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 |
|---|---|---|---|---|---|
|
Cfm Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
62,031
shares
|
$4.07 Million
0.78% of portfolio
|
Q3 2024
Added 11.44%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
61,735
shares
|
$4.05 Million
0.18% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Weik Capital Management
Wyomissing, PA |
Aug 09, 2024 Q2 2024 |
61,640
shares
|
$4.04 Million
1.68% of portfolio
|
Q2 2024
Reduced 2.13%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Aug 05, 2024 Q2 2024 |
61,571
shares
|
$4.04 Million
0.29% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
61,530
shares
|
$4.03 Million
0.43% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Aug 14, 2024 Q2 2024 |
61,361
shares
|
$4.02 Million
2.06% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
Braun Stacey Associates Inc
|
Jul 29, 2024 Q2 2024 |
61,266
shares
|
$4.02 Million
0.13% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 08, 2024 Q2 2024 |
61,136
shares
|
$4.01 Million
0.28% of portfolio
|
Q2 2024
Added 27.47%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
61,075
shares
|
$4 Million
0.9% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
60,998
shares
|
$4 Million
0.3% of portfolio
|
Q3 2024
Reduced 13.91%
|
|
|
Burns J W & CO Inc
|
Oct 04, 2024 Q3 2024 |
60,994
shares
|
$4 Million
0.57% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
60,855
shares
|
$3.99 Million
1.4% of portfolio
|
Q3 2024
New holding
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
60,831
shares
|
$3.99 Million
0.73% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
60,765
shares
|
$3.98 Million
0.06% of portfolio
|
Q3 2024
Reduced 35.05%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
60,720
shares
|
$3.98 Million
0.18% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
60,640
shares
|
$3.98 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Aug 12, 2024 Q2 2024 |
60,613
shares
|
$3.97 Million
1.33% of portfolio
|
Q2 2024
Reduced 1.95%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
60,542
shares
|
$3.97 Million
0.28% of portfolio
|
Q4 2023
Added 1.5%
|
|
|
Atlantic Union Bankshares Corp
|
Jul 24, 2024 Q2 2024 |
60,281
shares
|
$3.95 Million
0.25% of portfolio
|
Q2 2024
Added 69.28%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
60,156
shares
|
$3.94 Million
0.19% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
59,933
shares
|
$3.93 Million
0.29% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 31, 2024 Q1 2024 |
59,602
shares
|
$3.91 Million
0.17% of portfolio
|
Q1 2024
Reduced 5.69%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Aug 08, 2024 Q2 2024 |
59,536
shares
|
$3.9 Million
0.15% of portfolio
|
Q2 2024
Reduced 3.49%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 08, 2024 Q2 2024 |
59,507
shares
|
$3.9 Million
0.1% of portfolio
|
Q2 2024
Reduced 8.65%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
59,453
shares
|
$3.9 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.96%
|