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 3,442 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 $184 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
1,820
shares
|
$112,385
0.03% of portfolio
|
Q3 2024
Reduced 41.33%
|
|
|
Lipe & Dalton
|
Nov 04, 2024 Q3 2024 |
1,800
shares
|
$111,150
0.07% of portfolio
|
Q4 2022
Reduced 18.18%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Oct 29, 2024 Q3 2024 |
1,800
shares
|
$111,150
0.06% of portfolio
|
Q1 2023
Reduced 10.0%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
1,795
shares
|
$110,841
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
O'Brien Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
1,763
shares
|
$108,865
0.03% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
1,750
shares
|
$108,062
0.15% of portfolio
|
Q2 2022
Reduced 10.26%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
1,742
shares
|
$107,568
0.11% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
1,733
shares
|
$107,012
0.04% of portfolio
|
Q2 2024
Reduced 3.94%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
1,725
shares
|
$106,518
0.08% of portfolio
|
Q2 2024
Reduced 36.7%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
1,724
shares
|
$106,457
0.04% of portfolio
|
Q3 2024
Added 352.49%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
1,670
shares
|
$103,122
0.05% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
1,658
shares
|
$102,381
0.04% of portfolio
|
Q3 2024
Added 56.27%
|
|
|
Westchester Capital Management, Inc.
Omaha, NE |
Nov 01, 2024 Q3 2024 |
1,615
shares
|
$99,726
0.03% of portfolio
|
Q2 2023
Added 14.95%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,590
shares
|
$98,182
0.02% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
1,566
shares
|
$96,700
0.04% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Oct 17, 2024 Q3 2024 |
1,521
shares
|
$93,921
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Nov 04, 2024 Q3 2024 |
1,500
shares
|
$92,625
0.02% of portfolio
|
Q4 2023
Added 50.0%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
1,499
shares
|
$92,563
0.05% of portfolio
|
Q2 2024
Added 2.04%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
1,496
shares
|
$92,378
0.06% of portfolio
|
Q4 2021
Added 7.16%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
1,482
shares
|
$91,513
0.02% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
1,458
shares
|
$90,031
0.03% of portfolio
|
Q3 2024
Reduced 9.67%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
1,442
shares
|
$89,043
0.04% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
1,434
shares
|
$88,549
0.03% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,429
shares
|
$88,240
0.08% of portfolio
|
Q3 2024
Reduced 90.77%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
1,391
shares
|
$85,894
0.1% of portfolio
|
Q3 2024
New holding
|