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 |
---|---|---|---|---|---|
49 Wealth Management, LLC
Austin, TX |
Jul 30, 2024 Q2 2024 |
13,156
shares
|
$926,445
0.16% of portfolio
|
Q2 2024
Added 4.22%
|
|
Advocate Group LLC
|
Oct 08, 2024 Q3 2024 |
13,109
shares
|
$923,135
0.17% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
Arbor Trust Wealth Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
13,108
shares
|
$923,065
0.44% of portfolio
|
Q2 2024
Reduced 3.38%
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
13,102
shares
|
$922,642
0.7% of portfolio
|
Q2 2023
Reduced 1.41%
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Sep 30, 2024 Q2 2024 |
13,077
shares
|
$920,882
0.35% of portfolio
|
Q2 2024
Reduced 23.25%
|
|
Eagle Strategies LLC
New York, NY |
Aug 07, 2024 Q2 2024 |
13,070
shares
|
$920,389
0.16% of portfolio
|
Q2 2024
Added 131.9%
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 07, 2024 Q3 2024 |
13,067
shares
|
$920,178
0.24% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
Nfc Investments, LLC
Memphis, TN |
Aug 12, 2024 Q2 2024 |
13,064
shares
|
$919,966
0.26% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
Old Port Advisors
|
Jul 18, 2024 Q2 2024 |
13,047
shares
|
$918,769
0.25% of portfolio
|
Q2 2024
Reduced 14.0%
|
|
Lake Street Financial LLC
|
Jul 12, 2024 Q2 2024 |
13,041
shares
|
$918,347
0.11% of portfolio
|
Q2 2024
Reduced 6.94%
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
13,041
shares
|
$918,347
0.11% of portfolio
|
Q2 2024
Reduced 79.84%
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 13, 2024 Q2 2024 |
13,033
shares
|
$917,783
0.24% of portfolio
|
Q2 2024
Reduced 9.86%
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
12,992
shares
|
$914,896
0.06% of portfolio
|
Q2 2024
Added 4.61%
|
|
Sky Oak Wealth, LLC
|
Aug 12, 2024 Q2 2024 |
12,986
shares
|
$914,474
0.19% of portfolio
|
Q1 2024
Reduced 9.21%
|
|
Monetary Management Group Inc
St Louis, MO |
Jul 16, 2024 Q2 2024 |
12,975
shares
|
$913,699
0.22% of portfolio
|
Q2 2024
Reduced 2.49%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 12, 2024 Q2 2024 |
12,959
shares
|
$912,572
0.13% of portfolio
|
Q2 2024
Reduced 1.38%
|
|
Hoertkorn Richard Charles
|
Jul 22, 2024 Q2 2024 |
12,955
shares
|
$912,291
0.45% of portfolio
|
Q1 2024
Reduced 0.58%
|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Jul 19, 2024 Q2 2024 |
12,923
shares
|
$910,037
0.78% of portfolio
|
Q2 2022
New holding
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
12,900
shares
|
$908,418
0.07% of portfolio
|
Q3 2022
Reduced 41.07%
|
|
Ivc Wealth Advisors LLC
|
Jul 16, 2024 Q2 2024 |
12,894
shares
|
$907,995
0.46% of portfolio
|
Q2 2024
Added 1.99%
|
|
Pioneer Trust Bank N A
Salem, OR |
Jul 25, 2024 Q2 2024 |
12,880
shares
|
$907,009
0.22% of portfolio
|
Q2 2024
Reduced 2.42%
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 18, 2024 Q3 2024 |
12,879
shares
|
$906,939
0.7% of portfolio
|
Q3 2024
Added 1.98%
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
12,877
shares
|
$906,798
0.12% of portfolio
|
Q3 2024
Added 1.51%
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
12,873
shares
|
$906,516
0.07% of portfolio
|
Q3 2024
Added 1.63%
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 05, 2024 Q2 2024 |
12,853
shares
|
$905,108
0.01% of portfolio
|
Q2 2024
Reduced 7.37%
|