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 |
|---|---|---|---|---|---|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
90,662
shares
|
$5.59 Million
0.47% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
90,323
shares
|
$5.57 Million
0.58% of portfolio
|
Q3 2024
Added 77.71%
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Oct 07, 2024 Q3 2024 |
90,051
shares
|
$5.56 Million
2.57% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
89,544
shares
|
$5.53 Million
1.05% of portfolio
|
Q3 2024
Reduced 18.4%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
89,513
shares
|
$5.52 Million
0.43% of portfolio
|
Q2 2024
Added 0.9%
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
89,381
shares
|
$5.52 Million
0.79% of portfolio
|
Q3 2024
Added 21.37%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
89,295
shares
|
$5.51 Million
0.21% of portfolio
|
Q3 2022
Reduced 7.01%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
89,277
shares
|
$5.51 Million
0.3% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
89,161
shares
|
$5.5 Million
0.14% of portfolio
|
Q3 2024
Reduced 7.73%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
89,061
shares
|
$5.5 Million
0.13% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
88,754
shares
|
$5.48 Million
0.19% of portfolio
|
Q3 2024
Added 28.19%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Oct 22, 2024 Q3 2024 |
88,716
shares
|
$5.47 Million
0.09% of portfolio
|
Q2 2024
Added 1.3%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
88,340
shares
|
$5.45 Million
0.47% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Dec 10, 2024 Q3 2024 |
87,934
shares
|
$5.43 Million
2.31% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 08, 2025 Q4 2024 |
87,861
shares
|
$5.42 Million
1.52% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
87,778
shares
|
$5.42 Million
0.15% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
87,759
shares
|
$5.42 Million
0.6% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
87,752
shares
|
$5.42 Million
0.25% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
87,272
shares
|
$5.39 Million
0.22% of portfolio
|
Q2 2024
Added 5.2%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
86,853
shares
|
$5.36 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
86,641
shares
|
$5.35 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Iyo Bank, Ltd.
|
Nov 04, 2024 Q3 2024 |
86,390
shares
|
$5.33 Million
2.2% of portfolio
|
Q1 2022
Added 10.49%
|
|
|
Bridge Creek Capital Management LLC
|
Oct 07, 2024 Q3 2024 |
86,284
shares
|
$5.32 Million
1.89% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
86,163
shares
|
$5.32 Million
0.27% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Sienna Gestion
Paris, I0 |
Nov 14, 2024 Q3 2024 |
86,144
shares
|
$5.32 Million
0.41% of portfolio
|
Q3 2024
Added 18.42%
|