Institutional Ownership Coca Cola CO (KO)
This table provides information about the institutional ownership of Coca Cola CO (KO). We have compiled data on the 3,442 institutions that hold shares in the stock, with a total of 2.99 Billion shares, which have been reported (via 13F filing form) to have a value of $186 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
6,185
shares
|
$386,253
0.18% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Asset Planning Corporation
|
Oct 21, 2024 Q3 2024 |
6,173
shares
|
$385,503
0.29% of portfolio
|
Q1 2024
Added 39.66%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2024 Q3 2024 |
6,168
shares
|
$385,191
0.23% of portfolio
|
Q3 2024
Reduced 7.47%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
6,166
shares
|
$385,066
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Camden National Bank
Camden, ME |
Nov 12, 2024 Q3 2024 |
6,158
shares
|
$384,567
0.06% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
6,155
shares
|
$384,379
0.05% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
6,152
shares
|
$384,192
0.22% of portfolio
|
Q3 2024
Reduced 11.21%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
6,148
shares
|
$383,942
0.09% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
6,137
shares
|
$383,255
0.01% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
6,133
shares
|
$383,005
0.13% of portfolio
|
Q3 2024
Added 11.35%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
6,128
shares
|
$382,693
0.11% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Oct 28, 2024 Q3 2024 |
6,127
shares
|
$382,631
0.33% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
6,118
shares
|
$382,069
0.19% of portfolio
|
Q1 2024
Reduced 26.06%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
6,099
shares
|
$380,882
0.19% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 14, 2024 Q3 2024 |
6,096
shares
|
$380,695
0.25% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
6,085
shares
|
$380,008
0.11% of portfolio
|
Q1 2024
Reduced 3.18%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
6,067
shares
|
$378,884
0.01% of portfolio
|
Q3 2024
Added 12.21%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
6,059
shares
|
$378,384
0.19% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
6,037
shares
|
$377,010
0.37% of portfolio
|
Q3 2022
Added 4.52%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
6,020
shares
|
$375,949
0.01% of portfolio
|
Q3 2024
Added 4.88%
|
|
|
Oak Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
6,001
shares
|
$374,762
0.15% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
5,995
shares
|
$374,387
0.07% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Armbruster Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
5,979
shares
|
$373,388
0.09% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
5,960
shares
|
$372,202
0.19% of portfolio
|
Q4 2023
Added 15.89%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 14, 2024 Q3 2024 |
5,947
shares
|
$371,390
0.16% of portfolio
|
Q3 2024
Reduced 2.73%
|