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 3,572 institutions that hold shares in the stock, with a total of 3.08 Billion shares, which have been reported (via 13F filing form) to have a value of $219 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
7,139
shares
|
$509,367
0.15% of portfolio
|
Q3 2023
Added 13.9%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
7,132
shares
|
$508,868
0.13% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Hc Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
7,128
shares
|
$508,582
0.37% of portfolio
|
Q4 2024
Added 33.86%
|
|
|
Elco Management Co., LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
7,106
shares
|
$507,013
0.24% of portfolio
|
Q2 2024
Reduced 3.2%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Feb 10, 2025 Q4 2024 |
7,102
shares
|
$506,727
0.16% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
7,102
shares
|
$506,727
0.18% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Harbor Advisory Corp
|
Jan 29, 2025 Q4 2024 |
7,092
shares
|
$506,014
0.15% of portfolio
|
Q2 2024
Reduced 22.32%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
7,064
shares
|
$504,016
0.12% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
7,052
shares
|
$503,160
0.05% of portfolio
|
Q4 2024
Reduced 9.72%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
7,045
shares
|
$502,660
0.25% of portfolio
|
Q2 2024
Added 21.47%
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
7,034
shares
|
$501,875
0.31% of portfolio
|
Q4 2024
Reduced 24.59%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
7,031
shares
|
$501,661
0.17% of portfolio
|
Q3 2023
Reduced 12.24%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
7,009
shares
|
$500,092
0.29% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Keating Investment Counselors Inc
|
Jan 31, 2025 Q4 2024 |
7,000
shares
|
$499,449
0.19% of portfolio
|
Q2 2024
Reduced 48.15%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
6,997
shares
|
$499,235
0.05% of portfolio
|
Q1 2024
Reduced 10.26%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
6,990
shares
|
$498,736
0.05% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
6,988
shares
|
$498,593
0.03% of portfolio
|
Q4 2024
Added 10.64%
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
6,957
shares
|
$496,381
0.15% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Clarus Group, Inc.
|
Jan 29, 2025 Q4 2024 |
6,956
shares
|
$496,310
0.16% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
6,936
shares
|
$494,883
0.09% of portfolio
|
Q2 2024
Added 15.2%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Jan 28, 2025 Q4 2024 |
6,917
shares
|
$493,527
0.07% of portfolio
|
Q4 2024
Reduced 8.3%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Feb 12, 2025 Q4 2024 |
6,908
shares
|
$492,885
0.18% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
6,903
shares
|
$492,529
0.21% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
M. Kraus & CO
|
Jan 14, 2025 Q4 2024 |
6,888
shares
|
$491,458
0.14% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
6,876
shares
|
$490,602
0.01% of portfolio
|
Q3 2024
Added 136.37%
|