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 |
---|---|---|---|---|---|
Criterion Capital Advisors, LLC
Nashville, TN |
Jul 31, 2024 Q2 2024 |
300
shares
|
$20,970
0.01% of portfolio
|
Q1 2024
Reduced 40.24%
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jul 16, 2024 Q2 2024 |
290
shares
|
$20,271
0.01% of portfolio
|
Q2 2024
Added 17.89%
|
|
Fairway Wealth LLC
Independence, OH |
Aug 09, 2024 Q2 2024 |
289
shares
|
$20,201
0.01% of portfolio
|
Q2 2024
New holding
|
|
Chris Bulman Inc
Roseville, CA |
Aug 06, 2024 Q2 2024 |
267
shares
|
$18,663
0.01% of portfolio
|
Q2 2024
New holding
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
259
shares
|
$18,104
0.01% of portfolio
|
Q2 2024
Added 8.37%
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 13, 2024 Q2 2024 |
218
shares
|
$15,238
0.01% of portfolio
|
Q1 2023
Reduced 66.67%
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 06, 2024 Q2 2024 |
212
shares
|
$14,818
0.0% of portfolio
|
Q2 2024
New holding
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 18, 2024 Q2 2024 |
202
shares
|
$14,119
0.01% of portfolio
|
Q4 2023
New holding
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
200
shares
|
$13,980
0.01% of portfolio
|
Q4 2021
New holding
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2024 Q2 2024 |
200
shares
|
$13,980
0.01% of portfolio
|
Q2 2024
New holding
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 23, 2024 Q2 2024 |
200
shares
|
$13,980
0.01% of portfolio
|
Q1 2024
New holding
|
|
Arcadia Investment Management Corp
|
Aug 05, 2024 Q2 2024 |
198
shares
|
$13,840
0.0% of portfolio
|
Q1 2024
Reduced 70.54%
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
195
shares
|
$13,630
0.0% of portfolio
|
Q2 2024
Added 62.5%
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
192
shares
|
$13,420
0.01% of portfolio
|
Q2 2024
New holding
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Aug 14, 2024 Q2 2024 |
178
shares
|
$12,442
0.01% of portfolio
|
Q2 2024
New holding
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
168
shares
|
$11,743
0.0% of portfolio
|
Q2 2024
Reduced 60.0%
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
167
shares
|
$11,673
0.0% of portfolio
|
Q3 2022
Reduced 5.65%
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 12, 2024 Q2 2024 |
165
shares
|
$11,533
0.01% of portfolio
|
Q2 2024
New holding
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Aug 14, 2024 Q2 2024 |
154
shares
|
$10,764
0.05% of portfolio
|
Q1 2023
New holding
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
151
shares
|
$10,554
0.0% of portfolio
|
Q1 2024
Reduced 67.87%
|
|
Ifs Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
148
shares
|
$10,345
0.01% of portfolio
|
Q2 2023
Added 48.0%
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Aug 08, 2024 Q2 2024 |
145
shares
|
$10,135
0.01% of portfolio
|
Q2 2024
Reduced 75.13%
|
|
Ogorek Anthony Joseph
|
Aug 08, 2024 Q2 2024 |
127
shares
|
$8,877
0.0% of portfolio
|
Q2 2024
Reduced 40.38%
|
|
Miller Wealth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
124
shares
|
$8,667
0.0% of portfolio
|
Q2 2023
New holding
|
|
Biglari Capital Corp.
San Antonio, TX |
Aug 14, 2024 Q2 2024 |
120
shares
|
$8,388
0.0% of portfolio
|
Q2 2024
Reduced 94.06%
|