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 |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
3,439
shares
|
$216,106
0.04% of portfolio
|
Q3 2024
Reduced 29.43%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
3,425
shares
|
$215,227
0.08% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
3,417
shares
|
$214,724
0.02% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Sargent Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
3,415
shares
|
$214,598
0.04% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
3,415
shares
|
$214,598
0.2% of portfolio
|
Q3 2024
Reduced 10.13%
|
|
|
Wedgewood Investors Inc
|
Oct 31, 2024 Q3 2024 |
3,408
shares
|
$214,158
0.27% of portfolio
|
Q2 2024
New holding
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
3,405
shares
|
$213,970
0.15% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
3,404
shares
|
$213,907
0.14% of portfolio
|
Q2 2024
Reduced 7.93%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Oct 28, 2024 Q3 2024 |
3,402
shares
|
$213,781
0.23% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
3,402
shares
|
$213,781
0.19% of portfolio
|
Q2 2024
Added 0.38%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
3,400
shares
|
$213,656
0.06% of portfolio
|
Q2 2024
Reduced 10.53%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
3,399
shares
|
$213,593
0.94% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
3,398
shares
|
$213,530
0.05% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,397
shares
|
$213,467
0.01% of portfolio
|
Q1 2022
Reduced 50.19%
|
|
|
Tlwm
San Antonio, TX |
Oct 07, 2024 Q3 2024 |
3,388
shares
|
$212,901
0.05% of portfolio
|
Q3 2024
Reduced 28.79%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
3,388
shares
|
$212,901
0.03% of portfolio
|
Q3 2024
Added 5.64%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Oct 15, 2024 Q3 2024 |
3,380
shares
|
$212,399
0.04% of portfolio
|
Q2 2024
Added 2.11%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
3,379
shares
|
$212,336
0.06% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
3,378
shares
|
$212,273
0.09% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
3,370
shares
|
$211,770
0.06% of portfolio
|
Q3 2021
Added 28.14%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
3,364
shares
|
$211,393
0.04% of portfolio
|
Q1 2023
Reduced 6.27%
|
|
|
Monterey Private Wealth, Inc.
|
Oct 03, 2024 Q3 2024 |
3,353
shares
|
$210,702
0.08% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Powell Investment Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,345
shares
|
$210,199
0.11% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Newport Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,342
shares
|
$210,011
0.18% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 18, 2024 Q3 2024 |
3,332
shares
|
$209,382
0.02% of portfolio
|
Q3 2022
Added 66.6%
|