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 |
|---|---|---|---|---|---|
|
Callahan Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
51,298
shares
|
$3.36 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
51,209
shares
|
$3.36 Million
1.12% of portfolio
|
Q1 2024
Added 0.26%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
50,990
shares
|
$3.34 Million
0.82% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
50,921
shares
|
$3.34 Million
0.19% of portfolio
|
Q3 2024
Added 38.33%
|
|
|
Capital International, Inc.
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
50,880
shares
|
$3.34 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 18, 2024 Q2 2024 |
50,869
shares
|
$3.33 Million
1.02% of portfolio
|
Q2 2024
Reduced 0.82%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
50,856
shares
|
$3.33 Million
1.32% of portfolio
|
Q2 2024
Reduced 1.34%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
50,833
shares
|
$3.33 Million
0.24% of portfolio
|
Q3 2022
Added 0.1%
|
|
|
Slate Stone Wealth, LLC
|
Jul 25, 2024 Q2 2024 |
50,827
shares
|
$3.33 Million
0.35% of portfolio
|
Q2 2024
Reduced 39.93%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Oct 16, 2024 Q3 2024 |
50,751
shares
|
$3.33 Million
1.1% of portfolio
|
Q3 2024
Reduced 27.84%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
50,638
shares
|
$3.32 Million
0.43% of portfolio
|
Q3 2024
Added 69.81%
|
|
|
Mengis Capital Management, Inc.
|
Aug 13, 2024 Q2 2024 |
50,188
shares
|
$3.29 Million
0.66% of portfolio
|
Q2 2024
Reduced 7.36%
|
|
|
Frg Family Wealth Advisors LLC
|
Aug 07, 2024 Q2 2024 |
50,136
shares
|
$3.29 Million
0.47% of portfolio
|
Q2 2024
Reduced 5.96%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
50,075
shares
|
$3.28 Million
0.46% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
50,057
shares
|
$3.28 Million
0.08% of portfolio
|
Q3 2022
Added 190.98%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
50,016
shares
|
$3.28 Million
0.57% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Viking Fund Management LLC
|
Oct 11, 2024 Q3 2024 |
50,000
shares
|
$3.28 Million
0.59% of portfolio
|
Q4 2023
Reduced 44.44%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Aug 05, 2024 Q2 2024 |
49,753
shares
|
$3.26 Million
1.15% of portfolio
|
Q2 2024
Reduced 12.63%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 15, 2024 Q3 2024 |
49,740
shares
|
$3.26 Million
1.28% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Morton Community Bank
East Peoria, IL |
Aug 06, 2024 Q2 2024 |
49,713
shares
|
$3.26 Million
0.89% of portfolio
|
Q2 2024
Added 5.02%
|
|
|
Woodstock Corp
|
Oct 11, 2024 Q3 2024 |
49,497
shares
|
$3.25 Million
0.35% of portfolio
|
Q2 2024
Reduced 7.71%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
49,478
shares
|
$3.24 Million
0.14% of portfolio
|
Q2 2024
Added 4.23%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
49,289
shares
|
$3.23 Million
0.5% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 13, 2024 Q2 2024 |
48,914
shares
|
$3.21 Million
0.15% of portfolio
|
Q2 2024
Added 0.62%
|
|
|
United Bank
|
Jul 23, 2024 Q2 2024 |
48,909
shares
|
$3.21 Million
1.56% of portfolio
|
Q2 2024
Added 1.05%
|