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 |
---|---|---|---|---|---|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
28,130
shares
|
$1.98 Million
1.6% of portfolio
|
Q3 2024
Added 0.77%
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 12, 2024 Q2 2024 |
28,085
shares
|
$1.98 Million
0.08% of portfolio
|
Q2 2024
Added 66.09%
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Aug 08, 2024 Q2 2024 |
27,926
shares
|
$1.97 Million
1.43% of portfolio
|
Q2 2024
Added 1.44%
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jul 31, 2024 Q2 2024 |
27,838
shares
|
$1.96 Million
0.53% of portfolio
|
Q2 2024
Added 4.78%
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jul 19, 2024 Q2 2024 |
27,829
shares
|
$1.96 Million
0.88% of portfolio
|
Q2 2024
Added 1.09%
|
|
Lake Street Advisors Group, LLC
|
Aug 05, 2024 Q2 2024 |
27,765
shares
|
$1.96 Million
0.09% of portfolio
|
Q2 2024
Added 5.33%
|
|
First Bank & Trust
|
Jul 09, 2024 Q2 2024 |
27,718
shares
|
$1.95 Million
0.37% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
Vise Technologies, Inc.
New York, NY |
Aug 01, 2024 Q2 2024 |
27,692
shares
|
$1.95 Million
0.31% of portfolio
|
Q2 2024
Added 29.33%
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
27,321
shares
|
$1.92 Million
0.17% of portfolio
|
Q4 2023
Reduced 11.83%
|
|
Financial Advocates Investment Management
Olympia, WA |
Jul 26, 2024 Q2 2024 |
27,186
shares
|
$1.91 Million
0.11% of portfolio
|
Q2 2024
Reduced 15.26%
|
|
Widmann Financial Services, Inc.
|
Aug 14, 2024 Q2 2024 |
27,166
shares
|
$1.91 Million
1.41% of portfolio
|
Q2 2024
Reduced 0.63%
|
|
Wealth Advisory Solutions, LLC
|
Jul 26, 2024 Q2 2024 |
27,136
shares
|
$1.91 Million
0.47% of portfolio
|
Q2 2024
Reduced 0.82%
|
|
M. Kulyk & Associates, LLC
|
Aug 05, 2024 Q2 2024 |
27,133
shares
|
$1.91 Million
0.41% of portfolio
|
Q2 2024
Reduced 1.45%
|
|
Eclectic Associates Inc
|
Oct 04, 2024 Q3 2024 |
27,102
shares
|
$1.91 Million
0.82% of portfolio
|
Q3 2024
Added 0.03%
|
|
Sunflower Bank, N.A.
Denver, CO |
Oct 10, 2024 Q3 2024 |
27,099
shares
|
$1.91 Million
0.53% of portfolio
|
Q3 2024
Added 3.06%
|
|
Hudock, Inc.
|
Aug 02, 2024 Q2 2024 |
27,032
shares
|
$1.9 Million
0.32% of portfolio
|
Q2 2024
Reduced 2.39%
|
|
Finer Wealth Management, Inc.
Salem, MA |
Aug 13, 2024 Q2 2024 |
27,025
shares
|
$1.9 Million
1.11% of portfolio
|
Q2 2024
Added 167.55%
|
|
Navellier & Associates Inc
Reno, NV |
Aug 08, 2024 Q2 2024 |
26,927
shares
|
$1.9 Million
0.2% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
26,895
shares
|
$1.89 Million
0.08% of portfolio
|
Q2 2024
Reduced 6.96%
|
|
Coastal Bridge Advisors, LLC
|
Aug 15, 2024 Q2 2024 |
26,893
shares
|
$1.89 Million
0.48% of portfolio
|
Q2 2024
Added 0.3%
|
|
Intrust Bank Na
Wichita, KS |
Aug 08, 2024 Q2 2024 |
26,881
shares
|
$1.89 Million
0.18% of portfolio
|
Q2 2024
Reduced 3.75%
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
26,801
shares
|
$1.89 Million
0.17% of portfolio
|
Q3 2024
Added 0.04%
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
26,789
shares
|
$1.89 Million
0.77% of portfolio
|
Q4 2022
Reduced 0.02%
|
|
Tfg Advisers LLC
|
Jul 25, 2024 Q2 2024 |
26,777
shares
|
$1.89 Million
0.67% of portfolio
|
Q2 2024
Added 1.06%
|
|
Hall Capital Management CO Inc
|
Jul 26, 2024 Q2 2024 |
26,731
shares
|
$1.88 Million
0.81% of portfolio
|
Q2 2024
Reduced 0.5%
|