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 |
|---|---|---|---|---|---|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
5,611
shares
|
$350,406
0.08% of portfolio
|
Q3 2024
Reduced 22.02%
|
|
|
Walker Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
5,609
shares
|
$350,282
0.27% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Sam Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
5,599
shares
|
$349,657
0.15% of portfolio
|
Q3 2023
Added 2.28%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
5,595
shares
|
$349,407
0.23% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
5,595
shares
|
$349,407
0.23% of portfolio
|
Q3 2024
Reduced 63.89%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,594
shares
|
$349,345
0.06% of portfolio
|
Q3 2024
Added 12.69%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
5,589
shares
|
$349,033
0.06% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
5,589
shares
|
$349,033
0.15% of portfolio
|
Q3 2024
Added 26.73%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
5,573
shares
|
$348,033
0.11% of portfolio
|
Q3 2024
Added 7.88%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
5,573
shares
|
$348,033
0.31% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
5,570
shares
|
$347,846
0.04% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
5,560
shares
|
$347,222
0.11% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
5,557
shares
|
$347,034
0.09% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
5,552
shares
|
$346,722
0.24% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
5,549
shares
|
$346,535
0.22% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
5,548
shares
|
$346,472
0.17% of portfolio
|
Q2 2022
Added 2.42%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
5,532
shares
|
$345,473
0.08% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
5,528
shares
|
$345,223
0.05% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2024 Q3 2024 |
5,510
shares
|
$344,099
0.37% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
5,509
shares
|
$344,037
0.33% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2024 Q3 2024 |
5,501
shares
|
$343,537
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
5,473
shares
|
$341,788
0.0% of portfolio
|
Q3 2024
Added 15.32%
|
|
|
Wbi Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
5,468
shares
|
$341,476
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
5,468
shares
|
$341,476
0.03% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 13, 2024 Q3 2024 |
5,453
shares
|
$340,539
0.11% of portfolio
|
Q3 2024
Reduced 16.26%
|