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 |
---|---|---|---|---|---|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2024 Q2 2024 |
4,522
shares
|
$316,087
0.06% of portfolio
|
Q3 2021
Reduced 15.82%
|
|
Sageworth Trust CO
|
Jul 16, 2024 Q2 2024 |
4,511
shares
|
$315,318
0.02% of portfolio
|
Q2 2024
New holding
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 13, 2024 Q2 2024 |
4,508
shares
|
$315,109
0.29% of portfolio
|
Q2 2024
Added 56250.0%
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
4,508
shares
|
$315,109
0.03% of portfolio
|
Q2 2024
Reduced 54.32%
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
4,504
shares
|
$314,829
0.09% of portfolio
|
Q1 2024
Reduced 0.18%
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
4,502
shares
|
$314,689
0.75% of portfolio
|
Q4 2022
Added 9.75%
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Oct 10, 2024 Q3 2024 |
4,500
shares
|
$314,550
0.25% of portfolio
|
Q2 2024
New holding
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
4,500
shares
|
$314,550
0.1% of portfolio
|
Q3 2024
New holding
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
4,496
shares
|
$314,270
0.1% of portfolio
|
Q3 2023
Reduced 3.39%
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
4,494
shares
|
$314,130
0.06% of portfolio
|
Q3 2024
Reduced 7.78%
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
4,472
shares
|
$312,592
0.12% of portfolio
|
Q2 2024
Reduced 24.43%
|
|
Salvus Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
4,471
shares
|
$312,522
0.2% of portfolio
|
Q3 2024
Added 11.55%
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
4,464
shares
|
$312,033
0.04% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
4,463
shares
|
$311,963
0.08% of portfolio
|
Q4 2023
Added 12.39%
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
4,463
shares
|
$311,963
0.09% of portfolio
|
Q2 2022
Added 65.12%
|
|
Threadgill Financial, LLC
|
Oct 07, 2024 Q3 2024 |
4,462
shares
|
$311,893
0.2% of portfolio
|
Q3 2024
Reduced 13.78%
|
|
Bremer Bank National Association
|
Oct 17, 2024 Q3 2024 |
4,458
shares
|
$311,614
0.06% of portfolio
|
Q3 2024
Reduced 91.78%
|
|
Juncture Wealth Strategies, LLC
|
Oct 09, 2024 Q3 2024 |
4,455
shares
|
$311,404
0.12% of portfolio
|
Q3 2024
New holding
|
|
Source Financial Advisors LLC
New York, NY |
Jul 17, 2024 Q2 2024 |
4,455
shares
|
$311,404
0.09% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
Chiron Capital Management, LLC
|
Aug 08, 2024 Q2 2024 |
4,444
shares
|
$310,635
0.27% of portfolio
|
Q2 2024
Reduced 6.64%
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 31, 2024 Q2 2024 |
4,435
shares
|
$310,006
0.07% of portfolio
|
Q2 2024
Added 27.26%
|
|
One Plus One Wealth Management, LLC
|
Jul 22, 2024 Q2 2024 |
4,432
shares
|
$309,796
0.16% of portfolio
|
Q1 2024
Reduced 8.28%
|
|
Fi3 Financial Advisors, LLC
|
Aug 14, 2024 Q2 2024 |
4,421
shares
|
$309,027
0.12% of portfolio
|
Q2 2024
Added 8.84%
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2024 Q2 2024 |
4,407
shares
|
$308,049
0.04% of portfolio
|
Q2 2024
New holding
|
|
Tfc Financial Management
|
Jul 23, 2024 Q2 2024 |
4,405
shares
|
$307,909
0.05% of portfolio
|
Q2 2024
Added 0.48%
|