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 3,441 institutions that hold shares in the stock, with a total of 2.98 Billion shares, which have been reported (via 13F filing form) to have a value of $184 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jag Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
39,255
shares
|
$2.42 Million
0.34% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Nov 01, 2024 Q3 2024 |
39,186
shares
|
$2.42 Million
0.95% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Nov 08, 2024 Q3 2024 |
39,166
shares
|
$2.42 Million
0.09% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
39,163
shares
|
$2.42 Million
1.32% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
39,030
shares
|
$2.41 Million
0.45% of portfolio
|
Q3 2024
Reduced 20.07%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Oct 16, 2024 Q3 2024 |
39,029
shares
|
$2.41 Million
1.1% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
38,973
shares
|
$2.41 Million
0.29% of portfolio
|
Q3 2024
Reduced 5.62%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
38,768
shares
|
$2.39 Million
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
38,622
shares
|
$2.38 Million
0.18% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Boston Trust Walden Corp
|
Oct 24, 2024 Q3 2024 |
38,613
shares
|
$2.38 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
38,387
shares
|
$2.37 Million
0.22% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
38,379
shares
|
$2.37 Million
0.57% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
38,167
shares
|
$2.36 Million
0.29% of portfolio
|
Q3 2023
Reduced 36.14%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
38,016
shares
|
$2.35 Million
0.38% of portfolio
|
Q3 2024
Reduced 9.37%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
38,003
shares
|
$2.35 Million
0.26% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
37,834
shares
|
$2.33 Million
1.09% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 13, 2024 Q3 2024 |
37,798
shares
|
$2.33 Million
0.09% of portfolio
|
Q3 2024
Added 15.69%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
37,645
shares
|
$2.32 Million
0.12% of portfolio
|
Q3 2024
Added 208.44%
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
37,621
shares
|
$2.32 Million
0.44% of portfolio
|
Q3 2024
Reduced 12.1%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
37,487
shares
|
$2.31 Million
0.26% of portfolio
|
Q3 2024
Reduced 76.74%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
37,414
shares
|
$2.31 Million
0.38% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Nov 08, 2024 Q3 2024 |
37,339
shares
|
$2.3 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Keystone Financial Planning, Inc.
|
Oct 28, 2024 Q3 2024 |
37,317
shares
|
$2.3 Million
0.82% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
37,247
shares
|
$2.3 Million
0.05% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
37,138
shares
|
$2.29 Million
0.07% of portfolio
|
Q3 2024
Added 1.71%
|