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 |
---|---|---|---|---|---|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
71,607
shares
|
$4.42 Million
0.7% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
Martin Capital Partners, LLC
|
Oct 15, 2024 Q3 2024 |
71,585
shares
|
$4.42 Million
2.54% of portfolio
|
Q3 2024
Reduced 24.82%
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 31, 2024 Q3 2024 |
71,121
shares
|
$4.39 Million
0.63% of portfolio
|
Q3 2024
New holding
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
70,972
shares
|
$4.38 Million
0.35% of portfolio
|
Q3 2024
Added 0.95%
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
70,892
shares
|
$4.37 Million
0.22% of portfolio
|
Q3 2024
Added 2.46%
|
|
Kennon Green & Company, LLC
Newport Beach, CA |
Oct 31, 2024 Q3 2024 |
70,758
shares
|
$4.37 Million
4.22% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
70,354
shares
|
$4.34 Million
0.48% of portfolio
|
Q3 2021
Reduced 1.75%
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
70,000
shares
|
$4.32 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
69,986
shares
|
$4.32 Million
0.32% of portfolio
|
Q3 2024
Added 0.15%
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
69,970
shares
|
$4.32 Million
0.37% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
Bell Asset Management LTD
Melbourne, C3 |
Nov 13, 2024 Q3 2024 |
69,605
shares
|
$4.3 Million
0.93% of portfolio
|
Q3 2024
Reduced 49.78%
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
69,538
shares
|
$4.29 Million
1.02% of portfolio
|
Q1 2024
Reduced 2.37%
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 06, 2024 Q3 2024 |
69,068
shares
|
$4.26 Million
2.0% of portfolio
|
Q3 2024
Added 0.44%
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
69,015
shares
|
$4.26 Million
0.22% of portfolio
|
Q3 2024
Reduced 12.32%
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
68,611
shares
|
$4.23 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
68,549
shares
|
$4.23 Million
1.04% of portfolio
|
Q3 2022
Added 0.08%
|
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
Nov 15, 2024 Q3 2024 |
68,447
shares
|
$4.22 Million
2.25% of portfolio
|
Q3 2024
Added 0.84%
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
67,979
shares
|
$4.19 Million
0.19% of portfolio
|
Q3 2024
Reduced 16.46%
|
|
Radnor Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
67,788
shares
|
$4.18 Million
0.72% of portfolio
|
Q3 2024
New holding
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
67,354
shares
|
$4.16 Million
0.31% of portfolio
|
Q3 2024
Added 10.17%
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
67,334
shares
|
$4.16 Million
0.15% of portfolio
|
Q3 2024
Added 2.94%
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
67,313
shares
|
$4.15 Million
0.02% of portfolio
|
Q3 2024
Added 75.71%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
67,232
shares
|
$4.15 Million
0.38% of portfolio
|
Q4 2022
Reduced 3.93%
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
67,226
shares
|
$4.15 Million
0.4% of portfolio
|
Q3 2024
Added 2.08%
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
67,187
shares
|
$4.15 Million
0.82% of portfolio
|
Q3 2024
Added 4.79%
|