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 |
|---|---|---|---|---|---|
|
Mitchell & Pahl Private Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
16,422
shares
|
$1.01 Million
0.56% of portfolio
|
Q3 2024
Added 10.93%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
16,416
shares
|
$1.01 Million
0.13% of portfolio
|
Q3 2024
Added 221.5%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
16,411
shares
|
$1.01 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
16,398
shares
|
$1.01 Million
0.55% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
16,391
shares
|
$1.01 Million
0.1% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 28, 2024 Q3 2024 |
16,363
shares
|
$1.01 Million
0.42% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
16,354
shares
|
$1.01 Million
0.2% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
16,304
shares
|
$1.01 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
16,299
shares
|
$1.01 Million
1.13% of portfolio
|
Q3 2022
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
16,284
shares
|
$1 Million
0.01% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
16,282
shares
|
$1 Million
0.13% of portfolio
|
Q3 2024
Reduced 7.59%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
16,249
shares
|
$1 Million
0.1% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
16,169
shares
|
$997,788
0.36% of portfolio
|
Q3 2024
Added 19.85%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
16,145
shares
|
$996,307
0.21% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
16,089
shares
|
$992,852
0.2% of portfolio
|
Q1 2023
Reduced 5.9%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
16,040
shares
|
$989,828
0.41% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 30, 2024 Q3 2024 |
16,006
shares
|
$987,730
0.38% of portfolio
|
Q3 2024
Added 94.63%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
16,005
shares
|
$987,668
0.19% of portfolio
|
Q3 2024
Reduced 7.27%
|
|
|
Eagle Ridge Investment Management
|
Oct 23, 2024 Q3 2024 |
15,942
shares
|
$983,780
0.1% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Jackson Square Capital, LLC
|
Oct 31, 2024 Q3 2024 |
15,942
shares
|
$983,780
0.3% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
15,935
shares
|
$983,348
0.09% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
15,922
shares
|
$982,546
0.08% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
15,914
shares
|
$982,052
0.94% of portfolio
|
Q3 2024
Added 9.18%
|
|
|
Buffington Mohr Mc Neal
|
Oct 16, 2024 Q3 2024 |
15,910
shares
|
$981,806
0.19% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 24, 2024 Q3 2024 |
15,905
shares
|
$981,497
0.31% of portfolio
|
Q3 2024
Added 6.8%
|