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 |
---|---|---|---|---|---|
Financial Advisors, LLC
Andover, MA |
Oct 16, 2024 Q3 2024 |
3,898
shares
|
$272,470
0.05% of portfolio
|
Q2 2024
Added 0.03%
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Jul 22, 2024 Q2 2024 |
3,886
shares
|
$271,631
0.25% of portfolio
|
Q2 2024
Reduced 3.38%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
3,882
shares
|
$271,351
0.03% of portfolio
|
Q2 2024
Added 21.16%
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 12, 2024 Q2 2024 |
3,882
shares
|
$271,351
0.02% of portfolio
|
Q4 2023
New holding
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2024 Q2 2024 |
3,879
shares
|
$271,142
0.25% of portfolio
|
Q2 2024
Reduced 3.75%
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
3,870
shares
|
$270,513
0.07% of portfolio
|
Q3 2024
Reduced 10.1%
|
|
Trinity Financial Advisors LLC
|
Oct 03, 2024 Q3 2024 |
3,865
shares
|
$270,163
0.11% of portfolio
|
Q3 2024
Added 0.29%
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
3,861
shares
|
$269,883
0.28% of portfolio
|
Q4 2022
New holding
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Aug 14, 2024 Q2 2024 |
3,855
shares
|
$269,464
0.1% of portfolio
|
Q1 2024
Reduced 1.98%
|
|
Us Asset Management LLC
Pittsburgh, PA |
Aug 08, 2024 Q2 2024 |
3,854
shares
|
$269,394
0.22% of portfolio
|
Q2 2024
Reduced 3.6%
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Aug 08, 2024 Q2 2024 |
3,850
shares
|
$269,115
0.2% of portfolio
|
Q2 2024
Added 6.12%
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
3,845
shares
|
$268,765
0.05% of portfolio
|
Q2 2024
Reduced 17.01%
|
|
Phillips Financial Management, LLC
|
Aug 08, 2024 Q2 2024 |
3,839
shares
|
$268,346
0.02% of portfolio
|
Q2 2024
Added 11.11%
|
|
Northside Capital Management, LLC
|
Jul 10, 2024 Q2 2024 |
3,835
shares
|
$268,066
0.04% of portfolio
|
Q1 2024
Reduced 48.14%
|
|
Zevin Asset Management LLC
|
Jul 29, 2024 Q2 2024 |
3,833
shares
|
$267,926
0.04% of portfolio
|
Q4 2023
New holding
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 09, 2024 Q2 2024 |
3,832
shares
|
$267,856
0.04% of portfolio
|
Q2 2024
Added 14.56%
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Aug 01, 2024 Q2 2024 |
3,831
shares
|
$267,786
0.19% of portfolio
|
Q2 2024
New holding
|
|
Capital Insight Partners, LLC
|
Oct 09, 2024 Q3 2024 |
3,823
shares
|
$267,227
0.05% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
3,818
shares
|
$266,878
0.21% of portfolio
|
Q3 2024
New holding
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2024 Q2 2024 |
3,816
shares
|
$266,738
0.09% of portfolio
|
Q2 2024
Reduced 5.92%
|
|
Baker Avenue Asset Management, LP
|
Aug 07, 2024 Q2 2024 |
3,807
shares
|
$266,109
0.01% of portfolio
|
Q2 2024
New holding
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 12, 2024 Q2 2024 |
3,800
shares
|
$265,620
0.17% of portfolio
|
Q2 2024
Added 0.11%
|
|
Iron Financial, LLC
|
Jul 29, 2024 Q2 2024 |
3,781
shares
|
$264,291
0.14% of portfolio
|
Q2 2024
Added 0.24%
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Aug 13, 2024 Q2 2024 |
3,779
shares
|
$264,152
0.05% of portfolio
|
Q2 2024
New holding
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Aug 13, 2024 Q2 2024 |
3,776
shares
|
$263,942
0.07% of portfolio
|
Q2 2024
New holding
|