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 |
|---|---|---|---|---|---|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
4,588
shares
|
$280,189
0.04% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Baugh & Associates, LLC
|
Oct 31, 2024 Q3 2024 |
4,582
shares
|
$279,822
0.17% of portfolio
|
Q3 2024
Added 11.51%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
4,582
shares
|
$279,822
0.05% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Chiron Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
4,580
shares
|
$279,700
0.3% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
4,579
shares
|
$279,639
0.01% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
4,577
shares
|
$279,517
0.05% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 29, 2024 Q3 2024 |
4,573
shares
|
$279,273
0.23% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
4,567
shares
|
$278,906
0.16% of portfolio
|
Q2 2024
Added 4.77%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
4,564
shares
|
$278,723
0.13% of portfolio
|
Q2 2024
Added 2.35%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
4,556
shares
|
$278,234
0.02% of portfolio
|
Q4 2023
Added 6.1%
|
|
|
Riversedge Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,552
shares
|
$277,990
0.08% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Oct 09, 2024 Q3 2024 |
4,550
shares
|
$277,868
0.2% of portfolio
|
Q4 2023
Reduced 29.46%
|
|
|
Wela Strategies, Inc.
|
Oct 17, 2024 Q3 2024 |
4,544
shares
|
$277,502
0.14% of portfolio
|
Q3 2024
Reduced 11.13%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
4,539
shares
|
$277,196
0.07% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
4,525
shares
|
$276,341
0.05% of portfolio
|
Q3 2024
Added 33.09%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
4,514
shares
|
$275,669
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
4,507
shares
|
$275,242
0.02% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
4,504
shares
|
$275,059
0.09% of portfolio
|
Q1 2024
Reduced 0.18%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
4,502
shares
|
$274,937
0.75% of portfolio
|
Q4 2022
Added 9.75%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
4,500
shares
|
$274,815
0.29% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Oct 10, 2024 Q3 2024 |
4,500
shares
|
$274,815
0.25% of portfolio
|
Q2 2024
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
4,500
shares
|
$274,815
0.16% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
4,500
shares
|
$274,815
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
4,496
shares
|
$274,570
0.1% of portfolio
|
Q3 2023
Reduced 3.39%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
4,494
shares
|
$274,448
0.06% of portfolio
|
Q3 2024
Reduced 7.78%
|