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 |
|---|---|---|---|---|---|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Nov 15, 2024 Q3 2024 |
400
shares
|
$25,136
0.02% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
386
shares
|
$24,256
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
379
shares
|
$23,816
0.02% of portfolio
|
Q2 2022
Reduced 59.2%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
375
shares
|
$23,565
0.01% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
375
shares
|
$23,565
0.0% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
365
shares
|
$22,936
0.01% of portfolio
|
Q2 2024
Reduced 63.06%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
365
shares
|
$22,936
0.02% of portfolio
|
Q3 2024
Added 25.86%
|
|
|
Ckw Financial Group
|
Nov 13, 2024 Q3 2024 |
364
shares
|
$22,873
0.0% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
359
shares
|
$22,559
0.01% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
356
shares
|
$22,371
0.01% of portfolio
|
Q3 2024
Reduced 21.76%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
350
shares
|
$21,994
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
347
shares
|
$21,805
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
336
shares
|
$21,114
0.01% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
318
shares
|
$19,983
0.01% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 08, 2024 Q3 2024 |
316
shares
|
$19,857
0.01% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
315
shares
|
$19,794
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
315
shares
|
$19,794
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
312
shares
|
$19,606
0.01% of portfolio
|
Q1 2022
Added 0.32%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Oct 22, 2024 Q3 2024 |
303
shares
|
$19,040
0.01% of portfolio
|
N/A
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
300
shares
|
$18,852
0.01% of portfolio
|
Q1 2024
Reduced 40.24%
|
|
|
Altshuler Shaham LTD
|
Nov 14, 2024 Q3 2024 |
295
shares
|
$18,537
0.0% of portfolio
|
Q3 2024
Reduced 10.06%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
268
shares
|
$16,841
0.01% of portfolio
|
Q3 2024
Added 22.94%
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
259
shares
|
$16,275
0.01% of portfolio
|
Q2 2024
Added 8.37%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
202
shares
|
$12,693
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
200
shares
|
$12,568
0.01% of portfolio
|
Q4 2021
New holding
|