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 |
|---|---|---|---|---|---|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
4,334
shares
|
$264,677
0.08% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
4,330
shares
|
$264,433
0.07% of portfolio
|
Q2 2024
Added 8.3%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
4,322
shares
|
$263,944
0.18% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
4,321
shares
|
$263,883
0.22% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 12, 2024 Q3 2024 |
4,308
shares
|
$263,089
0.09% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Athena Investment Management
|
Nov 12, 2024 Q3 2024 |
4,300
shares
|
$262,601
0.19% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 13, 2024 Q3 2024 |
4,292
shares
|
$262,112
0.2% of portfolio
|
Q3 2024
Added 9.97%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
4,288
shares
|
$261,868
0.09% of portfolio
|
Q3 2024
Reduced 19.76%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
4,286
shares
|
$261,746
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Enterprise Bank & Trust CO
|
Oct 08, 2024 Q3 2024 |
4,278
shares
|
$261,257
0.1% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jan 08, 2025 Q3 2024 |
4,267
shares
|
$260,585
0.1% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
4,255
shares
|
$259,852
0.17% of portfolio
|
Q2 2024
Reduced 20.84%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
4,244
shares
|
$259,181
0.27% of portfolio
|
Q3 2022
Reduced 0.47%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
4,233
shares
|
$258,509
0.08% of portfolio
|
Q2 2024
Added 36.46%
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
4,229
shares
|
$258,265
0.04% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 31, 2024 Q3 2024 |
4,228
shares
|
$258,203
0.22% of portfolio
|
Q3 2024
Added 17.09%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
4,227
shares
|
$258,142
0.2% of portfolio
|
Q1 2023
Reduced 1.99%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Nov 01, 2024 Q3 2024 |
4,222
shares
|
$257,837
0.1% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
4,220
shares
|
$257,715
0.41% of portfolio
|
Q3 2023
Added 4.43%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Oct 18, 2024 Q3 2024 |
4,210
shares
|
$257,104
0.25% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
4,208
shares
|
$256,982
0.05% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Oct 15, 2024 Q3 2024 |
4,207
shares
|
$256,921
0.22% of portfolio
|
Q4 2023
Reduced 0.47%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
4,198
shares
|
$256,371
0.24% of portfolio
|
Q3 2024
Reduced 17.59%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 08, 2024 Q3 2024 |
4,179
shares
|
$255,211
0.17% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2024 Q3 2024 |
4,174
shares
|
$254,906
0.06% of portfolio
|
Q3 2024
Reduced 14.8%
|