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 |
|---|---|---|---|---|---|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
25,650
shares
|
$1.58 Million
0.62% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
25,576
shares
|
$1.58 Million
0.19% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
25,530
shares
|
$1.58 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
25,453
shares
|
$1.57 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
25,440
shares
|
$1.57 Million
0.07% of portfolio
|
Q4 2024
Added 17.42%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
25,423
shares
|
$1.57 Million
0.26% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
25,375
shares
|
$1.57 Million
0.32% of portfolio
|
Q3 2024
Added 13.21%
|
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
25,327
shares
|
$1.56 Million
0.76% of portfolio
|
Q1 2024
Reduced 0.78%
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
25,319
shares
|
$1.56 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
25,275
shares
|
$1.56 Million
0.04% of portfolio
|
Q3 2024
Added 29.58%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
25,246
shares
|
$1.56 Million
0.26% of portfolio
|
Q3 2024
Added 282.57%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
25,221
shares
|
$1.56 Million
0.15% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
25,205
shares
|
$1.56 Million
0.22% of portfolio
|
Q3 2024
Reduced 13.27%
|
|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
25,180
shares
|
$1.55 Million
0.11% of portfolio
|
Q3 2024
Reduced 17.58%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 16, 2024 Q3 2024 |
25,073
shares
|
$1.55 Million
0.58% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
25,044
shares
|
$1.55 Million
0.13% of portfolio
|
Q3 2024
Added 19.12%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
24,976
shares
|
$1.54 Million
0.5% of portfolio
|
Q2 2024
Added 3.86%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
24,950
shares
|
$1.54 Million
0.82% of portfolio
|
Q4 2023
Reduced 12.5%
|
|
|
Aimz Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
24,929
shares
|
$1.54 Million
0.62% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
24,885
shares
|
$1.54 Million
0.17% of portfolio
|
Q3 2022
Added 4.78%
|
|
|
Clough Capital Partners L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
24,850
shares
|
$1.53 Million
0.19% of portfolio
|
Q3 2024
Reduced 53.25%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
24,798
shares
|
$1.53 Million
0.17% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
24,749
shares
|
$1.53 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
24,714
shares
|
$1.53 Million
0.17% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
24,713
shares
|
$1.53 Million
0.13% of portfolio
|
Q3 2024
Reduced 19.48%
|