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 |
|---|---|---|---|---|---|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
67,111
shares
|
$4.14 Million
0.21% of portfolio
|
Q3 2024
Added 12.6%
|
|
|
Tufton Capital Management
|
Nov 08, 2024 Q3 2024 |
66,960
shares
|
$4.13 Million
0.9% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
66,825
shares
|
$4.12 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
66,805
shares
|
$4.12 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
66,780
shares
|
$4.12 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
66,589
shares
|
$4.11 Million
0.79% of portfolio
|
Q4 2023
Reduced 1.32%
|
|
|
Parthenon LLC
|
Nov 05, 2024 Q3 2024 |
66,173
shares
|
$4.08 Million
0.58% of portfolio
|
Q2 2024
Reduced 4.29%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
66,085
shares
|
$4.08 Million
0.28% of portfolio
|
Q3 2024
Added 50.46%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
65,931
shares
|
$4.07 Million
0.33% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
65,872
shares
|
$4.06 Million
0.23% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
65,749
shares
|
$4.06 Million
3.13% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
65,516
shares
|
$4.04 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 30, 2024 Q3 2024 |
65,420
shares
|
$4.04 Million
1.02% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
65,401
shares
|
$4.04 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
65,351
shares
|
$4.03 Million
1.0% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Nov 06, 2024 Q3 2024 |
65,105
shares
|
$4.02 Million
1.62% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Wespac Advisors So Cal, LLC
|
Nov 06, 2024 Q3 2024 |
65,001
shares
|
$4.01 Million
1.1% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
64,703
shares
|
$3.99 Million
0.19% of portfolio
|
Q3 2024
Added 30.77%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
64,673
shares
|
$3.99 Million
0.3% of portfolio
|
Q3 2024
Added 10.88%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
64,264
shares
|
$3.97 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
63,961
shares
|
$3.95 Million
0.28% of portfolio
|
Q3 2024
Reduced 17.42%
|
|
|
Wealth Bridge Investment Counsel Inc.
|
Oct 09, 2024 Q3 2024 |
63,925
shares
|
$3.94 Million
1.63% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
63,662
shares
|
$3.93 Million
0.05% of portfolio
|
Q2 2022
Reduced 53.91%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
63,628
shares
|
$3.93 Million
0.23% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
63,557
shares
|
$3.92 Million
2.32% of portfolio
|
Q3 2022
Added 0.01%
|