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 11, 2023
Q1 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-1.56K- 2.15% |
$91.6K - $98.7K
|
70.8K
$4.43M
|
|
|
May 15, 2023
Q1 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.56K- 15.86% |
$91.8K - $98.8K
|
8.27K
$518K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.57K- 8.74% |
$92.3K - $99.4K
|
16.4K
$1.02M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.58K- 2.38% |
$93K - $100K
|
64.8K
$4.06M
|
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.6K- 1.84% |
$94.4K - $102K
|
85.6K
$5.36M
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.61K- 19.32% |
$94.6K - $102K
|
6.72K
$420K
|
|
|
May 22, 2023
Q1 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.61K- 1.7% |
$94.8K - $102K
|
93K
$5.82M
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.65K- 0.78% |
$96.8K - $104K
|
209K
$13.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-1.65K- 23.59% |
$97K - $104K
|
5.34K
$334K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-1.66K- 30.26% |
$97.5K - $105K
|
3.82K
$239K
|
|
|
Apr 26, 2023
Q1 2023
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-1.66K- 5.37% |
$97.6K - $105K
|
29.2K
$1.83M
|
|
|
May 08, 2023
Q1 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-1.66K- 36.32% |
$97.7K - $105K
|
2.91K
$182K
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-1.66K- 1.47% |
$97.9K - $105K
|
112K
$6.99M
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.68K- 17.67% |
$98.7K - $106K
|
7.81K
$489K
|
|
|
May 01, 2023
Q1 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-1.7K- 93.3% |
$99.9K - $108K
|
122
$7.63K
|
|
|
Apr 18, 2023
Q1 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-1.7K- 2.0% |
$100K - $108K
|
83.3K
$5.21M
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.71K- 4.89% |
$100K - $108K
|
33.2K
$2.07M
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-1.71K- 8.27% |
$101K - $109K
|
19K
$1.19M
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-1.73K- 7.03% |
$102K - $109K
|
22.8K
$1.43M
|
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.73K- 5.45% |
$102K - $110K
|
30K
$1.88M
|
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1.73K- 6.78% |
$102K - $110K
|
23.8K
$1.49M
|
|
|
May 10, 2023
Q1 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-1.77K- 3.94% |
$104K - $112K
|
43.1K
$2.7M
|
|
|
May 05, 2023
Q1 2023
|
Saratoga Research & Investment Management
|
SELL
|
- |
-1.8K- 1.33% |
$106K - $114K
|
134K
$8.36M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.81K- 0.49% |
$107K - $115K
|
369K
$23.1M
|
|
|
May 12, 2023
Q1 2023
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-1.84K- 26.29% |
$109K - $117K
|
5.17K
$324K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-1.85K- 22.42% |
$109K - $117K
|
6.41K
$401K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.85K- 60.97% |
$109K - $118K
|
1.19K
$74.3K
|
|
|
Apr 13, 2023
Q1 2023
|
Independent Investors Inc
|
SELL
|
- |
-1.88K- 4.92% |
$110K - $119K
|
36.2K
$2.27M
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1.9K- 5.14% |
$112K - $120K
|
35.1K
$2.2M
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-1.9K- 0.95% |
$112K - $121K
|
198K
$12.4M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.92K- 0.69% |
$113K - $122K
|
277K
$17.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-1.94K- 14.14% |
$114K - $123K
|
11.8K
$739K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.95K- 0.78% |
$115K - $124K
|
249K
$15.6M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.95K- 14.66% |
$115K - $124K
|
11.4K
$711K
|
|
|
Apr 26, 2023
Q1 2023
|
Jennison Associates LLC
|
SELL
|
- |
-1.97K- 6.2% |
$116K - $125K
|
29.7K
$1.86M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.98K- 26.43% |
$116K - $125K
|
5.5K
$344K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.98K- 5.78% |
$116K - $125K
|
32.2K
$2.02M
|
|
|
May 16, 2023
Q1 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-1.98K- 29.5% |
$117K - $126K
|
4.74K
$297K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.99K- 2.84% |
$117K - $126K
|
68.2K
$4.27M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2K- 3.23% |
$118K - $127K
|
59.9K
$3.75M
|
|
|
Apr 11, 2023
Q1 2023
|
Meyer Handelman CO
|
SELL
|
- |
-2K- 0.82% |
$118K - $127K
|
242K
$15.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-2K- 4.29% |
$118K - $127K
|
44.7K
$2.79M
|
|
|
Apr 17, 2023
Q1 2023
|
Jacobs & CO
|
SELL
|
- |
-2.05K- 1.41% |
$120K - $130K
|
143K
$8.94M
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-2.07K- 2.76% |
$122K - $131K
|
72.7K
$4.55M
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-2.07K- 7.45% |
$122K - $131K
|
25.7K
$1.61M
|
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-2.08K- 0.75% |
$122K - $132K
|
275K
$17.2M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.08K- 2.03% |
$123K - $132K
|
101K
$6.3M
|
|
|
May 01, 2023
Q1 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-2.09K- 1.04% |
$123K - $132K
|
199K
$12.4M
|
|
|
May 09, 2023
Q1 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-2.09K- 3.01% |
$123K - $133K
|
67.4K
$4.21M
|
|
|
May 04, 2023
Q1 2023
|
Keating Investment Counselors Inc
|
SELL
|
- |
-2.11K- 9.91% |
$124K - $134K
|
19.2K
$1.2M
|