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 |
|---|---|---|---|---|---|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
5,150
shares
|
$321,617
0.09% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Buckhead Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
5,149
shares
|
$321,555
0.12% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
5,134
shares
|
$320,618
0.01% of portfolio
|
Q3 2024
Reduced 8.19%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
5,121
shares
|
$319,806
0.17% of portfolio
|
Q2 2023
Added 3.06%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Nov 08, 2024 Q3 2024 |
5,117
shares
|
$319,556
0.12% of portfolio
|
Q2 2024
Reduced 2.16%
|
|
|
Marion Wealth Management
|
Oct 07, 2024 Q3 2024 |
5,113
shares
|
$319,306
0.1% of portfolio
|
Q3 2024
Added 11.35%
|
|
|
Amarillo National Bank
|
Oct 24, 2024 Q3 2024 |
5,111
shares
|
$319,181
0.07% of portfolio
|
Q3 2024
Added 11.84%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
5,091
shares
|
$317,932
0.18% of portfolio
|
Q3 2024
Reduced 8.67%
|
|
|
Joule Financial, LLC
|
Oct 17, 2024 Q3 2024 |
5,088
shares
|
$317,745
0.13% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Orion Investment CO
St. Louis, MO |
Nov 12, 2024 Q3 2024 |
5,083
shares
|
$317,433
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
5,081
shares
|
$317,308
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
5,080
shares
|
$317,246
0.14% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
5,079
shares
|
$317,183
0.17% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
5,079
shares
|
$317,183
0.14% of portfolio
|
Q1 2024
Added 0.79%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,077
shares
|
$317,058
0.02% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2024 Q3 2024 |
5,074
shares
|
$316,871
0.13% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Oct 15, 2024 Q3 2024 |
5,070
shares
|
$316,621
0.18% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
5,069
shares
|
$316,559
0.11% of portfolio
|
Q4 2023
Added 1.93%
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
5,065
shares
|
$316,309
0.01% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
5,065
shares
|
$316,309
0.03% of portfolio
|
Q2 2024
Reduced 3.8%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
5,058
shares
|
$315,872
0.01% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
5,057
shares
|
$315,809
0.05% of portfolio
|
Q3 2024
Added 46.37%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Dec 06, 2024 Q3 2024 |
5,057
shares
|
$315,809
0.24% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 16, 2024 Q3 2024 |
5,052
shares
|
$315,497
0.2% of portfolio
|
Q3 2024
Reduced 15.42%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
5,041
shares
|
$314,810
0.02% of portfolio
|
Q2 2024
Reduced 2.59%
|