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 |
|---|---|---|---|---|---|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
35,156
shares
|
$2.32 Million
0.99% of portfolio
|
Q4 2023
Reduced 66.9%
|
|
|
Advisors Management Group Inc
|
Jul 31, 2024 Q2 2024 |
35,113
shares
|
$2.31 Million
0.56% of portfolio
|
Q2 2024
Added 0.4%
|
|
|
Graypoint LLC
|
Jul 31, 2024 Q2 2024 |
35,074
shares
|
$2.31 Million
0.16% of portfolio
|
Q2 2024
Added 19.49%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
35,070
shares
|
$2.31 Million
0.14% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
35,025
shares
|
$2.31 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Nelson Capital Management, LLC
|
Aug 07, 2024 Q2 2024 |
34,991
shares
|
$2.31 Million
0.4% of portfolio
|
Q2 2024
Added 0.69%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
34,923
shares
|
$2.3 Million
0.56% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
34,883
shares
|
$2.3 Million
1.12% of portfolio
|
Q2 2024
Added 2.35%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Oct 23, 2024 Q3 2024 |
34,631
shares
|
$2.28 Million
1.57% of portfolio
|
Q3 2024
Added 5.8%
|
|
|
Northeast Investment Management
|
Oct 29, 2024 Q3 2024 |
34,613
shares
|
$2.28 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
34,597
shares
|
$2.28 Million
0.17% of portfolio
|
Q4 2022
Reduced 0.29%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Aug 08, 2024 Q2 2024 |
34,513
shares
|
$2.28 Million
0.18% of portfolio
|
Q2 2024
Reduced 1.52%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
34,481
shares
|
$2.27 Million
0.1% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Schnieders Capital Management LLC
|
Aug 13, 2024 Q2 2024 |
34,470
shares
|
$2.27 Million
0.45% of portfolio
|
Q2 2024
Reduced 0.29%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2024 Q2 2024 |
34,463
shares
|
$2.27 Million
0.1% of portfolio
|
Q2 2024
Reduced 12.57%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Aug 09, 2024 Q2 2024 |
34,330
shares
|
$2.26 Million
0.06% of portfolio
|
Q2 2024
Added 20.3%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
34,052
shares
|
$2.24 Million
0.36% of portfolio
|
Q1 2024
Added 1.73%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
33,919
shares
|
$2.24 Million
0.11% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
33,880
shares
|
$2.23 Million
0.85% of portfolio
|
Q1 2024
Added 0.89%
|
|
|
R.M.Sincerbeaux Capital Management LLC
|
Aug 13, 2024 Q2 2024 |
33,850
shares
|
$2.23 Million
1.42% of portfolio
|
Q2 2024
Reduced 8.74%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 29, 2024 Q3 2024 |
33,663
shares
|
$2.22 Million
0.69% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Cohen Investment Advisors LLC
|
Oct 07, 2024 Q3 2024 |
33,572
shares
|
$2.21 Million
1.47% of portfolio
|
Q3 2024
Added 6.96%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
33,495
shares
|
$2.21 Million
0.17% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Aug 09, 2024 Q2 2024 |
33,437
shares
|
$2.2 Million
0.17% of portfolio
|
Q2 2024
Reduced 2.71%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Aug 05, 2024 Q2 2024 |
33,416
shares
|
$2.2 Million
0.99% of portfolio
|
Q2 2024
Reduced 1.49%
|