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 |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
23,445
shares
|
$1.55 Million
0.38% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Aug 09, 2024 Q2 2024 |
23,367
shares
|
$1.54 Million
1.08% of portfolio
|
Q2 2024
Reduced 2.5%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Aug 14, 2024 Q2 2024 |
23,356
shares
|
$1.54 Million
1.41% of portfolio
|
Q2 2024
Reduced 2.44%
|
|
|
First Business Financial Services, Inc.
|
Aug 02, 2024 Q2 2024 |
23,335
shares
|
$1.54 Million
0.16% of portfolio
|
Q2 2024
Reduced 1.89%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
23,197
shares
|
$1.53 Million
0.23% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
23,164
shares
|
$1.53 Million
0.12% of portfolio
|
Q3 2024
Reduced 5.21%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 05, 2024 Q2 2024 |
23,137
shares
|
$1.53 Million
0.21% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
22,975
shares
|
$1.51 Million
0.13% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
22,971
shares
|
$1.51 Million
0.97% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
22,942
shares
|
$1.51 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Mairs & Power Inc
St Paul, MN |
Aug 14, 2024 Q2 2024 |
22,910
shares
|
$1.51 Million
0.01% of portfolio
|
Q2 2024
Reduced 6.89%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Aug 14, 2024 Q2 2024 |
22,874
shares
|
$1.51 Million
0.74% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
22,782
shares
|
$1.5 Million
0.2% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Jgp Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
22,626
shares
|
$1.49 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Aug 15, 2024 Q2 2024 |
22,610
shares
|
$1.49 Million
0.1% of portfolio
|
Q2 2024
Added 10.41%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
22,526
shares
|
$1.48 Million
0.11% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
22,524
shares
|
$1.48 Million
0.13% of portfolio
|
Q4 2023
Reduced 1.51%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
22,471
shares
|
$1.48 Million
0.04% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Aug 15, 2024 Q2 2024 |
22,438
shares
|
$1.48 Million
1.05% of portfolio
|
Q2 2024
New holding
|
|
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
Aug 14, 2024 Q2 2024 |
22,425
shares
|
$1.48 Million
0.26% of portfolio
|
Q2 2022
Added 1.93%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2024 Q2 2024 |
22,410
shares
|
$1.48 Million
0.51% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Jul 29, 2024 Q2 2024 |
22,401
shares
|
$1.48 Million
0.87% of portfolio
|
Q2 2024
Reduced 11.29%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 05, 2024 Q2 2024 |
22,340
shares
|
$1.47 Million
0.17% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
22,329
shares
|
$1.47 Million
0.05% of portfolio
|
Q3 2023
Added 21.41%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Aug 08, 2024 Q2 2024 |
22,236
shares
|
$1.47 Million
0.56% of portfolio
|
Q2 2024
Added 102.48%
|