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 |
---|---|---|---|---|---|
Adalta Capital Management LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
5,625
shares
|
$393,187
0.22% of portfolio
|
Q4 2021
New holding
|
|
Kfa Private Wealth Group, LLC
|
Oct 18, 2024 Q3 2024 |
5,622
shares
|
$392,977
0.19% of portfolio
|
Q3 2024
Reduced 26.4%
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
5,614
shares
|
$392,418
0.05% of portfolio
|
Q2 2024
Reduced 0.78%
|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
5,611
shares
|
$392,208
0.08% of portfolio
|
Q3 2024
Reduced 22.02%
|
|
Sam Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
5,599
shares
|
$391,370
0.13% of portfolio
|
Q3 2023
Added 2.28%
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 30, 2024 Q2 2024 |
5,593
shares
|
$390,950
0.22% of portfolio
|
Q2 2024
Added 0.05%
|
|
Walker Asset Management, LLC
|
Jul 12, 2024 Q2 2024 |
5,592
shares
|
$390,880
0.26% of portfolio
|
Q2 2024
Added 0.34%
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jul 29, 2024 Q2 2024 |
5,592
shares
|
$390,880
0.01% of portfolio
|
Q2 2024
Reduced 3.47%
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
5,589
shares
|
$390,671
0.15% of portfolio
|
Q3 2024
Added 26.73%
|
|
Investmark Advisory Group LLC
|
Aug 14, 2024 Q2 2024 |
5,574
shares
|
$389,622
0.19% of portfolio
|
Q2 2024
Reduced 0.94%
|
|
Koss Olinger Consulting, LLC
|
Aug 06, 2024 Q2 2024 |
5,573
shares
|
$389,552
0.03% of portfolio
|
Q2 2024
New holding
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
5,573
shares
|
$389,552
0.31% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
Souders Financial Advisors
|
Aug 28, 2024 Q2 2024 |
5,565
shares
|
$388,993
0.06% of portfolio
|
Q2 2024
Reduced 60.79%
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
5,548
shares
|
$387,805
0.17% of portfolio
|
Q2 2022
Added 2.42%
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Aug 14, 2024 Q2 2024 |
5,546
shares
|
$387,665
0.33% of portfolio
|
Q2 2024
Reduced 3.67%
|
|
Sage Rhino Capital LLC
|
Jul 30, 2024 Q2 2024 |
5,540
shares
|
$387,246
0.09% of portfolio
|
Q2 2024
Added 24.19%
|
|
Balboa Wealth Partners
Newport Beach, CA |
Aug 13, 2024 Q2 2024 |
5,538
shares
|
$387,106
0.1% of portfolio
|
Q2 2024
Added 57.64%
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 09, 2024 Q2 2024 |
5,508
shares
|
$385,009
0.11% of portfolio
|
Q2 2024
Added 0.11%
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Aug 09, 2024 Q2 2024 |
5,501
shares
|
$384,519
0.28% of portfolio
|
Q2 2024
Added 0.16%
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 18, 2024 Q2 2024 |
5,501
shares
|
$384,519
0.18% of portfolio
|
Q2 2024
Added 28.68%
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
5,481
shares
|
$383,121
0.04% of portfolio
|
Q2 2024
Added 0.86%
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
5,451
shares
|
$381,024
0.0% of portfolio
|
Q2 2024
New holding
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Jul 31, 2024 Q2 2024 |
5,449
shares
|
$380,885
0.05% of portfolio
|
Q2 2024
Reduced 15.48%
|
|
Jfg Wealth Management, LLC
Denver, CO |
Aug 01, 2024 Q2 2024 |
5,437
shares
|
$380,046
0.1% of portfolio
|
Q2 2024
New holding
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Jul 31, 2024 Q2 2024 |
5,429
shares
|
$379,487
0.0% of portfolio
|
Q2 2024
New holding
|