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 3,442 institutions that hold shares in the stock, with a total of 2.99 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 |
|---|---|---|---|---|---|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
9,882
shares
|
$610,213
0.09% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
9,872
shares
|
$609,596
0.15% of portfolio
|
Q3 2024
Added 25.44%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
9,871
shares
|
$609,534
0.34% of portfolio
|
Q4 2022
Reduced 1.52%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
9,852
shares
|
$608,361
0.08% of portfolio
|
Q2 2024
Reduced 4.25%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
9,822
shares
|
$606,508
0.13% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Oct 23, 2024 Q3 2024 |
9,822
shares
|
$606,508
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
9,792
shares
|
$604,656
0.15% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2024 Q3 2024 |
9,769
shares
|
$603,235
0.12% of portfolio
|
Q1 2024
Added 32.07%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Nov 08, 2024 Q3 2024 |
9,762
shares
|
$602,803
0.37% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
9,755
shares
|
$602,371
0.02% of portfolio
|
Q3 2024
Added 95.18%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 28, 2024 Q3 2024 |
9,749
shares
|
$602,000
0.32% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Prentice Wealth Management LLC
|
Oct 07, 2024 Q3 2024 |
9,746
shares
|
$601,815
0.21% of portfolio
|
Q3 2024
Added 5.48%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
9,741
shares
|
$601,506
0.23% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
9,696
shares
|
$598,728
0.33% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
9,690
shares
|
$598,357
0.09% of portfolio
|
Q3 2024
Added 35.56%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
9,685
shares
|
$598,048
0.03% of portfolio
|
Q3 2024
Reduced 17.53%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
9,670
shares
|
$597,122
0.06% of portfolio
|
Q2 2024
Added 17.1%
|
|
|
Cross Staff Investments Inc
|
Oct 23, 2024 Q3 2024 |
9,649
shares
|
$595,825
0.55% of portfolio
|
Q1 2024
Reduced 6.31%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
9,649
shares
|
$595,825
0.16% of portfolio
|
Q3 2024
Added 35.81%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
9,643
shares
|
$595,455
0.02% of portfolio
|
Q3 2024
Added 11.21%
|
|
|
Adams Wealth Management
|
Oct 28, 2024 Q3 2024 |
9,643
shares
|
$595,455
0.16% of portfolio
|
Q3 2024
Reduced 15.01%
|
|
|
Cache Tech Inc.
Logan, UT |
Oct 28, 2024 Q3 2024 |
9,643
shares
|
$595,455
0.15% of portfolio
|
Q3 2024
Reduced 15.01%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
9,640
shares
|
$595,270
0.07% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Oct 08, 2024 Q3 2024 |
9,629
shares
|
$594,590
0.05% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 06, 2025 Q4 2024 |
9,627
shares
|
$594,467
0.24% of portfolio
|
Q3 2024
Added 14.61%
|