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 |
|---|---|---|---|---|---|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
5,939
shares
|
$370,890
0.2% of portfolio
|
Q3 2024
Reduced 84.73%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
5,932
shares
|
$370,453
0.08% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
5,931
shares
|
$370,390
0.06% of portfolio
|
Q3 2023
Added 19.36%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
5,926
shares
|
$370,078
0.23% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
5,924
shares
|
$369,953
0.07% of portfolio
|
Q3 2024
Added 21.52%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Oct 21, 2024 Q3 2024 |
5,915
shares
|
$369,391
0.29% of portfolio
|
Q3 2024
Reduced 11.2%
|
|
|
Bill Few Associates, Inc.
|
Oct 15, 2024 Q3 2024 |
5,903
shares
|
$368,642
0.15% of portfolio
|
Q3 2024
Reduced 14.59%
|
|
|
West Oak Capital, LLC
|
Oct 17, 2024 Q3 2024 |
5,892
shares
|
$367,955
0.08% of portfolio
|
Q4 2023
Reduced 6.36%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
5,892
shares
|
$367,955
0.02% of portfolio
|
Q3 2022
Reduced 15.71%
|
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
5,884
shares
|
$367,455
0.13% of portfolio
|
Q3 2024
Reduced 29.36%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
5,879
shares
|
$367,143
0.35% of portfolio
|
Q3 2024
Reduced 9.51%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
5,854
shares
|
$365,582
0.03% of portfolio
|
Q3 2022
Added 0.48%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2024 Q3 2024 |
5,850
shares
|
$365,332
0.22% of portfolio
|
Q2 2024
Reduced 2.82%
|
|
|
Parisi Gray Wealth Management
|
Oct 07, 2024 Q3 2024 |
5,841
shares
|
$364,770
0.14% of portfolio
|
Q3 2024
Reduced 7.27%
|
|
|
Kessler Investment Group, LLC
|
Oct 21, 2024 Q3 2024 |
5,832
shares
|
$364,208
0.23% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
5,832
shares
|
$364,208
0.22% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
5,828
shares
|
$363,958
0.06% of portfolio
|
Q3 2024
Reduced 66.98%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Nov 12, 2024 Q3 2024 |
5,827
shares
|
$363,896
0.04% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
5,805
shares
|
$362,522
0.14% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
5,791
shares
|
$361,647
0.05% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
May Tech Global Investments, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,790
shares
|
$361,585
0.06% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
5,790
shares
|
$361,585
0.27% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Oct 01, 2024 Q3 2024 |
5,786
shares
|
$361,335
0.14% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
5,777
shares
|
$360,773
0.21% of portfolio
|
Q4 2022
Added 60.61%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Nov 13, 2024 Q3 2024 |
5,774
shares
|
$360,586
0.16% of portfolio
|
Q3 2024
Added 1.51%
|