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 |
---|---|---|---|---|---|
Aft, Forsyth & Company, Inc.
|
Aug 13, 2024 Q2 2024 |
7,624
shares
|
$536,882
0.25% of portfolio
|
Q2 2024
Added 13.81%
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
7,611
shares
|
$535,966
0.07% of portfolio
|
Q2 2024
New holding
|
|
Compton Wealth Advisory Group, LLC
|
Oct 10, 2024 Q3 2024 |
7,601
shares
|
$535,262
0.14% of portfolio
|
Q3 2024
Added 0.05%
|
|
Spirit Of America Management Corp
|
Jul 25, 2024 Q2 2024 |
7,600
shares
|
$535,192
0.1% of portfolio
|
Q2 2024
Reduced 3.8%
|
|
Hedges Asset Management LLC
|
Jul 19, 2024 Q2 2024 |
7,600
shares
|
$535,192
0.36% of portfolio
|
Q2 2022
Reduced 11.63%
|
|
Knott David M Jr
Syosset, NY |
Aug 12, 2024 Q2 2024 |
7,600
shares
|
$535,192
0.19% of portfolio
|
Q3 2023
Reduced 20.83%
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
7,584
shares
|
$534,065
0.13% of portfolio
|
Q2 2023
Added 111.61%
|
|
Wealth Dimensions Group, Ltd.
|
Aug 09, 2024 Q2 2024 |
7,575
shares
|
$533,431
0.14% of portfolio
|
Q2 2024
Reduced 2.8%
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 09, 2024 Q2 2024 |
7,574
shares
|
$533,361
0.02% of portfolio
|
Q2 2024
New holding
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
7,571
shares
|
$533,149
0.16% of portfolio
|
Q2 2024
Added 33.43%
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Jul 22, 2024 Q2 2024 |
7,566
shares
|
$532,797
0.08% of portfolio
|
Q2 2024
Added 20.48%
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
7,563
shares
|
$532,586
0.67% of portfolio
|
Q1 2024
Added 7.51%
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
7,558
shares
|
$532,234
0.02% of portfolio
|
Q3 2024
Added 11.33%
|
|
Rocky Mountain Advisers, LLC
|
Aug 06, 2024 Q2 2024 |
7,546
shares
|
$531,389
0.43% of portfolio
|
Q2 2024
Reduced 9.11%
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
7,544
shares
|
$531,248
0.17% of portfolio
|
Q1 2024
Added 1.29%
|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
7,543
shares
|
$531,178
0.08% of portfolio
|
Q3 2024
Added 39.02%
|
|
Forth Right Wealth Management, LLC
|
Jul 12, 2024 Q2 2024 |
7,525
shares
|
$529,910
0.18% of portfolio
|
Q2 2024
Added 0.05%
|
|
Private Capital Management LLC
|
Jul 18, 2024 Q2 2024 |
7,524
shares
|
$529,840
0.09% of portfolio
|
Q2 2024
Added 1.59%
|
|
Pettee Investors, Inc.
|
Aug 02, 2024 Q2 2024 |
7,516
shares
|
$529,276
0.24% of portfolio
|
Q4 2023
Reduced 13.43%
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
7,488
shares
|
$527,304
0.14% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Aug 13, 2024 Q2 2024 |
7,483
shares
|
$526,952
0.11% of portfolio
|
Q2 2024
Reduced 8.36%
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 01, 2024 Q2 2024 |
7,482
shares
|
$526,882
0.05% of portfolio
|
Q2 2024
Added 5.99%
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
7,471
shares
|
$526,107
0.28% of portfolio
|
Q4 2022
Added 3731.28%
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
7,468
shares
|
$525,896
0.13% of portfolio
|
Q3 2024
Added 0.27%
|
|
Sns Financial Group, LLC
|
Jul 25, 2024 Q2 2024 |
7,465
shares
|
$525,685
0.05% of portfolio
|
Q2 2024
Added 1.77%
|