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 |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
26,895
shares
|
$1.77 Million
0.08% of portfolio
|
Q2 2024
Reduced 6.96%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 15, 2024 Q2 2024 |
26,893
shares
|
$1.77 Million
0.48% of portfolio
|
Q2 2024
Added 0.3%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 08, 2024 Q2 2024 |
26,881
shares
|
$1.77 Million
0.18% of portfolio
|
Q2 2024
Reduced 3.75%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
26,801
shares
|
$1.77 Million
0.17% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
26,789
shares
|
$1.77 Million
0.77% of portfolio
|
Q4 2022
Reduced 0.02%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
26,747
shares
|
$1.76 Million
0.18% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Hall Capital Management CO Inc
|
Jul 26, 2024 Q2 2024 |
26,731
shares
|
$1.76 Million
0.81% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
Lee Financial CO
Dallas, TX |
Aug 14, 2024 Q2 2024 |
26,693
shares
|
$1.76 Million
0.28% of portfolio
|
Q2 2024
Added 11.55%
|
|
|
Boltwood Capital Management
|
Oct 02, 2024 Q3 2024 |
26,690
shares
|
$1.76 Million
0.57% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Alpha Star Capital Management, LLC
|
Jul 26, 2024 Q2 2024 |
26,689
shares
|
$1.76 Million
0.16% of portfolio
|
Q2 2024
Added 0.36%
|
|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
26,681
shares
|
$1.76 Million
0.7% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
26,643
shares
|
$1.76 Million
0.13% of portfolio
|
Q2 2024
Added 4.11%
|
|
|
Silver Lake Advisory, LLC
|
Aug 15, 2024 Q2 2024 |
26,585
shares
|
$1.75 Million
0.42% of portfolio
|
Q2 2024
Added 253.34%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 07, 2024 Q2 2024 |
26,545
shares
|
$1.75 Million
0.12% of portfolio
|
Q2 2024
Added 36.11%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
26,522
shares
|
$1.75 Million
0.12% of portfolio
|
Q3 2024
Added 11.23%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 22, 2024 Q3 2024 |
26,442
shares
|
$1.74 Million
0.57% of portfolio
|
Q3 2024
Reduced 21.26%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
26,414
shares
|
$1.74 Million
0.17% of portfolio
|
Q3 2023
Reduced 1.07%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Aug 05, 2024 Q2 2024 |
26,396
shares
|
$1.74 Million
0.71% of portfolio
|
Q2 2024
Added 1.49%
|
|
|
Lindbrook Capital, LLC
|
Jul 31, 2024 Q2 2024 |
26,363
shares
|
$1.74 Million
0.16% of portfolio
|
Q2 2024
Added 4.36%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
26,342
shares
|
$1.74 Million
1.34% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
26,322
shares
|
$1.74 Million
0.4% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
26,321
shares
|
$1.74 Million
0.24% of portfolio
|
Q2 2023
Added 1.03%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
26,289
shares
|
$1.73 Million
1.34% of portfolio
|
Q2 2022
Reduced 0.44%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 07, 2024 Q2 2024 |
26,241
shares
|
$1.73 Million
0.09% of portfolio
|
Q2 2024
Added 2.72%
|
|
|
Carson Advisory Inc.
|
Aug 07, 2024 Q2 2024 |
26,204
shares
|
$1.73 Million
1.22% of portfolio
|
Q2 2024
Added 5.31%
|