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 |
|---|---|---|---|---|---|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
18,757
shares
|
$1.16 Million
0.82% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 08, 2024 Q3 2024 |
18,737
shares
|
$1.16 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Oct 23, 2024 Q3 2024 |
18,694
shares
|
$1.15 Million
0.39% of portfolio
|
Q3 2024
Added 58.42%
|
|
|
Core Alternative Capital
|
Nov 14, 2024 Q3 2024 |
18,609
shares
|
$1.15 Million
0.27% of portfolio
|
Q1 2024
Reduced 7.07%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
18,608
shares
|
$1.15 Million
0.33% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
18,606
shares
|
$1.15 Million
1.09% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
18,601
shares
|
$1.15 Million
0.1% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
18,601
shares
|
$1.15 Million
0.41% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Goldstream Capital Management LTD
|
Nov 14, 2024 Q3 2024 |
18,598
shares
|
$1.15 Million
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers Trust CO
|
Jan 08, 2025 Q4 2024 |
18,592
shares
|
$1.15 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Hedeker Wealth, LLC
|
Oct 25, 2024 Q3 2024 |
18,588
shares
|
$1.15 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
18,580
shares
|
$1.15 Million
0.34% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Greenfield Savings Bank
|
Oct 07, 2024 Q3 2024 |
18,517
shares
|
$1.14 Million
0.63% of portfolio
|
Q3 2024
Added 15.2%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
18,511
shares
|
$1.14 Million
0.06% of portfolio
|
Q3 2022
Reduced 0.08%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
18,510
shares
|
$1.14 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
18,487
shares
|
$1.14 Million
0.14% of portfolio
|
Q3 2024
Reduced 10.78%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
18,466
shares
|
$1.14 Million
0.2% of portfolio
|
Q2 2024
Added 14.48%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
18,449
shares
|
$1.14 Million
0.34% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
18,429
shares
|
$1.14 Million
0.55% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
18,417
shares
|
$1.14 Million
0.17% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
|
Providence First Trust CO
|
Nov 12, 2024 Q3 2024 |
18,380
shares
|
$1.13 Million
0.57% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
18,360
shares
|
$1.13 Million
0.5% of portfolio
|
Q1 2023
Added 2.8%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 09, 2024 Q3 2024 |
18,339
shares
|
$1.13 Million
0.21% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
18,240
shares
|
$1.13 Million
0.12% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
18,159
shares
|
$1.12 Million
0.18% of portfolio
|
Q3 2024
Reduced 11.82%
|