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 |
---|---|---|---|---|---|
Carderock Capital Management Inc
|
Oct 16, 2024 Q3 2024 |
3,000
shares
|
$209,700
0.05% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Aug 12, 2024 Q2 2024 |
2,999
shares
|
$209,630
0.09% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
2,993
shares
|
$209,210
0.04% of portfolio
|
Q3 2024
Reduced 16.42%
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
2,975
shares
|
$207,952
0.13% of portfolio
|
Q3 2024
New holding
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
2,968
shares
|
$207,463
0.08% of portfolio
|
Q3 2024
New holding
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
2,949
shares
|
$206,135
0.11% of portfolio
|
Q3 2024
New holding
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jul 25, 2024 Q2 2024 |
2,925
shares
|
$204,457
0.12% of portfolio
|
Q2 2024
Added 0.1%
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Oct 02, 2024 Q3 2024 |
2,921
shares
|
$204,177
0.14% of portfolio
|
Q3 2024
New holding
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Aug 05, 2024 Q2 2024 |
2,909
shares
|
$203,339
0.0% of portfolio
|
Q2 2024
Added 238.26%
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2024 Q2 2024 |
2,900
shares
|
$202,710
0.17% of portfolio
|
Q2 2023
Reduced 19.44%
|
|
ETF Portfolio Partners, Inc.
|
Oct 07, 2024 Q3 2024 |
2,899
shares
|
$202,640
0.06% of portfolio
|
Q3 2024
New holding
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
2,893
shares
|
$202,220
0.16% of portfolio
|
Q3 2024
New holding
|
|
Bourgeon Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
2,890
shares
|
$202,011
0.04% of portfolio
|
Q3 2024
New holding
|
|
Lauterbach Financial Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
2,889
shares
|
$201,941
0.13% of portfolio
|
Q2 2024
New holding
|
|
Tortoise Investment Management, LLC
|
Aug 01, 2024 Q2 2024 |
2,888
shares
|
$201,871
0.02% of portfolio
|
Q2 2024
Added 50.73%
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Oct 15, 2024 Q3 2024 |
2,881
shares
|
$201,381
0.11% of portfolio
|
Q3 2024
New holding
|
|
Krs Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
2,862
shares
|
$200,053
0.15% of portfolio
|
Q3 2024
Reduced 10.28%
|
|
Worth Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
2,852
shares
|
$199,354
0.12% of portfolio
|
Q3 2024
New holding
|
|
Tilia Fiduciary Partners, Inc.
|
Oct 08, 2024 Q3 2024 |
2,802
shares
|
$195,859
0.14% of portfolio
|
Q3 2024
New holding
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Oct 16, 2024 Q3 2024 |
2,802
shares
|
$195,859
0.12% of portfolio
|
Q3 2024
New holding
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
2,800
shares
|
$195,720
0.06% of portfolio
|
Q3 2024
New holding
|
|
Lfa Lugano Financial Advisors Sa
|
Jul 30, 2024 Q2 2024 |
2,800
shares
|
$195,720
0.14% of portfolio
|
Q2 2024
Added 75.0%
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
2,798
shares
|
$195,580
0.03% of portfolio
|
Q3 2024
New holding
|
|
Impac Tfolio, LLC
|
Oct 01, 2024 Q3 2024 |
2,785
shares
|
$194,671
0.1% of portfolio
|
Q3 2024
New holding
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 11, 2024 Q3 2024 |
2,785
shares
|
$194,671
0.2% of portfolio
|
Q3 2024
New holding
|