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 |
---|---|---|---|---|---|
Unio Capital LLC
|
Aug 14, 2024 Q2 2024 |
3,200
shares
|
$223,680
0.09% of portfolio
|
Q2 2024
New holding
|
|
Rational Advisors LLC
Huntington, NY |
Jul 25, 2024 Q2 2024 |
3,194
shares
|
$223,260
0.02% of portfolio
|
Q2 2024
Added 277.54%
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 30, 2024 Q2 2024 |
3,193
shares
|
$223,190
0.1% of portfolio
|
Q2 2024
Added 1.27%
|
|
Aletheian Wealth Advisors LLC
|
Jul 26, 2024 Q2 2024 |
3,190
shares
|
$222,981
0.11% of portfolio
|
Q2 2024
New holding
|
|
Bhk Investment Advisors, LLC
|
Aug 06, 2024 Q2 2024 |
3,189
shares
|
$222,911
0.08% of portfolio
|
Q2 2024
New holding
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jul 23, 2024 Q2 2024 |
3,174
shares
|
$221,862
0.17% of portfolio
|
Q2 2024
New holding
|
|
Sloy Dahl & Holst, LLC
|
Oct 17, 2024 Q3 2024 |
3,166
shares
|
$221,303
0.04% of portfolio
|
Q3 2024
New holding
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Aug 14, 2024 Q2 2024 |
3,164
shares
|
$221,163
0.15% of portfolio
|
Q2 2024
Reduced 4.84%
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
3,163
shares
|
$221,093
0.08% of portfolio
|
Q3 2024
Added 0.06%
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 12, 2024 Q2 2024 |
3,162
shares
|
$221,023
0.09% of portfolio
|
Q2 2024
New holding
|
|
Northwest Quadrant Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
3,133
shares
|
$218,996
0.05% of portfolio
|
Q3 2024
New holding
|
|
Tanager Wealth Management LLP
|
Jul 25, 2024 Q2 2024 |
3,124
shares
|
$218,367
0.03% of portfolio
|
Q2 2024
New holding
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
3,116
shares
|
$217,808
0.15% of portfolio
|
Q3 2024
New holding
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 13, 2024 Q2 2024 |
3,102
shares
|
$216,829
0.06% of portfolio
|
Q2 2024
Added 78.28%
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Oct 15, 2024 Q3 2024 |
3,099
shares
|
$216,620
0.11% of portfolio
|
Q3 2024
New holding
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
3,088
shares
|
$215,851
0.03% of portfolio
|
Q3 2024
New holding
|
|
Ervin Investment Management, LLC
|
Oct 15, 2024 Q3 2024 |
3,087
shares
|
$215,781
0.15% of portfolio
|
Q3 2024
New holding
|
|
Sws Partners
|
Oct 15, 2024 Q3 2024 |
3,084
shares
|
$215,571
0.07% of portfolio
|
Q3 2024
Added 0.59%
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
3,081
shares
|
$215,361
0.04% of portfolio
|
Q3 2024
Added 13.98%
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 31, 2024 Q2 2024 |
3,065
shares
|
$214,243
0.11% of portfolio
|
Q2 2024
Added 0.26%
|
|
Brown Miller Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
3,047
shares
|
$212,985
0.08% of portfolio
|
Q3 2024
New holding
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 30, 2024 Q2 2024 |
3,045
shares
|
$212,845
0.07% of portfolio
|
Q3 2021
Reduced 1.62%
|
|
Sage Financial Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
3,016
shares
|
$210,818
0.08% of portfolio
|
Q3 2024
New holding
|
|
Cherrydale Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
3,015
shares
|
$210,748
0.09% of portfolio
|
Q3 2024
New holding
|
|
Crestmont Private Wealth LLC
|
Oct 10, 2024 Q3 2024 |
3,001
shares
|
$209,769
0.09% of portfolio
|
Q3 2024
New holding
|