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 |
|---|---|---|---|---|---|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
37,036
shares
|
$2.29 Million
0.12% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Nov 04, 2024 Q3 2024 |
37,000
shares
|
$2.28 Million
0.66% of portfolio
|
Q1 2018
New holding
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
36,974
shares
|
$2.28 Million
0.6% of portfolio
|
Q4 2022
Added 1.26%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
36,897
shares
|
$2.28 Million
0.51% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
36,692
shares
|
$2.26 Million
0.07% of portfolio
|
Q3 2024
Added 6.88%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
36,612
shares
|
$2.26 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
36,606
shares
|
$2.26 Million
1.32% of portfolio
|
Q2 2023
Reduced 0.4%
|
|
|
Cacti Asset Management LLC
Atlanta, GA |
Jan 02, 2025 Q4 2024 |
36,600
shares
|
$2.26 Million
0.21% of portfolio
|
Q1 2020
Reduced 14.19%
|
|
|
Sciencast Management LP
|
Nov 13, 2024 Q3 2024 |
36,439
shares
|
$2.25 Million
0.81% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 29, 2024 Q3 2024 |
36,358
shares
|
$2.24 Million
1.25% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
36,316
shares
|
$2.24 Million
0.26% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
36,246
shares
|
$2.24 Million
0.19% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Independent Investors Inc
|
Oct 24, 2024 Q3 2024 |
36,225
shares
|
$2.24 Million
0.53% of portfolio
|
Q1 2023
Reduced 4.92%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
36,072
shares
|
$2.23 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Oct 25, 2024 Q3 2024 |
36,033
shares
|
$2.22 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
36,027
shares
|
$2.22 Million
0.86% of portfolio
|
Q3 2024
Added 43.06%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
35,973
shares
|
$2.22 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
35,938
shares
|
$2.22 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
35,872
shares
|
$2.21 Million
0.58% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
35,800
shares
|
$2.21 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Oct 29, 2024 Q3 2024 |
35,797
shares
|
$2.21 Million
0.16% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Mathes Company, Inc.
|
Oct 29, 2024 Q3 2024 |
35,695
shares
|
$2.2 Million
0.9% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Nelson Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
35,654
shares
|
$2.2 Million
0.44% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
35,632
shares
|
$2.2 Million
0.09% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
35,297
shares
|
$2.18 Million
0.28% of portfolio
|
Q3 2024
Added 233.49%
|