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 |
---|---|---|---|---|---|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
14,232
shares
|
$1 Million
0.07% of portfolio
|
Q3 2023
Added 0.73%
|
|
Yhb Investment Advisors, Inc.
|
Aug 01, 2024 Q2 2024 |
14,176
shares
|
$998,273
0.08% of portfolio
|
Q1 2024
Reduced 1.74%
|
|
Wrapmanager Inc
|
Aug 08, 2024 Q2 2024 |
14,175
shares
|
$998,203
0.25% of portfolio
|
Q2 2024
Added 7.84%
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
14,149
shares
|
$996,372
0.43% of portfolio
|
Q3 2024
Reduced 15.65%
|
|
Advisory Alpha, LLC
|
Aug 21, 2024 Q2 2024 |
14,101
shares
|
$992,992
0.04% of portfolio
|
Q2 2024
Added 6.05%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
14,073
shares
|
$991,020
0.05% of portfolio
|
Q2 2024
Added 29.87%
|
|
Freedom Day Solutions, LLC
|
Jul 19, 2024 Q2 2024 |
14,069
shares
|
$990,738
0.31% of portfolio
|
Q2 2024
Reduced 6.77%
|
|
Murphy Pohlad Asset Management LLC
|
Jul 17, 2024 Q2 2024 |
14,052
shares
|
$989,541
0.39% of portfolio
|
Q1 2024
Reduced 3.16%
|
|
Aries Wealth Management
|
Jul 25, 2024 Q2 2024 |
14,047
shares
|
$989,189
0.28% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
14,044
shares
|
$988,978
0.23% of portfolio
|
Q3 2024
Added 101.38%
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2024 Q2 2024 |
14,044
shares
|
$988,978
1.04% of portfolio
|
Q2 2024
Added 0.02%
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2024 Q2 2024 |
14,031
shares
|
$988,063
0.18% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
Hazlett, Burt & Watson, Inc.
|
Aug 07, 2024 Q2 2024 |
14,029
shares
|
$987,922
0.46% of portfolio
|
Q2 2024
Added 138.67%
|
|
Prudent Man Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
14,022
shares
|
$987,429
0.32% of portfolio
|
Q2 2024
Added 4.18%
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2024 Q2 2024 |
14,005
shares
|
$986,232
0.11% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 14, 2024 Q2 2024 |
14,000
shares
|
$985,880
0.22% of portfolio
|
Q4 2022
Reduced 6.67%
|
|
Aristotle Atlantic Partners, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
14,000
shares
|
$985,880
0.03% of portfolio
|
Q1 2019
Reduced 6.67%
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
13,997
shares
|
$985,668
0.07% of portfolio
|
Q3 2024
Reduced 8.78%
|
|
First Financial Corp
|
Jul 11, 2024 Q2 2024 |
13,988
shares
|
$985,034
0.46% of portfolio
|
Q2 2024
Reduced 2.26%
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
13,969
shares
|
$983,696
0.1% of portfolio
|
Q3 2024
Reduced 8.39%
|
|
Pictet & Cie (Europe) Sa
|
Jul 25, 2024 Q2 2024 |
13,950
shares
|
$982,359
0.02% of portfolio
|
Q2 2024
Reduced 58.05%
|
|
American Financial Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
13,944
shares
|
$981,936
0.13% of portfolio
|
Q2 2024
Added 0.76%
|
|
Blue Edge Capital, LLC
Richmond, VA |
Aug 07, 2024 Q2 2024 |
13,939
shares
|
$981,584
0.15% of portfolio
|
Q1 2023
Added 12.52%
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
13,937
shares
|
$981,443
0.4% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
Hamilton Point Investment Advisors, LLC
|
Aug 06, 2024 Q2 2024 |
13,929
shares
|
$980,880
0.17% of portfolio
|
Q2 2024
Reduced 0.84%
|