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 3,441 institutions that hold shares in the stock, with a total of 2.98 Billion shares, which have been reported (via 13F filing form) to have a value of $182 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 13, 2024 Q3 2024 |
5,317
shares
|
$324,709
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
5,314
shares
|
$324,525
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
5,313
shares
|
$324,464
0.08% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 13, 2024 Q3 2024 |
5,300
shares
|
$323,671
0.15% of portfolio
|
Q4 2022
Reduced 32.91%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
5,292
shares
|
$323,182
0.04% of portfolio
|
Q4 2023
Reduced 0.34%
|
|
|
Elevatus Welath Management
Victor, NY |
Nov 14, 2024 Q3 2024 |
5,284
shares
|
$322,693
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
5,281
shares
|
$322,510
0.03% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
5,275
shares
|
$322,144
0.03% of portfolio
|
Q2 2024
Reduced 15.86%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
5,275
shares
|
$322,144
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
5,263
shares
|
$321,411
0.13% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
5,250
shares
|
$320,617
0.25% of portfolio
|
Q3 2024
Added 30.24%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
5,244
shares
|
$320,251
0.02% of portfolio
|
Q2 2024
Reduced 21.07%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
5,223
shares
|
$318,968
0.06% of portfolio
|
Q2 2024
Reduced 18.68%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,221
shares
|
$318,846
0.09% of portfolio
|
Q3 2024
Added 17.8%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
5,220
shares
|
$318,785
0.21% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Better Money Decisions, LLC
|
Oct 25, 2024 Q3 2024 |
5,215
shares
|
$318,480
0.27% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
5,209
shares
|
$318,113
0.02% of portfolio
|
Q3 2019
Reduced 18.07%
|
|
|
Traynor Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
5,201
shares
|
$317,625
0.02% of portfolio
|
Q3 2024
Added 14.96%
|
|
|
Hedges Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
5,200
shares
|
$317,564
0.26% of portfolio
|
Q3 2024
Reduced 31.58%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 14, 2024 Q3 2024 |
5,199
shares
|
$317,502
0.12% of portfolio
|
Q2 2024
Reduced 1.89%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
5,198
shares
|
$317,441
0.05% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,190
shares
|
$316,953
0.05% of portfolio
|
Q3 2024
Added 6.72%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 08, 2024 Q3 2024 |
5,181
shares
|
$316,403
0.25% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
5,177
shares
|
$316,159
0.04% of portfolio
|
Q2 2024
Added 24.9%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
5,174
shares
|
$315,976
0.17% of portfolio
|
Q3 2024
Reduced 4.42%
|