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 $182 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Alliance Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
14,044
shares
|
$857,667
0.23% of portfolio
|
Q3 2024
Added 101.38%
|
|
|
Aristotle Atlantic Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,000
shares
|
$854,980
0.03% of portfolio
|
Q1 2019
Reduced 6.67%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
13,997
shares
|
$854,796
0.07% of portfolio
|
Q3 2024
Reduced 8.78%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
13,993
shares
|
$854,552
0.36% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
13,970
shares
|
$853,147
0.14% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
13,969
shares
|
$853,086
0.1% of portfolio
|
Q3 2024
Reduced 8.39%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
13,939
shares
|
$851,254
0.16% of portfolio
|
Q1 2023
Added 12.52%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
13,937
shares
|
$851,132
0.4% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
13,929
shares
|
$850,644
0.18% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
Gilbert & Cook, Inc.
|
Nov 07, 2024 Q3 2024 |
13,916
shares
|
$849,850
0.14% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
13,893
shares
|
$848,445
0.06% of portfolio
|
Q3 2024
Added 133.85%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
13,876
shares
|
$847,407
0.25% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Murphy Pohlad Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
13,871
shares
|
$847,101
0.41% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
13,860
shares
|
$846,430
0.11% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
13,809
shares
|
$843,315
0.13% of portfolio
|
Q3 2024
Added 74.78%
|
|
|
Prudent Man Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
13,782
shares
|
$841,666
0.34% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
13,782
shares
|
$841,666
0.59% of portfolio
|
Q2 2024
Reduced 6.86%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
13,773
shares
|
$841,117
0.08% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
13,770
shares
|
$840,933
0.19% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
13,750
shares
|
$839,712
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
13,748
shares
|
$839,590
0.08% of portfolio
|
Q2 2024
Added 3.81%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
13,746
shares
|
$839,468
0.19% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
13,736
shares
|
$838,857
0.08% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
13,728
shares
|
$838,368
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Jan 10, 2025 Q4 2024 |
13,721
shares
|
$837,941
0.69% of portfolio
|
Q3 2024
Reduced 10.73%
|