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 |
|---|---|---|---|---|---|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
1,000
shares
|
$62,840
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
1,000
shares
|
$62,840
0.02% of portfolio
|
Q2 2020
New holding
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
1,000
shares
|
$62,840
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
997
shares
|
$62,651
0.02% of portfolio
|
Q3 2024
Reduced 12.7%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
996
shares
|
$62,588
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
994
shares
|
$62,462
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
947
shares
|
$59,509
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
936
shares
|
$58,818
0.04% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
916
shares
|
$57,561
0.03% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
915
shares
|
$57,498
0.02% of portfolio
|
Q2 2022
Added 626.19%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 15, 2024 Q3 2024 |
910
shares
|
$57,184
0.03% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
907
shares
|
$56,995
0.01% of portfolio
|
Q3 2024
Added 5.71%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
906
shares
|
$56,933
0.02% of portfolio
|
Q3 2024
Added 6.34%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
905
shares
|
$56,870
0.02% of portfolio
|
Q1 2023
Reduced 3.42%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
886
shares
|
$55,676
0.08% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
884
shares
|
$55,550
0.05% of portfolio
|
Q3 2024
Reduced 43.44%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
881
shares
|
$55,362
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
869
shares
|
$54,607
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
860
shares
|
$54,042
0.05% of portfolio
|
Q4 2023
Reduced 1.15%
|
|
|
Costello Asset Management, Inc
|
Nov 01, 2024 Q3 2024 |
841
shares
|
$52,848
0.04% of portfolio
|
Q3 2024
Added 90.7%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
822
shares
|
$51,654
0.0% of portfolio
|
Q2 2024
Reduced 10.16%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
820
shares
|
$51,528
0.04% of portfolio
|
Q3 2021
Reduced 26.79%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
819
shares
|
$51,465
0.02% of portfolio
|
Q3 2024
Reduced 15.04%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
809
shares
|
$50,837
0.22% of portfolio
|
Q4 2021
New holding
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
807
shares
|
$50,711
0.01% of portfolio
|
Q3 2024
Reduced 1.94%
|