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 |
|---|---|---|---|---|---|
|
Culbertson A N & CO Inc
|
Oct 16, 2024 Q3 2024 |
17,009
shares
|
$1.05 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Oct 29, 2024 Q3 2024 |
17,008
shares
|
$1.05 Million
0.85% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
17,000
shares
|
$1.05 Million
0.28% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
|
Emerald Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
16,998
shares
|
$1.05 Million
0.18% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
16,997
shares
|
$1.05 Million
0.05% of portfolio
|
Q3 2024
Added 30.23%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 07, 2024 Q3 2024 |
16,983
shares
|
$1.05 Million
0.63% of portfolio
|
Q3 2024
Reduced 9.07%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2024 Q3 2024 |
16,965
shares
|
$1.05 Million
0.34% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
16,951
shares
|
$1.05 Million
0.55% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
16,924
shares
|
$1.04 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
16,887
shares
|
$1.04 Million
0.11% of portfolio
|
Q3 2024
Reduced 31.17%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
16,865
shares
|
$1.04 Million
0.24% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
America First Investment Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
16,848
shares
|
$1.04 Million
0.3% of portfolio
|
Q1 2023
Added 6.31%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
16,845
shares
|
$1.04 Million
0.17% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
16,767
shares
|
$1.03 Million
0.31% of portfolio
|
Q1 2024
Reduced 2.46%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
16,729
shares
|
$1.03 Million
0.07% of portfolio
|
Q3 2024
Added 5.71%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
16,711
shares
|
$1.03 Million
0.27% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
16,686
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2024
Added 18.33%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
16,630
shares
|
$1.03 Million
0.76% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
16,616
shares
|
$1.03 Million
0.62% of portfolio
|
Q4 2023
Reduced 4.18%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
16,613
shares
|
$1.03 Million
0.06% of portfolio
|
Q2 2024
Reduced 10.59%
|
|
|
Mqs Management LLC
|
Nov 05, 2024 Q3 2024 |
16,613
shares
|
$1.03 Million
0.67% of portfolio
|
Q3 2024
New holding
|
|
|
Mainstay Capital Management LLC
|
Oct 23, 2024 Q3 2024 |
16,566
shares
|
$1.02 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 17, 2024 Q3 2024 |
16,500
shares
|
$1.02 Million
0.07% of portfolio
|
Q2 2024
Reduced 1.96%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
16,468
shares
|
$1.02 Million
0.43% of portfolio
|
Q3 2024
Added 71.4%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
16,445
shares
|
$1.01 Million
0.19% of portfolio
|
Q3 2024
Added 25.0%
|