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 3,355 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 $213 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
43,452
shares
|
$3.06 Million
0.11% of portfolio
|
Q2 2024
Added 2.98%
|
|
First National Trust CO
|
Aug 02, 2024 Q2 2024 |
43,393
shares
|
$3.06 Million
0.11% of portfolio
|
Q2 2024
Added 1.47%
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
43,373
shares
|
$3.05 Million
0.99% of portfolio
|
Q3 2024
Added 0.72%
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 09, 2024 Q2 2024 |
43,372
shares
|
$3.05 Million
0.25% of portfolio
|
Q2 2024
Added 6.14%
|
|
Meridian Wealth Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
43,237
shares
|
$3.04 Million
0.54% of portfolio
|
Q2 2024
Added 129.06%
|
|
Portfolio Design Labs, LLC
Encino, CA |
Aug 13, 2024 Q2 2024 |
43,194
shares
|
$3.04 Million
0.85% of portfolio
|
Q2 2024
Added 9.2%
|
|
Citadel Investment Advisory, Inc.
|
Oct 16, 2024 Q3 2024 |
43,178
shares
|
$3.04 Million
1.69% of portfolio
|
Q3 2024
Added 1.53%
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
43,150
shares
|
$3.04 Million
0.43% of portfolio
|
Q4 2022
Reduced 14.05%
|
|
Chickasaw Capital Management LLC
|
Oct 10, 2024 Q3 2024 |
43,097
shares
|
$3.03 Million
0.13% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
43,052
shares
|
$3.03 Million
0.05% of portfolio
|
Q2 2024
Reduced 2.84%
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
42,827
shares
|
$3.02 Million
0.33% of portfolio
|
Q2 2024
Reduced 5.62%
|
|
Palisade Asset Management, LLC
|
Aug 01, 2024 Q2 2024 |
42,821
shares
|
$3.02 Million
0.28% of portfolio
|
Q2 2024
Reduced 11.41%
|
|
Jmac Enterprises LLC
|
Jul 30, 2024 Q2 2024 |
42,798
shares
|
$3.01 Million
0.49% of portfolio
|
Q2 2024
Added 0.18%
|
|
Grandfield & Dodd, LLC
|
Aug 09, 2024 Q2 2024 |
42,709
shares
|
$3.01 Million
0.18% of portfolio
|
Q2 2024
Reduced 4.47%
|
|
Boston Financial Mangement LLC
Boston, MA |
Jul 29, 2024 Q2 2024 |
42,641
shares
|
$3 Million
0.09% of portfolio
|
Q2 2024
Added 3.94%
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 15, 2024 Q2 2024 |
42,630
shares
|
$3 Million
0.74% of portfolio
|
Q2 2024
Reduced 1.91%
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 14, 2024 Q2 2024 |
42,624
shares
|
$3 Million
1.11% of portfolio
|
Q2 2024
Added 9.88%
|
|
Ethic Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
42,577
shares
|
$3 Million
0.06% of portfolio
|
Q2 2024
Added 27.4%
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 24, 2024 Q2 2024 |
42,575
shares
|
$3 Million
0.31% of portfolio
|
Q2 2024
Added 18.92%
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
42,432
shares
|
$2.99 Million
0.03% of portfolio
|
Q3 2024
Added 1.66%
|
|
Signet Investment Advisory Group, Inc.
|
Jul 19, 2024 Q2 2024 |
42,162
shares
|
$2.97 Million
1.44% of portfolio
|
Q2 2024
Added 1.18%
|
|
Syon Capital LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
41,930
shares
|
$2.95 Million
0.25% of portfolio
|
Q2 2024
Added 4.47%
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2024 Q2 2024 |
41,861
shares
|
$2.95 Million
0.65% of portfolio
|
Q2 2024
Reduced 0.59%
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jul 25, 2024 Q2 2024 |
41,812
shares
|
$2.94 Million
1.03% of portfolio
|
Q2 2024
Added 11.08%
|
|
Leelyn Smith, LLC
Geneva, IL |
Aug 08, 2024 Q2 2024 |
41,810
shares
|
$2.94 Million
0.52% of portfolio
|
Q2 2024
Reduced 0.21%
|