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 |
---|---|---|---|---|---|
Wedgewood Investors Inc
|
Jul 25, 2024 Q2 2024 |
3,408
shares
|
$238,219
0.26% of portfolio
|
Q2 2024
New holding
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jul 23, 2024 Q2 2024 |
3,406
shares
|
$238,079
0.21% of portfolio
|
Q4 2023
New holding
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2024 Q2 2024 |
3,405
shares
|
$238,009
0.16% of portfolio
|
Q2 2024
Added 0.92%
|
|
Richardson Financial Services Inc.
Medway, MA |
Aug 12, 2024 Q2 2024 |
3,404
shares
|
$237,939
0.16% of portfolio
|
Q2 2024
Reduced 7.93%
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
3,402
shares
|
$237,799
0.19% of portfolio
|
Q2 2024
Added 0.38%
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Aug 01, 2024 Q2 2024 |
3,400
shares
|
$237,660
0.05% of portfolio
|
Q2 2024
Reduced 10.53%
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
3,398
shares
|
$237,520
0.05% of portfolio
|
Q3 2024
Added 2.16%
|
|
Castleark Management LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
3,397
shares
|
$237,450
0.01% of portfolio
|
Q1 2022
Reduced 50.19%
|
|
Tlwm
San Antonio, TX |
Oct 07, 2024 Q3 2024 |
3,388
shares
|
$236,821
0.05% of portfolio
|
Q3 2024
Reduced 28.79%
|
|
Peterson Financial Group, Inc.
|
Aug 12, 2024 Q2 2024 |
3,384
shares
|
$236,541
1.31% of portfolio
|
Q1 2024
Reduced 1.33%
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Oct 15, 2024 Q3 2024 |
3,380
shares
|
$236,262
0.04% of portfolio
|
Q2 2024
Added 2.11%
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
3,378
shares
|
$236,122
0.09% of portfolio
|
Q3 2024
Added 4.52%
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Aug 12, 2024 Q2 2024 |
3,373
shares
|
$235,772
0.33% of portfolio
|
Q2 2024
New holding
|
|
Cutler Investment Counsel LLC
|
Jul 30, 2024 Q2 2024 |
3,372
shares
|
$235,702
0.03% of portfolio
|
Q2 2024
Reduced 1.83%
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 12, 2024 Q2 2024 |
3,371
shares
|
$235,632
0.07% of portfolio
|
Q2 2024
New holding
|
|
Canton Hathaway, LLC
|
Jul 22, 2024 Q2 2024 |
3,370
shares
|
$235,563
0.06% of portfolio
|
Q3 2021
Added 28.14%
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jul 25, 2024 Q2 2024 |
3,369
shares
|
$235,493
0.08% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
3,364
shares
|
$235,143
0.04% of portfolio
|
Q1 2023
Reduced 6.27%
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2024 Q2 2024 |
3,363
shares
|
$235,073
0.06% of portfolio
|
Q2 2024
Added 2.75%
|
|
Monterey Private Wealth, Inc.
|
Oct 03, 2024 Q3 2024 |
3,353
shares
|
$234,374
0.08% of portfolio
|
Q3 2024
Added 0.18%
|
|
Powell Investment Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
3,344
shares
|
$233,745
0.11% of portfolio
|
Q2 2024
Reduced 21.81%
|
|
Dupree Financial Group, LLC
Lexington, KY |
Jul 22, 2024 Q2 2024 |
3,344
shares
|
$233,745
0.1% of portfolio
|
Q2 2024
New holding
|
|
Measured Wealth Private Client Group, LLC
|
Aug 12, 2024 Q2 2024 |
3,336
shares
|
$233,186
0.07% of portfolio
|
Q1 2024
New holding
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 18, 2024 Q3 2024 |
3,332
shares
|
$232,906
0.02% of portfolio
|
Q3 2022
Added 66.6%
|
|
Mendel Capital Management LLC
|
Jul 26, 2024 Q2 2024 |
3,324
shares
|
$232,347
0.14% of portfolio
|
Q2 2024
Reduced 4.95%
|