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 3,425 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 $186 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
2,997
shares
|
$187,072
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
2,993
shares
|
$186,823
0.04% of portfolio
|
Q3 2024
Reduced 16.42%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Nov 12, 2024 Q3 2024 |
2,993
shares
|
$186,823
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Youngs Advisory Group, Inc.
|
Nov 07, 2024 Q3 2024 |
2,984
shares
|
$186,261
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
2,976
shares
|
$185,761
0.07% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Hourglass Capital, LLC
|
Nov 06, 2024 Q3 2024 |
2,969
shares
|
$185,324
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Jsf Financial, LLC
|
Nov 12, 2024 Q3 2024 |
2,966
shares
|
$185,137
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
2,949
shares
|
$184,076
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
2,943
shares
|
$183,702
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
2,930
shares
|
$182,890
0.04% of portfolio
|
Q3 2024
Reduced 21.53%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
2,916
shares
|
$182,016
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
2,910
shares
|
$181,642
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
2,900
shares
|
$181,018
0.18% of portfolio
|
Q2 2023
Reduced 19.44%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 14, 2024 Q3 2024 |
2,900
shares
|
$181,018
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kooman & Associates
Altoona, PA |
Oct 24, 2024 Q3 2024 |
2,894
shares
|
$180,643
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
2,893
shares
|
$180,581
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
2,891
shares
|
$180,456
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
2,891
shares
|
$180,456
0.03% of portfolio
|
Q4 2024
Reduced 6.17%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
2,889
shares
|
$180,331
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
2,872
shares
|
$179,270
0.07% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Wp Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
2,866
shares
|
$178,895
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
2,864
shares
|
$178,770
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Mcrae Capital Management Inc
|
Oct 24, 2024 Q3 2024 |
2,861
shares
|
$178,583
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,859
shares
|
$178,458
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
2,853
shares
|
$178,084
0.08% of portfolio
|
Q3 2024
New holding
|