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 |
---|---|---|---|---|---|
Marion Wealth Management
|
Oct 07, 2024 Q3 2024 |
5,113
shares
|
$357,398
0.1% of portfolio
|
Q3 2024
Added 11.35%
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Jul 31, 2024 Q2 2024 |
5,111
shares
|
$357,258
0.23% of portfolio
|
Q2 2024
Added 5.86%
|
|
Beacon Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
5,106
shares
|
$356,909
0.06% of portfolio
|
Q2 2024
Reduced 3.46%
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Aug 09, 2024 Q2 2024 |
5,106
shares
|
$356,909
0.05% of portfolio
|
Q2 2024
Added 0.63%
|
|
Redwood Financial Network Corp
|
Aug 07, 2024 Q2 2024 |
5,094
shares
|
$356,070
0.28% of portfolio
|
Q2 2024
Reduced 5.75%
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Aug 05, 2024 Q2 2024 |
5,092
shares
|
$355,930
0.25% of portfolio
|
Q1 2024
Reduced 4.29%
|
|
Joule Financial, LLC
|
Oct 17, 2024 Q3 2024 |
5,088
shares
|
$355,651
0.13% of portfolio
|
Q3 2024
Added 4.54%
|
|
Orion Investment CO
St. Louis, MO |
Aug 14, 2024 Q2 2024 |
5,083
shares
|
$355,301
0.13% of portfolio
|
Q2 2024
New holding
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Aug 06, 2024 Q2 2024 |
5,081
shares
|
$355,161
0.19% of portfolio
|
Q4 2023
New holding
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
5,080
shares
|
$355,092
0.14% of portfolio
|
Q3 2024
Added 3.91%
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
5,079
shares
|
$355,022
0.17% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2024 Q2 2024 |
5,079
shares
|
$355,022
0.15% of portfolio
|
Q1 2024
Added 0.79%
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Oct 15, 2024 Q3 2024 |
5,070
shares
|
$354,393
0.18% of portfolio
|
Q3 2024
Added 2.07%
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
5,069
shares
|
$354,323
0.11% of portfolio
|
Q4 2023
Added 1.93%
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
5,065
shares
|
$354,043
0.01% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
5,065
shares
|
$354,043
0.03% of portfolio
|
Q2 2024
Reduced 3.8%
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 09, 2024 Q2 2024 |
5,059
shares
|
$353,624
0.13% of portfolio
|
Q2 2024
Added 0.4%
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
5,058
shares
|
$353,554
0.01% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 16, 2024 Q3 2024 |
5,052
shares
|
$353,134
0.2% of portfolio
|
Q3 2024
Reduced 15.42%
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Aug 13, 2024 Q2 2024 |
5,043
shares
|
$352,505
0.22% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
5,041
shares
|
$352,365
0.02% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
Hudson Valley Investment Advisors Inc
|
Jul 02, 2024 Q2 2024 |
5,020
shares
|
$350,898
0.04% of portfolio
|
Q2 2024
Added 4.3%
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Aug 13, 2024 Q2 2024 |
5,019
shares
|
$350,828
0.08% of portfolio
|
Q2 2024
Added 0.32%
|
|
Code Waechter LLC
Tampa, FL |
Oct 10, 2024 Q3 2024 |
5,017
shares
|
$350,688
0.34% of portfolio
|
Q3 2024
New holding
|
|
Merriman Wealth Management, LLC
|
Aug 13, 2024 Q2 2024 |
5,016
shares
|
$350,618
0.01% of portfolio
|
Q2 2024
Added 1.19%
|