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 |
|---|---|---|---|---|---|
|
Cohen Investment Advisors LLC
|
Oct 07, 2024 Q3 2024 |
33,572
shares
|
$2.07 Million
1.47% of portfolio
|
Q3 2024
Added 6.96%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
33,495
shares
|
$2.07 Million
0.17% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Nov 04, 2024 Q3 2024 |
33,480
shares
|
$2.07 Million
0.95% of portfolio
|
Q3 2024
New holding
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
33,419
shares
|
$2.06 Million
0.06% of portfolio
|
Q3 2024
Reduced 21.51%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Oct 02, 2024 Q3 2024 |
33,363
shares
|
$2.06 Million
1.51% of portfolio
|
Q3 2024
Reduced 13.95%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 08, 2024 Q3 2024 |
33,316
shares
|
$2.06 Million
0.67% of portfolio
|
Q3 2024
Reduced 22.87%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
33,136
shares
|
$2.04 Million
0.14% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
32,929
shares
|
$2.03 Million
0.29% of portfolio
|
Q3 2024
Added 33.35%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
32,864
shares
|
$2.03 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
32,860
shares
|
$2.03 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
32,683
shares
|
$2.02 Million
0.41% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Wilkins Investment Counsel Inc
|
Nov 12, 2024 Q3 2024 |
32,657
shares
|
$2.02 Million
0.33% of portfolio
|
Q3 2024
Reduced 9.38%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
32,630
shares
|
$2.01 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
32,604
shares
|
$2.01 Million
0.05% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
32,590
shares
|
$2.01 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
32,502
shares
|
$2.01 Million
0.13% of portfolio
|
Q3 2022
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
32,474
shares
|
$2 Million
0.17% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
32,462
shares
|
$2 Million
0.13% of portfolio
|
Q3 2024
Added 37.41%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
32,453
shares
|
$2 Million
0.26% of portfolio
|
Q3 2024
Reduced 7.66%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
32,451
shares
|
$2 Million
0.09% of portfolio
|
Q3 2024
Added 11.08%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
32,437
shares
|
$2 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 Million
1.81% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
32,365
shares
|
$2 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
32,234
shares
|
$1.99 Million
1.21% of portfolio
|
Q4 2022
Added 1.28%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
32,177
shares
|
$1.99 Million
0.22% of portfolio
|
Q3 2024
Added 1.42%
|