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 $188 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mps Loria Financial Planners, LLC
|
Oct 21, 2024 Q3 2024 |
3,784
shares
|
$237,786
0.08% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
3,776
shares
|
$237,283
0.02% of portfolio
|
Q3 2024
Reduced 84.91%
|
|
|
Benin Management Corp
|
Oct 21, 2024 Q3 2024 |
3,774
shares
|
$237,158
0.08% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
3,773
shares
|
$237,095
0.05% of portfolio
|
Q3 2024
Reduced 26.11%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
3,771
shares
|
$236,969
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Socha Financial Group, LLC
Corning, NY |
Oct 30, 2024 Q3 2024 |
3,767
shares
|
$236,718
0.12% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
3,764
shares
|
$236,529
0.26% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
3,762
shares
|
$236,404
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
3,757
shares
|
$236,089
0.02% of portfolio
|
Q3 2024
Reduced 10.65%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
3,754
shares
|
$235,901
0.02% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
3,750
shares
|
$235,650
0.07% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
3,747
shares
|
$235,461
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
3,746
shares
|
$235,398
0.03% of portfolio
|
Q3 2023
Reduced 1.65%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
3,745
shares
|
$235,335
0.23% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 15, 2024 Q3 2024 |
3,740
shares
|
$235,021
0.2% of portfolio
|
Q2 2024
Reduced 48.99%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Oct 25, 2024 Q3 2024 |
3,739
shares
|
$234,958
0.09% of portfolio
|
Q3 2024
Added 10.98%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Oct 18, 2024 Q3 2024 |
3,729
shares
|
$234,330
0.16% of portfolio
|
Q3 2023
New holding
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 30, 2024 Q3 2024 |
3,725
shares
|
$234,079
0.05% of portfolio
|
Q3 2024
Reduced 10.13%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2024 Q3 2024 |
3,720
shares
|
$233,764
0.13% of portfolio
|
Q1 2024
Added 3.19%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Oct 02, 2024 Q3 2024 |
3,720
shares
|
$233,764
0.17% of portfolio
|
Q2 2024
Reduced 2.62%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
3,719
shares
|
$233,701
0.18% of portfolio
|
Q3 2023
Reduced 0.64%
|
|
|
Iron Financial, LLC
|
Oct 28, 2024 Q3 2024 |
3,715
shares
|
$233,450
0.15% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Willner & Heller, LLC
|
Oct 10, 2024 Q3 2024 |
3,705
shares
|
$232,822
0.24% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
3,703
shares
|
$232,696
0.08% of portfolio
|
Q3 2024
Added 9.85%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
3,692
shares
|
$232,005
0.03% of portfolio
|
Q3 2024
Added 1.68%
|