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 |
---|---|---|---|---|---|
Sigma Investment Counselors Inc
|
Jul 25, 2024 Q2 2024 |
65,764
shares
|
$4.6 Million
0.22% of portfolio
|
Q2 2024
Added 2.12%
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Aug 05, 2024 Q2 2024 |
65,674
shares
|
$4.59 Million
0.97% of portfolio
|
Q2 2024
Added 5.5%
|
|
Wespac Advisors So Cal, LLC
|
Jul 23, 2024 Q2 2024 |
65,630
shares
|
$4.59 Million
1.07% of portfolio
|
Q2 2024
Reduced 6.51%
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2024 Q2 2024 |
65,559
shares
|
$4.58 Million
0.04% of portfolio
|
Q2 2024
Added 0.67%
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
65,516
shares
|
$4.58 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Aug 07, 2024 Q2 2024 |
64,818
shares
|
$4.53 Million
1.54% of portfolio
|
Q2 2024
Reduced 1.69%
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
64,568
shares
|
$4.51 Million
0.14% of portfolio
|
Q2 2024
Reduced 37.77%
|
|
Concord Wealth Partners
|
Jul 31, 2024 Q2 2024 |
64,115
shares
|
$4.48 Million
0.73% of portfolio
|
Q2 2024
Added 5.07%
|
|
Wealth Bridge Investment Counsel Inc.
|
Oct 09, 2024 Q3 2024 |
63,925
shares
|
$4.47 Million
1.63% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
63,662
shares
|
$4.45 Million
0.05% of portfolio
|
Q2 2022
Reduced 53.91%
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
63,628
shares
|
$4.45 Million
0.23% of portfolio
|
Q3 2024
Added 3.23%
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
63,613
shares
|
$4.45 Million
1.32% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
63,557
shares
|
$4.44 Million
2.32% of portfolio
|
Q3 2022
Added 0.01%
|
|
Zions Bancorporation, N.A.
|
Aug 08, 2024 Q2 2024 |
63,381
shares
|
$4.43 Million
0.33% of portfolio
|
Q2 2024
Reduced 5.6%
|
|
Hallmark Capital Management Inc
|
Aug 08, 2024 Q2 2024 |
63,304
shares
|
$4.42 Million
0.33% of portfolio
|
Q2 2024
Reduced 5.36%
|
|
Plimoth Trust CO LLC
|
Jul 23, 2024 Q2 2024 |
63,241
shares
|
$4.42 Million
1.09% of portfolio
|
Q2 2024
Reduced 1.95%
|
|
Nj State Employees Deferred Compensation Plan
|
Aug 06, 2024 Q2 2024 |
63,000
shares
|
$4.4 Million
0.51% of portfolio
|
Q2 2020
Reduced 3.08%
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2024 Q2 2024 |
62,960
shares
|
$4.4 Million
0.18% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
Gam Holding Ag
|
Jul 26, 2024 Q2 2024 |
62,878
shares
|
$4.4 Million
0.33% of portfolio
|
Q2 2024
Reduced 19.54%
|
|
Waldron Private Wealth LLC
|
Jul 31, 2024 Q2 2024 |
62,392
shares
|
$4.36 Million
0.18% of portfolio
|
Q4 2023
Added 1.07%
|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
62,289
shares
|
$4.35 Million
1.31% of portfolio
|
Q3 2024
Added 0.24%
|
|
Weik Capital Management
Wyomissing, PA |
Aug 09, 2024 Q2 2024 |
61,640
shares
|
$4.31 Million
1.68% of portfolio
|
Q2 2024
Reduced 2.13%
|
|
North Star Investment Management Corp.
Chicago, IL |
Aug 05, 2024 Q2 2024 |
61,571
shares
|
$4.3 Million
0.29% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
61,530
shares
|
$4.3 Million
0.43% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
Pittenger & Anderson Inc
|
Aug 09, 2024 Q2 2024 |
61,475
shares
|
$4.3 Million
0.17% of portfolio
|
Q2 2024
Reduced 0.62%
|