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 |
---|---|---|---|---|---|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jul 31, 2024 Q2 2024 |
100,392
shares
|
$7.02 Million
2.41% of portfolio
|
Q2 2024
Added 1.86%
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
100,125
shares
|
$7 Million
0.87% of portfolio
|
Q2 2022
Reduced 1.52%
|
|
Bcm Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
100,074
shares
|
$7 Million
1.42% of portfolio
|
Q2 2024
Added 0.23%
|
|
Bislett Management, LLC
Palo Alto, CA |
Aug 13, 2024 Q2 2024 |
100,000
shares
|
$6.99 Million
6.38% of portfolio
|
Q2 2022
Reduced 28.57%
|
|
Dakota Wealth Management
|
Jul 19, 2024 Q2 2024 |
99,871
shares
|
$6.98 Million
0.15% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Aug 09, 2024 Q2 2024 |
99,725
shares
|
$6.97 Million
1.65% of portfolio
|
Q2 2024
Added 6.27%
|
|
Allen Operations LLC
|
Aug 08, 2024 Q2 2024 |
99,054
shares
|
$6.92 Million
1.24% of portfolio
|
Q4 2022
Added 50.41%
|
|
Essex Financial Services, Inc.
|
Aug 09, 2024 Q2 2024 |
98,995
shares
|
$6.92 Million
0.31% of portfolio
|
Q2 2024
Added 3.64%
|
|
New England Asset Management Inc
Farmington, CT |
Aug 07, 2024 Q2 2024 |
98,851
shares
|
$6.91 Million
1.11% of portfolio
|
Q2 2024
Reduced 1.53%
|
|
Saratoga Research & Investment Management
|
Aug 16, 2024 Q2 2024 |
98,705
shares
|
$6.9 Million
0.29% of portfolio
|
Q2 2024
Reduced 4.82%
|
|
Stokes Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
98,399
shares
|
$6.88 Million
1.85% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
Bard Financial Services, Inc.
|
Oct 04, 2024 Q3 2024 |
98,210
shares
|
$6.86 Million
1.48% of portfolio
|
Q3 2024
Reduced 45.99%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
98,187
shares
|
$6.86 Million
0.07% of portfolio
|
Q2 2024
Added 2.11%
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
98,098
shares
|
$6.86 Million
0.3% of portfolio
|
Q2 2024
Reduced 4.53%
|
|
Pacific Global Investment Management CO
|
Aug 09, 2024 Q2 2024 |
97,649
shares
|
$6.83 Million
1.23% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 12, 2024 Q2 2024 |
97,569
shares
|
$6.82 Million
0.53% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Jul 30, 2024 Q2 2024 |
97,547
shares
|
$6.82 Million
0.41% of portfolio
|
Q2 2024
Added 0.36%
|
|
Birch Hill Investment Advisors LLC
|
Oct 10, 2024 Q3 2024 |
97,536
shares
|
$6.82 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 15, 2024 Q3 2024 |
97,217
shares
|
$6.8 Million
0.59% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Aug 09, 2024 Q2 2024 |
97,096
shares
|
$6.79 Million
1.66% of portfolio
|
Q2 2024
Added 4.56%
|
|
First City Capital Management, Inc.
|
Aug 13, 2024 Q2 2024 |
97,002
shares
|
$6.78 Million
3.52% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
Nbt Bank N A
|
Jul 30, 2024 Q2 2024 |
96,591
shares
|
$6.75 Million
0.44% of portfolio
|
Q2 2024
Reduced 26.46%
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
95,961
shares
|
$6.71 Million
1.0% of portfolio
|
Q3 2024
Added 4.03%
|
|
Brooks, Moore & Associates, Inc.
|
Aug 15, 2024 Q2 2024 |
95,882
shares
|
$6.7 Million
3.94% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
Bogart Wealth, LLC
|
Jul 31, 2024 Q2 2024 |
95,289
shares
|
$6.66 Million
0.31% of portfolio
|
Q2 2024
Reduced 3.56%
|