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 |
|---|---|---|---|---|---|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
30,972
shares
|
$1.91 Million
0.81% of portfolio
|
Q3 2024
Added 4.93%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 07, 2024 Q3 2024 |
30,915
shares
|
$1.91 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
30,908
shares
|
$1.91 Million
0.24% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2024 Q3 2024 |
30,886
shares
|
$1.91 Million
0.47% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Exchange Bank
Santa Rosa, CA |
Oct 10, 2024 Q3 2024 |
30,847
shares
|
$1.9 Million
1.81% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
30,843
shares
|
$1.9 Million
0.37% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
30,804
shares
|
$1.9 Million
0.57% of portfolio
|
Q1 2023
Added 46.5%
|
|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
30,764
shares
|
$1.9 Million
0.29% of portfolio
|
Q3 2024
Added 13.6%
|
|
|
X Square Capital, LLC
|
Oct 22, 2024 Q3 2024 |
30,699
shares
|
$1.89 Million
0.97% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
30,608
shares
|
$1.89 Million
0.13% of portfolio
|
Q3 2024
Added 15.31%
|
|
|
Veracity Capital LLC
|
Oct 18, 2024 Q3 2024 |
30,568
shares
|
$1.89 Million
0.84% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
30,483
shares
|
$1.88 Million
0.83% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
30,436
shares
|
$1.88 Million
0.89% of portfolio
|
Q1 2024
Reduced 15.3%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
30,367
shares
|
$1.87 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
30,367
shares
|
$1.87 Million
0.57% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
30,274
shares
|
$1.87 Million
0.45% of portfolio
|
Q1 2024
Added 18.35%
|
|
|
Jennison Associates LLC
|
Nov 08, 2024 Q3 2024 |
30,253
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2024
Reduced 35.78%
|
|
|
Keystone Financial Group
|
Nov 12, 2024 Q3 2024 |
30,160
shares
|
$1.86 Million
0.73% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
30,041
shares
|
$1.85 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
29,991
shares
|
$1.85 Million
0.12% of portfolio
|
Q3 2024
Added 20.53%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
29,855
shares
|
$1.84 Million
0.39% of portfolio
|
Q3 2024
Reduced 14.9%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
29,791
shares
|
$1.84 Million
0.21% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
29,778
shares
|
$1.84 Million
0.43% of portfolio
|
Q1 2024
New holding
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
29,689
shares
|
$1.83 Million
0.7% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
29,635
shares
|
$1.83 Million
0.49% of portfolio
|
Q3 2024
Added 2.45%
|