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 |
---|---|---|---|---|---|
Plante Moran Financial Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
4,678
shares
|
$326,992
0.03% of portfolio
|
Q2 2024
Added 0.58%
|
|
Austin Private Wealth, LLC
|
Jul 16, 2024 Q2 2024 |
4,668
shares
|
$326,293
0.03% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
Financial Insights, Inc.
|
Jul 16, 2024 Q2 2024 |
4,638
shares
|
$324,196
0.08% of portfolio
|
Q2 2024
Added 1.64%
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 26, 2024 Q2 2024 |
4,634
shares
|
$323,916
0.11% of portfolio
|
Q2 2024
Reduced 8.96%
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jul 16, 2024 Q2 2024 |
4,633
shares
|
$323,846
0.22% of portfolio
|
Q4 2023
New holding
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
4,629
shares
|
$323,567
0.12% of portfolio
|
Q2 2024
Reduced 3.94%
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
4,627
shares
|
$323,427
0.1% of portfolio
|
Q3 2024
Reduced 71.77%
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 04, 2024 Q3 2024 |
4,620
shares
|
$322,938
0.19% of portfolio
|
Q3 2024
Added 8.68%
|
|
Colton Groome Financial Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
4,613
shares
|
$322,448
0.12% of portfolio
|
Q4 2023
Added 4.53%
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Aug 06, 2024 Q2 2024 |
4,607
shares
|
$322,029
0.08% of portfolio
|
Q2 2024
New holding
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jul 30, 2024 Q2 2024 |
4,591
shares
|
$320,910
0.02% of portfolio
|
Q2 2024
Reduced 6.5%
|
|
Sepio Capital, LP
|
Aug 15, 2024 Q2 2024 |
4,584
shares
|
$320,421
0.03% of portfolio
|
Q2 2024
Reduced 11.83%
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 09, 2024 Q3 2024 |
4,576
shares
|
$319,862
0.22% of portfolio
|
Q2 2024
Added 6.0%
|
|
Amarillo National Bank
|
Jul 11, 2024 Q2 2024 |
4,570
shares
|
$319,443
0.06% of portfolio
|
Q4 2023
Reduced 13.43%
|
|
Trail Ridge Investment Advisors, LLC
|
Aug 14, 2024 Q2 2024 |
4,567
shares
|
$319,233
0.15% of portfolio
|
Q2 2024
Added 4.77%
|
|
Sachetta, LLC
Lynnfield, MA |
Aug 07, 2024 Q2 2024 |
4,564
shares
|
$319,023
0.13% of portfolio
|
Q2 2024
Added 2.35%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
4,556
shares
|
$318,464
0.02% of portfolio
|
Q4 2023
Added 6.1%
|
|
Riversedge Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,552
shares
|
$318,184
0.08% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Oct 09, 2024 Q3 2024 |
4,550
shares
|
$318,045
0.2% of portfolio
|
Q4 2023
Reduced 29.46%
|
|
Wela Strategies, Inc.
|
Oct 17, 2024 Q3 2024 |
4,544
shares
|
$317,625
0.14% of portfolio
|
Q3 2024
Reduced 11.13%
|
|
Versor Investments LP
|
Aug 01, 2024 Q2 2024 |
4,534
shares
|
$316,926
0.05% of portfolio
|
Q2 2024
New holding
|
|
Baker Ellis Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
4,525
shares
|
$316,297
0.05% of portfolio
|
Q3 2024
Added 33.09%
|
|
Traynor Capital Management, Inc.
|
Jul 24, 2024 Q2 2024 |
4,524
shares
|
$316,227
0.02% of portfolio
|
Q2 2024
Reduced 5.16%
|
|
Fort Pitt Capital Group, LLC
|
Jul 26, 2024 Q2 2024 |
4,523
shares
|
$316,157
0.01% of portfolio
|
Q2 2024
Added 13.81%
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 22, 2024 Q2 2024 |
4,522
shares
|
$316,087
0.18% of portfolio
|
Q2 2024
Reduced 6.72%
|