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 |
---|---|---|---|---|---|
Blue Fin Capital, Inc.
|
Jul 30, 2024 Q2 2024 |
19,955
shares
|
$1.41 Million
0.26% of portfolio
|
Q2 2024
Reduced 1.77%
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Aug 12, 2024 Q2 2024 |
19,941
shares
|
$1.4 Million
0.68% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
Personal Cfo Solutions, LLC
|
Aug 09, 2024 Q2 2024 |
19,880
shares
|
$1.4 Million
0.2% of portfolio
|
Q2 2024
Added 3.53%
|
|
Autumn Glory Partners, LLC
|
Aug 01, 2024 Q2 2024 |
19,806
shares
|
$1.39 Million
0.64% of portfolio
|
Q2 2024
Reduced 5.09%
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
19,796
shares
|
$1.39 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 12, 2024 Q2 2024 |
19,790
shares
|
$1.39 Million
0.09% of portfolio
|
Q2 2024
Reduced 2.47%
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2024 Q2 2024 |
19,674
shares
|
$1.39 Million
0.12% of portfolio
|
Q2 2024
Added 24.13%
|
|
Wespac Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
19,577
shares
|
$1.38 Million
1.01% of portfolio
|
Q2 2024
Reduced 32.84%
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Oct 15, 2024 Q3 2024 |
19,564
shares
|
$1.38 Million
0.42% of portfolio
|
Q3 2024
Added 0.18%
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
19,549
shares
|
$1.38 Million
0.09% of portfolio
|
Q3 2024
Added 30.47%
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
19,542
shares
|
$1.38 Million
0.0% of portfolio
|
Q2 2024
Reduced 65.13%
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 18, 2024 Q3 2024 |
19,506
shares
|
$1.37 Million
0.03% of portfolio
|
Q3 2024
Reduced 23.23%
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 09, 2024 Q2 2024 |
19,501
shares
|
$1.37 Million
0.18% of portfolio
|
Q2 2024
Reduced 1.38%
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
19,432
shares
|
$1.37 Million
0.11% of portfolio
|
Q2 2024
Added 0.4%
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Aug 14, 2024 Q2 2024 |
19,363
shares
|
$1.36 Million
0.3% of portfolio
|
Q2 2024
Reduced 4.54%
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
19,362
shares
|
$1.36 Million
0.44% of portfolio
|
Q4 2023
Reduced 7.4%
|
|
Shulman De Meo Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
19,314
shares
|
$1.36 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
19,311
shares
|
$1.36 Million
0.07% of portfolio
|
Q2 2024
Added 3.1%
|
|
Martin & CO Inc
Knoxville, TN |
Aug 12, 2024 Q2 2024 |
19,286
shares
|
$1.36 Million
0.33% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
Old North State Trust, LLC
Greensboro, NC |
Aug 19, 2024 Q2 2024 |
19,224
shares
|
$1.35 Million
1.06% of portfolio
|
Q2 2024
Added 2.1%
|
|
Bank & Trust CO
Litchfield, IL |
Oct 09, 2024 Q3 2024 |
19,223
shares
|
$1.35 Million
1.12% of portfolio
|
Q2 2024
New holding
|
|
Gsb Wealth Management, LLC
|
Jul 18, 2024 Q2 2024 |
19,207
shares
|
$1.35 Million
0.34% of portfolio
|
Q2 2024
Added 2.14%
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 17, 2024 Q2 2024 |
19,205
shares
|
$1.35 Million
0.12% of portfolio
|
Q2 2024
Reduced 31.1%
|
|
Hms Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
19,200
shares
|
$1.35 Million
0.64% of portfolio
|
Q2 2024
Added 8.28%
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
19,200
shares
|
$1.35 Million
0.64% of portfolio
|
Q2 2022
Added 0.52%
|