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 |
|---|---|---|---|---|---|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
4,464
shares
|
$279,312
0.04% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
4,463
shares
|
$279,249
0.08% of portfolio
|
Q4 2023
Added 12.39%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
4,463
shares
|
$279,249
0.09% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
4,463
shares
|
$279,249
0.09% of portfolio
|
Q2 2022
Added 65.12%
|
|
|
Threadgill Financial, LLC
|
Oct 07, 2024 Q3 2024 |
4,462
shares
|
$279,187
0.2% of portfolio
|
Q3 2024
Reduced 13.78%
|
|
|
Bremer Bank National Association
|
Oct 17, 2024 Q3 2024 |
4,458
shares
|
$278,937
0.06% of portfolio
|
Q3 2024
Reduced 91.78%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 09, 2024 Q3 2024 |
4,455
shares
|
$278,749
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Fortem Financial Group, LLC
|
Nov 18, 2024 Q3 2024 |
4,453
shares
|
$278,624
0.13% of portfolio
|
Q3 2024
Reduced 65.0%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Nov 12, 2024 Q3 2024 |
4,443
shares
|
$277,998
0.2% of portfolio
|
Q3 2024
Reduced 11.9%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 29, 2024 Q3 2024 |
4,403
shares
|
$275,495
0.07% of portfolio
|
Q3 2024
Added 8.9%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
4,397
shares
|
$275,120
0.07% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Nov 07, 2024 Q3 2024 |
4,391
shares
|
$274,744
0.07% of portfolio
|
Q3 2024
Reduced 62.3%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
4,383
shares
|
$274,244
0.07% of portfolio
|
Q2 2024
Reduced 1.24%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
4,378
shares
|
$273,931
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Stockton
|
Oct 23, 2024 Q3 2024 |
4,375
shares
|
$273,743
0.09% of portfolio
|
Q1 2024
Added 4.17%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
4,371
shares
|
$273,493
0.03% of portfolio
|
Q3 2024
Reduced 33.88%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 29, 2024 Q3 2024 |
4,369
shares
|
$273,368
0.3% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Salem Capital Management Inc
|
Nov 29, 2022 Q3 2022 |
4,359
shares
|
$272,742
0.19% of portfolio
|
Q3 2022
Added 3.79%
|
|
|
Financial Strategies Group, Inc.
|
Oct 31, 2024 Q3 2024 |
4,354
shares
|
$272,429
0.07% of portfolio
|
Q3 2024
Reduced 10.71%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
4,347
shares
|
$271,991
0.14% of portfolio
|
Q3 2024
Reduced 13.32%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,345
shares
|
$271,866
0.01% of portfolio
|
Q3 2024
Reduced 69.69%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
4,334
shares
|
$271,178
0.11% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
4,334
shares
|
$271,178
0.08% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
4,330
shares
|
$270,928
0.07% of portfolio
|
Q2 2024
Added 8.3%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
4,322
shares
|
$270,427
0.18% of portfolio
|
Q3 2024
Reduced 4.42%
|