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 |
|---|---|---|---|---|---|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
3,567
shares
|
$217,836
0.28% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2024 Q3 2024 |
3,565
shares
|
$217,714
0.08% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
3,560
shares
|
$217,409
0.16% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
3,557
shares
|
$217,225
0.12% of portfolio
|
Q3 2024
Reduced 16.95%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
3,557
shares
|
$217,225
0.12% of portfolio
|
Q3 2024
Reduced 55.2%
|
|
|
Affiance Financial, LLC
|
Oct 11, 2024 Q3 2024 |
3,548
shares
|
$216,676
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
3,547
shares
|
$216,615
0.13% of portfolio
|
Q2 2024
Reduced 1.31%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
3,545
shares
|
$216,493
0.04% of portfolio
|
Q3 2024
Added 10.23%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
3,541
shares
|
$216,248
0.03% of portfolio
|
Q2 2024
Reduced 2.75%
|
|
|
Act Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
3,540
shares
|
$216,187
0.11% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
3,536
shares
|
$215,943
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
3,531
shares
|
$215,638
0.08% of portfolio
|
Q2 2024
Added 2.47%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
3,525
shares
|
$215,271
0.01% of portfolio
|
Q3 2024
Reduced 57.66%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
3,523
shares
|
$215,149
0.41% of portfolio
|
Q2 2022
New holding
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
3,517
shares
|
$214,783
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 07, 2024 Q3 2024 |
3,513
shares
|
$214,538
0.05% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
3,504
shares
|
$213,989
0.13% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Horizon Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
3,496
shares
|
$213,500
0.05% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Main Street Research LLC
Sausalito, CA |
Nov 12, 2024 Q3 2024 |
3,489
shares
|
$213,073
0.02% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,473
shares
|
$212,096
0.14% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
3,473
shares
|
$212,096
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
3,469
shares
|
$211,851
0.22% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Nov 12, 2024 Q3 2024 |
3,460
shares
|
$211,302
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Trecaso Financial Group, LLC
|
Oct 24, 2024 Q3 2024 |
3,452
shares
|
$210,813
0.08% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
3,450
shares
|
$210,691
0.03% of portfolio
|
Q1 2024
Reduced 33.19%
|