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 |
---|---|---|---|---|---|
True Wealth Design, LLC
Akron, OH |
Aug 14, 2024 Q2 2024 |
455
shares
|
$31,804
0.01% of portfolio
|
Q2 2024
Added 16.07%
|
|
Carolina Wealth Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
446
shares
|
$31,175
0.01% of portfolio
|
Q2 2023
Added 45.75%
|
|
Costello Asset Management, Inc
|
Aug 01, 2024 Q2 2024 |
441
shares
|
$30,825
0.02% of portfolio
|
Q2 2024
Reduced 19.96%
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 31, 2024 Q2 2024 |
432
shares
|
$30,196
0.01% of portfolio
|
Q2 2024
New holding
|
|
Quarry LP
New York, NY |
Aug 14, 2024 Q2 2024 |
418
shares
|
$29,218
0.01% of portfolio
|
Q2 2024
New holding
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
418
shares
|
$29,218
0.02% of portfolio
|
Q4 2023
New holding
|
|
New Millennium Group LLC
Sandy, UT |
Jul 25, 2024 Q2 2024 |
412
shares
|
$28,798
0.02% of portfolio
|
Q2 2024
New holding
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
400
shares
|
$27,960
0.02% of portfolio
|
Q4 2021
New holding
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 14, 2024 Q2 2024 |
386
shares
|
$26,981
0.01% of portfolio
|
Q4 2023
New holding
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jul 26, 2024 Q2 2024 |
381
shares
|
$26,631
0.08% of portfolio
|
Q2 2024
Reduced 79.23%
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
379
shares
|
$26,492
0.02% of portfolio
|
Q2 2022
Reduced 59.2%
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Jul 17, 2024 Q2 2024 |
378
shares
|
$26,422
0.01% of portfolio
|
Q2 2024
Added 12.5%
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
375
shares
|
$26,212
0.01% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 13, 2024 Q2 2024 |
366
shares
|
$25,583
0.0% of portfolio
|
Q2 2024
Reduced 99.96%
|
|
Goal Vest Advisory LLC
|
Jul 30, 2024 Q2 2024 |
365
shares
|
$25,513
0.01% of portfolio
|
Q2 2024
Reduced 63.06%
|
|
Ckw Financial Group
|
Aug 14, 2024 Q2 2024 |
363
shares
|
$25,373
0.0% of portfolio
|
Q2 2024
Reduced 3.71%
|
|
Horrell Capital Management, Inc.
|
Jul 26, 2024 Q2 2024 |
358
shares
|
$25,024
0.01% of portfolio
|
Q2 2024
Added 0.56%
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 09, 2024 Q2 2024 |
350
shares
|
$24,465
0.01% of portfolio
|
Q4 2022
New holding
|
|
Altshuler Shaham LTD
|
Aug 14, 2024 Q2 2024 |
328
shares
|
$22,927
0.0% of portfolio
|
Q2 2024
Reduced 19.21%
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Aug 09, 2024 Q2 2024 |
317
shares
|
$22,158
0.01% of portfolio
|
Q2 2024
Added 0.32%
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 26, 2024 Q2 2024 |
316
shares
|
$22,088
0.01% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
Eukles Asset Management
|
Aug 01, 2024 Q2 2024 |
312
shares
|
$21,808
0.01% of portfolio
|
Q1 2022
Added 0.32%
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Jul 10, 2024 Q2 2024 |
303
shares
|
$21,179
0.01% of portfolio
|
N/A
|
|
Cypress Capital, LLC
|
Aug 22, 2024 Q2 2024 |
300
shares
|
$20,970
0.01% of portfolio
|
Q2 2024
New holding
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Aug 14, 2024 Q2 2024 |
300
shares
|
$20,970
0.01% of portfolio
|
Q1 2021
New holding
|