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 |
---|---|---|---|---|---|
Moran Wealth Management, LLC
Naples, FL |
Aug 13, 2024 Q2 2024 |
38,434
shares
|
$2.71 Million
0.08% of portfolio
|
Q2 2024
Added 4.66%
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
38,387
shares
|
$2.7 Million
0.22% of portfolio
|
Q3 2024
Added 0.02%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
38,317
shares
|
$2.7 Million
0.16% of portfolio
|
Q2 2024
Added 794.84%
|
|
Prudential PLC
London, England, X0 |
Aug 06, 2024 Q2 2024 |
38,309
shares
|
$2.7 Million
0.02% of portfolio
|
Q2 2024
Added 45.89%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
38,173
shares
|
$2.69 Million
0.2% of portfolio
|
Q2 2024
Reduced 12.91%
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
38,167
shares
|
$2.69 Million
0.29% of portfolio
|
Q3 2023
Reduced 36.14%
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
38,016
shares
|
$2.68 Million
0.38% of portfolio
|
Q3 2024
Reduced 9.37%
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 17, 2024 Q2 2024 |
37,959
shares
|
$2.67 Million
0.16% of portfolio
|
Q2 2024
Added 8.15%
|
|
Df Dent & CO Inc
Baltimore, MD |
Aug 14, 2024 Q2 2024 |
37,837
shares
|
$2.66 Million
0.03% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
First Western Trust Bank
Denver, CO |
Aug 02, 2024 Q2 2024 |
37,771
shares
|
$2.66 Million
0.11% of portfolio
|
Q2 2024
Reduced 7.22%
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
37,616
shares
|
$2.65 Million
0.26% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
37,487
shares
|
$2.64 Million
0.26% of portfolio
|
Q3 2024
Reduced 76.74%
|
|
Keystone Financial Planning, Inc.
|
Jul 10, 2024 Q2 2024 |
37,447
shares
|
$2.64 Million
0.79% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
Allred Capital Management, LLC
Dallas, TX |
Aug 13, 2024 Q2 2024 |
37,407
shares
|
$2.63 Million
0.92% of portfolio
|
Q2 2024
Reduced 1.23%
|
|
Sciencast Management LP
|
Aug 13, 2024 Q2 2024 |
37,383
shares
|
$2.63 Million
0.84% of portfolio
|
Q2 2024
Added 71.54%
|
|
Rmr Wealth Builders
|
Jul 23, 2024 Q2 2024 |
37,233
shares
|
$2.62 Million
0.27% of portfolio
|
Q2 2024
Added 8.88%
|
|
Gifford Fong Associates
Lafayette, CA |
Aug 12, 2024 Q2 2024 |
37,000
shares
|
$2.61 Million
0.62% of portfolio
|
Q1 2018
New holding
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
36,974
shares
|
$2.6 Million
0.6% of portfolio
|
Q4 2022
Added 1.26%
|
|
Aia Group LTD
Hong Kong, K3 |
Jul 31, 2024 Q2 2024 |
36,815
shares
|
$2.59 Million
0.07% of portfolio
|
Q2 2024
Added 55.12%
|
|
Blb&B Advisors, LLC
|
Jul 26, 2024 Q2 2024 |
36,811
shares
|
$2.59 Million
0.13% of portfolio
|
Q2 2024
Reduced 13.88%
|
|
Investors Asset Management Of Georgia Inc
|
Jul 29, 2024 Q2 2024 |
36,708
shares
|
$2.58 Million
1.15% of portfolio
|
Q2 2024
Added 1.45%
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 01, 2024 Q2 2024 |
36,689
shares
|
$2.58 Million
0.23% of portfolio
|
Q2 2024
Added 0.83%
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
36,606
shares
|
$2.58 Million
1.32% of portfolio
|
Q2 2023
Reduced 0.4%
|
|
Cacti Asset Management LLC
Atlanta, GA |
Oct 02, 2024 Q3 2024 |
36,600
shares
|
$2.58 Million
0.24% of portfolio
|
Q1 2020
Reduced 14.19%
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 09, 2024 Q2 2024 |
36,533
shares
|
$2.57 Million
0.12% of portfolio
|
Q2 2024
Added 9.67%
|