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 |
---|---|---|---|---|---|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 02, 2024 Q2 2024 |
3,550
shares
|
$248,145
0.26% of portfolio
|
Q2 2024
Added 5.15%
|
|
Affiance Financial, LLC
|
Oct 11, 2024 Q3 2024 |
3,548
shares
|
$248,005
0.06% of portfolio
|
Q2 2024
New holding
|
|
Disciplined Investments, LLC
Tulsa, OK |
Aug 09, 2024 Q2 2024 |
3,547
shares
|
$247,935
0.12% of portfolio
|
Q2 2024
Reduced 1.31%
|
|
Coastline Trust CO
|
Jul 15, 2024 Q2 2024 |
3,541
shares
|
$247,515
0.03% of portfolio
|
Q2 2024
Reduced 2.75%
|
|
Concorde Asset Management, LLC
|
Aug 12, 2024 Q2 2024 |
3,541
shares
|
$247,515
0.14% of portfolio
|
Q2 2024
Added 1.23%
|
|
Act Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
3,540
shares
|
$247,446
0.11% of portfolio
|
Q3 2024
Added 0.85%
|
|
Breakwater Investment Management
Seattle, WA |
Aug 08, 2024 Q2 2024 |
3,536
shares
|
$247,166
0.1% of portfolio
|
Q1 2024
New holding
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
3,531
shares
|
$246,816
0.11% of portfolio
|
Q2 2024
Added 2.47%
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
3,523
shares
|
$246,257
0.41% of portfolio
|
Q2 2022
New holding
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Jul 30, 2024 Q2 2024 |
3,515
shares
|
$245,698
0.17% of portfolio
|
Q2 2024
Reduced 13.68%
|
|
Citizens Business Bank
Ontario, CA |
Aug 02, 2024 Q2 2024 |
3,513
shares
|
$245,558
0.05% of portfolio
|
Q2 2024
Added 3.32%
|
|
Dorchester Wealth Management CO
|
Jul 23, 2024 Q2 2024 |
3,506
shares
|
$245,069
0.04% of portfolio
|
Q2 2024
New holding
|
|
Covestor LTD
Boston, MA |
Aug 09, 2024 Q2 2024 |
3,505
shares
|
$244,999
0.14% of portfolio
|
Q2 2024
Reduced 10.4%
|
|
Horizon Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
3,496
shares
|
$244,370
0.05% of portfolio
|
Q3 2024
Added 0.58%
|
|
Waypoint Wealth Partners Inc.
|
Jul 24, 2024 Q2 2024 |
3,490
shares
|
$243,951
0.07% of portfolio
|
Q2 2024
New holding
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Aug 07, 2024 Q2 2024 |
3,489
shares
|
$243,881
0.03% of portfolio
|
Q2 2024
Added 0.2%
|
|
Newport Capital Group, LLC
|
Aug 16, 2024 Q2 2024 |
3,486
shares
|
$243,671
0.17% of portfolio
|
Q2 2024
New holding
|
|
Warwick Investment Management, Inc.
|
Aug 09, 2024 Q2 2024 |
3,471
shares
|
$242,622
0.05% of portfolio
|
Q2 2024
New holding
|
|
Main Street Research LLC
Sausalito, CA |
Jul 29, 2024 Q2 2024 |
3,460
shares
|
$241,854
0.01% of portfolio
|
Q2 2024
Added 2.19%
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 13, 2024 Q2 2024 |
3,455
shares
|
$241,504
0.04% of portfolio
|
Q2 2024
Reduced 6.17%
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
3,450
shares
|
$241,155
0.03% of portfolio
|
Q1 2024
Reduced 33.19%
|
|
Wells Trecaso Financial Group, LLC
|
Aug 13, 2024 Q2 2024 |
3,444
shares
|
$240,735
0.08% of portfolio
|
Q2 2024
Added 0.23%
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
3,439
shares
|
$240,386
0.04% of portfolio
|
Q3 2024
Reduced 29.43%
|
|
Total Clarity Wealth Management, Inc.
|
Aug 09, 2024 Q2 2024 |
3,422
shares
|
$239,197
0.08% of portfolio
|
Q2 2024
Reduced 5.89%
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
3,417
shares
|
$238,848
0.02% of portfolio
|
Q3 2024
Added 0.06%
|