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 |
|---|---|---|---|---|---|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
6,623
shares
|
$413,606
0.24% of portfolio
|
Q4 2023
Reduced 64.47%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
6,615
shares
|
$413,106
0.24% of portfolio
|
Q3 2024
Reduced 26.19%
|
|
|
Sentry LLC
Memphis, TN |
Oct 15, 2024 Q3 2024 |
6,589
shares
|
$411,483
0.09% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
6,589
shares
|
$411,483
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
6,588
shares
|
$411,420
0.08% of portfolio
|
Q3 2024
Reduced 49.48%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
6,588
shares
|
$411,420
0.16% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
6,579
shares
|
$410,858
0.11% of portfolio
|
Q2 2024
Added 9.3%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
6,572
shares
|
$410,421
0.09% of portfolio
|
Q3 2024
Added 65.42%
|
|
|
Convergence Investment Partners, LLC
|
Oct 29, 2024 Q3 2024 |
6,557
shares
|
$409,484
0.13% of portfolio
|
Q3 2024
Reduced 73.22%
|
|
|
Hall Laurie J Trustee
|
Oct 08, 2024 Q3 2024 |
6,550
shares
|
$409,047
0.15% of portfolio
|
Q3 2024
Added 61.73%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
6,538
shares
|
$408,298
0.09% of portfolio
|
Q3 2020
Reduced 2.94%
|
|
|
Fulcrum Capital LLC
|
Oct 22, 2024 Q3 2024 |
6,500
shares
|
$405,925
0.1% of portfolio
|
Q2 2023
Reduced 4.47%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 10, 2024 Q3 2024 |
6,488
shares
|
$405,175
0.1% of portfolio
|
Q2 2024
Reduced 7.81%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2024 Q3 2024 |
6,469
shares
|
$403,989
0.19% of portfolio
|
Q3 2024
Added 54.91%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
6,459
shares
|
$403,364
0.18% of portfolio
|
Q3 2024
Reduced 8.73%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
6,458
shares
|
$403,302
0.01% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
6,454
shares
|
$403,052
0.08% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
6,436
shares
|
$401,928
0.11% of portfolio
|
Q2 2022
Reduced 0.02%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
6,436
shares
|
$401,928
0.01% of portfolio
|
Q3 2024
Reduced 38.57%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
6,432
shares
|
$401,678
0.13% of portfolio
|
Q1 2024
Reduced 0.17%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Nov 12, 2024 Q3 2024 |
6,427
shares
|
$401,366
0.06% of portfolio
|
Q4 2023
Reduced 2.71%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Oct 22, 2024 Q3 2024 |
6,411
shares
|
$400,366
0.06% of portfolio
|
Q3 2024
Reduced 8.38%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
6,409
shares
|
$400,242
0.3% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Klcm Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
6,387
shares
|
$398,868
0.06% of portfolio
|
Q3 2024
Added 10.44%
|
|
|
Sea Bridge Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
6,382
shares
|
$398,555
0.11% of portfolio
|
Q2 2024
Reduced 7.27%
|