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 |
|---|---|---|---|---|---|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
4,161
shares
|
$260,353
0.37% of portfolio
|
Q3 2023
Added 15.68%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,159
shares
|
$260,228
0.02% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 24, 2024 Q3 2024 |
4,155
shares
|
$259,978
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Sageworth Trust CO
|
Oct 24, 2024 Q3 2024 |
4,150
shares
|
$259,665
0.02% of portfolio
|
Q3 2024
Reduced 8.0%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
4,141
shares
|
$259,102
0.15% of portfolio
|
Q1 2024
Reduced 13.62%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 07, 2024 Q3 2024 |
4,139
shares
|
$258,977
0.14% of portfolio
|
Q3 2024
Reduced 8.85%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Nov 04, 2024 Q3 2024 |
4,139
shares
|
$258,977
0.28% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
4,136
shares
|
$258,789
0.1% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
One Plus One Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
4,132
shares
|
$258,539
0.18% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Nov 12, 2024 Q3 2024 |
4,128
shares
|
$258,288
0.22% of portfolio
|
Q3 2024
Added 7.22%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 30, 2024 Q3 2024 |
4,123
shares
|
$257,976
0.12% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
4,120
shares
|
$257,788
0.2% of portfolio
|
Q2 2022
Reduced 88.96%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
4,117
shares
|
$257,600
0.08% of portfolio
|
Q3 2024
Added 15.58%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
4,115
shares
|
$257,475
0.03% of portfolio
|
Q3 2024
Added 6.0%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Mar 12, 2024 Q4 2023 |
4,109
shares
|
$257,100
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
4,104
shares
|
$256,787
0.07% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
4,100
shares
|
$256,537
0.19% of portfolio
|
Q4 2022
Reduced 9.61%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2024 Q3 2024 |
4,095
shares
|
$256,224
0.16% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Harbor Group, Inc.
|
Oct 08, 2024 Q3 2024 |
4,091
shares
|
$255,973
0.07% of portfolio
|
Q2 2024
Reduced 3.38%
|
|
|
Consilio Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
4,088
shares
|
$255,786
0.12% of portfolio
|
Q3 2024
Added 14.45%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
4,085
shares
|
$255,598
0.11% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Cheviot Value Management, LLC
|
Nov 14, 2024 Q3 2024 |
4,084
shares
|
$255,535
0.06% of portfolio
|
Q2 2022
Reduced 4.67%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 18, 2024 Q3 2024 |
4,072
shares
|
$254,785
0.38% of portfolio
|
Q3 2024
Added 26.74%
|
|
|
Btc Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
4,069
shares
|
$254,597
0.03% of portfolio
|
Q3 2024
Reduced 6.65%
|
|
|
Sara Bay Financial
|
Oct 07, 2024 Q3 2024 |
4,059
shares
|
$253,971
0.11% of portfolio
|
Q3 2024
Added 5.73%
|