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 |
|---|---|---|---|---|---|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 21, 2024 Q3 2024 |
575
shares
|
$36,133
0.03% of portfolio
|
Q3 2024
Added 12.09%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
573
shares
|
$36,007
0.07% of portfolio
|
Q2 2024
Added 19000.0%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
568
shares
|
$35,693
0.02% of portfolio
|
Q4 2023
Reduced 7.19%
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
564
shares
|
$35,441
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
561
shares
|
$35,253
0.01% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
554
shares
|
$34,813
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
546
shares
|
$34,310
0.01% of portfolio
|
Q3 2024
Reduced 47.45%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
542
shares
|
$34,059
0.03% of portfolio
|
Q3 2024
Reduced 42.16%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
539
shares
|
$33,870
0.02% of portfolio
|
Q2 2024
Reduced 6.1%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
525
shares
|
$32,991
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
515
shares
|
$32,362
0.01% of portfolio
|
Q2 2024
Added 14.44%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
509
shares
|
$31,985
0.03% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 28, 2024 Q3 2024 |
507
shares
|
$31,859
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
501
shares
|
$31,482
0.01% of portfolio
|
Q4 2022
Reduced 3.65%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
498
shares
|
$31,294
0.02% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2024 Q3 2024 |
493
shares
|
$30,980
0.02% of portfolio
|
Q3 2024
Added 198.79%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
481
shares
|
$30,226
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
476
shares
|
$29,911
0.01% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
461
shares
|
$28,969
0.02% of portfolio
|
Q1 2024
Added 55.22%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
458
shares
|
$28,780
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
446
shares
|
$28,026
0.02% of portfolio
|
Q2 2023
Added 45.75%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
432
shares
|
$27,146
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
415
shares
|
$26,078
0.02% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
407
shares
|
$25,575
0.01% of portfolio
|
Q3 2024
Reduced 12.47%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
400
shares
|
$25,136
0.02% of portfolio
|
Q4 2021
New holding
|