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 3,418 institutions that hold shares in the stock, with a total of 2.99 Billion shares, which have been reported (via 13F filing form) to have a value of $185 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citizens Business Bank
Ontario, CA |
Nov 07, 2024 Q3 2024 |
3,513
shares
|
$217,524
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
|
$216,967
0.13% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
3,497
shares
|
$216,534
0.09% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
3,494
shares
|
$216,348
0.13% of portfolio
|
Q4 2024
Reduced 18.48%
|
|
|
Main Street Research LLC
Sausalito, CA |
Nov 12, 2024 Q3 2024 |
3,489
shares
|
$216,038
0.02% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
3,478
shares
|
$215,357
0.15% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,473
shares
|
$215,048
0.14% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
3,473
shares
|
$215,048
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
3,469
shares
|
$214,800
0.22% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Nov 12, 2024 Q3 2024 |
3,460
shares
|
$214,243
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
3,450
shares
|
$213,624
0.03% of portfolio
|
Q1 2024
Reduced 33.19%
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
3,450
shares
|
$213,624
0.12% of portfolio
|
Q3 2024
Reduced 6.76%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
3,450
shares
|
$213,624
0.14% of portfolio
|
Q3 2024
Reduced 5.43%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
3,448
shares
|
$213,500
0.24% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
3,443
shares
|
$213,190
0.07% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Buckley Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
3,440
shares
|
$213,004
0.08% of portfolio
|
Q3 2024
Reduced 24.35%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
3,423
shares
|
$211,952
0.07% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Wedgewood Investors Inc
|
Oct 31, 2024 Q3 2024 |
3,408
shares
|
$211,023
0.27% of portfolio
|
Q2 2024
New holding
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
3,405
shares
|
$210,837
0.15% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
3,402
shares
|
$210,651
0.19% of portfolio
|
Q2 2024
Added 0.38%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
3,400
shares
|
$210,528
0.06% of portfolio
|
Q2 2024
Reduced 10.53%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
3,399
shares
|
$210,466
0.94% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,397
shares
|
$210,342
0.01% of portfolio
|
Q1 2022
Reduced 50.19%
|
|
|
Tlwm
San Antonio, TX |
Jan 13, 2025 Q4 2024 |
3,388
shares
|
$209,784
0.04% of portfolio
|
Q3 2024
Reduced 28.79%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jan 23, 2025 Q4 2024 |
3,380
shares
|
$209,289
0.03% of portfolio
|
Q2 2024
Added 2.11%
|