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 |
|---|---|---|---|---|---|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
27,418
shares
|
$1.69 Million
0.35% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
27,380
shares
|
$1.69 Million
0.08% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
27,321
shares
|
$1.69 Million
0.17% of portfolio
|
Q4 2023
Reduced 11.83%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
27,219
shares
|
$1.68 Million
0.11% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Oct 31, 2024 Q3 2024 |
27,192
shares
|
$1.68 Million
0.92% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
27,188
shares
|
$1.68 Million
0.18% of portfolio
|
Q3 2024
Added 10.98%
|
|
|
M. Kulyk & Associates, LLC
|
Nov 07, 2024 Q3 2024 |
27,133
shares
|
$1.67 Million
0.4% of portfolio
|
Q2 2024
Reduced 1.45%
|
|
|
Eclectic Associates Inc
|
Oct 04, 2024 Q3 2024 |
27,102
shares
|
$1.67 Million
0.82% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Oct 10, 2024 Q3 2024 |
27,099
shares
|
$1.67 Million
0.53% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Oct 22, 2024 Q1 2024 |
27,097
shares
|
$1.67 Million
1.01% of portfolio
|
Q1 2024
Reduced 0.73%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 13, 2024 Q3 2024 |
27,027
shares
|
$1.67 Million
1.21% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
26,971
shares
|
$1.66 Million
0.78% of portfolio
|
Q3 2024
Reduced 11.22%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
26,943
shares
|
$1.66 Million
0.54% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2024 Q3 2024 |
26,919
shares
|
$1.66 Million
1.47% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
26,912
shares
|
$1.66 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
26,900
shares
|
$1.66 Million
0.14% of portfolio
|
Q4 2024
Reduced 98.46%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
26,900
shares
|
$1.66 Million
0.42% of portfolio
|
Q2 2024
Reduced 67.66%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
26,801
shares
|
$1.65 Million
0.17% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
26,789
shares
|
$1.65 Million
0.77% of portfolio
|
Q4 2022
Reduced 0.02%
|
|
|
Silver Lake Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
26,772
shares
|
$1.65 Million
0.43% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
26,761
shares
|
$1.65 Million
0.07% of portfolio
|
Q3 2024
Reduced 7.58%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
26,747
shares
|
$1.65 Million
0.18% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Hall Capital Management CO Inc
|
Jul 26, 2024 Q2 2024 |
26,731
shares
|
$1.65 Million
0.81% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
26,681
shares
|
$1.65 Million
0.7% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
26,550
shares
|
$1.64 Million
0.51% of portfolio
|
Q4 2024
Reduced 0.52%
|