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 |
---|---|---|---|---|---|
Ballast Advisors LLC
|
Jul 26, 2024 Q2 2024 |
17,037
shares
|
$1.2 Million
0.35% of portfolio
|
Q2 2024
Added 0.11%
|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
17,022
shares
|
$1.2 Million
0.83% of portfolio
|
Q3 2024
Added 0.27%
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
17,020
shares
|
$1.2 Million
0.75% of portfolio
|
Q2 2024
Added 2.67%
|
|
Culbertson A N & CO Inc
|
Oct 16, 2024 Q3 2024 |
17,009
shares
|
$1.2 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jul 22, 2024 Q2 2024 |
17,008
shares
|
$1.2 Million
0.61% of portfolio
|
Q2 2024
Added 0.45%
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Aug 05, 2024 Q2 2024 |
17,000
shares
|
$1.2 Million
0.27% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
16,997
shares
|
$1.2 Million
0.05% of portfolio
|
Q3 2024
Added 30.23%
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 07, 2024 Q3 2024 |
16,983
shares
|
$1.2 Million
0.63% of portfolio
|
Q3 2024
Reduced 9.07%
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 13, 2024 Q2 2024 |
16,968
shares
|
$1.19 Million
0.07% of portfolio
|
Q2 2024
Added 0.12%
|
|
Allen Wealth Management, LLC
Boone, NC |
Jul 19, 2024 Q2 2024 |
16,931
shares
|
$1.19 Million
0.96% of portfolio
|
Q2 2024
Reduced 2.77%
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
16,924
shares
|
$1.19 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
Little House Capital LLC
Braintree, MA |
Aug 01, 2024 Q2 2024 |
16,880
shares
|
$1.19 Million
0.34% of portfolio
|
Q2 2024
Reduced 2.37%
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
16,865
shares
|
$1.19 Million
0.24% of portfolio
|
Q3 2024
Added 1.25%
|
|
America First Investment Advisors, LLC
|
Aug 07, 2024 Q2 2024 |
16,848
shares
|
$1.19 Million
0.29% of portfolio
|
Q1 2023
Added 6.31%
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 15, 2024 Q2 2024 |
16,835
shares
|
$1.19 Million
0.2% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
Wealth Shield Partners, LLC
Cary, NC |
Jul 26, 2024 Q2 2024 |
16,804
shares
|
$1.18 Million
0.17% of portfolio
|
Q2 2024
Added 3.99%
|
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
Aug 01, 2024 Q2 2024 |
16,800
shares
|
$1.18 Million
0.3% of portfolio
|
Q2 2024
Reduced 46.67%
|
|
Bray Capital Advisors
|
Jul 31, 2024 Q2 2024 |
16,767
shares
|
$1.18 Million
0.28% of portfolio
|
Q1 2024
Reduced 2.46%
|
|
Jackson Square Capital, LLC
|
Aug 05, 2024 Q2 2024 |
16,683
shares
|
$1.17 Million
0.27% of portfolio
|
Q2 2024
Added 353.96%
|
|
Emerald Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
16,676
shares
|
$1.17 Million
0.16% of portfolio
|
Q2 2024
Added 2.8%
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Aug 07, 2024 Q2 2024 |
16,669
shares
|
$1.17 Million
0.27% of portfolio
|
Q2 2024
Added 0.77%
|
|
Romano Brothers And Company
Evanston, IL |
Jul 17, 2024 Q2 2024 |
16,662
shares
|
$1.17 Million
0.15% of portfolio
|
Q2 2024
Reduced 1.3%
|
|
Beacon Financial Advisory LLC
|
Jul 26, 2024 Q2 2024 |
16,659
shares
|
$1.17 Million
0.43% of portfolio
|
Q2 2024
Added 86.78%
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2024 Q2 2024 |
16,630
shares
|
$1.17 Million
0.19% of portfolio
|
Q2 2024
Added 4.36%
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
16,616
shares
|
$1.17 Million
0.62% of portfolio
|
Q4 2023
Reduced 4.18%
|