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 |
|---|---|---|---|---|---|
|
Forvis Wealth Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
70,572
shares
|
$4.63 Million
0.11% of portfolio
|
Q2 2024
Added 6.31%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
70,354
shares
|
$4.61 Million
0.48% of portfolio
|
Q3 2021
Reduced 1.75%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 13, 2024 Q2 2024 |
70,304
shares
|
$4.61 Million
0.34% of portfolio
|
Q2 2024
Reduced 6.01%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
70,072
shares
|
$4.59 Million
0.55% of portfolio
|
Q2 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
69,986
shares
|
$4.59 Million
0.32% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
69,966
shares
|
$4.59 Million
0.52% of portfolio
|
Q2 2024
Reduced 15.55%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
69,538
shares
|
$4.56 Million
1.02% of portfolio
|
Q1 2024
Reduced 2.37%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
69,235
shares
|
$4.54 Million
0.17% of portfolio
|
Q2 2024
Added 2.8%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Aug 01, 2024 Q2 2024 |
69,191
shares
|
$4.54 Million
0.2% of portfolio
|
Q2 2024
Reduced 7.05%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
68,987
shares
|
$4.52 Million
0.11% of portfolio
|
Q2 2024
Reduced 2.3%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
68,806
shares
|
$4.51 Million
0.78% of portfolio
|
Q2 2024
Added 4.83%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Jul 26, 2024 Q2 2024 |
68,768
shares
|
$4.51 Million
1.86% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
68,611
shares
|
$4.5 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
Aug 13, 2024 Q2 2024 |
68,576
shares
|
$4.5 Million
0.35% of portfolio
|
Q2 2024
Added 2.21%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
68,549
shares
|
$4.49 Million
1.04% of portfolio
|
Q3 2022
Added 0.08%
|
|
|
Leavell Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
68,532
shares
|
$4.49 Million
0.24% of portfolio
|
Q2 2024
Reduced 1.22%
|
|
|
Tufton Capital Management
|
Jul 31, 2024 Q2 2024 |
68,221
shares
|
$4.47 Million
0.85% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Aug 12, 2024 Q2 2024 |
67,967
shares
|
$4.46 Million
3.05% of portfolio
|
Q2 2024
Added 4.5%
|
|
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
Aug 14, 2024 Q2 2024 |
67,878
shares
|
$4.45 Million
2.16% of portfolio
|
Q2 2024
Added 1.39%
|
|
|
Gyl Financial Synergies, LLC
|
Jul 23, 2024 Q2 2024 |
67,871
shares
|
$4.45 Million
0.34% of portfolio
|
Q2 2024
Added 4.43%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Aug 07, 2024 Q2 2024 |
67,555
shares
|
$4.43 Million
0.82% of portfolio
|
Q2 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
67,334
shares
|
$4.41 Million
0.15% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
67,232
shares
|
$4.41 Million
0.38% of portfolio
|
Q4 2022
Reduced 3.93%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
67,187
shares
|
$4.4 Million
0.82% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
66,805
shares
|
$4.38 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.18%
|