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 |
|---|---|---|---|---|---|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
18,154
shares
|
$1.12 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
18,111
shares
|
$1.12 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
|
$1.12 Million
2.18% of portfolio
|
Q4 2022
Added 6.11%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
18,035
shares
|
$1.11 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
18,005
shares
|
$1.11 Million
0.18% of portfolio
|
Q3 2024
Added 7.15%
|
|
|
Private Capital Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
18,000
shares
|
$1.11 Million
0.14% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
17,993
shares
|
$1.11 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
|
$1.11 Million
0.48% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 07, 2024 Q3 2024 |
17,956
shares
|
$1.11 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
17,955
shares
|
$1.11 Million
0.15% of portfolio
|
Q4 2024
Reduced 30.99%
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
17,950
shares
|
$1.11 Million
0.38% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Meridian Financial Partners LLC
|
Oct 17, 2024 Q3 2024 |
17,942
shares
|
$1.11 Million
0.65% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
17,931
shares
|
$1.11 Million
0.04% of portfolio
|
Q3 2024
Added 20.57%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
17,875
shares
|
$1.1 Million
0.26% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
17,838
shares
|
$1.1 Million
0.67% of portfolio
|
Q3 2024
Added 77.81%
|
|
|
Strategic Wealth Investment Group, LLC
|
Oct 24, 2024 Q3 2024 |
17,791
shares
|
$1.1 Million
0.15% of portfolio
|
Q3 2024
Reduced 83.85%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
17,765
shares
|
$1.1 Million
0.14% of portfolio
|
Q3 2024
Added 39.74%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
17,764
shares
|
$1.1 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
17,726
shares
|
$1.09 Million
0.03% of portfolio
|
Q3 2024
Added 6.74%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Nov 12, 2024 Q3 2024 |
17,700
shares
|
$1.09 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
17,653
shares
|
$1.09 Million
0.44% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
17,636
shares
|
$1.09 Million
0.52% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
17,636
shares
|
$1.09 Million
0.16% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
17,575
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2024
Added 12.59%
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
17,573
shares
|
$1.08 Million
0.11% of portfolio
|
Q3 2024
Added 11.21%
|