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 |
|---|---|---|---|---|---|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
15,896
shares
|
$980,942
0.99% of portfolio
|
Q4 2022
Reduced 1.02%
|
|
|
Little House Capital LLC
Braintree, MA |
Oct 21, 2024 Q3 2024 |
15,778
shares
|
$973,660
0.33% of portfolio
|
Q3 2024
Reduced 6.53%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
15,764
shares
|
$972,796
0.11% of portfolio
|
Q2 2023
Reduced 13.93%
|
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
15,721
shares
|
$970,142
0.21% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
15,717
shares
|
$969,896
0.26% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
15,715
shares
|
$969,772
0.29% of portfolio
|
Q3 2024
Added 15.31%
|
|
|
Bridgewater Advisors Inc.
|
Oct 31, 2024 Q3 2024 |
15,713
shares
|
$969,649
0.12% of portfolio
|
Q3 2024
Added 9.22%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
15,675
shares
|
$967,304
0.2% of portfolio
|
Q3 2023
Added 121.93%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
15,667
shares
|
$966,810
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
15,598
shares
|
$962,552
0.15% of portfolio
|
Q3 2024
Added 8.81%
|
|
|
Powers Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
15,573
shares
|
$961,009
0.56% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Nov 14, 2024 Q3 2024 |
15,566
shares
|
$960,577
0.81% of portfolio
|
Q3 2024
Reduced 9.22%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
15,560
shares
|
$960,207
0.09% of portfolio
|
Q2 2023
Added 1.39%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
15,560
shares
|
$960,207
0.09% of portfolio
|
Q2 2023
Added 1.39%
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
15,555
shares
|
$959,899
0.06% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Bank Ozk
|
Nov 14, 2024 Q3 2024 |
15,522
shares
|
$957,862
0.47% of portfolio
|
Q3 2024
Reduced 48.81%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
15,479
shares
|
$955,209
0.08% of portfolio
|
Q3 2024
Added 19.14%
|
|
|
Hendley & CO Inc
|
Oct 31, 2024 Q3 2024 |
15,426
shares
|
$951,938
0.39% of portfolio
|
Q2 2024
Reduced 6.09%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
15,424
shares
|
$951,815
0.21% of portfolio
|
Q3 2024
Reduced 7.66%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
15,405
shares
|
$950,642
0.35% of portfolio
|
Q3 2024
Added 6.72%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
15,397
shares
|
$950,148
0.45% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
15,338
shares
|
$946,507
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
15,312
shares
|
$944,903
0.36% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
15,310
shares
|
$944,780
0.1% of portfolio
|
Q4 2023
Reduced 2.12%
|
|
|
Lathrop Investment Management Corp
|
Nov 12, 2024 Q3 2024 |
15,253
shares
|
$941,262
0.2% of portfolio
|
Q3 2024
Added 1.84%
|