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 |
---|---|---|---|---|---|
Insight Folios Inc
|
Jul 18, 2024 Q2 2024 |
6,205
shares
|
$433,729
0.16% of portfolio
|
Q2 2024
Added 0.5%
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2024 Q2 2024 |
6,191
shares
|
$432,750
0.02% of portfolio
|
Q2 2024
Reduced 1.05%
|
|
Univest Financial Corp
|
Aug 05, 2024 Q2 2024 |
6,182
shares
|
$432,121
0.11% of portfolio
|
Q1 2023
Reduced 1.59%
|
|
Wescott Financial Advisory Group, LLC
|
Aug 14, 2024 Q2 2024 |
6,177
shares
|
$431,772
0.05% of portfolio
|
Q2 2024
Added 0.73%
|
|
Asset Planning Corporation
|
Jul 31, 2024 Q2 2024 |
6,173
shares
|
$431,492
0.29% of portfolio
|
Q1 2024
Added 39.66%
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
6,166
shares
|
$431,003
0.07% of portfolio
|
Q3 2022
New holding
|
|
Summit Financial Wealth Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
6,156
shares
|
$430,304
0.09% of portfolio
|
Q2 2024
Reduced 14.25%
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
6,152
shares
|
$430,024
0.22% of portfolio
|
Q3 2024
Reduced 11.21%
|
|
May Tech Global Investments, LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
6,150
shares
|
$429,885
0.06% of portfolio
|
Q1 2024
Added 6.22%
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 08, 2024 Q2 2024 |
6,141
shares
|
$429,255
0.22% of portfolio
|
Q2 2024
Reduced 1.68%
|
|
Archetype Wealth Partners
Houston, TX |
Aug 15, 2024 Q2 2024 |
6,141
shares
|
$429,255
0.06% of portfolio
|
Q2 2024
Added 0.02%
|
|
Callan Capital, LLC
La Jolla, CA |
Aug 12, 2024 Q2 2024 |
6,139
shares
|
$429,116
0.03% of portfolio
|
Q2 2024
Added 21.47%
|
|
Canopy Partners, LLC
Terrace Park, OH |
Aug 09, 2024 Q2 2024 |
6,129
shares
|
$428,417
0.18% of portfolio
|
Q2 2024
Added 3.53%
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
6,128
shares
|
$428,347
0.11% of portfolio
|
Q3 2024
Added 0.64%
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 25, 2024 Q2 2024 |
6,127
shares
|
$428,277
0.32% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
6,118
shares
|
$427,648
0.19% of portfolio
|
Q1 2024
Reduced 26.06%
|
|
Fsa Wealth Management LLC
Needham, MA |
May 16, 2024 Q1 2024 |
6,118
shares
|
$427,648
0.16% of portfolio
|
Q4 2023
Reduced 18.33%
|
|
Seven Springs Wealth Group, LLC
|
Jul 30, 2024 Q2 2024 |
6,114
shares
|
$427,368
0.16% of portfolio
|
Q2 2024
Reduced 7.56%
|
|
Fiducient Advisors LLC
|
Aug 06, 2024 Q2 2024 |
6,085
shares
|
$425,341
0.05% of portfolio
|
Q2 2024
Reduced 14.79%
|
|
Roof Eidam & Maycock
|
Aug 06, 2024 Q2 2024 |
6,085
shares
|
$425,341
0.11% of portfolio
|
Q1 2024
Reduced 3.18%
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
6,067
shares
|
$424,083
0.01% of portfolio
|
Q3 2024
Added 12.21%
|
|
Lokken Investment Group LLC
|
Aug 09, 2024 Q2 2024 |
6,066
shares
|
$424,013
0.19% of portfolio
|
Q2 2024
Added 0.46%
|
|
Brogan Financial, Inc.
Knoxville, TN |
Aug 13, 2024 Q2 2024 |
6,054
shares
|
$423,174
0.24% of portfolio
|
Q2 2024
Reduced 6.56%
|
|
Kessler Investment Group, LLC
|
Jul 18, 2024 Q2 2024 |
6,047
shares
|
$422,685
0.21% of portfolio
|
Q2 2024
Added 5.11%
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
6,037
shares
|
$421,986
0.37% of portfolio
|
Q3 2022
Added 4.52%
|