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 3,418 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 $185 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
J. L. Bainbridge & Co., Inc.
|
Nov 12, 2024 Q3 2024 |
5,827
shares
|
$360,807
0.04% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
5,794
shares
|
$358,764
0.02% of portfolio
|
Q4 2024
Added 11.4%
|
|
May Tech Global Investments, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,790
shares
|
$358,516
0.06% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
5,790
shares
|
$358,516
0.27% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
5,781
shares
|
$357,959
0.13% of portfolio
|
Q4 2024
Added 1.33%
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
5,777
shares
|
$357,711
0.12% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
5,777
shares
|
$357,711
0.21% of portfolio
|
Q4 2022
Added 60.61%
|
|
Red Wave Investments LLC
Dillsburg, PA |
Nov 13, 2024 Q3 2024 |
5,774
shares
|
$357,526
0.16% of portfolio
|
Q3 2024
Added 1.51%
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
5,773
shares
|
$357,464
0.04% of portfolio
|
Q4 2024
Added 0.57%
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
5,766
shares
|
$357,030
0.23% of portfolio
|
Q3 2024
Added 0.33%
|
|
Brightwater Advisory LLC
Tampa, FL |
Oct 08, 2024 Q3 2024 |
5,762
shares
|
$356,783
0.3% of portfolio
|
Q4 2023
Added 2.97%
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
5,761
shares
|
$356,721
0.09% of portfolio
|
Q3 2024
Reduced 7.25%
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
5,758
shares
|
$356,535
0.28% of portfolio
|
Q2 2024
Reduced 26.65%
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
5,741
shares
|
$355,482
0.29% of portfolio
|
Q4 2024
New holding
|
|
John G Ullman & Associates Inc
|
Nov 08, 2024 Q3 2024 |
5,739
shares
|
$355,358
0.06% of portfolio
|
Q3 2024
Added 0.88%
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
5,734
shares
|
$355,049
0.14% of portfolio
|
Q3 2024
Added 1.77%
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
5,734
shares
|
$355,049
0.05% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
5,722
shares
|
$354,306
0.07% of portfolio
|
Q3 2024
Added 20.26%
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
5,710
shares
|
$353,563
0.09% of portfolio
|
Q4 2024
Added 2.46%
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
5,706
shares
|
$353,315
0.04% of portfolio
|
Q3 2024
Added 0.02%
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
5,700
shares
|
$352,944
0.12% of portfolio
|
Q4 2024
Added 0.46%
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
5,700
shares
|
$352,944
0.22% of portfolio
|
Q4 2024
Reduced 19.46%
|
|
Bochk Asset Management LTD
Hong Kong, K3 |
Jan 22, 2025 Q4 2024 |
5,700
shares
|
$352,944
0.11% of portfolio
|
Q4 2024
New holding
|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
5,692
shares
|
$352,448
0.05% of portfolio
|
Q3 2024
Added 1.39%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,679
shares
|
$351,643
0.04% of portfolio
|
Q2 2023
Added 29.72%
|