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 3,344 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 $212 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
O'Keefe Stevens Advisory, Inc.
|
Oct 08, 2024 Q3 2024 |
6,988
shares
|
$488,461
0.16% of portfolio
|
Q3 2024
Added 44.11%
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Jul 31, 2024 Q2 2024 |
6,988
shares
|
$488,461
0.18% of portfolio
|
Q2 2024
Added 0.19%
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Aug 08, 2024 Q2 2024 |
6,970
shares
|
$487,203
0.06% of portfolio
|
Q2 2024
Reduced 3.34%
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
6,968
shares
|
$487,063
0.26% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
6,957
shares
|
$486,294
0.17% of portfolio
|
Q3 2024
Added 2.05%
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
6,936
shares
|
$484,826
0.09% of portfolio
|
Q2 2024
Added 15.2%
|
|
M. Kraus & CO
|
Oct 11, 2024 Q3 2024 |
6,888
shares
|
$481,471
0.16% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
Clarus Group, Inc.
|
Jul 19, 2024 Q2 2024 |
6,887
shares
|
$481,401
0.19% of portfolio
|
Q2 2024
Reduced 26.94%
|
|
Klingman & Associates, LLC
|
Jul 30, 2024 Q2 2024 |
6,872
shares
|
$480,352
0.03% of portfolio
|
Q2 2024
Added 0.12%
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 30, 2024 Q2 2024 |
6,871
shares
|
$480,282
0.12% of portfolio
|
Q2 2024
Added 2.22%
|
|
Marotta Asset Management
|
Oct 03, 2024 Q3 2024 |
6,866
shares
|
$479,933
0.1% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
6,859
shares
|
$479,444
0.08% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
American Financial & Tax Strategies Inc
New York, NY |
Aug 08, 2024 Q2 2024 |
6,844
shares
|
$478,395
0.23% of portfolio
|
Q1 2024
New holding
|
|
Kwmg, LLC
|
Oct 07, 2024 Q3 2024 |
6,827
shares
|
$477,207
0.05% of portfolio
|
Q1 2024
Reduced 1.14%
|
|
Cooper/Haims Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
6,807
shares
|
$475,809
0.25% of portfolio
|
Q2 2024
Reduced 8.08%
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 08, 2024 Q2 2024 |
6,806
shares
|
$475,739
0.39% of portfolio
|
Q2 2024
Added 3.81%
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
6,804
shares
|
$475,599
0.11% of portfolio
|
Q3 2024
Added 61.88%
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Aug 13, 2024 Q2 2024 |
6,795
shares
|
$474,970
0.04% of portfolio
|
Q2 2024
Added 25.93%
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
6,781
shares
|
$473,991
0.1% of portfolio
|
Q1 2024
Added 0.86%
|
|
Lebenthal Global Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
6,770
shares
|
$473,223
0.09% of portfolio
|
Q2 2024
Added 16.46%
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
6,756
shares
|
$472,244
0.03% of portfolio
|
Q3 2023
New holding
|
|
Sym Financial Corp
|
Aug 08, 2024 Q2 2024 |
6,753
shares
|
$472,034
0.07% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
Brown Shipley& CO LTD
London, X0 |
Aug 19, 2024 Q2 2024 |
6,736
shares
|
$470,846
0.19% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Oct 15, 2024 Q3 2024 |
6,731
shares
|
$470,496
0.3% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 14, 2024 Q2 2024 |
6,728
shares
|
$470,287
0.02% of portfolio
|
Q2 2024
Added 147.26%
|