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 |
---|---|---|---|---|---|
Klingenstein Fields & CO LP
|
Aug 01, 2024 Q2 2024 |
33,265
shares
|
$2.34 Million
0.09% of portfolio
|
Q2 2024
Reduced 2.92%
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 06, 2024 Q2 2024 |
32,992
shares
|
$2.32 Million
0.13% of portfolio
|
Q2 2024
Added 0.18%
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 13, 2024 Q2 2024 |
32,965
shares
|
$2.32 Million
0.27% of portfolio
|
Q2 2024
Added 0.53%
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Aug 14, 2024 Q2 2024 |
32,763
shares
|
$2.31 Million
0.23% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
Avidian Wealth Solutions, LLC
|
Aug 06, 2024 Q2 2024 |
32,745
shares
|
$2.31 Million
0.09% of portfolio
|
Q2 2024
Added 9.51%
|
|
Massachusetts Wealth Management
North Andover, MA |
Jul 31, 2024 Q2 2024 |
32,731
shares
|
$2.3 Million
1.4% of portfolio
|
Q2 2024
Added 1.32%
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jul 22, 2024 Q2 2024 |
32,713
shares
|
$2.3 Million
0.54% of portfolio
|
Q2 2024
Added 2.71%
|
|
Strengthening Families & Communities, LLC
|
Jul 22, 2024 Q2 2024 |
32,711
shares
|
$2.3 Million
0.6% of portfolio
|
Q2 2024
New holding
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 17, 2024 Q2 2024 |
32,708
shares
|
$2.3 Million
0.64% of portfolio
|
Q2 2024
Added 17.85%
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
32,683
shares
|
$2.3 Million
0.41% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 13, 2024 Q2 2024 |
32,672
shares
|
$2.3 Million
0.09% of portfolio
|
Q2 2024
Added 47.28%
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
32,604
shares
|
$2.3 Million
0.05% of portfolio
|
Q3 2024
Added 1.22%
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Jul 31, 2024 Q2 2024 |
32,529
shares
|
$2.29 Million
0.12% of portfolio
|
Q2 2024
Reduced 1.81%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
32,502
shares
|
$2.29 Million
0.13% of portfolio
|
Q3 2022
New holding
|
|
Kerusso Capital Management LLC
Winston Salem, NC |
Aug 06, 2024 Q2 2024 |
32,451
shares
|
$2.29 Million
1.5% of portfolio
|
Q2 2024
New holding
|
|
Quest Partners LLC
New York, NY |
Aug 06, 2024 Q2 2024 |
32,441
shares
|
$2.28 Million
0.28% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
Peddock Capital Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
32,437
shares
|
$2.28 Million
0.56% of portfolio
|
Q3 2024
Added 0.49%
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Oct 08, 2024 Q3 2024 |
32,433
shares
|
$2.28 Million
1.81% of portfolio
|
Q3 2024
Added 0.34%
|
|
First Merchants Corp
|
Jul 25, 2024 Q2 2024 |
32,345
shares
|
$2.28 Million
0.15% of portfolio
|
Q2 2024
Added 8.41%
|
|
Morningstar Investment Management LLC
Chicago, IL |
Aug 08, 2024 Q2 2024 |
32,316
shares
|
$2.28 Million
0.21% of portfolio
|
Q2 2024
Reduced 2.88%
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
32,234
shares
|
$2.27 Million
1.21% of portfolio
|
Q4 2022
Added 1.28%
|
|
Wms Partners, LLC
|
Aug 14, 2024 Q2 2024 |
32,228
shares
|
$2.27 Million
0.14% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
Fruth Investment Management
|
Oct 11, 2024 Q3 2024 |
32,014
shares
|
$2.25 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
Centaurus Financial, Inc.
|
Sep 20, 2024 Q2 2024 |
31,984
shares
|
$2.25 Million
0.15% of portfolio
|
Q2 2024
Reduced 24.21%
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
31,975
shares
|
$2.25 Million
0.73% of portfolio
|
Q1 2023
Added 0.67%
|