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 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-3.88K- 1.05% |
$228K - $246K
|
366K
$25.8M
|
|
|
Apr 06, 2023
Q1 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-3.88K- 83.95% |
$228K - $246K
|
742
$52.4K
|
|
|
May 09, 2023
Q1 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-3.89K- 30.74% |
$229K - $246K
|
8.75K
$618K
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-3.9K- 35.11% |
$230K - $247K
|
7.21K
$509K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-3.91K- 99.82% |
$230K - $248K
|
7
$494
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-3.95K- 2.42% |
$232K - $250K
|
159K
$11.2M
|
|
|
May 02, 2023
Q1 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-3.98K- 4.48% |
$234K - $253K
|
85K
$6M
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.99K- 18.18% |
$235K - $253K
|
18K
$1.27M
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-4K- 6.64% |
$235K - $254K
|
56.2K
$3.97M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.02K- 3.49% |
$237K - $255K
|
111K
$7.86M
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-4.04K- 23.58% |
$238K - $256K
|
13.1K
$923K
|
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-4.07K- 7.18% |
$239K - $258K
|
52.6K
$3.71M
|
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-4.07K- 2.71% |
$240K - $258K
|
146K
$10.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-4.08K- 2.8% |
$240K - $259K
|
141K
$9.98M
|
|
|
May 01, 2023
Q1 2023
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-4.08K- 0.97% |
$240K - $259K
|
415K
$29.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.1K- 16.05% |
$241K - $260K
|
21.4K
$1.51M
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-4.13K- 1.29% |
$243K - $262K
|
316K
$22.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.13K- 5.61% |
$243K - $262K
|
69.5K
$4.9M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-4.13K- 9.6% |
$243K - $262K
|
38.9K
$2.75M
|
|
|
May 12, 2023
Q1 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-4.16K- 3.78% |
$245K - $264K
|
106K
$7.46M
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-4.2K- 18.69% |
$247K - $266K
|
18.3K
$1.29M
|
|
|
May 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-4.25K- 6.1% |
$250K - $270K
|
65.4K
$4.62M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-4.26K- 3.5% |
$251K - $270K
|
117K
$8.29M
|
|
|
Feb 13, 2025
Q1 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-4.37KClosed |
$257K - $277K
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-4.43K- 3.49% |
$261K - $281K
|
122K
$8.64M
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-4.43K- 6.72% |
$261K - $281K
|
61.6K
$4.35M
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-4.52K- 44.89% |
$266K - $287K
|
5.55K
$392K
|
|
|
Apr 24, 2023
Q1 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-4.61K- 25.99% |
$271K - $292K
|
13.1K
$927K
|
|
|
Feb 20, 2025
Q1 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-4.63K- 8.58% |
$272K - $293K
|
49.3K
$3.48M
|
|
|
May 11, 2023
Q1 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-4.67K- 10.52% |
$275K - $296K
|
39.7K
$2.8M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-4.68K- 56.65% |
$276K - $297K
|
3.59K
$253K
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-4.73K- 21.03% |
$278K - $300K
|
17.7K
$1.25M
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-4.78K- 21.33% |
$281K - $303K
|
17.6K
$1.24M
|
|
|
May 05, 2023
Q1 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-4.83K- 17.18% |
$284K - $306K
|
23.3K
$1.64M
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-4.83K- 11.14% |
$284K - $306K
|
38.5K
$2.72M
|
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-4.85K- 15.01% |
$285K - $307K
|
27.4K
$1.94M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.88K- 0.48% |
$287K - $309K
|
1.01M
$71.4M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.89K- 3.41% |
$288K - $310K
|
139K
$9.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-4.96K- 4.31% |
$292K - $314K
|
110K
$7.77M
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-5.08K- 3.69% |
$299K - $322K
|
133K
$9.36M
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-5.11K- 12.96% |
$301K - $324K
|
34.4K
$2.42M
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-5.12K- 27.18% |
$301K - $324K
|
13.7K
$968K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-5.2K- 99.05% |
$306K - $330K
|
50
$3.53K
|
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
SELL
|
- |
-5.28K- 42.12% |
$311K - $335K
|
7.25K
$512K
|
|
|
May 15, 2023
Q1 2023
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-5.35K- 1.77% |
$315K - $339K
|
297K
$21M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-5.41K- 3.3% |
$318K - $343K
|
159K
$11.2M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-5.48K- 4.47% |
$322K - $347K
|
117K
$8.27M
|
|
|
Apr 25, 2023
Q1 2023
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-5.54K- 17.5% |
$326K - $351K
|
26.1K
$1.84M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-5.54K- 49.13% |
$326K - $351K
|
5.74K
$405K
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-5.58K- 14.69% |
$328K - $354K
|
32.4K
$2.29M
|