.5K
|
49.3K
$3.08M
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-575- 1.78% |
$33.8K - $36.5K
|
31.8K
$1.99M
|
|
|
May 03, 2023
Q1 2023
|
Tobam
|
SELL
|
- |
-580- 2.72% |
$34.1K - $36.8K
|
20.7K
$1.3M
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-583- 1.4% |
$34.3K - $37K
|
41K
$2.56M
|
|
|
May 15, 2023
Q1 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-584- 2.43% |
$34.4K - $37K
|
23.4K
$1.46M
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
SELL
|
- |
-585- 9.17% |
$34.4K - $37.1K
|
5.79K
$362K
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
SELL
|
- |
-589- 0.46% |
$34.7K - $37.3K
|
128K
$8M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-591- 2.15% |
$34.8K - $37.5K
|
26.9K
$1.68M
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
SELL
|
- |
-594- 5.03% |
$35K - $37.7K
|
11.2K
$700K
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-597- 7.61% |
$35.1K - $37.8K
|
7.25K
$453K
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-605- 1.59% |
$35.6K - $38.4K
|
37.4K
$2.34M
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-607- 2.16% |
$35.7K - $38.5K
|
27.4K
$1.71M
|
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-608- 14.42% |
$35.8K - $38.5K
|
3.61K
$225K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-622- 10.46% |
$36.6K - $39.4K
|
5.33K
$333K
|