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 |
|---|---|---|---|---|---|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 05, 2024 Q3 2024 |
22,733
shares
|
$1.4 Million
1.13% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Barr E S & CO
Lexington, KY |
Nov 14, 2024 Q3 2024 |
22,670
shares
|
$1.4 Million
0.1% of portfolio
|
Q3 2024
Added 7.79%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 31, 2024 Q3 2024 |
22,648
shares
|
$1.4 Million
1.07% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 15, 2024 Q3 2024 |
22,634
shares
|
$1.4 Million
0.67% of portfolio
|
Q3 2024
Reduced 10.03%
|
|
|
Jgp Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
22,626
shares
|
$1.4 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
22,526
shares
|
$1.39 Million
0.11% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
22,524
shares
|
$1.39 Million
0.13% of portfolio
|
Q4 2023
Reduced 1.51%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
22,471
shares
|
$1.39 Million
0.04% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Nov 22, 2024 Q3 2024 |
22,382
shares
|
$1.38 Million
1.08% of portfolio
|
Q3 2024
Reduced 11.89%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Nov 14, 2024 Q3 2024 |
22,368
shares
|
$1.38 Million
0.09% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
22,365
shares
|
$1.38 Million
0.19% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
D.B. Root & Company, LLC
|
Oct 31, 2024 Q3 2024 |
22,355
shares
|
$1.38 Million
0.54% of portfolio
|
Q3 2024
Reduced 22.32%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
22,329
shares
|
$1.38 Million
0.05% of portfolio
|
Q3 2023
Added 21.41%
|
|
|
Ninety One North America, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
22,326
shares
|
$1.38 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
22,306
shares
|
$1.38 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
17 Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
22,235
shares
|
$1.37 Million
1.05% of portfolio
|
Q2 2024
Reduced 0.59%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Oct 28, 2024 Q3 2024 |
22,028
shares
|
$1.36 Million
1.18% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Oct 18, 2024 Q3 2024 |
22,000
shares
|
$1.36 Million
0.82% of portfolio
|
Q3 2024
New holding
|
|
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
Nov 14, 2024 Q3 2024 |
22,000
shares
|
$1.36 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
21,977
shares
|
$1.36 Million
0.99% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
21,958
shares
|
$1.36 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
21,952
shares
|
$1.35 Million
0.93% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Oct 23, 2024 Q3 2024 |
21,951
shares
|
$1.35 Million
1.14% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
21,922
shares
|
$1.35 Million
0.19% of portfolio
|
Q1 2024
Reduced 16.51%
|
|
|
Gladius Capital Management LP
Chicago, IL |
Nov 15, 2024 Q3 2024 |
21,894
shares
|
$1.35 Million
0.95% of portfolio
|
Q3 2024
Added 152.58%
|