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
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.11K- 1.27% |
$124K - $134K
|
164K
$10.3M
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.15K- 3.08% |
$126K - $136K
|
67.7K
$4.23M
|
|
|
May 15, 2023
Q1 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-2.18K- 21.77% |
$128K - $138K
|
7.82K
$489K
|
|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-2.18K- 7.51% |
$128K - $138K
|
26.9K
$1.68M
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-2.19K- 17.8% |
$129K - $139K
|
10.1K
$632K
|
|
|
May 12, 2023
Q1 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-2.19K- 0.59% |
$129K - $139K
|
370K
$23.2M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.2K- 9.61% |
$129K - $139K
|
20.6K
$1.29M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.21K- 0.8% |
$130K - $140K
|
274K
$17.1M
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-2.21K- 7.98% |
$130K - $140K
|
25.5K
$1.6M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.25K- 3.88% |
$132K - $142K
|
55.6K
$3.48M
|
|
|
May 15, 2023
Q1 2023
|
Gould Capital, LLC
|
SELL
|
- |
-2.25K- 4.62% |
$132K - $143K
|
46.4K
$2.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-2.34K- 1.24% |
$138K - $148K
|
186K
$11.7M
|
|
|
May 15, 2023
Q1 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-2.34K- 2.06% |
$138K - $148K
|
111K
$6.94M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.35K- 1.4% |
$138K - $149K
|
166K
$10.4M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.35K- 1.4% |
$138K - $149K
|
166K
$10.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.35K- 3.69% |
$138K - $149K
|
61.3K
$3.83M
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.37K- 35.72% |
$140K - $150K
|
4.27K
$267K
|
|
|
May 15, 2023
Q1 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-2.38K- 4.98% |
$140K - $151K
|
45.4K
$2.84M
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-2.42K- 1.9% |
$142K - $153K
|
125K
$7.81M
|
|
|
Apr 13, 2023
Q1 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-2.42K- 4.06% |
$143K - $154K
|
57.3K
$3.58M
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-2.45K- 28.42% |
$144K - $155K
|
6.17K
$386K
|
|
|
Apr 25, 2023
Q1 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-2.47K- 2.15% |
$145K - $156K
|
112K
$7.03M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.49K- 6.94% |
$146K - $158K
|
33.3K
$2.09M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.49K- 3.92% |
$147K - $158K
|
61.1K
$3.82M
|
|
|
May 11, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-2.5K- 0.06% |
$147K - $159K
|
4.34M
$272M
|
|
|
Jun 14, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-2.5K- 0.06% |
$147K - $159K
|
4.34M
$272M
|
|
|
May 11, 2023
Q1 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-2.56K- 39.88% |
$150K - $162K
|
3.85K
$241K
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-2.56K- 12.27% |
$151K - $162K
|
18.3K
$1.15M
|
|
|
Apr 07, 2023
Q1 2023
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-2.6K- 2.6% |
$153K - $165K
|
97.2K
$6.08M
|
|
|
Apr 18, 2023
Q1 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-2.6K- 4.5% |
$153K - $165K
|
55.2K
$3.46M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.62K- 3.21% |
$154K - $166K
|
79K
$4.94M
|
|
|
Apr 12, 2023
Q1 2023
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-2.63K- 1.51% |
$155K - $167K
|
172K
$10.8M
|
|
|
Apr 01, 2024
Q1 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-2.69K- 5.71% |
$158K - $170K
|
44.4K
$2.78M
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-2.69K- 12.43% |
$158K - $171K
|
19K
$1.19M
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-2.71K- 10.42% |
$159K - $172K
|
23.3K
$1.45M
|
|
|
May 04, 2023
Q1 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-2.71K- 1.55% |
$159K - $172K
|
172K
$10.8M
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.73K- 20.23% |
$161K - $173K
|
10.8K
$673K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.77K- 9.65% |
$163K - $175K
|
25.9K
$1.62M
|
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-2.78K- 24.49% |
$163K - $176K
|
8.56K
$535K
|
|
|
May 10, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-2.81K- 7.57% |
$165K - $178K
|
34.3K
$2.14M
|
|
|
Apr 18, 2023
Q1 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-2.81K- 1.97% |
$165K - $178K
|
140K
$8.74M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2.83K- 13.16% |
$167K - $180K
|
18.7K
$1.17M
|
|
|
Apr 20, 2023
Q1 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-2.85K- 3.96% |
$168K - $181K
|
69.1K
$4.33M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.88K- 6.16% |
$170K - $183K
|
43.9K
$2.75M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-2.9K- 11.64% |
$171K - $184K
|
22K
$1.38M
|
|
|
Apr 17, 2023
Q1 2023
|
Security National Bank
|
SELL
|
- |
-2.92K- 34.55% |
$172K - $185K
|
5.52K
$346K
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-2.92K- 10.25% |
$172K - $185K
|
25.6K
$1.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-2.96K- 15.52% |
$174K - $188K
|
16.1K
$1.01M
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-2.97K- 13.13% |
$175K - $188K
|
19.6K
$1.23M
|
|
|
May 12, 2023
Q1 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-2.97K- 2.89% |
$175K - $188K
|
99.6K
$6.23M
|