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 |
---|---|---|---|---|---|
Hc Advisors, LLC
|
Aug 07, 2024 Q2 2024 |
5,293
shares
|
$369,980
0.32% of portfolio
|
Q2 2024
Reduced 77.77%
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Aug 13, 2024 Q2 2024 |
5,292
shares
|
$369,910
0.04% of portfolio
|
Q4 2023
Reduced 0.34%
|
|
Rkl Wealth Management LLC
|
Jul 17, 2024 Q2 2024 |
5,291
shares
|
$369,840
0.03% of portfolio
|
Q2 2024
Added 21.86%
|
|
Elevatus Welath Management
Victor, NY |
Aug 14, 2024 Q2 2024 |
5,284
shares
|
$369,351
0.13% of portfolio
|
Q2 2024
New holding
|
|
Lyell Wealth Management, LP
|
Aug 08, 2024 Q2 2024 |
5,275
shares
|
$368,722
0.03% of portfolio
|
Q2 2024
Reduced 15.86%
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2024 Q2 2024 |
5,275
shares
|
$368,722
0.11% of portfolio
|
Q4 2022
New holding
|
|
Carmel Capital Partners, LLC
|
Jul 31, 2024 Q2 2024 |
5,266
shares
|
$368,093
0.15% of portfolio
|
Q2 2024
Added 10.96%
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
5,262
shares
|
$367,813
0.12% of portfolio
|
Q2 2024
Added 0.02%
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Aug 07, 2024 Q2 2024 |
5,250
shares
|
$366,975
0.19% of portfolio
|
Q2 2024
Reduced 4.07%
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 12, 2024 Q2 2024 |
5,244
shares
|
$366,555
0.02% of portfolio
|
Q2 2024
Reduced 21.07%
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jul 29, 2024 Q2 2024 |
5,223
shares
|
$365,087
0.06% of portfolio
|
Q2 2024
Reduced 18.68%
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 22, 2024 Q2 2024 |
5,222
shares
|
$365,017
0.25% of portfolio
|
Q1 2024
Reduced 3.06%
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,221
shares
|
$364,947
0.09% of portfolio
|
Q3 2024
Added 17.8%
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
5,220
shares
|
$364,878
0.21% of portfolio
|
Q3 2024
Added 0.93%
|
|
Silvant Capital Management LLC
|
Jul 25, 2024 Q2 2024 |
5,209
shares
|
$364,109
0.01% of portfolio
|
Q3 2019
Reduced 18.07%
|
|
Better Money Decisions, LLC
|
Jul 24, 2024 Q2 2024 |
5,208
shares
|
$364,039
0.25% of portfolio
|
Q4 2023
Added 0.02%
|
|
Orleans Capital Management Corp
Mandeville, LA |
Aug 23, 2024 Q2 2024 |
5,199
shares
|
$363,410
0.21% of portfolio
|
Q2 2024
Reduced 1.89%
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
5,198
shares
|
$363,340
0.05% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
Arbor Investment Advisors, LLC
|
Aug 05, 2024 Q2 2024 |
5,189
shares
|
$362,711
0.05% of portfolio
|
Q2 2024
Reduced 2.09%
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 08, 2024 Q3 2024 |
5,181
shares
|
$362,151
0.25% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
5,177
shares
|
$361,872
0.04% of portfolio
|
Q2 2024
Added 24.9%
|
|
Rosenberg Matthew Hamilton
|
Jul 26, 2024 Q2 2024 |
5,166
shares
|
$361,103
0.1% of portfolio
|
Q2 2024
Reduced 10.22%
|
|
Buckhead Capital Management LLC
|
Aug 07, 2024 Q2 2024 |
5,149
shares
|
$359,915
0.11% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
5,121
shares
|
$357,957
0.17% of portfolio
|
Q2 2023
Added 3.06%
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Aug 06, 2024 Q2 2024 |
5,117
shares
|
$357,678
0.12% of portfolio
|
Q2 2024
Reduced 2.16%
|