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 |
|---|---|---|---|---|---|---|---|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-623- 0.42% |
$36.7K - $39.5K
|
147K
$9.19M
|
|
|
Apr 25, 2023
Q1 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-631- 0.45% |
$37.1K - $40K
|
138K
$8.64M
|
|
|
May 15, 2023
Q1 2023
|
First Dallas Securities Inc.
|
SELL
|
- |
-645- 3.73% |
$38K - $40.9K
|
16.6K
$1.04M
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-646- 2.19% |
$38K - $41K
|
28.8K
$1.8M
|
|
|
May 08, 2023
Q1 2023
|
Harvey Investment CO LLC
|
SELL
|
- |
-650- 0.82% |
$38.3K - $41.2K
|
79.1K
$4.94M
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-653- 4.85% |
$38.4K - $41.4K
|
12.8K
$801K
|
|
|
Apr 20, 2023
Q1 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-658- 2.98% |
$38.7K - $41.7K
|
21.4K
$1.34M
|
|
|
Apr 24, 2023
Q1 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-665- 4.77% |
$39.1K - $42.2K
|
13.3K
$830K
|
|
|
May 12, 2023
Q1 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-669- 3.71% |
$39.4K - $42.4K
|
17.4K
$1.08M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-673- 0.77% |
$39.6K - $42.7K
|
86.9K
$5.42M
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
SELL
|
- |
-675- 3.64% |
$39.7K - $42.8K
|
17.9K
$1.12M
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-675- 0.38% |
$39.7K - $42.8K
|
178K
$11.1M
|
|
|
May 15, 2023
Q1 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-675- 5.56% |
$39.7K - $42.8K
|
11.5K
$716K
|
|
|
May 15, 2023
Q1 2023
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-675- 0.74% |
$39.7K - $42.8K
|
90.9K
$5.68M
|
|
|
Apr 26, 2023
Q1 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-676- 1.46% |
$39.8K - $42.9K
|
45.5K
$2.84M
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-679- 1.28% |
$40K - $43K
|
52.3K
$3.27M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-685- 5.71% |
$40.3K - $43.4K
|
11.3K
$706K
|
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-692- 1.59% |
$40.7K - $43.9K
|
42.7K
$2.67M
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-698- 3.71% |
$41.1K - $44.3K
|
18.1K
$1.13M
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-698- 1.19% |
$41.1K - $44.3K
|
57.9K
$3.61M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-700- 0.19% |
$41.2K - $44.4K
|
369K
$23M
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-700- 4.2% |
$41.2K - $44.4K
|
16K
$998K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-724- 0.23% |
$42.6K - $45.9K
|
319K
$19.9M
|
|
|
May 09, 2023
Q1 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-725- 2.33% |
$42.7K - $46K
|
30.4K
$1.9M
|
|
|
May 09, 2023
Q1 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-725- 0.1% |
$42.7K - $46K
|
739K
$46.2M
|
|
|
May 10, 2023
Q1 2023
|
Lewis Capital Management, LLC
|
SELL
|
- |
-728- 16.84% |
$42.9K - $46.2K
|
3.6K
$225K
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-736- 0.9% |
$43.3K - $46.7K
|
80.7K
$5.04M
|
|
|
Apr 11, 2023
Q1 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-737- 0.77% |
$43.4K - $46.7K
|
94.9K
$5.93M
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-739- 6.39% |
$43.5K - $46.9K
|
10.8K
$676K
|
|
|
May 10, 2023
Q1 2023
|
Exeter Financial, LLC
|
SELL
|
- |
-740- 2.28% |
$43.6K - $46.9K
|
31.7K
$1.98M
|
|
|
May 02, 2023
Q1 2023
|
Corbyn Investment Management Inc
|
SELL
|
- |
-742- 6.2% |
$43.7K - $47K
|
11.2K
$701K
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-747- 8.66% |
$44K - $47.4K
|
7.88K
$492K
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-750- 11.95% |
$44.1K - $47.6K
|
5.53K
$345K
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-752- 1.9% |
$44.3K - $47.7K
|
38.8K
$2.42M
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-756- 5.03% |
$44.5K - $47.9K
|
14.3K
$892K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
SELL
|
- |
-757- 10.97% |
$44.6K - $48K
|
6.14K
$384K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-764- 23.2% |
$45K - $48.4K
|
2.53K
$158K
|
|
|
Apr 14, 2023
Q1 2023
|
Mcia Inc
|
SELL
|
- |
-767- 1.88% |
$45.1K - $48.6K
|
40.1K
$2.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-769- 0.32% |
$45.3K - $48.8K
|
239K
$15M
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-773- 6.39% |
$45.5K - $49K
|
11.3K
$708K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-777- 27.98% |
$45.7K - $49.3K
|
2K
$125K
|
|
|
Apr 04, 2023
Q1 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-788- 1.38% |
$46.4K - $50K
|
56.4K
$3.52M
|
|
|
May 12, 2023
Q1 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-790- 2.75% |
$46.5K - $50.1K
|
27.9K
$1.74M
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-792- 0.72% |
$46.6K - $50.2K
|
109K
$6.8M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-793- 5.73% |
$46.7K - $50.3K
|
13K
$815K
|
|
|
May 09, 2023
Q1 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-800- 10.28% |
$47.1K - $50.7K
|
6.98K
$436K
|
|
|
May 15, 2023
Q1 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-800- 0.42% |
$47.1K - $50.7K
|
191K
$11.9M
|
|
|
May 08, 2023
Q1 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-805- 5.41% |
$47.4K - $51K
|
14.1K
$878K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-808- 0.08% |
$47.6K - $51.2K
|
1.04M
$64.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-810- 10.42% |
$47.7K - $51.4K
|
6.96K
$435K
|