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 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-2.97K- 15.18% |
$175K - $188K
|
16.6K
$1.04M
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-2.98K- 2.26% |
$175K - $189K
|
129K
$8.07M
|
|
|
May 01, 2023
Q1 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-3K- 9.98% |
$177K - $190K
|
27.1K
$1.69M
|
|
|
Apr 19, 2023
Q1 2023
|
Advocate Group LLC
|
SELL
|
- |
-3.04K- 15.68% |
$179K - $193K
|
16.4K
$1.02M
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-3.06K- 0.13% |
$180K - $194K
|
2.39M
$150M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.07K- 7.78% |
$181K - $195K
|
36.4K
$2.28M
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-3.08K- 6.77% |
$181K - $195K
|
42.4K
$2.65M
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3.1K- 28.2% |
$182K - $196K
|
7.89K
$494K
|
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-3.11K- 31.03% |
$183K - $197K
|
6.91K
$432K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-3.14K- 14.76% |
$185K - $199K
|
18.1K
$1.13M
|
|
|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
SELL
|
- |
-3.24K- 41.93% |
$190K - $205K
|
4.48K
$280K
|
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-3.24K- 45.76% |
$190K - $205K
|
3.84K
$240K
|
|
|
May 01, 2023
Q1 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-3.25K- 8.43% |
$191K - $206K
|
35.3K
$2.21M
|
|
|
May 08, 2023
Q1 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-3.27K- 1.03% |
$192K - $207K
|
315K
$19.7M
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-3.34K- 48.13% |
$196K - $212K
|
3.6K
$225K
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-3.35K- 43.5% |
$197K - $212K
|
4.35K
$272K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-3.35K- 1.72% |
$197K - $213K
|
191K
$12M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.35K- 1.83% |
$197K - $213K
|
179K
$11.2M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.38K- 3.3% |
$199K - $214K
|
99.1K
$6.2M
|
|
|
May 11, 2023
Q1 2023
|
Klcm Advisors, Inc.
|
SELL
|
- |
-3.4K- 35.8% |
$200K - $216K
|
6.1K
$382K
|
|
|
May 11, 2023
Q1 2023
|
Resource Planning Group
|
SELL
|
- |
-3.53K- 16.63% |
$208K - $224K
|
17.7K
$1.11M
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-3.54K- 0.97% |
$208K - $224K
|
361K
$22.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Tufton Capital Management
|
SELL
|
- |
-3.59K- 4.36% |
$211K - $228K
|
78.8K
$4.93M
|
|
|
Apr 24, 2023
Q1 2023
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-3.63K- 19.95% |
$213K - $230K
|
14.5K
$910K
|
|
|
Apr 18, 2023
Q1 2023
|
Founders Capital Management, LLC
|
SELL
|
- |
-3.67K- 2.45% |
$216K - $233K
|
146K
$9.15M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.67K- 1.18% |
$216K - $233K
|
308K
$19.2M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3.69K- 3.13% |
$217K - $234K
|
114K
$7.15M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.71K- 0.25% |
$218K - $235K
|
1.46M
$91.3M
|
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-3.71K- 9.57% |
$218K - $235K
|
35.1K
$2.19M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.72K- 1.51% |
$219K - $236K
|
243K
$15.2M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.72K- 96.42% |
$219K - $236K
|
138
$8.63K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-3.75K- 6.98% |
$221K - $238K
|
50K
$3.13M
|
|
|
Apr 18, 2023
Q1 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-3.77K- 7.75% |
$222K - $239K
|
44.9K
$2.81M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.83K- 5.17% |
$226K - $243K
|
70.2K
$4.4M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.84K- 34.09% |
$226K - $244K
|
7.43K
$465K
|
|
|
Apr 28, 2023
Q1 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-3.85K- 2.29% |
$226K - $244K
|
164K
$10.3M
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-3.87K- 40.14% |
$228K - $245K
|
5.77K
$361K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-3.88K- 1.05% |
$228K - $246K
|
366K
$22.9M
|
|
|
Apr 06, 2023
Q1 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-3.88K- 83.95% |
$228K - $246K
|
742
$46.4K
|
|
|
May 09, 2023
Q1 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-3.89K- 30.74% |
$229K - $246K
|
8.75K
$548K
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-3.9K- 35.11% |
$230K - $247K
|
7.21K
$451K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-3.91K- 99.82% |
$230K - $248K
|
7
$438
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-3.95K- 2.42% |
$232K - $250K
|
159K
$9.95M
|
|
|
May 02, 2023
Q1 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-3.98K- 4.48% |
$234K - $253K
|
85K
$5.32M
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.99K- 18.18% |
$235K - $253K
|
18K
$1.12M
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-4K- 6.64% |
$235K - $254K
|
56.2K
$3.52M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.02K- 3.49% |
$237K - $255K
|
111K
$6.96M
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-4.04K- 23.58% |
$238K - $256K
|
13.1K
$819K
|
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-4.07K- 7.18% |
$239K - $258K
|
52.6K
$3.29M
|
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-4.07K- 2.71% |
$240K - $258K
|
146K
$9.16M
|