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 |
|---|---|---|---|---|---|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
13,719
shares
|
$846,599
0.09% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
13,681
shares
|
$844,254
0.18% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
13,678
shares
|
$844,069
0.34% of portfolio
|
Q3 2024
Added 7.9%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
13,629
shares
|
$841,045
0.2% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
13,621
shares
|
$840,551
0.35% of portfolio
|
Q3 2024
Reduced 54.48%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
13,613
shares
|
$840,058
0.03% of portfolio
|
Q3 2024
Added 14.25%
|
|
|
Townsend & Associates, Inc
|
Nov 01, 2024 Q3 2024 |
13,605
shares
|
$839,564
0.1% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 12, 2024 Q3 2024 |
13,592
shares
|
$838,762
0.33% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
13,588
shares
|
$838,515
0.47% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
13,553
shares
|
$836,355
0.11% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
13,552
shares
|
$836,293
0.17% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
13,543
shares
|
$835,738
0.76% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
13,520
shares
|
$834,319
0.09% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Kg&L Capital Management,Llc
|
Oct 29, 2024 Q3 2024 |
13,519
shares
|
$834,257
0.32% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
13,512
shares
|
$833,825
1.45% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
13,486
shares
|
$832,221
0.1% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
13,484
shares
|
$832,097
0.56% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
13,483
shares
|
$832,035
0.24% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
13,466
shares
|
$830,986
0.04% of portfolio
|
Q3 2024
Reduced 10.36%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
13,462
shares
|
$830,740
0.46% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 17, 2024 Q3 2024 |
13,461
shares
|
$830,678
0.21% of portfolio
|
Q3 2024
Reduced 28.33%
|
|
|
Cadinha & CO LLC
|
Oct 08, 2024 Q3 2024 |
13,447
shares
|
$829,814
0.17% of portfolio
|
Q3 2024
Added 92.13%
|
|
|
Saybrook Capital
|
Oct 25, 2024 Q3 2024 |
13,440
shares
|
$829,382
0.28% of portfolio
|
Q3 2024
Reduced 7.72%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
13,417
shares
|
$827,963
0.06% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Ballast, Inc.
|
Oct 16, 2024 Q3 2024 |
13,367
shares
|
$824,877
0.27% of portfolio
|
Q3 2024
Reduced 1.57%
|