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 |
---|---|---|---|---|---|
Monograph Wealth Advisors, LLC
|
Aug 14, 2024 Q2 2024 |
8,754
shares
|
$616,456
0.08% of portfolio
|
Q2 2024
Reduced 27.97%
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
8,710
shares
|
$613,358
0.64% of portfolio
|
Q3 2022
Reduced 0.48%
|
|
Round Rock Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
8,709
shares
|
$613,287
0.14% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
Calton & Associates, Inc.
|
Oct 18, 2024 Q3 2024 |
8,704
shares
|
$612,935
0.11% of portfolio
|
Q3 2024
New holding
|
|
Firestone Capital Management
|
Aug 09, 2024 Q2 2024 |
8,702
shares
|
$612,794
0.15% of portfolio
|
Q2 2024
Added 0.01%
|
|
Fagan Associates, Inc.
|
Aug 09, 2024 Q2 2024 |
8,696
shares
|
$612,372
0.1% of portfolio
|
Q4 2023
Added 0.86%
|
|
Gladius Capital Management LP
Chicago, IL |
Jul 18, 2024 Q2 2024 |
8,668
shares
|
$610,400
0.56% of portfolio
|
Q2 2024
Added 69.99%
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2024 Q2 2024 |
8,666
shares
|
$610,259
0.15% of portfolio
|
Q2 2024
Added 1.81%
|
|
Westbourne Investment Advisors, Inc.
|
Aug 07, 2024 Q2 2024 |
8,615
shares
|
$606,668
0.2% of portfolio
|
Q4 2022
Reduced 0.13%
|
|
Cutter & CO Brokerage, Inc.
|
Jul 31, 2024 Q2 2024 |
8,610
shares
|
$606,316
0.14% of portfolio
|
Q2 2024
Added 2.38%
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
8,586
shares
|
$604,626
0.04% of portfolio
|
Q3 2024
Added 1.11%
|
|
Rmr Capital Management, LLC
Tustin, CA |
Aug 14, 2024 Q2 2024 |
8,579
shares
|
$604,133
0.5% of portfolio
|
Q2 2024
New holding
|
|
Geller Advisors LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
8,574
shares
|
$603,781
0.04% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
Capital Square, LLC
|
Aug 01, 2024 Q2 2024 |
8,566
shares
|
$603,217
0.37% of portfolio
|
Q2 2024
Added 0.45%
|
|
Horst & Graben Wealth Management LLC
|
Jul 23, 2024 Q2 2024 |
8,552
shares
|
$602,231
0.11% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jul 24, 2024 Q2 2024 |
8,550
shares
|
$602,091
0.54% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
Detalus Advisors, LLC
|
Jul 26, 2024 Q2 2024 |
8,548
shares
|
$601,950
0.19% of portfolio
|
Q2 2024
Added 2.64%
|
|
Chilton Investment CO Inc.
Stamford, CT |
Aug 14, 2024 Q2 2024 |
8,520
shares
|
$599,978
0.02% of portfolio
|
Q2 2024
Reduced 73.29%
|
|
Nova Point Capital, LLC
|
Oct 17, 2024 Q3 2024 |
8,510
shares
|
$599,274
0.19% of portfolio
|
Q3 2024
Reduced 60.44%
|
|
Essex Investment Management CO LLC
Boston, MA |
Oct 10, 2024 Q3 2024 |
8,505
shares
|
$598,922
0.11% of portfolio
|
Q2 2024
Reduced 30.41%
|
|
Forte Capital LLC
|
Aug 13, 2024 Q2 2024 |
8,504
shares
|
$598,851
0.07% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
8,502
shares
|
$598,710
0.1% of portfolio
|
Q3 2024
Added 4.05%
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
8,490
shares
|
$597,865
0.27% of portfolio
|
Q2 2024
Added 26.74%
|
|
Heartland Bank & Trust CO
|
Aug 21, 2024 Q2 2024 |
8,473
shares
|
$596,668
0.31% of portfolio
|
Q2 2024
Added 4.31%
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
8,471
shares
|
$596,527
0.34% of portfolio
|
Q3 2024
Reduced 0.24%
|