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 |
|---|---|---|---|---|---|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
44,169
shares
|
$2.73 Million
0.65% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Nov 14, 2024 Q3 2024 |
44,118
shares
|
$2.72 Million
3.28% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
43,951
shares
|
$2.71 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 06, 2024 Q3 2024 |
43,930
shares
|
$2.71 Million
1.04% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2024 Q3 2024 |
43,833
shares
|
$2.7 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
43,814
shares
|
$2.7 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
43,708
shares
|
$2.7 Million
0.87% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
43,452
shares
|
$2.68 Million
0.11% of portfolio
|
Q2 2024
Added 2.98%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
43,398
shares
|
$2.68 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
43,373
shares
|
$2.68 Million
0.99% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
43,342
shares
|
$2.67 Million
0.18% of portfolio
|
Q3 2024
Added 34.49%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
43,309
shares
|
$2.67 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Citadel Investment Advisory, Inc.
|
Oct 16, 2024 Q3 2024 |
43,178
shares
|
$2.66 Million
1.69% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
43,150
shares
|
$2.66 Million
0.43% of portfolio
|
Q4 2022
Reduced 14.05%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
43,072
shares
|
$2.66 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
43,025
shares
|
$2.66 Million
0.34% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
43,020
shares
|
$2.65 Million
0.26% of portfolio
|
Q3 2024
Reduced 50.18%
|
|
|
Chickasaw Capital Management LLC
|
Jan 07, 2025 Q4 2024 |
43,017
shares
|
$2.65 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Grandfield & Dodd, LLC
|
Nov 08, 2024 Q3 2024 |
42,689
shares
|
$2.63 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
42,557
shares
|
$2.63 Million
0.4% of portfolio
|
Q3 2024
Added 53.68%
|
|
|
Connable Office Inc
|
Nov 06, 2024 Q3 2024 |
42,434
shares
|
$2.62 Million
0.31% of portfolio
|
Q3 2024
Reduced 12.88%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
42,432
shares
|
$2.62 Million
0.03% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 05, 2024 Q3 2024 |
42,422
shares
|
$2.62 Million
0.75% of portfolio
|
Q3 2024
New holding
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
42,356
shares
|
$2.61 Million
0.57% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Nov 04, 2024 Q3 2024 |
42,255
shares
|
$2.61 Million
0.66% of portfolio
|
Q3 2024
Added 3.85%
|