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 |
|---|---|---|---|---|---|
|
Fort Washington Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
66,780
shares
|
$4.38 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
Jul 26, 2024 Q2 2024 |
66,589
shares
|
$4.37 Million
0.7% of portfolio
|
Q4 2023
Reduced 1.32%
|
|
|
Parthenon LLC
|
Aug 07, 2024 Q2 2024 |
66,173
shares
|
$4.34 Million
0.54% of portfolio
|
Q2 2024
Reduced 4.29%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
65,931
shares
|
$4.32 Million
0.33% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
65,872
shares
|
$4.32 Million
0.23% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2024 Q2 2024 |
65,853
shares
|
$4.32 Million
0.37% of portfolio
|
Q2 2024
Reduced 34.88%
|
|
|
Wespac Advisors So Cal, LLC
|
Jul 23, 2024 Q2 2024 |
65,630
shares
|
$4.3 Million
1.07% of portfolio
|
Q2 2024
Reduced 6.51%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2024 Q2 2024 |
65,559
shares
|
$4.3 Million
0.04% of portfolio
|
Q2 2024
Added 0.67%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
65,516
shares
|
$4.3 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
|
$4.29 Million
1.02% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
65,351
shares
|
$4.28 Million
1.0% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Aug 07, 2024 Q2 2024 |
64,818
shares
|
$4.25 Million
1.54% of portfolio
|
Q2 2024
Reduced 1.69%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
64,673
shares
|
$4.24 Million
0.3% of portfolio
|
Q3 2024
Added 10.88%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
64,568
shares
|
$4.23 Million
0.14% of portfolio
|
Q2 2024
Reduced 37.77%
|
|
|
Wealth Bridge Investment Counsel Inc.
|
Oct 09, 2024 Q3 2024 |
63,925
shares
|
$4.19 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
|
$4.17 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
|
$4.17 Million
0.23% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
63,613
shares
|
$4.17 Million
1.32% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
63,557
shares
|
$4.17 Million
2.32% of portfolio
|
Q3 2022
Added 0.01%
|
|
|
Gam Holding Ag
|
Oct 22, 2024 Q3 2024 |
63,497
shares
|
$4.16 Million
0.4% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Zions Bancorporation, N.A.
|
Aug 08, 2024 Q2 2024 |
63,381
shares
|
$4.16 Million
0.33% of portfolio
|
Q2 2024
Reduced 5.6%
|
|
|
Hallmark Capital Management Inc
|
Aug 08, 2024 Q2 2024 |
63,304
shares
|
$4.15 Million
0.33% of portfolio
|
Q2 2024
Reduced 5.36%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Aug 06, 2024 Q2 2024 |
63,000
shares
|
$4.13 Million
0.51% of portfolio
|
Q2 2020
Reduced 3.08%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2024 Q2 2024 |
62,960
shares
|
$4.13 Million
0.18% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
62,289
shares
|
$4.08 Million
1.31% of portfolio
|
Q3 2024
Added 0.24%
|