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 |
---|---|---|---|---|---|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Aug 13, 2024 Q2 2024 |
24,955
shares
|
$1.76 Million
0.09% of portfolio
|
Q2 2024
New holding
|
|
Smith Shellnut Wilson LLC
|
Jul 26, 2024 Q2 2024 |
24,950
shares
|
$1.76 Million
0.78% of portfolio
|
Q4 2023
Reduced 12.5%
|
|
Summit X, LLC
Chesterfield, MO |
Aug 13, 2024 Q2 2024 |
24,929
shares
|
$1.76 Million
0.36% of portfolio
|
Q2 2024
Added 6.46%
|
|
My Legacy Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
24,928
shares
|
$1.76 Million
0.51% of portfolio
|
Q1 2024
Reduced 0.74%
|
|
O'Brien Greene & Co. Inc
Media, PA |
Aug 12, 2024 Q2 2024 |
24,913
shares
|
$1.75 Million
0.52% of portfolio
|
Q2 2024
Added 11.18%
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
24,885
shares
|
$1.75 Million
0.17% of portfolio
|
Q3 2022
Added 4.78%
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 07, 2024 Q2 2024 |
24,882
shares
|
$1.75 Million
0.11% of portfolio
|
Q2 2024
Reduced 6.26%
|
|
Ironwood Investment Counsel, LLC
|
Aug 05, 2024 Q2 2024 |
24,837
shares
|
$1.75 Million
0.3% of portfolio
|
Q2 2024
Reduced 1.07%
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2024 Q2 2024 |
24,831
shares
|
$1.75 Million
0.14% of portfolio
|
Q2 2024
Added 36.57%
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
24,713
shares
|
$1.74 Million
0.13% of portfolio
|
Q3 2024
Reduced 19.48%
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
24,694
shares
|
$1.74 Million
0.26% of portfolio
|
Q1 2024
Reduced 25.68%
|
|
Brandywine Oak Private Wealth LLC
|
Jul 30, 2024 Q2 2024 |
24,662
shares
|
$1.74 Million
0.16% of portfolio
|
Q2 2024
Reduced 4.89%
|
|
Dodge & Cox
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
24,635
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2022
Reduced 1.99%
|
|
Boyd Watterson Asset Management LLC
|
Aug 14, 2024 Q2 2024 |
24,563
shares
|
$1.73 Million
0.46% of portfolio
|
Q3 2023
Reduced 0.02%
|
|
Stokes Family Office, LLC
|
Jul 05, 2024 Q2 2024 |
24,554
shares
|
$1.73 Million
0.19% of portfolio
|
Q2 2024
Added 3.7%
|
|
North Rock Partners, LLC
|
Aug 06, 2024 Q2 2024 |
24,533
shares
|
$1.73 Million
0.14% of portfolio
|
Q2 2024
Reduced 5.31%
|
|
Pekin Hardy Strauss, Inc.
|
Aug 09, 2024 Q2 2024 |
24,529
shares
|
$1.73 Million
0.22% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
New England Research & Management, Inc.
|
Oct 07, 2024 Q3 2024 |
24,499
shares
|
$1.73 Million
0.83% of portfolio
|
Q3 2024
Reduced 28.88%
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 08, 2024 Q2 2024 |
24,499
shares
|
$1.73 Million
0.21% of portfolio
|
Q2 2024
New holding
|
|
Jfs Wealth Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
24,486
shares
|
$1.72 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
Convergence Investment Partners, LLC
|
Aug 01, 2024 Q2 2024 |
24,483
shares
|
$1.72 Million
0.46% of portfolio
|
Q2 2024
Reduced 3.02%
|
|
Burford Brothers, Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
24,467
shares
|
$1.72 Million
0.91% of portfolio
|
Q2 2024
Added 0.62%
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
24,448
shares
|
$1.72 Million
0.1% of portfolio
|
Q4 2022
Reduced 1.79%
|
|
First County Bank /Ct/
Stamford, CT |
Aug 15, 2024 Q2 2024 |
24,448
shares
|
$1.72 Million
0.8% of portfolio
|
Q2 2024
Reduced 3.1%
|
|
Segment Wealth Management, LLC
|
Jul 22, 2024 Q2 2024 |
24,437
shares
|
$1.72 Million
0.12% of portfolio
|
Q2 2024
Added 15.84%
|