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 |
---|---|---|---|---|---|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
18,429
shares
|
$1.3 Million
0.55% of portfolio
|
Q3 2024
Added 0.06%
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
18,417
shares
|
$1.3 Million
0.17% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
Cito Capital Group, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
18,360
shares
|
$1.29 Million
0.46% of portfolio
|
Q1 2023
Added 2.8%
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 09, 2024 Q3 2024 |
18,339
shares
|
$1.29 Million
0.21% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2024 Q2 2024 |
18,319
shares
|
$1.29 Million
0.27% of portfolio
|
Q2 2024
Added 40.36%
|
|
Philadelphia Trust CO
Philadelphia, PA |
Aug 13, 2024 Q2 2024 |
18,302
shares
|
$1.29 Million
0.09% of portfolio
|
Q2 2024
Reduced 1.24%
|
|
Waterfront Wealth Inc.
|
Aug 01, 2024 Q2 2024 |
18,292
shares
|
$1.29 Million
0.33% of portfolio
|
Q2 2024
Added 1.97%
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
18,111
shares
|
$1.28 Million
0.29% of portfolio
|
Q1 2023
Reduced 14.76%
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
18,078
shares
|
$1.27 Million
2.18% of portfolio
|
Q4 2022
Added 6.11%
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 31, 2024 Q2 2024 |
18,059
shares
|
$1.27 Million
0.09% of portfolio
|
Q2 2024
Added 26.97%
|
|
Mitchell Sinkler & Starr
|
Aug 07, 2024 Q2 2024 |
18,024
shares
|
$1.27 Million
0.3% of portfolio
|
Q2 2024
Added 8.87%
|
|
Private Capital Advisors, Inc.
|
Aug 02, 2024 Q2 2024 |
18,000
shares
|
$1.27 Million
0.13% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
17,993
shares
|
$1.27 Million
0.15% of portfolio
|
Q3 2024
Added 0.46%
|
|
Oxler Private Wealth LLC
New York, NY |
Oct 11, 2024 Q3 2024 |
17,967
shares
|
$1.27 Million
0.48% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
Heartwood Wealth Advisors LLC
|
Oct 07, 2024 Q3 2024 |
17,956
shares
|
$1.26 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
Meridian Financial Partners LLC
|
Oct 17, 2024 Q3 2024 |
17,942
shares
|
$1.26 Million
0.65% of portfolio
|
Q3 2024
Added 1.48%
|
|
Next Capital Management LLC
|
Aug 20, 2024 Q2 2024 |
17,936
shares
|
$1.26 Million
0.48% of portfolio
|
Q2 2024
Reduced 0.89%
|
|
Legacy Wealth Asset Management, LLC
|
Aug 14, 2024 Q2 2024 |
17,931
shares
|
$1.26 Million
0.35% of portfolio
|
Q2 2024
Added 37.31%
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Aug 01, 2024 Q2 2024 |
17,925
shares
|
$1.26 Million
0.26% of portfolio
|
Q2 2024
Added 0.03%
|
|
Provident Investment Management, Inc.
Novi, MI |
Aug 07, 2024 Q2 2024 |
17,900
shares
|
$1.26 Million
0.11% of portfolio
|
Q2 2024
Reduced 1.65%
|
|
Essex Savings Bank
|
Jul 23, 2024 Q2 2024 |
17,883
shares
|
$1.26 Million
0.31% of portfolio
|
Q2 2024
Reduced 7.71%
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
17,875
shares
|
$1.26 Million
0.26% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
Hap Trading, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
17,839
shares
|
$1.26 Million
0.14% of portfolio
|
Q2 2024
New holding
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 02, 2024 Q2 2024 |
17,773
shares
|
$1.25 Million
0.78% of portfolio
|
Q2 2024
Added 0.02%
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
17,764
shares
|
$1.25 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.13%
|