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 |
---|---|---|---|---|---|
London & Capital Asset Management LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
25,813
shares
|
$1.82 Million
0.14% of portfolio
|
Q2 2024
Reduced 4.32%
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 14, 2024 Q2 2024 |
25,778
shares
|
$1.82 Million
0.32% of portfolio
|
Q1 2024
Reduced 2.38%
|
|
Bbr Partners, LLC
New York, NY |
Aug 05, 2024 Q2 2024 |
25,774
shares
|
$1.82 Million
0.13% of portfolio
|
Q2 2024
Added 34.33%
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Aug 13, 2024 Q2 2024 |
25,765
shares
|
$1.81 Million
1.44% of portfolio
|
Q2 2024
Reduced 14.87%
|
|
Curbstone Financial Management Corp
|
Oct 03, 2024 Q3 2024 |
25,704
shares
|
$1.81 Million
0.4% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
25,692
shares
|
$1.81 Million
0.13% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
25,670
shares
|
$1.81 Million
0.09% of portfolio
|
Q3 2024
Added 1.25%
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
25,650
shares
|
$1.81 Million
0.62% of portfolio
|
Q2 2024
Added 0.01%
|
|
Mirabella Financial Services LLP
London, X0 |
Aug 08, 2024 Q2 2024 |
25,600
shares
|
$1.8 Million
0.14% of portfolio
|
Q2 2024
Reduced 28.37%
|
|
Aimz Investment Advisors, LLC
|
Aug 07, 2024 Q2 2024 |
25,574
shares
|
$1.8 Million
0.59% of portfolio
|
Q2 2024
Added 0.02%
|
|
Stiles Financial Services Inc
|
Aug 01, 2024 Q2 2024 |
25,470
shares
|
$1.79 Million
0.63% of portfolio
|
Q2 2024
Reduced 2.52%
|
|
Old Point Trust & Financial Services N A
|
Aug 13, 2024 Q2 2024 |
25,433
shares
|
$1.79 Million
0.64% of portfolio
|
Q2 2024
Added 0.07%
|
|
Sentry Investment Management LLC
|
Aug 07, 2024 Q2 2024 |
25,426
shares
|
$1.79 Million
0.72% of portfolio
|
Q2 2024
Reduced 17.0%
|
|
Boyar Asset Management Inc.
New York, NY |
Aug 05, 2024 Q2 2024 |
25,403
shares
|
$1.79 Million
1.15% of portfolio
|
Q2 2024
Added 0.01%
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
25,375
shares
|
$1.79 Million
0.32% of portfolio
|
Q3 2024
Added 13.21%
|
|
Goepper Burkhardt LLC
|
Aug 13, 2024 Q2 2024 |
25,327
shares
|
$1.78 Million
0.73% of portfolio
|
Q1 2024
Reduced 0.78%
|
|
Xml Financial, LLC
|
Jul 22, 2024 Q2 2024 |
25,238
shares
|
$1.78 Million
0.16% of portfolio
|
Q2 2024
Reduced 1.19%
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2024 Q2 2024 |
25,184
shares
|
$1.77 Million
0.71% of portfolio
|
Q1 2024
Added 7.86%
|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
25,180
shares
|
$1.77 Million
0.11% of portfolio
|
Q3 2024
Reduced 17.58%
|
|
Brown Financial Advisors
Milford, OH |
Aug 30, 2024 Q2 2024 |
25,157
shares
|
$1.77 Million
0.72% of portfolio
|
Q2 2024
New holding
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 12, 2024 Q2 2024 |
25,150
shares
|
$1.77 Million
0.09% of portfolio
|
Q2 2024
Added 12.52%
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 16, 2024 Q3 2024 |
25,073
shares
|
$1.77 Million
0.58% of portfolio
|
Q3 2024
Added 0.67%
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2024 Q2 2024 |
25,025
shares
|
$1.76 Million
0.11% of portfolio
|
Q2 2024
Added 0.21%
|
|
Lecap Asset Management LTD
London, X0 |
Jul 23, 2024 Q2 2024 |
25,000
shares
|
$1.76 Million
0.34% of portfolio
|
Q2 2024
New holding
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
24,976
shares
|
$1.76 Million
0.5% of portfolio
|
Q2 2024
Added 3.86%
|