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 |
|---|---|---|---|---|---|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
55,132
shares
|
$3.4 Million
1.62% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
54,761
shares
|
$3.38 Million
0.48% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
54,660
shares
|
$3.37 Million
0.13% of portfolio
|
Q3 2024
Reduced 60.51%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
54,660
shares
|
$3.37 Million
1.47% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Jackson Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
54,632
shares
|
$3.37 Million
0.67% of portfolio
|
Q3 2024
Added 74.73%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
54,364
shares
|
$3.35 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
54,246
shares
|
$3.35 Million
0.09% of portfolio
|
Q3 2024
Added 12.64%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
54,229
shares
|
$3.35 Million
0.19% of portfolio
|
Q3 2024
Reduced 7.66%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
54,165
shares
|
$3.34 Million
0.45% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
54,156
shares
|
$3.34 Million
0.05% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
54,039
shares
|
$3.33 Million
2.17% of portfolio
|
Q2 2022
Reduced 3.67%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
53,604
shares
|
$3.31 Million
0.25% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
53,601
shares
|
$3.31 Million
4.4% of portfolio
|
Q1 2024
Reduced 1.69%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
53,563
shares
|
$3.31 Million
0.16% of portfolio
|
Q3 2024
Added 6.5%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
53,465
shares
|
$3.3 Million
0.92% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
53,339
shares
|
$3.29 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Argyle Capital Management Inc.
|
Oct 25, 2024 Q3 2024 |
53,238
shares
|
$3.29 Million
1.54% of portfolio
|
Q3 2024
Reduced 6.85%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
53,152
shares
|
$3.28 Million
0.68% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
53,096
shares
|
$3.28 Million
1.08% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Members Trust CO
|
Oct 15, 2024 Q3 2024 |
52,914
shares
|
$3.27 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 19, 2024 Q3 2024 |
52,914
shares
|
$3.27 Million
0.86% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Pavion Blue Capital, LLC
|
Oct 23, 2024 Q3 2024 |
52,674
shares
|
$3.25 Million
1.79% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Thomas Story & Son LLC
Culver, IN |
Nov 01, 2024 Q3 2024 |
52,644
shares
|
$3.25 Million
1.54% of portfolio
|
Q2 2024
Added 0.53%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
52,614
shares
|
$3.25 Million
0.08% of portfolio
|
Q3 2024
Added 101.08%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
52,548
shares
|
$3.24 Million
0.54% of portfolio
|
Q1 2024
Added 73.28%
|