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 |
|---|---|---|---|---|---|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
5,766
shares
|
$360,086
0.23% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Oct 08, 2024 Q3 2024 |
5,762
shares
|
$359,836
0.3% of portfolio
|
Q4 2023
Added 2.97%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
5,761
shares
|
$359,774
0.09% of portfolio
|
Q3 2024
Reduced 7.25%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
5,758
shares
|
$359,587
0.28% of portfolio
|
Q2 2024
Reduced 26.65%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 21, 2024 Q3 2024 |
5,740
shares
|
$358,463
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
John G Ullman & Associates Inc
|
Nov 08, 2024 Q3 2024 |
5,739
shares
|
$358,400
0.06% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
5,734
shares
|
$358,088
0.16% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
5,734
shares
|
$358,088
0.05% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
5,722
shares
|
$357,338
0.07% of portfolio
|
Q3 2024
Added 20.26%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
5,706
shares
|
$356,339
0.04% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
5,705
shares
|
$356,277
0.17% of portfolio
|
Q3 2024
Added 9.25%
|
|
|
Jacobsen Capital Management
|
Oct 25, 2024 Q3 2024 |
5,698
shares
|
$355,840
0.17% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
5,692
shares
|
$355,465
0.05% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,679
shares
|
$354,653
0.04% of portfolio
|
Q2 2023
Added 29.72%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 09, 2024 Q3 2024 |
5,674
shares
|
$354,341
0.15% of portfolio
|
Q2 2024
Added 30.2%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
5,663
shares
|
$353,654
0.06% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
5,660
shares
|
$353,467
0.16% of portfolio
|
Q3 2024
Reduced 34.97%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
5,660
shares
|
$353,467
0.01% of portfolio
|
Q3 2024
Reduced 11.53%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
5,658
shares
|
$353,342
0.1% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Encompass More Asset Management
Danville, CA |
Nov 14, 2024 Q3 2024 |
5,653
shares
|
$353,029
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
5,642
shares
|
$352,342
0.11% of portfolio
|
Q4 2022
Added 7.63%
|
|
|
Adalta Capital Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,625
shares
|
$351,281
0.23% of portfolio
|
Q4 2021
New holding
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 18, 2024 Q3 2024 |
5,622
shares
|
$351,093
0.19% of portfolio
|
Q3 2024
Reduced 26.4%
|
|
|
Clarity Financial LLC
|
Oct 30, 2024 Q3 2024 |
5,615
shares
|
$350,656
0.05% of portfolio
|
Q3 2024
Added 43.61%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
5,615
shares
|
$350,656
0.05% of portfolio
|
Q3 2024
Reduced 5.2%
|