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 |
|---|---|---|---|---|---|
|
North Point Portfolio Managers Corp
|
Oct 24, 2024 Q3 2024 |
6,865
shares
|
$419,245
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
6,859
shares
|
$418,879
0.08% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
6,844
shares
|
$417,963
0.27% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Kwmg, LLC
|
Oct 07, 2024 Q3 2024 |
6,827
shares
|
$416,924
0.05% of portfolio
|
Q1 2024
Reduced 1.14%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
6,805
shares
|
$415,581
0.09% of portfolio
|
Q3 2024
Reduced 27.64%
|
|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
6,787
shares
|
$414,482
0.15% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
6,784
shares
|
$414,298
0.26% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
6,782
shares
|
$414,176
0.06% of portfolio
|
Q3 2024
Added 30.7%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
6,781
shares
|
$414,115
0.1% of portfolio
|
Q1 2024
Added 0.86%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
6,769
shares
|
$413,382
0.24% of portfolio
|
Q3 2024
Reduced 13.59%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
6,767
shares
|
$413,260
0.21% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
6,756
shares
|
$412,588
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
6,756
shares
|
$412,588
0.12% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
6,752
shares
|
$412,344
0.21% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Brown Shipley& CO LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
6,736
shares
|
$411,367
0.24% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Oct 15, 2024 Q3 2024 |
6,731
shares
|
$411,062
0.3% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
6,726
shares
|
$410,756
0.14% of portfolio
|
Q2 2024
Added 1.8%
|
|
|
Ellenbecker Investment Group
|
Oct 17, 2024 Q3 2024 |
6,721
shares
|
$410,451
0.09% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
6,708
shares
|
$409,657
0.43% of portfolio
|
Q3 2022
New holding
|
|
|
Howard Financial Services, Ltd.
|
Oct 08, 2024 Q3 2024 |
6,688
shares
|
$408,436
0.07% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
6,654
shares
|
$406,359
0.03% of portfolio
|
Q3 2024
Added 15.6%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
6,650
shares
|
$406,115
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
6,639
shares
|
$405,443
0.06% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
6,637
shares
|
$405,321
0.26% of portfolio
|
Q3 2024
Reduced 24.07%
|
|
|
Sanders Morris Harris LLC
|
Oct 08, 2024 Q3 2024 |
6,631
shares
|
$404,955
0.08% of portfolio
|
Q1 2024
New holding
|