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 |
---|---|---|---|---|---|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
9,049
shares
|
$637,230
0.08% of portfolio
|
Q3 2024
Added 7.79%
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Aug 09, 2024 Q2 2024 |
9,015
shares
|
$634,836
0.36% of portfolio
|
Q2 2024
Reduced 10.27%
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Oct 15, 2024 Q3 2024 |
8,998
shares
|
$633,639
0.62% of portfolio
|
Q3 2024
Added 0.02%
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 26, 2024 Q2 2024 |
8,996
shares
|
$633,498
0.07% of portfolio
|
Q2 2024
Reduced 7.1%
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jul 16, 2024 Q2 2024 |
8,962
shares
|
$631,104
0.3% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
8,961
shares
|
$631,033
0.19% of portfolio
|
Q3 2024
Added 2.25%
|
|
Gds Wealth Management
|
Aug 09, 2024 Q2 2024 |
8,952
shares
|
$630,399
0.06% of portfolio
|
Q2 2024
Reduced 5.66%
|
|
Duff & Phelps Investment Management CO
Chicago, IL |
Aug 14, 2024 Q2 2024 |
8,926
shares
|
$628,568
0.01% of portfolio
|
Q2 2024
Reduced 80.12%
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
8,924
shares
|
$628,428
0.14% of portfolio
|
Q3 2024
Added 2.05%
|
|
Investors Research Corp
|
Jul 31, 2024 Q2 2024 |
8,923
shares
|
$628,357
0.13% of portfolio
|
Q3 2023
Added 0.56%
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2024 Q2 2024 |
8,895
shares
|
$626,385
0.21% of portfolio
|
Q2 2024
Added 59.27%
|
|
Acorn Financial Advisory Services Inc
|
Aug 01, 2024 Q2 2024 |
8,889
shares
|
$625,963
0.12% of portfolio
|
Q2 2024
Added 2.4%
|
|
Mattern Wealth Management LLC
|
Jul 17, 2024 Q2 2024 |
8,878
shares
|
$625,188
0.14% of portfolio
|
Q2 2024
Added 21.98%
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 31, 2024 Q2 2024 |
8,863
shares
|
$624,132
0.13% of portfolio
|
Q2 2024
Added 21.83%
|
|
Inlet Private Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
8,853
shares
|
$623,428
0.17% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
Addison Advisors LLC
|
Aug 05, 2024 Q2 2024 |
8,853
shares
|
$623,428
0.19% of portfolio
|
Q2 2024
Added 6.64%
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
8,836
shares
|
$622,231
0.04% of portfolio
|
Q3 2022
Added 0.58%
|
|
Evermay Wealth Management LLC
Arlington, VA |
Aug 01, 2024 Q2 2024 |
8,829
shares
|
$621,738
0.09% of portfolio
|
Q2 2024
Added 3.64%
|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
8,810
shares
|
$620,400
0.3% of portfolio
|
Q3 2024
New holding
|
|
First Bancorp, Inc
|
Oct 18, 2024 Q3 2024 |
8,801
shares
|
$619,766
0.44% of portfolio
|
Q3 2024
Added 23.54%
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jul 29, 2024 Q2 2024 |
8,777
shares
|
$618,076
0.23% of portfolio
|
Q2 2024
Reduced 26.78%
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
8,775
shares
|
$617,935
0.14% of portfolio
|
Q2 2022
Added 1.77%
|
|
Lazard Freres Gestion S.A.S.
|
Jul 29, 2024 Q2 2024 |
8,775
shares
|
$617,935
0.01% of portfolio
|
Q1 2024
Added 7.41%
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Aug 02, 2024 Q2 2024 |
8,764
shares
|
$617,160
0.06% of portfolio
|
Q2 2024
Added 1.44%
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Oct 17, 2024 Q3 2024 |
8,755
shares
|
$616,527
0.42% of portfolio
|
Q3 2024
Added 0.54%
|