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 |
|---|---|---|---|---|---|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
52,391
shares
|
$3.23 Million
0.81% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
52,320
shares
|
$3.23 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Community Trust & Investment CO
|
Oct 22, 2024 Q3 2024 |
52,220
shares
|
$3.22 Million
0.24% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
52,004
shares
|
$3.21 Million
0.32% of portfolio
|
Q3 2024
Added 22.15%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
51,912
shares
|
$3.2 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
51,677
shares
|
$3.19 Million
0.36% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
51,638
shares
|
$3.19 Million
0.69% of portfolio
|
Q3 2024
Added 336.8%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
51,521
shares
|
$3.18 Million
1.06% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
51,353
shares
|
$3.17 Million
0.52% of portfolio
|
Q2 2024
Reduced 6.24%
|
|
|
Callahan Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
51,298
shares
|
$3.17 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
51,218
shares
|
$3.16 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
51,209
shares
|
$3.16 Million
1.12% of portfolio
|
Q1 2024
Added 0.26%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
50,998
shares
|
$3.15 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
50,990
shares
|
$3.15 Million
0.82% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
50,921
shares
|
$3.14 Million
0.19% of portfolio
|
Q3 2024
Added 38.33%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
50,833
shares
|
$3.14 Million
0.24% of portfolio
|
Q3 2022
Added 0.1%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Oct 16, 2024 Q3 2024 |
50,751
shares
|
$3.13 Million
1.1% of portfolio
|
Q3 2024
Reduced 27.84%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
50,638
shares
|
$3.12 Million
0.43% of portfolio
|
Q3 2024
Added 69.81%
|
|
|
Magellan Asset Management LTD
Sydney, C3 |
Nov 14, 2024 Q3 2024 |
50,452
shares
|
$3.11 Million
0.04% of portfolio
|
Q3 2024
Reduced 54.82%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
50,136
shares
|
$3.09 Million
0.66% of portfolio
|
Q2 2024
Reduced 5.96%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
50,075
shares
|
$3.09 Million
0.46% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
50,057
shares
|
$3.09 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
|
$3.09 Million
0.57% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Viking Fund Management LLC
|
Oct 11, 2024 Q3 2024 |
50,000
shares
|
$3.09 Million
0.59% of portfolio
|
Q4 2023
Reduced 44.44%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
49,977
shares
|
$3.08 Million
1.17% of portfolio
|
Q3 2024
Reduced 1.73%
|