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 |
|---|---|---|---|---|---|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
17,500
shares
|
$1.08 Million
0.28% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
17,470
shares
|
$1.08 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
G&S Capital LLC
|
Oct 16, 2024 Q3 2024 |
17,458
shares
|
$1.08 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
17,456
shares
|
$1.08 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
17,443
shares
|
$1.08 Million
0.08% of portfolio
|
Q3 2024
Reduced 7.53%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 23, 2024 Q3 2024 |
17,431
shares
|
$1.08 Million
0.81% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
17,348
shares
|
$1.07 Million
0.83% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
17,346
shares
|
$1.07 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
17,341
shares
|
$1.07 Million
0.03% of portfolio
|
Q2 2024
Reduced 7.39%
|
|
|
Versor Investments LP
|
Nov 04, 2024 Q3 2024 |
17,327
shares
|
$1.07 Million
0.2% of portfolio
|
Q3 2024
Added 282.16%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
17,286
shares
|
$1.07 Million
1.0% of portfolio
|
Q1 2024
Reduced 19.16%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
17,211
shares
|
$1.06 Million
0.34% of portfolio
|
Q2 2024
Added 16.09%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Nov 14, 2024 Q3 2024 |
17,181
shares
|
$1.06 Million
0.77% of portfolio
|
Q3 2024
Reduced 8.21%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
17,174
shares
|
$1.06 Million
0.2% of portfolio
|
Q4 2022
Added 2.5%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
17,164
shares
|
$1.06 Million
0.19% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 16, 2024 Q3 2024 |
17,130
shares
|
$1.06 Million
0.87% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
17,075
shares
|
$1.05 Million
0.38% of portfolio
|
Q2 2024
Added 1.19%
|
|
|
Monument Capital Management
|
Oct 15, 2024 Q3 2024 |
17,039
shares
|
$1.05 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
17,037
shares
|
$1.05 Million
0.38% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
17,034
shares
|
$1.05 Million
0.47% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Pictet & Cie (Europe) Sa
|
Oct 22, 2024 Q3 2024 |
17,030
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2024
Added 22.08%
|
|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
17,022
shares
|
$1.05 Million
0.83% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
17,022
shares
|
$1.05 Million
0.08% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
17,020
shares
|
$1.05 Million
0.75% of portfolio
|
Q2 2024
Added 2.67%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
17,014
shares
|
$1.05 Million
0.17% of portfolio
|
Q3 2024
Added 2.41%
|