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 3,368 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 $200 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Buckingham Capital Management, Inc.
|
Jul 15, 2024 Q2 2024 |
30,403
shares
|
$2 Million
0.23% of portfolio
|
Q2 2024
Added 5.04%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Aug 02, 2024 Q2 2024 |
30,391
shares
|
$2 Million
0.35% of portfolio
|
Q2 2024
Reduced 5.6%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 13, 2024 Q2 2024 |
30,379
shares
|
$2 Million
0.93% of portfolio
|
Q2 2024
Added 7.54%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Aug 02, 2024 Q2 2024 |
30,371
shares
|
$2 Million
0.47% of portfolio
|
Q2 2024
Added 0.36%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
30,367
shares
|
$2 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Bank Ozk
|
Jul 29, 2024 Q2 2024 |
30,322
shares
|
$2 Million
0.85% of portfolio
|
Q2 2024
Added 3.75%
|
|
|
Advisor Os, LLC
|
Aug 05, 2024 Q2 2024 |
30,297
shares
|
$2 Million
0.22% of portfolio
|
Q2 2024
Added 14.06%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Sep 09, 2024 Q2 2024 |
30,289
shares
|
$2 Million
0.65% of portfolio
|
Q2 2024
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
30,274
shares
|
$2 Million
0.45% of portfolio
|
Q1 2024
Added 18.35%
|
|
|
Diligent Investors, LLC
|
Jul 15, 2024 Q2 2024 |
30,137
shares
|
$1.99 Million
0.52% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Excalibur Management Corp
|
Aug 09, 2024 Q2 2024 |
30,052
shares
|
$1.98 Million
0.78% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
29,855
shares
|
$1.97 Million
0.39% of portfolio
|
Q3 2024
Reduced 14.9%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
29,778
shares
|
$1.96 Million
0.43% of portfolio
|
Q1 2024
New holding
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
29,635
shares
|
$1.95 Million
0.49% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Bonness Enterprises Inc
|
Oct 18, 2024 Q3 2024 |
29,600
shares
|
$1.95 Million
0.71% of portfolio
|
Q3 2022
Reduced 3.27%
|
|
|
Bison Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
29,592
shares
|
$1.95 Million
0.32% of portfolio
|
Q1 2024
Added 0.02%
|
|
|
Valicenti Advisory Services Inc
|
Oct 23, 2024 Q3 2024 |
29,575
shares
|
$1.95 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
29,557
shares
|
$1.95 Million
0.16% of portfolio
|
Q3 2022
Added 2.35%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Aug 05, 2024 Q2 2024 |
29,528
shares
|
$1.95 Million
1.13% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
29,525
shares
|
$1.95 Million
0.37% of portfolio
|
Q3 2024
Added 11.01%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Aug 12, 2024 Q2 2024 |
29,451
shares
|
$1.94 Million
0.19% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
29,399
shares
|
$1.94 Million
0.32% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
29,391
shares
|
$1.94 Million
1.29% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
29,317
shares
|
$1.93 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Autumn Glory Partners, LLC
|
Oct 24, 2024 Q3 2024 |
29,240
shares
|
$1.93 Million
0.82% of portfolio
|
Q3 2024
Added 47.63%
|