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 |
---|---|---|---|---|---|
Clear Creek Financial Management, LLC
|
Jul 25, 2024 Q2 2024 |
13,892
shares
|
$978,274
0.11% of portfolio
|
Q2 2024
Added 13.33%
|
|
Childress Capital Advisors, LLC
Houston, TX |
Aug 05, 2024 Q2 2024 |
13,874
shares
|
$977,007
0.25% of portfolio
|
Q2 2024
Added 9.85%
|
|
Gilbert & Cook, Inc.
|
Aug 01, 2024 Q2 2024 |
13,820
shares
|
$973,204
0.13% of portfolio
|
Q2 2024
Reduced 12.04%
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
13,809
shares
|
$972,429
0.13% of portfolio
|
Q3 2024
Added 74.78%
|
|
Carret Asset Management, LLC
|
Aug 01, 2024 Q2 2024 |
13,804
shares
|
$972,077
0.1% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Aug 07, 2024 Q2 2024 |
13,790
shares
|
$971,091
0.4% of portfolio
|
Q2 2024
Added 4.52%
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
13,782
shares
|
$970,528
0.59% of portfolio
|
Q2 2024
Reduced 6.86%
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
13,770
shares
|
$969,683
0.19% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Jul 29, 2024 Q2 2024 |
13,752
shares
|
$968,415
0.01% of portfolio
|
Q2 2024
Reduced 67.76%
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 19, 2024 Q2 2024 |
13,748
shares
|
$968,134
0.01% of portfolio
|
Q2 2024
Added 3.81%
|
|
Doliver Advisors, LP
Houston, TX |
Oct 02, 2024 Q3 2024 |
13,744
shares
|
$967,852
0.29% of portfolio
|
Q3 2024
Reduced 19.08%
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 26, 2024 Q2 2024 |
13,731
shares
|
$966,937
0.46% of portfolio
|
Q2 2024
Added 1.65%
|
|
A. D. Beadell Investment Counsel, Inc.
|
Oct 09, 2024 Q3 2024 |
13,721
shares
|
$966,232
0.79% of portfolio
|
Q3 2024
Reduced 10.73%
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
13,681
shares
|
$963,416
0.18% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
L.M. Kohn & Company
|
Jul 30, 2024 Q2 2024 |
13,628
shares
|
$959,683
0.24% of portfolio
|
Q2 2024
Reduced 12.49%
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
13,621
shares
|
$959,190
0.35% of portfolio
|
Q3 2024
Reduced 54.48%
|
|
Townsend & Associates, Inc
|
Aug 02, 2024 Q2 2024 |
13,607
shares
|
$958,204
0.1% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
13,597
shares
|
$957,500
0.11% of portfolio
|
Q2 2024
Reduced 2.32%
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Aug 06, 2024 Q2 2024 |
13,567
shares
|
$955,388
0.64% of portfolio
|
Q2 2024
Added 4.75%
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
13,558
shares
|
$954,754
0.07% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jul 16, 2024 Q2 2024 |
13,554
shares
|
$954,472
0.51% of portfolio
|
Q2 2024
Added 7.61%
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 15, 2024 Q2 2024 |
13,548
shares
|
$954,050
0.22% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
13,543
shares
|
$953,698
0.76% of portfolio
|
Q3 2024
Added 0.74%
|
|
Kg&L Capital Management,Llc
|
Jul 22, 2024 Q2 2024 |
13,517
shares
|
$951,867
0.3% of portfolio
|
Q2 2024
Reduced 6.15%
|
|
Intellectus Partners, LLC
San Francisco, CA |
Jul 18, 2024 Q2 2024 |
13,503
shares
|
$950,881
0.24% of portfolio
|
Q2 2024
Added 10.67%
|