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 |
---|---|---|---|---|---|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
8,671
shares
|
$535,434
0.12% of portfolio
|
Q4 2024
Added 27.44%
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
8,666
shares
|
$535,125
0.15% of portfolio
|
Q2 2024
Added 1.81%
|
|
Gds Wealth Management
|
Nov 04, 2024 Q3 2024 |
8,664
shares
|
$535,002
0.06% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
8,649
shares
|
$534,075
0.14% of portfolio
|
Q3 2024
New holding
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
8,638
shares
|
$533,396
0.05% of portfolio
|
Q3 2024
Added 6.09%
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
8,635
shares
|
$533,211
0.18% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
Westbourne Investment Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
8,615
shares
|
$531,976
0.22% of portfolio
|
Q4 2022
Reduced 0.13%
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,600
shares
|
$531,050
0.18% of portfolio
|
Q3 2024
Added 2.76%
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
8,586
shares
|
$530,185
0.04% of portfolio
|
Q3 2024
Added 1.11%
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 05, 2024 Q3 2024 |
8,579
shares
|
$529,753
0.51% of portfolio
|
Q2 2024
New holding
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
8,573
shares
|
$529,382
0.14% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Nov 04, 2024 Q3 2024 |
8,550
shares
|
$527,962
0.57% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
8,527
shares
|
$526,542
0.3% of portfolio
|
Q3 2024
Reduced 13.68%
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
8,512
shares
|
$525,616
0.2% of portfolio
|
Q3 2024
Added 0.82%
|
|
Nova Point Capital, LLC
|
Oct 17, 2024 Q3 2024 |
8,510
shares
|
$525,492
0.19% of portfolio
|
Q3 2024
Reduced 60.44%
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
8,507
shares
|
$525,307
0.1% of portfolio
|
Q3 2024
Added 4.3%
|
|
Essex Investment Management CO LLC
Boston, MA |
Oct 10, 2024 Q3 2024 |
8,505
shares
|
$525,183
0.11% of portfolio
|
Q2 2024
Reduced 30.41%
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
8,502
shares
|
$524,998
0.1% of portfolio
|
Q3 2024
Added 4.05%
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,489
shares
|
$524,195
0.0% of portfolio
|
Q3 2024
Reduced 56.56%
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
8,471
shares
|
$523,084
0.34% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
8,464
shares
|
$522,652
0.09% of portfolio
|
Q3 2024
Added 41.33%
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 16, 2024 Q3 2024 |
8,461
shares
|
$522,466
0.35% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
8,459
shares
|
$522,343
0.22% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
360 Financial, Inc.
|
Nov 14, 2024 Q3 2024 |
8,451
shares
|
$521,849
0.23% of portfolio
|
Q3 2024
Added 3.06%
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
8,409
shares
|
$519,255
0.12% of portfolio
|
Q3 2024
Reduced 0.06%
|