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 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-948- 2.28% |
$55.8K - $60.1K
|
40.6K
$2.86M
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-948- 16.06% |
$55.8K - $60.1K
|
4.96K
$350K
|
|
|
May 12, 2023
Q1 2023
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-950- 7.97% |
$55.9K - $60.2K
|
11K
$774K
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-950- 7.15% |
$55.9K - $60.2K
|
12.3K
$870K
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-950- 2.44% |
$55.9K - $60.2K
|
38K
$2.69M
|
|
|
May 15, 2023
Q1 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-953- 11.7% |
$56.1K - $60.4K
|
7.19K
$508K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-958- 0.13% |
$56.4K - $60.7K
|
762K
$53.8M
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-969- 61.29% |
$57K - $61.4K
|
612
$43.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-977- 5.58% |
$57.5K - $61.9K
|
16.5K
$1.17M
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-991- 13.66% |
$58.3K - $62.8K
|
6.27K
$442K
|
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-991- 12.36% |
$58.3K - $62.8K
|
7.03K
$496K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-994- 0.71% |
$58.5K - $63K
|
138K
$9.78M
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-995- 3.32% |
$58.6K - $63.1K
|
29K
$2.05M
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-996- 4.88% |
$58.6K - $63.1K
|
19.4K
$1.37M
|
|
|
Apr 11, 2023
Q1 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-1K- 19.36% |
$58.9K - $63.4K
|
4.16K
$294K
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1K- 5.9% |
$58.9K - $63.4K
|
15.9K
$1.13M
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.01K- 2.57% |
$59.2K - $63.7K
|
38K
$2.68M
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.01K- 0.37% |
$59.2K - $63.7K
|
272K
$19.2M
|
|
|
May 12, 2023
Q1 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-1.01K- 1.66% |
$59.2K - $63.8K
|
59.4K
$4.2M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.01K- 2.42% |
$59.3K - $63.9K
|
40.7K
$2.87M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.01K- 5.9% |
$59.4K - $64K
|
16.1K
$1.14M
|
|
|
May 11, 2023
Q1 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-1.01K- 2.09% |
$59.4K - $64K
|
47.4K
$3.34M
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.01K- 1.26% |
$59.6K - $64.2K
|
79.2K
$5.59M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.02K- 1.35% |
$60.1K - $64.7K
|
74.6K
$5.27M
|
|
|
May 10, 2023
Q1 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-1.03K- 4.2% |
$60.4K - $65.1K
|
23.4K
$1.65M
|
|
|
Apr 13, 2023
Q1 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.04K- 2.18% |
$61.2K - $65.9K
|
46.7K
$3.29M
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-1.04K- 2.21% |
$61.4K - $66.1K
|
46.2K
$3.26M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.06K- 0.97% |
$62.3K - $67.1K
|
108K
$7.64M
|
|
|
May 10, 2023
Q1 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-1.06K- 1.26% |
$62.3K - $67.1K
|
82.7K
$5.84M
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.06K- 13.61% |
$62.6K - $67.5K
|
6.75K
$477K
|
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-1.07K- 7.3% |
$62.7K - $67.5K
|
13.5K
$955K
|
|
|
May 15, 2023
Q1 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-1.07K- 6.64% |
$62.8K - $67.6K
|
15K
$1.06M
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.08K- 14.08% |
$63.3K - $68.2K
|
6.57K
$464K
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-1.09K- 8.81% |
$64K - $68.9K
|
11.3K
$794K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.09K- 3.32% |
$64.3K - $69.2K
|
31.8K
$2.24M
|
|
|
Apr 17, 2023
Q1 2023
|
Connable Office Inc
|
SELL
|
- |
-1.1K- 2.04% |
$64.6K - $69.6K
|
52.7K
$3.72M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-1.1K- 5.35% |
$64.7K - $69.7K
|
19.4K
$1.37M
|
|
|
May 04, 2023
Q1 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-1.1K- 9.78% |
$64.7K - $69.7K
|
10.1K
$716K
|
|
|
May 15, 2023
Q1 2023
|
Baxter Bros Inc
|
SELL
|
- |
-1.1K- 0.9% |
$64.7K - $69.7K
|
121K
$8.54M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.11K- 6.45% |
$65.5K - $70.6K
|
16.1K
$1.14M
|
|
|
Apr 27, 2023
Q1 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-1.12K- 20.46% |
$65.9K - $70.9K
|
4.35K
$307K
|
|
|
Apr 06, 2023
Q1 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-1.13K- 1.89% |
$66.2K - $71.3K
|
58.3K
$4.12M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.13K- 2.22% |
$66.7K - $71.8K
|
49.8K
$3.52M
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-1.14K- 13.68% |
$67.3K - $72.5K
|
7.22K
$509K
|
|
|
Apr 20, 2023
Q1 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-1.15K- 0.3% |
$67.6K - $72.8K
|
377K
$26.6M
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.15K- 1.56% |
$67.7K - $72.9K
|
72.8K
$5.14M
|
|
|
May 09, 2023
Q1 2023
|
Sws Partners
|
SELL
|
- |
-1.16K- 3.59% |
$68.2K - $73.4K
|
31.1K
$2.2M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
SELL
|
- |
-1.16K- 5.29% |
$68.5K - $73.7K
|
20.8K
$1.47M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.17K- 27.6% |
$68.7K - $74.1K
|
3.06K
$216K
|
|
|
May 15, 2023
Q1 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-1.17K- 1.16% |
$68.9K - $74.2K
|
99.4K
$7.02M
|