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 |
---|---|---|---|---|---|
Kinloch Capital, LLC
Glen Allen, VA |
Aug 14, 2024 Q2 2024 |
61,361
shares
|
$4.29 Million
2.06% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
Braun Stacey Associates Inc
|
Jul 29, 2024 Q2 2024 |
61,266
shares
|
$4.28 Million
0.13% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 08, 2024 Q2 2024 |
61,136
shares
|
$4.27 Million
0.28% of portfolio
|
Q2 2024
Added 27.47%
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
60,998
shares
|
$4.26 Million
0.3% of portfolio
|
Q3 2024
Reduced 13.91%
|
|
Burns J W & CO Inc
|
Oct 04, 2024 Q3 2024 |
60,994
shares
|
$4.26 Million
0.57% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
60,855
shares
|
$4.25 Million
1.4% of portfolio
|
Q3 2024
New holding
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
60,831
shares
|
$4.25 Million
0.73% of portfolio
|
Q3 2024
Added 0.26%
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
60,765
shares
|
$4.25 Million
0.06% of portfolio
|
Q3 2024
Reduced 35.05%
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
60,640
shares
|
$4.24 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Aug 12, 2024 Q2 2024 |
60,613
shares
|
$4.24 Million
1.33% of portfolio
|
Q2 2024
Reduced 1.95%
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
60,542
shares
|
$4.23 Million
0.28% of portfolio
|
Q4 2023
Added 1.5%
|
|
Atlantic Union Bankshares Corp
|
Jul 24, 2024 Q2 2024 |
60,281
shares
|
$4.21 Million
0.25% of portfolio
|
Q2 2024
Added 69.28%
|
|
Pds Planning, Inc
|
Aug 07, 2024 Q2 2024 |
60,029
shares
|
$4.2 Million
0.39% of portfolio
|
Q2 2024
Added 0.17%
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 31, 2024 Q1 2024 |
59,602
shares
|
$4.17 Million
0.17% of portfolio
|
Q1 2024
Reduced 5.69%
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Aug 08, 2024 Q2 2024 |
59,536
shares
|
$4.16 Million
0.15% of portfolio
|
Q2 2024
Reduced 3.49%
|
|
Choate Investment Advisors
Boston, MA |
Aug 08, 2024 Q2 2024 |
59,507
shares
|
$4.16 Million
0.1% of portfolio
|
Q2 2024
Reduced 8.65%
|
|
Princeton Global Asset Management LLC
|
Aug 12, 2024 Q2 2024 |
59,397
shares
|
$4.15 Million
0.88% of portfolio
|
Q2 2024
Added 2.27%
|
|
Smith, Salley & Associates
|
Jul 29, 2024 Q2 2024 |
59,298
shares
|
$4.14 Million
0.28% of portfolio
|
Q2 2024
Added 1.41%
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 18, 2024 Q3 2024 |
59,164
shares
|
$4.14 Million
0.75% of portfolio
|
Q2 2020
Reduced 16.72%
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
59,136
shares
|
$4.13 Million
0.98% of portfolio
|
Q4 2022
Added 2.67%
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
59,092
shares
|
$4.13 Million
0.31% of portfolio
|
Q4 2022
Added 1.19%
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 09, 2024 Q2 2024 |
58,730
shares
|
$4.11 Million
0.19% of portfolio
|
Q2 2024
Added 9.46%
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jul 12, 2024 Q2 2024 |
58,513
shares
|
$4.09 Million
0.2% of portfolio
|
Q2 2024
Reduced 11.44%
|
|
Gps Wealth Strategies Group, LLC
|
Jul 16, 2024 Q2 2024 |
58,429
shares
|
$4.08 Million
0.57% of portfolio
|
Q2 2024
Reduced 4.17%
|
|
Lowe Brockenbrough & CO Inc
|
Aug 12, 2024 Q2 2024 |
58,327
shares
|
$4.08 Million
0.25% of portfolio
|
Q2 2024
Reduced 0.47%
|