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 |
---|---|---|---|---|---|
Pacific Center For Financial Services
San Ramon, CA |
Aug 14, 2024 Q2 2024 |
5,425
shares
|
$379,207
0.11% of portfolio
|
Q2 2024
Reduced 6.8%
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
5,418
shares
|
$378,718
0.08% of portfolio
|
Q2 2024
Reduced 13.35%
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Jul 30, 2024 Q2 2024 |
5,413
shares
|
$378,368
0.18% of portfolio
|
Q2 2024
Added 1.71%
|
|
Rede Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
5,407
shares
|
$377,949
0.15% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
Omni Star Financial Group, Inc.
|
Oct 17, 2024 Q3 2024 |
5,402
shares
|
$377,599
0.31% of portfolio
|
Q3 2024
New holding
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
5,401
shares
|
$377,529
0.16% of portfolio
|
Q4 2023
Reduced 1.13%
|
|
Sippican Capital Advisors
|
Aug 06, 2024 Q2 2024 |
5,399
shares
|
$377,390
0.29% of portfolio
|
Q1 2024
Reduced 20.59%
|
|
Jacobsen Capital Management
|
Jul 23, 2024 Q2 2024 |
5,395
shares
|
$377,110
0.16% of portfolio
|
Q2 2024
Added 12.94%
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
5,389
shares
|
$376,691
0.17% of portfolio
|
Q3 2024
Added 0.63%
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 08, 2024 Q3 2024 |
5,388
shares
|
$376,621
0.2% of portfolio
|
Q3 2024
Added 5.48%
|
|
Edgemoor Investment Advisors, Inc.
|
Aug 07, 2024 Q2 2024 |
5,382
shares
|
$376,201
0.03% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
Colony Family Offices, LLC
|
Aug 02, 2024 Q2 2024 |
5,379
shares
|
$375,992
0.13% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
Aug 13, 2024 Q2 2024 |
5,372
shares
|
$375,502
0.12% of portfolio
|
Q2 2024
Reduced 39.71%
|
|
Ade, LLC
|
Jul 19, 2024 Q2 2024 |
5,358
shares
|
$374,524
0.23% of portfolio
|
Q2 2024
Added 5.31%
|
|
First Interstate Bank
Billings, MT |
Aug 07, 2024 Q2 2024 |
5,355
shares
|
$374,314
0.02% of portfolio
|
Q2 2024
Reduced 13.0%
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 04, 2024 Q3 2024 |
5,354
shares
|
$374,244
0.26% of portfolio
|
Q3 2024
Added 11.08%
|
|
Eight 31 Financial LLC
Midland, TX |
Aug 14, 2024 Q2 2024 |
5,352
shares
|
$374,104
0.26% of portfolio
|
Q2 2024
Reduced 56.61%
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Oct 08, 2024 Q3 2024 |
5,351
shares
|
$374,034
0.16% of portfolio
|
Q3 2024
Added 0.77%
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
5,335
shares
|
$372,916
0.09% of portfolio
|
Q3 2024
Added 15.8%
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 15, 2024 Q3 2024 |
5,320
shares
|
$371,868
0.06% of portfolio
|
Q3 2024
Reduced 98.63%
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
5,319
shares
|
$371,798
0.54% of portfolio
|
Q2 2024
Reduced 98.24%
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 12, 2024 Q2 2024 |
5,314
shares
|
$371,448
0.17% of portfolio
|
Q2 2024
Reduced 10.45%
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 15, 2024 Q2 2024 |
5,309
shares
|
$371,099
0.08% of portfolio
|
Q1 2024
Reduced 3.63%
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 02, 2024 Q2 2024 |
5,300
shares
|
$370,470
0.09% of portfolio
|
Q1 2024
Added 0.02%
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Aug 08, 2024 Q2 2024 |
5,300
shares
|
$370,470
0.14% of portfolio
|
Q4 2022
Reduced 32.91%
|