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 3,199 institutions that hold shares in the stock, with a total of 2.92 Billion shares, which have been reported (via 13F filing form) to have a value of $184 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
167
shares
|
$10,509
0.0% of portfolio
|
Q3 2022
Reduced 5.65%
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2024 Q1 2024 |
154
shares
|
$9,691
0.01% of portfolio
|
Q1 2023
New holding
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 13, 2024 Q1 2024 |
152
shares
|
$9,565
0.0% of portfolio
|
Q1 2024
Reduced 19.15%
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 19, 2024 Q1 2024 |
151
shares
|
$9,502
0.0% of portfolio
|
Q1 2024
Reduced 67.87%
|
|
Ifs Advisors, LLC
|
Apr 04, 2024 Q1 2024 |
148
shares
|
$9,313
0.01% of portfolio
|
Q2 2023
Added 48.0%
|
|
Cedar Mountain Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
146
shares
|
$9,187
0.0% of portfolio
|
Q1 2024
Added 210.64%
|
|
Newton One Investments LLC
|
Apr 16, 2024 Q1 2024 |
129
shares
|
$8,117
0.0% of portfolio
|
Q4 2023
Added 1.57%
|
|
Miller Wealth Advisors, LLC
|
May 08, 2024 Q1 2024 |
124
shares
|
$7,803
0.0% of portfolio
|
Q2 2023
New holding
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
May 03, 2024 Q1 2024 |
120
shares
|
$7,551
0.0% of portfolio
|
Q4 2022
New holding
|
|
Clari Vest Asset Management LLC
San Diego, CA |
May 06, 2024 Q1 2024 |
117
shares
|
$7,362
0.0% of portfolio
|
Q1 2024
Added 30.0%
|
|
West Financial Advisors, LLC
|
Apr 11, 2024 Q1 2024 |
114
shares
|
$7,174
0.0% of portfolio
|
Q2 2023
New holding
|
|
Fwl Investment Management, LLC
|
May 13, 2024 Q1 2024 |
105
shares
|
$6,607
0.0% of portfolio
|
Q1 2024
Reduced 30.92%
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 29, 2024 Q1 2024 |
101
shares
|
$6,355
0.01% of portfolio
|
Q1 2024
Reduced 85.67%
|
|
New Square Capital LLC
|
May 08, 2024 Q1 2024 |
93
shares
|
$5,852
0.0% of portfolio
|
Q4 2023
Reduced 67.37%
|
|
Moser Wealth Advisors, LLC
|
May 01, 2024 Q1 2024 |
91
shares
|
$5,726
0.0% of portfolio
|
Q1 2024
New holding
|
|
Timber Creek Capital Management LLC
|
Apr 03, 2024 Q1 2024 |
52
shares
|
$3,272
0.0% of portfolio
|
Q1 2024
Reduced 92.99%
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
39
shares
|
$2,454
0.0% of portfolio
|
Q2 2022
New holding
|
|
West End Advisors, LLC
|
May 07, 2024 Q1 2024 |
32
shares
|
$2,013
0.0% of portfolio
|
Q1 2024
Reduced 49.21%
|
|
Tower View Investment Management & Research LLC
|
Apr 29, 2024 Q1 2024 |
24
shares
|
$1,510
0.0% of portfolio
|
Q4 2023
Reduced 99.62%
|
|
Horizon Financial Services, LLC
|
Apr 26, 2024 Q1 2024 |
21
shares
|
$1,321
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ulland Investment Advisors, LLC
|
Apr 25, 2024 Q1 2024 |
20
shares
|
$1,258
0.0% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
May 22, 2024 Q1 2024 |
17
shares
|
$1,069
0.0% of portfolio
|
Q2 2023
Reduced 39.29%
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
May 09, 2024 Q1 2024 |
8
shares
|
$503
0.0% of portfolio
|
Q4 2023
Reduced 97.12%
|
|
Tfo Tdc, LLC
|
May 13, 2024 Q1 2024 |
7
shares
|
$440
0.0% of portfolio
|
Q1 2024
Reduced 99.91%
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
3
shares
|
$188
0.0% of portfolio
|
Q4 2022
New holding
|