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 |
|---|---|---|---|---|---|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
2,798
shares
|
$175,826
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
2,798
shares
|
$175,826
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
2,796
shares
|
$175,700
0.15% of portfolio
|
Q3 2024
Added 177.66%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
2,789
shares
|
$175,260
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Impac Tfolio, LLC
|
Oct 01, 2024 Q3 2024 |
2,785
shares
|
$175,009
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
2,785
shares
|
$175,009
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 11, 2024 Q3 2024 |
2,785
shares
|
$175,009
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
2,780
shares
|
$174,695
0.09% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
2,708
shares
|
$170,170
0.17% of portfolio
|
Q4 2023
Reduced 42.48%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
2,702
shares
|
$169,793
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
2,694
shares
|
$169,290
0.02% of portfolio
|
Q3 2024
Added 52.63%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
2,677
shares
|
$168,222
0.01% of portfolio
|
Q1 2024
Reduced 14.66%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
2,666
shares
|
$167,531
0.08% of portfolio
|
Q3 2024
Added 13.74%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
2,650
shares
|
$166,526
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
2,627
shares
|
$165,080
0.03% of portfolio
|
Q2 2021
Added 5.08%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 31, 2024 Q3 2024 |
2,600
shares
|
$163,384
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
2,580
shares
|
$162,127
0.02% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
2,566
shares
|
$161,247
0.03% of portfolio
|
Q3 2024
Reduced 31.76%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
2,550
shares
|
$160,242
0.05% of portfolio
|
Q1 2024
Reduced 7.27%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
2,457
shares
|
$154,397
0.08% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 05, 2024 Q3 2024 |
2,439
shares
|
$153,266
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
2,429
shares
|
$152,638
0.11% of portfolio
|
Q2 2021
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
2,411
shares
|
$151,507
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
2,409
shares
|
$151,381
0.02% of portfolio
|
Q3 2024
Added 57.55%
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
2,403
shares
|
$151,004
0.02% of portfolio
|
Q3 2024
Added 29.61%
|