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 |
---|---|---|---|---|---|
New Mexico Educational Retirement Board
|
Aug 06, 2024 Q2 2024 |
196,020
shares
|
$13.7 Million
0.44% of portfolio
|
Q1 2024
Reduced 13.27%
|
|
Beese Fulmer Investment Management, Inc.
|
Jul 03, 2024 Q2 2024 |
195,564
shares
|
$13.7 Million
1.15% of portfolio
|
Q2 2024
Reduced 7.14%
|
|
Connors Investor Services Inc
Wyomissing, PA |
Aug 09, 2024 Q2 2024 |
194,631
shares
|
$13.6 Million
1.29% of portfolio
|
Q2 2024
Added 4.99%
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Aug 07, 2024 Q2 2024 |
193,935
shares
|
$13.6 Million
0.71% of portfolio
|
Q2 2024
Reduced 3.49%
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
193,629
shares
|
$13.5 Million
0.03% of portfolio
|
Q2 2024
Reduced 17.41%
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
192,453
shares
|
$13.5 Million
0.25% of portfolio
|
Q2 2024
Added 2.51%
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
191,671
shares
|
$13.4 Million
1.18% of portfolio
|
Q2 2024
Added 0.45%
|
|
Nixon Peabody Trust CO
Boston, MA |
Jul 26, 2024 Q2 2024 |
190,665
shares
|
$13.3 Million
1.1% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
Westfield Capital Management CO LP
Boston, MA |
Aug 14, 2024 Q2 2024 |
190,601
shares
|
$13.3 Million
0.06% of portfolio
|
Q2 2024
Added 6.27%
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
188,778
shares
|
$13.2 Million
0.59% of portfolio
|
Q3 2022
Reduced 0.05%
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
188,008
shares
|
$13.1 Million
1.19% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
187,210
shares
|
$13.1 Million
0.19% of portfolio
|
Q2 2024
Added 0.35%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 11, 2024 Q2 2024 |
186,349
shares
|
$13 Million
0.48% of portfolio
|
Q2 2024
Added 1.62%
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
185,870
shares
|
$13 Million
0.07% of portfolio
|
Q2 2024
Reduced 8.97%
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
185,628
shares
|
$13 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
Nomura Holdings Inc
Tokyo, M0 |
Aug 14, 2024 Q2 2024 |
185,020
shares
|
$12.9 Million
0.02% of portfolio
|
Q2 2024
Added 152.59%
|
|
Cap Wealth Advisors, LLC
|
Aug 05, 2024 Q2 2024 |
183,566
shares
|
$12.8 Million
1.5% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2024 Q2 2024 |
183,322
shares
|
$12.8 Million
0.18% of portfolio
|
Q2 2024
Added 2.63%
|
|
Kanawha Capital Management LLC
|
Jul 25, 2024 Q2 2024 |
183,119
shares
|
$12.8 Million
0.96% of portfolio
|
Q2 2024
Added 2.7%
|
|
Pinnacle Associates LTD
|
Jul 30, 2024 Q2 2024 |
183,079
shares
|
$12.8 Million
0.19% of portfolio
|
Q2 2024
Added 0.74%
|
|
Central Trust CO
Jefferson City, MO |
Aug 05, 2024 Q2 2024 |
181,883
shares
|
$12.7 Million
0.29% of portfolio
|
Q2 2024
Reduced 3.88%
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
181,709
shares
|
$12.7 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
181,297
shares
|
$12.7 Million
2.96% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
180,619
shares
|
$12.6 Million
0.35% of portfolio
|
Q2 2024
Added 0.53%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
180,196
shares
|
$12.6 Million
0.2% of portfolio
|
Q2 2024
Added 79.2%
|