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 |
---|---|---|---|---|---|
Lee Financial CO
Dallas, TX |
Aug 14, 2024 Q2 2024 |
26,693
shares
|
$1.88 Million
0.28% of portfolio
|
Q2 2024
Added 11.55%
|
|
Boltwood Capital Management
|
Oct 02, 2024 Q3 2024 |
26,690
shares
|
$1.88 Million
0.57% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
Alpha Star Capital Management, LLC
|
Jul 26, 2024 Q2 2024 |
26,689
shares
|
$1.88 Million
0.16% of portfolio
|
Q2 2024
Added 0.36%
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
26,643
shares
|
$1.88 Million
0.13% of portfolio
|
Q2 2024
Added 4.11%
|
|
Silver Lake Advisory, LLC
|
Aug 15, 2024 Q2 2024 |
26,585
shares
|
$1.87 Million
0.42% of portfolio
|
Q2 2024
Added 253.34%
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 07, 2024 Q2 2024 |
26,545
shares
|
$1.87 Million
0.12% of portfolio
|
Q2 2024
Added 36.11%
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
26,522
shares
|
$1.87 Million
0.12% of portfolio
|
Q3 2024
Added 11.23%
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
26,414
shares
|
$1.86 Million
0.17% of portfolio
|
Q3 2023
Reduced 1.07%
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2024 Q2 2024 |
26,403
shares
|
$1.86 Million
0.17% of portfolio
|
Q2 2024
Added 0.96%
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Aug 05, 2024 Q2 2024 |
26,396
shares
|
$1.86 Million
0.71% of portfolio
|
Q2 2024
Added 1.49%
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Aug 01, 2024 Q2 2024 |
26,389
shares
|
$1.86 Million
0.42% of portfolio
|
Q2 2024
Reduced 18.65%
|
|
Lindbrook Capital, LLC
|
Jul 31, 2024 Q2 2024 |
26,363
shares
|
$1.86 Million
0.16% of portfolio
|
Q2 2024
Added 4.36%
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
26,342
shares
|
$1.86 Million
1.34% of portfolio
|
Q3 2024
Added 0.68%
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
26,322
shares
|
$1.85 Million
0.4% of portfolio
|
Q3 2024
Added 5.62%
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
26,321
shares
|
$1.85 Million
0.24% of portfolio
|
Q2 2023
Added 1.03%
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
26,289
shares
|
$1.85 Million
1.34% of portfolio
|
Q2 2022
Reduced 0.44%
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 07, 2024 Q2 2024 |
26,241
shares
|
$1.85 Million
0.09% of portfolio
|
Q2 2024
Added 2.72%
|
|
Carson Advisory Inc.
|
Aug 07, 2024 Q2 2024 |
26,204
shares
|
$1.85 Million
1.22% of portfolio
|
Q2 2024
Added 5.31%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
26,191
shares
|
$1.84 Million
0.07% of portfolio
|
Q4 2022
Added 52.0%
|
|
Engineers Gate Manager LP
New York, NY |
Aug 14, 2024 Q2 2024 |
26,166
shares
|
$1.84 Million
0.04% of portfolio
|
Q2 2024
Added 7.08%
|
|
Tevis Investment Management
|
Jul 23, 2024 Q2 2024 |
26,086
shares
|
$1.84 Million
1.35% of portfolio
|
Q2 2024
Added 0.05%
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 31, 2024 Q2 2024 |
26,083
shares
|
$1.84 Million
0.38% of portfolio
|
Q2 2024
Reduced 5.16%
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Aug 05, 2024 Q2 2024 |
26,028
shares
|
$1.83 Million
1.16% of portfolio
|
Q2 2024
Added 47.61%
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
26,019
shares
|
$1.83 Million
0.24% of portfolio
|
Q3 2024
Added 11.72%
|
|
Eagle Global Advisors LLC
Houston, TX |
Aug 14, 2024 Q2 2024 |
25,843
shares
|
$1.82 Million
0.09% of portfolio
|
Q2 2024
Reduced 6.51%
|