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 |
---|---|---|---|---|---|
Great Diamond Partners, LLC
|
Jul 29, 2024 Q2 2024 |
11,999
shares
|
$844,969
0.18% of portfolio
|
Q2 2024
Reduced 6.88%
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 15, 2024 Q2 2024 |
11,994
shares
|
$844,617
0.3% of portfolio
|
Q2 2024
Added 3.04%
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 14, 2024 Q2 2024 |
11,987
shares
|
$844,124
0.07% of portfolio
|
Q2 2024
Added 1.86%
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
11,986
shares
|
$844,054
0.05% of portfolio
|
Q3 2024
New holding
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
11,952
shares
|
$841,659
0.02% of portfolio
|
Q3 2022
Reduced 30.52%
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Aug 12, 2024 Q2 2024 |
11,952
shares
|
$841,659
0.3% of portfolio
|
Q2 2024
Added 0.1%
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
11,952
shares
|
$841,659
0.25% of portfolio
|
Q3 2024
Added 13.83%
|
|
North Crest Asset Manangement, LLC
|
Jul 16, 2024 Q2 2024 |
11,915
shares
|
$839,054
0.03% of portfolio
|
Q2 2024
Added 0.59%
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Aug 07, 2024 Q2 2024 |
11,909
shares
|
$838,631
0.43% of portfolio
|
Q2 2024
Reduced 22.52%
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 06, 2024 Q2 2024 |
11,892
shares
|
$837,434
0.22% of portfolio
|
Q2 2024
Reduced 11.29%
|
|
Seven Bridge Financial Group, LLC
|
Aug 09, 2024 Q2 2024 |
11,883
shares
|
$836,800
0.16% of portfolio
|
Q1 2024
Reduced 4.81%
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
11,882
shares
|
$836,730
0.06% of portfolio
|
Q2 2024
Reduced 1.25%
|
|
Live Oak Investment Partners
Austin, TX |
Jul 16, 2024 Q2 2024 |
11,868
shares
|
$835,744
0.65% of portfolio
|
Q2 2024
Added 8.92%
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
11,844
shares
|
$834,054
0.14% of portfolio
|
Q3 2024
Added 202.45%
|
|
Fielder Capital Group LLC
Nashville, TN |
Jul 31, 2024 Q2 2024 |
11,844
shares
|
$834,054
0.29% of portfolio
|
Q2 2024
Added 3.96%
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 25, 2024 Q2 2024 |
11,831
shares
|
$833,139
0.37% of portfolio
|
Q2 2024
Reduced 0.29%
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 29, 2024 Q2 2024 |
11,830
shares
|
$833,068
0.16% of portfolio
|
Q2 2024
Reduced 46.49%
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Aug 01, 2024 Q2 2024 |
11,822
shares
|
$832,505
0.56% of portfolio
|
Q2 2024
Reduced 2.97%
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 02, 2024 Q2 2024 |
11,776
shares
|
$829,265
0.35% of portfolio
|
Q2 2024
Reduced 7.12%
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
11,775
shares
|
$829,195
0.31% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
Tobam
|
Oct 09, 2024 Q3 2024 |
11,760
shares
|
$828,139
0.15% of portfolio
|
Q3 2024
Added 4.82%
|
|
First Foundation Advisors
Irvine, CA |
Aug 06, 2024 Q2 2024 |
11,743
shares
|
$826,942
0.03% of portfolio
|
Q2 2024
Reduced 9.85%
|
|
Sound Financial Strategies Group, LLC
|
Aug 12, 2024 Q2 2024 |
11,712
shares
|
$824,759
0.71% of portfolio
|
Q2 2024
Added 23.81%
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Aug 12, 2024 Q2 2024 |
11,690
shares
|
$823,209
0.44% of portfolio
|
Q2 2024
Added 2.77%
|
|
Congress Park Capital LLC
|
Oct 09, 2024 Q3 2024 |
11,686
shares
|
$822,928
0.31% of portfolio
|
Q3 2024
Reduced 0.17%
|