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 |
|---|---|---|---|---|---|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
29,635
shares
|
$1.83 Million
0.49% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
29,613
shares
|
$1.83 Million
0.5% of portfolio
|
Q3 2024
Added 64.3%
|
|
|
Bonness Enterprises Inc
|
Oct 18, 2024 Q3 2024 |
29,600
shares
|
$1.83 Million
0.71% of portfolio
|
Q3 2022
Reduced 3.27%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Nov 04, 2024 Q3 2024 |
29,581
shares
|
$1.83 Million
1.12% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Valicenti Advisory Services Inc
|
Oct 23, 2024 Q3 2024 |
29,575
shares
|
$1.83 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
29,557
shares
|
$1.82 Million
0.16% of portfolio
|
Q3 2022
Added 2.35%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
29,536
shares
|
$1.82 Million
0.22% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
29,525
shares
|
$1.82 Million
0.37% of portfolio
|
Q3 2024
Added 11.01%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 04, 2024 Q3 2024 |
29,514
shares
|
$1.82 Million
2.05% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
29,461
shares
|
$1.82 Million
0.3% of portfolio
|
Q3 2024
Added 10.37%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
29,399
shares
|
$1.81 Million
0.32% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
29,391
shares
|
$1.81 Million
1.29% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
29,317
shares
|
$1.81 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
29,251
shares
|
$1.81 Million
0.81% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Autumn Glory Partners, LLC
|
Oct 24, 2024 Q3 2024 |
29,240
shares
|
$1.8 Million
0.82% of portfolio
|
Q3 2024
Added 47.63%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
29,192
shares
|
$1.8 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
|
$1.8 Million
0.23% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
28,932
shares
|
$1.79 Million
0.18% of portfolio
|
Q4 2022
Added 1.54%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
28,860
shares
|
$1.78 Million
0.2% of portfolio
|
Q3 2024
Reduced 30.11%
|
|
|
Papp L Roy & Associates
|
Oct 24, 2024 Q3 2024 |
28,788
shares
|
$1.78 Million
0.25% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
28,766
shares
|
$1.78 Million
0.18% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
28,615
shares
|
$1.77 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
28,538
shares
|
$1.76 Million
0.8% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
28,506
shares
|
$1.76 Million
1.1% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
28,493
shares
|
$1.76 Million
0.08% of portfolio
|
Q3 2024
Added 92.42%
|