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 3,367 institutions that hold shares in the stock, with a total of 3.03 Billion shares, which have been reported (via 13F filing form) to have a value of $199 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
197,510
shares
|
$12.9 Million
0.19% of portfolio
|
Q4 2023
Reduced 0.68%
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
197,265
shares
|
$12.9 Million
1.83% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
New Mexico Educational Retirement Board
|
Aug 06, 2024 Q2 2024 |
196,020
shares
|
$12.9 Million
0.44% of portfolio
|
Q1 2024
Reduced 13.27%
|
|
|
Australian Super Pty LTD
|
Oct 28, 2024 Q3 2024 |
195,339
shares
|
$12.8 Million
0.07% of portfolio
|
Q3 2024
Added 47.4%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Aug 09, 2024 Q2 2024 |
194,631
shares
|
$12.8 Million
1.29% of portfolio
|
Q2 2024
Added 4.99%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Aug 07, 2024 Q2 2024 |
193,935
shares
|
$12.7 Million
0.71% of portfolio
|
Q2 2024
Reduced 3.49%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
193,629
shares
|
$12.7 Million
0.03% of portfolio
|
Q2 2024
Reduced 17.41%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
193,496
shares
|
$12.7 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
192,453
shares
|
$12.6 Million
0.25% of portfolio
|
Q2 2024
Added 2.51%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
191,671
shares
|
$12.6 Million
1.18% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Jul 26, 2024 Q2 2024 |
190,665
shares
|
$12.5 Million
1.1% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
|
Westfield Capital Management CO LP
Boston, MA |
Aug 14, 2024 Q2 2024 |
190,601
shares
|
$12.5 Million
0.06% of portfolio
|
Q2 2024
Added 6.27%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Oct 22, 2024 Q3 2024 |
189,052
shares
|
$12.4 Million
1.19% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
188,778
shares
|
$12.4 Million
0.59% of portfolio
|
Q3 2022
Reduced 0.05%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
188,008
shares
|
$12.3 Million
1.19% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
187,210
shares
|
$12.3 Million
0.19% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
186,704
shares
|
$12.2 Million
0.21% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
185,870
shares
|
$12.2 Million
0.07% of portfolio
|
Q2 2024
Reduced 8.97%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
185,628
shares
|
$12.2 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
185,453
shares
|
$12.2 Million
0.17% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Aug 14, 2024 Q2 2024 |
185,020
shares
|
$12.1 Million
0.02% of portfolio
|
Q2 2024
Added 152.59%
|
|
|
Cap Wealth Advisors, LLC
|
Aug 05, 2024 Q2 2024 |
183,566
shares
|
$12 Million
1.5% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2024 Q2 2024 |
183,322
shares
|
$12 Million
0.18% of portfolio
|
Q2 2024
Added 2.63%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
181,709
shares
|
$11.9 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Kanawha Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
181,435
shares
|
$11.9 Million
1.01% of portfolio
|
Q3 2024
Reduced 0.92%
|