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 |
|---|---|---|---|---|---|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
5,057
shares
|
$308,830
0.05% of portfolio
|
Q3 2024
Added 46.37%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Dec 06, 2024 Q3 2024 |
5,057
shares
|
$308,830
0.24% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 16, 2024 Q3 2024 |
5,052
shares
|
$308,525
0.2% of portfolio
|
Q3 2024
Reduced 15.42%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
5,041
shares
|
$307,853
0.02% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 10, 2024 Q3 2024 |
5,017
shares
|
$306,388
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 14, 2024 Q3 2024 |
5,012
shares
|
$306,082
0.28% of portfolio
|
Q3 2024
Reduced 6.35%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
5,003
shares
|
$305,533
0.08% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
5,000
shares
|
$305,350
0.35% of portfolio
|
Q2 2022
New holding
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
4,996
shares
|
$305,105
0.14% of portfolio
|
Q3 2024
Added 13.01%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
4,994
shares
|
$304,983
0.02% of portfolio
|
Q3 2024
Added 6.5%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
4,985
shares
|
$304,433
0.19% of portfolio
|
Q4 2022
New holding
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
4,982
shares
|
$304,250
0.07% of portfolio
|
Q3 2024
Reduced 33.79%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Oct 11, 2024 Q3 2024 |
4,959
shares
|
$302,846
0.12% of portfolio
|
Q3 2024
Added 6.83%
|
|
|
Hoertkorn Richard Charles
|
Oct 22, 2024 Q3 2024 |
4,955
shares
|
$302,601
0.2% of portfolio
|
Q3 2024
Reduced 61.75%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Oct 03, 2024 Q3 2024 |
4,938
shares
|
$301,563
0.2% of portfolio
|
Q3 2024
Added 12.46%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,937
shares
|
$301,502
0.12% of portfolio
|
Q2 2022
Added 7.51%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
4,934
shares
|
$301,319
0.04% of portfolio
|
Q2 2024
Reduced 64.2%
|
|
|
Trust Investment Advisors
|
Nov 12, 2024 Q3 2024 |
4,912
shares
|
$299,975
0.23% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
De Dora Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
4,902
shares
|
$299,365
0.1% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Blossom Wealth Management
|
Oct 22, 2024 Q3 2024 |
4,890
shares
|
$298,632
0.71% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Unionview, LLC
Seattle, WA |
Nov 06, 2024 Q3 2024 |
4,888
shares
|
$298,510
0.27% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
4,874
shares
|
$297,655
0.04% of portfolio
|
Q3 2024
Added 12.9%
|
|
|
Cultivar Capital, Inc.
Denton, TX |
Oct 16, 2024 Q3 2024 |
4,868
shares
|
$297,288
0.29% of portfolio
|
Q2 2024
Reduced 6.53%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 25, 2024 Q3 2024 |
4,860
shares
|
$296,800
0.02% of portfolio
|
Q3 2024
Reduced 72.0%
|
|
|
Dgs Capital Management, LLC
|
Dec 10, 2024 Q3 2024 |
4,856
shares
|
$296,555
0.1% of portfolio
|
Q3 2024
Added 13.06%
|