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 |
---|---|---|---|---|---|
Tempus Wealth Planning, LLC
|
Jul 25, 2024 Q2 2024 |
3,775
shares
|
$263,872
0.11% of portfolio
|
Q2 2024
New holding
|
|
Intelligence Driven Advisers, LLC
|
Aug 05, 2024 Q2 2024 |
3,772
shares
|
$263,662
0.03% of portfolio
|
Q2 2024
Added 12.26%
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Aug 09, 2024 Q2 2024 |
3,772
shares
|
$263,662
0.14% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
Mps Loria Financial Planners, LLC
|
Jul 10, 2024 Q2 2024 |
3,770
shares
|
$263,523
0.08% of portfolio
|
Q2 2024
Added 0.72%
|
|
Socha Financial Group, LLC
Corning, NY |
Jul 31, 2024 Q2 2024 |
3,765
shares
|
$263,173
0.11% of portfolio
|
Q2 2024
Reduced 6.02%
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 07, 2024 Q2 2024 |
3,760
shares
|
$262,824
0.05% of portfolio
|
Q2 2024
Reduced 4.86%
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 12, 2024 Q2 2024 |
3,753
shares
|
$262,334
0.08% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
3,750
shares
|
$262,125
0.07% of portfolio
|
Q3 2024
Added 2.38%
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Aug 01, 2024 Q2 2024 |
3,747
shares
|
$261,915
0.08% of portfolio
|
Q1 2024
New holding
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
3,746
shares
|
$261,845
0.03% of portfolio
|
Q3 2023
Reduced 1.65%
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 15, 2024 Q3 2024 |
3,740
shares
|
$261,426
0.2% of portfolio
|
Q2 2024
Reduced 48.99%
|
|
Fulcrum Equity Management
|
Jul 19, 2024 Q2 2024 |
3,739
shares
|
$261,356
0.22% of portfolio
|
Q2 2024
New holding
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Oct 18, 2024 Q3 2024 |
3,729
shares
|
$260,657
0.16% of portfolio
|
Q3 2023
New holding
|
|
Insight 2811, Inc.
Chicago, IL |
Aug 06, 2024 Q2 2024 |
3,720
shares
|
$260,028
0.12% of portfolio
|
Q1 2024
Added 3.19%
|
|
Vantage Consulting Group Inc
Virginia Beach, VA |
Aug 14, 2024 Q2 2024 |
3,720
shares
|
$260,028
0.39% of portfolio
|
Q2 2024
Reduced 6.86%
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Oct 02, 2024 Q3 2024 |
3,720
shares
|
$260,028
0.17% of portfolio
|
Q2 2024
Reduced 2.62%
|
|
Menard Financial Group LLC
Houston, TX |
Aug 09, 2024 Q2 2024 |
3,719
shares
|
$259,958
0.18% of portfolio
|
Q3 2023
Reduced 0.64%
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Aug 06, 2024 Q2 2024 |
3,715
shares
|
$259,678
0.09% of portfolio
|
Q2 2024
Reduced 10.44%
|
|
Willner & Heller, LLC
|
Oct 10, 2024 Q3 2024 |
3,705
shares
|
$258,979
0.24% of portfolio
|
Q3 2024
Added 0.71%
|
|
E&G Advisors, LP
|
Jul 18, 2024 Q2 2024 |
3,704
shares
|
$258,909
0.07% of portfolio
|
Q4 2023
Reduced 7.35%
|
|
Chelsea Counsel CO
|
Jun 14, 2024 Q1 2024 |
3,700
shares
|
$258,630
0.13% of portfolio
|
Q1 2024
Reduced 6.33%
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 16, 2024 Q2 2024 |
3,693
shares
|
$258,140
0.01% of portfolio
|
Q2 2024
New holding
|
|
Power Wealth Management LLC
Roswell, GA |
Aug 13, 2024 Q2 2024 |
3,692
shares
|
$258,070
0.11% of portfolio
|
Q2 2024
Reduced 76.2%
|
|
Cmg Global Holdings, LLC
|
Aug 16, 2024 Q2 2024 |
3,689
shares
|
$257,861
0.16% of portfolio
|
Q2 2024
Added 0.24%
|
|
Patron Partners, LLC
|
Aug 05, 2024 Q2 2024 |
3,679
shares
|
$257,162
0.14% of portfolio
|
Q2 2024
New holding
|