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 |
|---|---|---|---|---|---|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
8,961
shares
|
$553,341
0.19% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
8,961
shares
|
$553,341
0.4% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2024 Q3 2024 |
8,957
shares
|
$553,094
0.18% of portfolio
|
Q3 2024
Added 14.69%
|
|
|
Maple Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
8,946
shares
|
$552,415
0.05% of portfolio
|
Q3 2024
Reduced 6.96%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
8,924
shares
|
$551,057
0.14% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
8,882
shares
|
$548,463
0.12% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
8,878
shares
|
$548,216
0.15% of portfolio
|
Q2 2024
Added 21.98%
|
|
|
Inlet Private Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
8,853
shares
|
$546,672
0.17% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
8,836
shares
|
$545,623
0.04% of portfolio
|
Q3 2022
Added 0.58%
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
8,825
shares
|
$544,943
0.07% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
8,810
shares
|
$544,017
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
First Bancorp, Inc
|
Oct 18, 2024 Q3 2024 |
8,801
shares
|
$543,461
0.44% of portfolio
|
Q3 2024
Added 23.54%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
8,779
shares
|
$542,103
0.15% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
8,779
shares
|
$542,103
0.11% of portfolio
|
Q3 2024
Reduced 81.73%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
8,775
shares
|
$541,856
0.14% of portfolio
|
Q2 2022
Added 1.77%
|
|
|
Lazard Freres Gestion S.A.S.
|
Nov 13, 2024 Q3 2024 |
8,775
shares
|
$541,856
0.01% of portfolio
|
Q1 2024
Added 7.41%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Oct 30, 2024 Q3 2024 |
8,764
shares
|
$541,177
0.06% of portfolio
|
Q2 2024
Added 1.44%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Oct 17, 2024 Q3 2024 |
8,755
shares
|
$540,621
0.42% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
8,754
shares
|
$540,559
0.09% of portfolio
|
Q2 2024
Reduced 27.97%
|
|
|
Kidder Stephen W
|
Nov 12, 2024 Q3 2024 |
8,730
shares
|
$539,077
0.19% of portfolio
|
Q3 2024
Reduced 7.91%
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
8,710
shares
|
$537,842
0.64% of portfolio
|
Q3 2022
Reduced 0.48%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
8,703
shares
|
$537,410
0.16% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
8,699
shares
|
$537,163
0.5% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Fagan Associates, Inc.
|
Nov 12, 2024 Q3 2024 |
8,696
shares
|
$536,978
0.11% of portfolio
|
Q4 2023
Added 0.86%
|
|
|
Cutter & CO Brokerage, Inc.
|
Oct 25, 2024 Q3 2024 |
8,691
shares
|
$536,669
0.15% of portfolio
|
Q3 2024
Added 0.94%
|