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 |
---|---|---|---|---|---|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
105,988
shares
|
$7.41 Million
0.09% of portfolio
|
Q2 2024
Added 15.62%
|
|
Sequoia Financial Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
105,929
shares
|
$7.4 Million
0.08% of portfolio
|
Q2 2024
Added 5.93%
|
|
Arkadios Wealth Advisors
|
Jul 29, 2024 Q2 2024 |
105,914
shares
|
$7.4 Million
0.48% of portfolio
|
Q2 2024
Reduced 31.66%
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 18, 2024 Q2 2024 |
105,892
shares
|
$7.4 Million
0.52% of portfolio
|
Q2 2024
Added 3.03%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
105,589
shares
|
$7.38 Million
0.21% of portfolio
|
Q2 2024
Added 2.49%
|
|
Squarepoint Ops LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
105,068
shares
|
$7.34 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
Monarch Capital Management Inc
|
Oct 16, 2024 Q3 2024 |
104,918
shares
|
$7.33 Million
2.06% of portfolio
|
Q3 2024
Added 0.12%
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
Aug 14, 2024 Q2 2024 |
104,825
shares
|
$7.33 Million
2.2% of portfolio
|
Q2 2024
Added 57.09%
|
|
Bull Street Advisors, LLC
|
Jul 26, 2024 Q2 2024 |
104,542
shares
|
$7.31 Million
3.21% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
Windle Wealth, LLC
Oklahoma City, OK |
Aug 13, 2024 Q2 2024 |
103,942
shares
|
$7.27 Million
4.03% of portfolio
|
Q2 2024
Added 0.51%
|
|
Community Bank, N.A.
|
Aug 14, 2024 Q2 2024 |
103,057
shares
|
$7.2 Million
0.87% of portfolio
|
Q2 2024
Reduced 4.74%
|
|
Destination Wealth Management
|
Jul 24, 2024 Q2 2024 |
102,972
shares
|
$7.2 Million
0.22% of portfolio
|
Q2 2024
Added 0.37%
|
|
Amica Mutual Insurance CO
|
Jul 25, 2024 Q2 2024 |
102,703
shares
|
$7.18 Million
0.65% of portfolio
|
Q1 2024
Reduced 11.48%
|
|
Biglari, Sardar
San Antonio, TX |
Aug 14, 2024 Q2 2024 |
102,703
shares
|
$7.18 Million
22.16% of portfolio
|
Q2 2024
Added 5.67%
|
|
Dearborn Partners LLC
|
Jul 26, 2024 Q2 2024 |
102,648
shares
|
$7.18 Million
0.29% of portfolio
|
Q2 2024
Reduced 1.79%
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Aug 06, 2024 Q2 2024 |
102,312
shares
|
$7.15 Million
0.6% of portfolio
|
Q2 2024
Added 0.74%
|
|
Fred Alger Management, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
102,078
shares
|
$7.14 Million
0.03% of portfolio
|
Q2 2024
Added 7.54%
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
102,062
shares
|
$7.13 Million
1.1% of portfolio
|
Q4 2022
Added 0.17%
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
101,966
shares
|
$7.13 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.45%
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
101,769
shares
|
$7.11 Million
0.44% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
Mizuho Markets Americas LLC
|
Jul 31, 2024 Q2 2024 |
101,437
shares
|
$7.09 Million
0.14% of portfolio
|
Q2 2024
Reduced 40.21%
|
|
Lynch & Associates
|
Oct 15, 2024 Q3 2024 |
101,304
shares
|
$7.08 Million
1.56% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
Cohen Klingenstein LLC
|
Oct 15, 2024 Q3 2024 |
101,200
shares
|
$7.07 Million
0.26% of portfolio
|
Q3 2019
Added 94.62%
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Aug 14, 2024 Q2 2024 |
101,157
shares
|
$7.07 Million
0.66% of portfolio
|
Q2 2024
Added 4.26%
|
|
Stolper CO
|
Oct 09, 2024 Q3 2024 |
100,810
shares
|
$7.05 Million
2.37% of portfolio
|
Q3 2024
Added 0.35%
|