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 3,344 institutions that hold shares in the stock, with a total of 3.03 Billion shares, which have been reported (via 13F filing form) to have a value of $212 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Banc First Trust & Investment Management
Oklahoma City, OK |
Oct 01, 2024 Q3 2024 |
5,786
shares
|
$404,441
0.14% of portfolio
|
Q3 2024
Added 0.49%
|
|
Klcm Advisors, Inc.
|
Aug 13, 2024 Q2 2024 |
5,783
shares
|
$404,231
0.05% of portfolio
|
Q2 2024
Added 1.37%
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
5,777
shares
|
$403,812
0.21% of portfolio
|
Q4 2022
Added 60.61%
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Jul 31, 2024 Q2 2024 |
5,773
shares
|
$403,532
0.12% of portfolio
|
Q4 2023
Reduced 6.65%
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
5,766
shares
|
$403,043
0.23% of portfolio
|
Q3 2024
Added 0.33%
|
|
Brightwater Advisory LLC
Tampa, FL |
Oct 08, 2024 Q3 2024 |
5,762
shares
|
$402,763
0.3% of portfolio
|
Q1 2024
Added 2.97%
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Aug 15, 2024 Q2 2024 |
5,758
shares
|
$402,484
0.26% of portfolio
|
Q2 2024
Reduced 26.65%
|
|
Acropolis Investment Management, LLC
|
Jul 16, 2024 Q2 2024 |
5,756
shares
|
$402,344
0.02% of portfolio
|
Q2 2024
Added 7.63%
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 08, 2024 Q2 2024 |
5,747
shares
|
$401,715
0.03% of portfolio
|
Q2 2024
Added 112.14%
|
|
Objective Capital Management, LLC
|
Jun 05, 2024 Q1 2024 |
5,742
shares
|
$401,365
0.24% of portfolio
|
Q1 2024
Reduced 4.38%
|
|
Horizon Kinetics Asset Management LLC
|
Aug 14, 2024 Q2 2024 |
5,740
shares
|
$401,226
0.01% of portfolio
|
Q1 2024
Added 1.77%
|
|
Allen Capital Group, LLC
|
Aug 12, 2024 Q2 2024 |
5,729
shares
|
$400,457
0.05% of portfolio
|
Q2 2024
Added 11.59%
|
|
Valley National Advisers Inc
|
Jul 18, 2024 Q2 2024 |
5,726
shares
|
$400,247
0.05% of portfolio
|
Q2 2024
Reduced 6.04%
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
5,722
shares
|
$399,967
0.07% of portfolio
|
Q3 2024
Added 20.26%
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Aug 01, 2024 Q2 2024 |
5,720
shares
|
$399,828
0.03% of portfolio
|
Q2 2024
Added 0.21%
|
|
1900 Wealth Management LLC
|
Jul 26, 2024 Q2 2024 |
5,706
shares
|
$398,849
0.04% of portfolio
|
Q2 2024
Added 0.02%
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 15, 2024 Q2 2024 |
5,704
shares
|
$398,709
0.04% of portfolio
|
Q2 2024
Added 64.0%
|
|
John G Ullman & Associates Inc
|
Aug 08, 2024 Q2 2024 |
5,689
shares
|
$397,661
0.06% of portfolio
|
Q2 2024
Reduced 31.55%
|
|
Red Wave Investments LLC
Dillsburg, PA |
Aug 09, 2024 Q2 2024 |
5,688
shares
|
$397,591
0.14% of portfolio
|
Q2 2024
Added 0.26%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,679
shares
|
$396,962
0.04% of portfolio
|
Q2 2023
Added 29.72%
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 09, 2024 Q3 2024 |
5,674
shares
|
$396,612
0.15% of portfolio
|
Q2 2024
Added 30.2%
|
|
Security Financial Services, Inc.
|
Jul 23, 2024 Q2 2024 |
5,669
shares
|
$396,263
0.08% of portfolio
|
Q2 2024
Added 0.16%
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
5,642
shares
|
$394,375
0.11% of portfolio
|
Q4 2022
Added 7.63%
|
|
Global Trust Asset Management, LLC
|
Jul 11, 2024 Q2 2024 |
5,634
shares
|
$393,816
0.15% of portfolio
|
Q2 2024
Reduced 9.25%
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 19, 2024 Q2 2024 |
5,628
shares
|
$393,397
0.06% of portfolio
|
Q2 2024
Added 0.64%
|