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 |
---|---|---|---|---|---|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
29,192
shares
|
$2.06 Million
0.49% of portfolio
|
Q4 2022
Reduced 0.57%
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
29,147
shares
|
$2.05 Million
0.23% of portfolio
|
Q3 2024
Added 1.35%
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 31, 2024 Q2 2024 |
29,118
shares
|
$2.05 Million
0.8% of portfolio
|
Q2 2024
Reduced 4.49%
|
|
Bell Bank
|
Jul 31, 2024 Q2 2024 |
29,063
shares
|
$2.05 Million
0.16% of portfolio
|
Q2 2024
Added 8.63%
|
|
Keystone Financial Group
|
Jul 31, 2024 Q2 2024 |
28,990
shares
|
$2.04 Million
0.67% of portfolio
|
Q2 2024
Reduced 0.31%
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
28,956
shares
|
$2.04 Million
0.08% of portfolio
|
Q2 2024
Added 37.13%
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
28,932
shares
|
$2.04 Million
0.18% of portfolio
|
Q4 2022
Added 1.54%
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 12, 2024 Q2 2024 |
28,926
shares
|
$2.04 Million
1.04% of portfolio
|
Q2 2024
Reduced 4.24%
|
|
Mayflower Financial Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
28,871
shares
|
$2.03 Million
0.14% of portfolio
|
Q2 2024
Reduced 8.09%
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 15, 2024 Q2 2024 |
28,867
shares
|
$2.03 Million
0.06% of portfolio
|
Q2 2024
New holding
|
|
Anchor Capital Advisors LLC
|
Aug 06, 2024 Q2 2024 |
28,834
shares
|
$2.03 Million
0.05% of portfolio
|
Q2 2024
Reduced 8.03%
|
|
D.B. Root & Company, LLC
|
Jul 15, 2024 Q2 2024 |
28,779
shares
|
$2.03 Million
0.63% of portfolio
|
Q2 2024
Reduced 28.01%
|
|
North Star Asset Management Inc
|
Aug 05, 2024 Q2 2024 |
28,740
shares
|
$2.02 Million
0.09% of portfolio
|
Q1 2024
Reduced 0.8%
|
|
Meridian Management CO
|
Aug 08, 2024 Q2 2024 |
28,571
shares
|
$2.01 Million
0.51% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
Lvm Capital Management LTD
|
Oct 03, 2024 Q3 2024 |
28,569
shares
|
$2.01 Million
0.24% of portfolio
|
Q2 2024
Reduced 5.15%
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Aug 12, 2024 Q2 2024 |
28,547
shares
|
$2.01 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
Avestar Capital, LLC
|
Aug 08, 2024 Q2 2024 |
28,530
shares
|
$2.01 Million
0.19% of portfolio
|
Q2 2024
Added 6.28%
|
|
Stone X Group Inc.
|
Aug 07, 2024 Q2 2024 |
28,474
shares
|
$2.01 Million
0.18% of portfolio
|
Q2 2024
Added 2.09%
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
28,438
shares
|
$2 Million
0.22% of portfolio
|
Q4 2022
Reduced 11.24%
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Oct 09, 2024 Q3 2024 |
28,438
shares
|
$2 Million
0.02% of portfolio
|
Q1 2024
Reduced 35.98%
|
|
Empire Financial Management Company, LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
28,418
shares
|
$2 Million
0.6% of portfolio
|
Q2 2024
Reduced 10.57%
|
|
Moore Capital Management, LP
New York, NY |
Aug 14, 2024 Q2 2024 |
28,407
shares
|
$2 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
28,303
shares
|
$1.99 Million
0.24% of portfolio
|
Q1 2024
New holding
|
|
Exeter Financial, LLC
|
Oct 07, 2024 Q3 2024 |
28,263
shares
|
$1.99 Million
0.92% of portfolio
|
Q3 2024
Added 0.63%
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Oct 09, 2024 Q3 2024 |
28,181
shares
|
$1.98 Million
1.37% of portfolio
|
Q3 2024
Added 5.62%
|