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 |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
39,326
shares
|
$2.58 Million
0.04% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
39,163
shares
|
$2.57 Million
1.32% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
39,030
shares
|
$2.56 Million
0.45% of portfolio
|
Q3 2024
Reduced 20.07%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Oct 16, 2024 Q3 2024 |
39,029
shares
|
$2.56 Million
1.1% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Boston Trust Walden Corp
|
Oct 24, 2024 Q3 2024 |
38,613
shares
|
$2.53 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Jag Capital Management, LLC
|
Jul 30, 2024 Q2 2024 |
38,483
shares
|
$2.52 Million
0.34% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Aug 13, 2024 Q2 2024 |
38,434
shares
|
$2.52 Million
0.08% of portfolio
|
Q2 2024
Added 4.66%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
38,387
shares
|
$2.52 Million
0.22% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
38,317
shares
|
$2.51 Million
0.16% of portfolio
|
Q2 2024
Added 794.84%
|
|
|
Prudential PLC
London, England, X0 |
Aug 06, 2024 Q2 2024 |
38,309
shares
|
$2.51 Million
0.02% of portfolio
|
Q2 2024
Added 45.89%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
38,173
shares
|
$2.5 Million
0.2% of portfolio
|
Q2 2024
Reduced 12.91%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
38,167
shares
|
$2.5 Million
0.29% of portfolio
|
Q3 2023
Reduced 36.14%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
38,016
shares
|
$2.49 Million
0.38% of portfolio
|
Q3 2024
Reduced 9.37%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
38,003
shares
|
$2.49 Million
0.26% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Aug 14, 2024 Q2 2024 |
37,837
shares
|
$2.48 Million
0.03% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 02, 2024 Q2 2024 |
37,771
shares
|
$2.48 Million
0.11% of portfolio
|
Q2 2024
Reduced 7.22%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
37,487
shares
|
$2.46 Million
0.26% of portfolio
|
Q3 2024
Reduced 76.74%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Aug 13, 2024 Q2 2024 |
37,407
shares
|
$2.45 Million
0.92% of portfolio
|
Q2 2024
Reduced 1.23%
|
|
|
Sciencast Management LP
|
Aug 13, 2024 Q2 2024 |
37,383
shares
|
$2.45 Million
0.84% of portfolio
|
Q2 2024
Added 71.54%
|
|
|
Keystone Financial Planning, Inc.
|
Oct 28, 2024 Q3 2024 |
37,317
shares
|
$2.45 Million
0.82% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
37,247
shares
|
$2.44 Million
0.05% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Aug 12, 2024 Q2 2024 |
37,000
shares
|
$2.43 Million
0.62% of portfolio
|
Q1 2018
New holding
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
36,974
shares
|
$2.42 Million
0.6% of portfolio
|
Q4 2022
Added 1.26%
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
36,849
shares
|
$2.42 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Jul 31, 2024 Q2 2024 |
36,815
shares
|
$2.41 Million
0.07% of portfolio
|
Q2 2024
Added 55.12%
|