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 3,427 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 $187 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,210
shares
|
$75,879
0.02% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
1,209
shares
|
$75,816
0.03% of portfolio
|
Q4 2024
Added 61.42%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
1,208
shares
|
$75,753
0.04% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
1,202
shares
|
$75,377
0.05% of portfolio
|
Q4 2024
Reduced 39.69%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
1,202
shares
|
$75,377
0.0% of portfolio
|
Q3 2024
Reduced 42.18%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
1,201
shares
|
$75,314
0.07% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
1,179
shares
|
$73,935
0.01% of portfolio
|
Q4 2024
Added 934.21%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
1,168
shares
|
$73,245
0.06% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
1,143
shares
|
$71,677
0.02% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,136
shares
|
$71,238
0.02% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,135
shares
|
$71,175
0.04% of portfolio
|
Q1 2022
Added 9.13%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 14, 2024 Q3 2024 |
1,123
shares
|
$70,423
0.07% of portfolio
|
Q2 2024
Reduced 34.17%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
1,096
shares
|
$68,730
0.05% of portfolio
|
Q3 2024
Added 55.46%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
1,076
shares
|
$67,475
0.03% of portfolio
|
Q3 2024
Added 13.14%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
1,053
shares
|
$66,033
0.11% of portfolio
|
Q3 2022
Added 0.67%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
1,022
shares
|
$64,089
0.04% of portfolio
|
Q3 2024
Added 71.76%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
1,019
shares
|
$63,901
0.02% of portfolio
|
Q4 2023
Reduced 0.94%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
1,010
shares
|
$63,337
0.01% of portfolio
|
Q4 2024
Added 10000.0%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
1,000
shares
|
$62,710
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
1,000
shares
|
$62,710
0.02% of portfolio
|
Q2 2020
New holding
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
1,000
shares
|
$62,710
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
996
shares
|
$62,459
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
994
shares
|
$62,333
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
947
shares
|
$59,386
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
936
shares
|
$58,696
0.04% of portfolio
|
Q3 2024
Added 0.65%
|