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 |
---|---|---|---|---|---|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
146,683
shares
|
$10.3 Million
0.08% of portfolio
|
Q2 2024
Added 4.37%
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2024 Q2 2024 |
146,676
shares
|
$10.3 Million
0.47% of portfolio
|
Q2 2024
Added 0.9%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Aug 08, 2024 Q2 2024 |
146,461
shares
|
$10.2 Million
0.14% of portfolio
|
Q2 2024
Reduced 15.71%
|
|
Richard C. Young & Co., Ltd.
|
Aug 08, 2024 Q2 2024 |
145,790
shares
|
$10.2 Million
1.2% of portfolio
|
Q2 2024
New holding
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Aug 13, 2024 Q2 2024 |
145,535
shares
|
$10.2 Million
1.57% of portfolio
|
Q2 2024
Reduced 7.09%
|
|
Neos Investment Management LLC
Westport, CT |
Aug 14, 2024 Q2 2024 |
144,805
shares
|
$10.1 Million
0.38% of portfolio
|
Q2 2024
Added 47.77%
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
144,472
shares
|
$10.1 Million
3.06% of portfolio
|
Q2 2022
Added 0.57%
|
|
Adams Diversified Equity Fund, Inc.
|
Aug 01, 2024 Q2 2024 |
144,000
shares
|
$10.1 Million
0.32% of portfolio
|
Q4 2023
Reduced 13.1%
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
143,663
shares
|
$10 Million
0.14% of portfolio
|
Q2 2023
Added 5.92%
|
|
Achmea Investment Management B.V.
|
Aug 08, 2024 Q2 2024 |
143,615
shares
|
$10 Million
0.16% of portfolio
|
Q2 2024
Added 1.66%
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
143,302
shares
|
$10 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.96%
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
143,187
shares
|
$10 Million
0.25% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Aug 06, 2024 Q2 2024 |
143,154
shares
|
$10 Million
3.06% of portfolio
|
Q2 2024
Reduced 2.74%
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
143,109
shares
|
$10 Million
1.57% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
Nicholas Company, Inc.
|
Jul 24, 2024 Q2 2024 |
142,940
shares
|
$9.99 Million
0.15% of portfolio
|
Q4 2023
Reduced 0.02%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
142,657
shares
|
$9.97 Million
0.1% of portfolio
|
Q2 2024
Added 26.33%
|
|
Guyasuta Investment Advisors Inc
|
Jul 22, 2024 Q2 2024 |
142,383
shares
|
$9.95 Million
0.62% of portfolio
|
Q4 2023
Reduced 0.52%
|
|
Socorro Asset Management LP
Dallas, TX |
Aug 14, 2024 Q2 2024 |
141,742
shares
|
$9.91 Million
3.51% of portfolio
|
Q2 2024
Reduced 6.09%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
140,109
shares
|
$9.79 Million
0.48% of portfolio
|
Q3 2024
Added 0.02%
|
|
Meadow Creek Wealth Advisors LLC
|
Jul 17, 2024 Q2 2024 |
139,941
shares
|
$9.78 Million
8.51% of portfolio
|
Q2 2024
Reduced 67.89%
|
|
Atwater Malick LLC
|
Oct 10, 2024 Q3 2024 |
139,906
shares
|
$9.78 Million
3.25% of portfolio
|
Q3 2024
Added 1.29%
|
|
Bell Asset Management LTD
Melbourne, C3 |
Aug 13, 2024 Q2 2024 |
138,599
shares
|
$9.69 Million
1.25% of portfolio
|
Q2 2024
Reduced 17.17%
|
|
Sky Investment Group LLC
|
Jul 16, 2024 Q2 2024 |
136,831
shares
|
$9.56 Million
1.73% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
Founders Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
136,426
shares
|
$9.54 Million
1.72% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
Double Line ETF Adviser LP
Tampa, FL |
Aug 14, 2024 Q2 2024 |
136,370
shares
|
$9.53 Million
2.28% of portfolio
|
Q2 2024
Reduced 6.46%
|