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 3,441 institutions that hold shares in the stock, with a total of 2.98 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 |
|---|---|---|---|---|---|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
168,297
shares
|
$10.4 Million
0.18% of portfolio
|
Q3 2024
Reduced 10.1%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
168,294
shares
|
$10.4 Million
0.22% of portfolio
|
Q3 2024
Added 1380.81%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
165,972
shares
|
$10.2 Million
1.62% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Oct 23, 2024 Q3 2024 |
165,300
shares
|
$10.2 Million
0.29% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
164,370
shares
|
$10.1 Million
0.77% of portfolio
|
Q2 2022
Added 7.43%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
164,282
shares
|
$10.1 Million
0.43% of portfolio
|
Q3 2024
Reduced 19.69%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
163,924
shares
|
$10.1 Million
0.39% of portfolio
|
Q1 2024
Reduced 44.19%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 13, 2024 Q3 2024 |
161,017
shares
|
$9.94 Million
2.77% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Griffin Asset Management, Inc.
|
Oct 15, 2024 Q3 2024 |
160,177
shares
|
$9.88 Million
1.31% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Richard C. Young & Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
158,900
shares
|
$9.81 Million
1.33% of portfolio
|
Q3 2024
Added 8.99%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
156,935
shares
|
$9.68 Million
0.15% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2024 Q3 2024 |
156,696
shares
|
$9.67 Million
0.91% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
156,659
shares
|
$9.67 Million
1.13% of portfolio
|
Q3 2024
Reduced 11.79%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
155,755
shares
|
$9.61 Million
1.76% of portfolio
|
Q3 2024
Added 7.02%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
154,488
shares
|
$9.53 Million
0.07% of portfolio
|
Q3 2024
Added 135.65%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Nov 13, 2024 Q3 2024 |
154,000
shares
|
$9.5 Million
0.43% of portfolio
|
Q3 2024
Reduced 64.89%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
153,568
shares
|
$9.48 Million
0.19% of portfolio
|
Q3 2024
Reduced 11.8%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
152,612
shares
|
$9.42 Million
0.49% of portfolio
|
Q3 2024
Added 13.86%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
152,495
shares
|
$9.41 Million
0.11% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Nov 12, 2024 Q3 2024 |
152,015
shares
|
$9.38 Million
1.17% of portfolio
|
Q3 2024
Added 19.61%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
150,724
shares
|
$9.3 Million
0.05% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Oct 15, 2024 Q3 2024 |
150,250
shares
|
$9.27 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
American Assets Investment Management, LLC
|
Nov 05, 2024 Q3 2024 |
150,060
shares
|
$9.26 Million
0.96% of portfolio
|
Q3 2021
Added 3.45%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
149,856
shares
|
$9.25 Million
0.13% of portfolio
|
Q3 2024
Reduced 18.26%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Oct 25, 2024 Q3 2024 |
149,699
shares
|
$9.24 Million
2.05% of portfolio
|
Q3 2024
Reduced 3.11%
|