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 3,418 institutions that hold shares in the stock, with a total of 2.99 Billion shares, which have been reported (via 13F filing form) to have a value of $185 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Invictus Private Wealth, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
13,773
shares
|
$852,824
0.08% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
13,770
shares
|
$852,638
0.19% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
13,750
shares
|
$851,400
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
13,748
shares
|
$851,276
0.08% of portfolio
|
Q2 2024
Added 3.81%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
13,746
shares
|
$851,152
0.19% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
13,728
shares
|
$850,037
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Jan 10, 2025 Q4 2024 |
13,721
shares
|
$849,604
0.69% of portfolio
|
Q3 2024
Reduced 10.73%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
13,719
shares
|
$849,480
0.09% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 24, 2025 Q4 2024 |
13,714
shares
|
$849,170
0.36% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
13,699
shares
|
$848,242
0.07% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
13,678
shares
|
$846,941
0.34% of portfolio
|
Q3 2024
Added 7.9%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
13,659
shares
|
$845,765
0.1% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
13,629
shares
|
$843,907
0.2% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
13,621
shares
|
$843,412
0.35% of portfolio
|
Q3 2024
Reduced 54.48%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
13,613
shares
|
$842,916
0.03% of portfolio
|
Q3 2024
Added 14.25%
|
|
|
Townsend & Associates, Inc
|
Nov 01, 2024 Q3 2024 |
13,605
shares
|
$842,421
0.1% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 12, 2024 Q3 2024 |
13,592
shares
|
$841,616
0.33% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
13,588
shares
|
$841,368
0.4% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
13,552
shares
|
$839,139
0.17% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
13,543
shares
|
$838,582
0.76% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
13,520
shares
|
$837,158
0.13% of portfolio
|
Q4 2024
Added 14.15%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
13,520
shares
|
$837,158
0.09% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
13,512
shares
|
$836,663
1.45% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
13,511
shares
|
$836,601
0.29% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
13,486
shares
|
$835,053
0.1% of portfolio
|
Q3 2024
Reduced 5.94%
|