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 $186 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
7,279
shares
|
$453,190
0.12% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
7,278
shares
|
$453,128
0.1% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
7,248
shares
|
$451,260
0.26% of portfolio
|
Q3 2024
Added 16.01%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
7,240
shares
|
$450,762
0.57% of portfolio
|
Q2 2023
Reduced 28.03%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
7,239
shares
|
$450,700
0.28% of portfolio
|
Q3 2023
Added 0.04%
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
7,231
shares
|
$450,202
0.79% of portfolio
|
Q1 2024
Reduced 24.87%
|
|
|
Greenspring Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
7,230
shares
|
$450,139
0.12% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
7,207
shares
|
$448,707
0.04% of portfolio
|
Q3 2024
Added 17.4%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
7,204
shares
|
$448,521
0.13% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 17, 2024 Q3 2024 |
7,193
shares
|
$447,836
0.1% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Oct 21, 2024 Q3 2024 |
7,187
shares
|
$447,462
0.42% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
7,181
shares
|
$447,089
0.06% of portfolio
|
Q3 2024
Reduced 9.42%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Oct 23, 2024 Q3 2024 |
7,168
shares
|
$446,279
0.34% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
7,164
shares
|
$446,030
0.05% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
7,159
shares
|
$445,719
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
7,151
shares
|
$445,221
0.04% of portfolio
|
Q3 2024
Added 11.77%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
7,139
shares
|
$444,474
0.15% of portfolio
|
Q3 2023
Added 13.9%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Nov 07, 2024 Q3 2024 |
7,121
shares
|
$443,353
0.36% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
7,106
shares
|
$442,419
0.19% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,106
shares
|
$442,419
0.28% of portfolio
|
Q2 2024
Reduced 3.2%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
7,104
shares
|
$442,295
0.12% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Oct 07, 2024 Q3 2024 |
7,102
shares
|
$442,170
0.21% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Harbor Advisory Corp
|
Oct 21, 2024 Q3 2024 |
7,092
shares
|
$441,547
0.17% of portfolio
|
Q2 2024
Reduced 22.32%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Nov 05, 2024 Q3 2024 |
7,088
shares
|
$441,298
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
7,077
shares
|
$440,614
0.32% of portfolio
|
Q3 2024
Reduced 2.22%
|