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 |
|---|---|---|---|---|---|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
9,310
shares
|
$574,892
0.08% of portfolio
|
Q1 2024
Reduced 2.1%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
9,308
shares
|
$574,769
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
9,295
shares
|
$573,966
0.2% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
9,290
shares
|
$573,657
0.05% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Oct 03, 2024 Q3 2024 |
9,289
shares
|
$573,595
0.48% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
9,280
shares
|
$573,040
0.11% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
9,277
shares
|
$572,854
0.35% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
9,277
shares
|
$572,854
0.26% of portfolio
|
Q3 2024
Added 5.7%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
9,218
shares
|
$569,211
0.49% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
Dividend Assets Capital, LLC
|
Nov 14, 2024 Q3 2024 |
9,207
shares
|
$568,532
0.13% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
9,190
shares
|
$567,482
0.31% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
9,173
shares
|
$566,432
0.08% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
9,150
shares
|
$565,012
0.09% of portfolio
|
Q3 2024
Reduced 8.66%
|
|
|
Nadler Financial Group, Inc.
|
Oct 28, 2024 Q3 2024 |
9,108
shares
|
$562,419
0.07% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
9,105
shares
|
$562,233
0.39% of portfolio
|
Q1 2023
Reduced 61.55%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
9,095
shares
|
$561,616
0.27% of portfolio
|
Q3 2024
Reduced 10.24%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
9,095
shares
|
$561,616
0.05% of portfolio
|
Q3 2024
Added 6.08%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
9,072
shares
|
$560,196
0.04% of portfolio
|
Q3 2024
Added 32.01%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
9,072
shares
|
$560,196
0.05% of portfolio
|
Q3 2024
Added 23.01%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
9,049
shares
|
$558,775
0.08% of portfolio
|
Q3 2024
Added 7.79%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Oct 15, 2024 Q3 2024 |
8,998
shares
|
$555,626
0.62% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Jeppson Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
8,981
shares
|
$554,576
0.23% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Oct 22, 2024 Q3 2024 |
8,979
shares
|
$554,453
0.47% of portfolio
|
Q3 2024
Added 8.68%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
8,970
shares
|
$553,897
0.34% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2024 Q3 2024 |
8,966
shares
|
$553,650
0.02% of portfolio
|
Q3 2024
Added 5.23%
|