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 |
---|---|---|---|---|---|
Nelson Capital Management, LLC
|
Aug 07, 2024 Q2 2024 |
34,991
shares
|
$2.46 Million
0.4% of portfolio
|
Q2 2024
Added 0.69%
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2024 Q2 2024 |
34,985
shares
|
$2.46 Million
0.05% of portfolio
|
Q2 2024
Reduced 2.43%
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
34,923
shares
|
$2.46 Million
0.56% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
Osborne Partners Capital Management, LLC
|
Jul 22, 2024 Q2 2024 |
34,895
shares
|
$2.46 Million
0.13% of portfolio
|
Q2 2024
Added 35.02%
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
34,883
shares
|
$2.46 Million
1.12% of portfolio
|
Q2 2024
Added 2.35%
|
|
Northeast Investment Management
|
Jul 26, 2024 Q2 2024 |
34,879
shares
|
$2.46 Million
0.11% of portfolio
|
Q2 2024
Reduced 3.27%
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Aug 20, 2024 Q2 2024 |
34,875
shares
|
$2.46 Million
0.79% of portfolio
|
Q2 2024
Added 1.21%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
34,820
shares
|
$2.45 Million
0.11% of portfolio
|
Q2 2024
Added 3.43%
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
34,597
shares
|
$2.44 Million
0.17% of portfolio
|
Q4 2022
Reduced 0.29%
|
|
Bip Wealth, LLC
Atlanta, GA |
Aug 08, 2024 Q2 2024 |
34,513
shares
|
$2.43 Million
0.18% of portfolio
|
Q2 2024
Reduced 1.52%
|
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
Jul 23, 2024 Q2 2024 |
34,480
shares
|
$2.43 Million
1.43% of portfolio
|
Q2 2024
Added 40.35%
|
|
Schnieders Capital Management LLC
|
Aug 13, 2024 Q2 2024 |
34,470
shares
|
$2.43 Million
0.45% of portfolio
|
Q2 2024
Reduced 0.29%
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2024 Q2 2024 |
34,463
shares
|
$2.43 Million
0.1% of portfolio
|
Q2 2024
Reduced 12.57%
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Aug 09, 2024 Q2 2024 |
34,330
shares
|
$2.42 Million
0.06% of portfolio
|
Q2 2024
Added 20.3%
|
|
Flagship Harbor Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
34,059
shares
|
$2.4 Million
0.14% of portfolio
|
Q1 2024
Added 0.95%
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
34,052
shares
|
$2.4 Million
0.36% of portfolio
|
Q1 2024
Added 1.73%
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
33,880
shares
|
$2.39 Million
0.85% of portfolio
|
Q1 2024
Added 0.89%
|
|
R.M.Sincerbeaux Capital Management LLC
|
Aug 13, 2024 Q2 2024 |
33,850
shares
|
$2.38 Million
1.42% of portfolio
|
Q2 2024
Reduced 8.74%
|
|
Weaver Capital Management LLC
Suwanee, GA |
Aug 02, 2024 Q2 2024 |
33,583
shares
|
$2.36 Million
0.69% of portfolio
|
Q2 2024
Added 6.48%
|
|
Cohen Investment Advisors LLC
|
Oct 07, 2024 Q3 2024 |
33,572
shares
|
$2.36 Million
1.47% of portfolio
|
Q3 2024
Added 6.96%
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
33,495
shares
|
$2.36 Million
0.17% of portfolio
|
Q3 2024
Added 0.79%
|
|
Roundview Capital LLC
Princeton, NJ |
Aug 09, 2024 Q2 2024 |
33,437
shares
|
$2.35 Million
0.17% of portfolio
|
Q2 2024
Reduced 2.71%
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Aug 05, 2024 Q2 2024 |
33,416
shares
|
$2.35 Million
0.99% of portfolio
|
Q2 2024
Reduced 1.49%
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Oct 02, 2024 Q3 2024 |
33,363
shares
|
$2.35 Million
1.51% of portfolio
|
Q3 2024
Reduced 13.95%
|
|
Invst, LLC
Indianapolis, IN |
Aug 16, 2024 Q2 2024 |
33,324
shares
|
$2.35 Million
0.23% of portfolio
|
Q2 2024
Added 5.19%
|