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 $187 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Solidarilty Wealth, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
4,829
shares
|
$302,150
0.09% of portfolio
|
Q2 2024
Reduced 13.75%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,825
shares
|
$301,900
0.3% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Oct 28, 2024 Q3 2024 |
4,814
shares
|
$301,211
0.02% of portfolio
|
Q4 2023
Reduced 17.2%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
4,813
shares
|
$301,149
0.04% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
4,811
shares
|
$301,024
0.13% of portfolio
|
Q3 2024
Reduced 30.09%
|
|
|
Triangle Securities Wealth Management
|
Nov 14, 2024 Q3 2024 |
4,804
shares
|
$300,586
0.09% of portfolio
|
Q3 2024
Added 9.86%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
4,798
shares
|
$300,210
0.11% of portfolio
|
Q3 2024
Reduced 16.89%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,794
shares
|
$299,960
0.15% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 11, 2024 Q3 2024 |
4,794
shares
|
$299,960
0.2% of portfolio
|
Q3 2024
Added 32.61%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
4,787
shares
|
$299,522
0.09% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,784
shares
|
$299,334
0.14% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
4,775
shares
|
$298,771
0.04% of portfolio
|
Q3 2024
Reduced 57.53%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
4,775
shares
|
$298,771
0.03% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
4,768
shares
|
$298,333
0.2% of portfolio
|
Q3 2023
Added 35.3%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
4,759
shares
|
$297,770
0.03% of portfolio
|
Q1 2024
Added 62.65%
|
|
|
Winthrop Advisory Group LLC
|
Oct 31, 2024 Q3 2024 |
4,757
shares
|
$297,645
0.04% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 06, 2024 Q3 2024 |
4,755
shares
|
$297,520
0.05% of portfolio
|
Q3 2024
Added 26.06%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
4,755
shares
|
$297,520
0.02% of portfolio
|
Q2 2024
Reduced 1.9%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 15, 2024 Q3 2024 |
4,741
shares
|
$296,644
0.33% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
4,736
shares
|
$296,331
0.13% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
4,734
shares
|
$296,206
0.1% of portfolio
|
Q3 2024
Added 9.84%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Oct 03, 2024 Q3 2024 |
4,730
shares
|
$295,956
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
4,721
shares
|
$295,392
0.04% of portfolio
|
Q3 2024
Reduced 19.34%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
4,721
shares
|
$295,392
0.03% of portfolio
|
Q3 2024
Reduced 17.23%
|
|
|
Augustine Asset Management Inc
|
Oct 25, 2024 Q3 2024 |
4,718
shares
|
$295,205
0.12% of portfolio
|
Q3 2024
Reduced 2.01%
|