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 |
|---|---|---|---|---|---|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
6,870
shares
|
$490,174
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
6,866
shares
|
$489,889
0.09% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Cooper/Haims Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
6,851
shares
|
$488,818
0.25% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
6,849
shares
|
$488,676
0.03% of portfolio
|
Q4 2024
Added 30.61%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
6,839
shares
|
$487,962
0.21% of portfolio
|
Q4 2024
Reduced 12.88%
|
|
|
Kwmg, LLC
|
Jan 13, 2025 Q4 2024 |
6,828
shares
|
$487,177
0.04% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Feb 03, 2025 Q4 2024 |
6,821
shares
|
$486,678
0.1% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Capital Wealth Planning, LLC
|
Feb 05, 2025 Q4 2024 |
6,819
shares
|
$486,535
0.0% of portfolio
|
Q4 2024
Reduced 33.49%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
6,816
shares
|
$486,321
0.07% of portfolio
|
Q4 2024
Reduced 10.27%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Feb 13, 2025 Q4 2024 |
6,808
shares
|
$485,750
0.1% of portfolio
|
Q4 2024
Reduced 9.02%
|
|
|
Hollow Brook Wealth Management LLC
|
Feb 12, 2025 Q4 2024 |
6,787
shares
|
$484,252
0.13% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
6,784
shares
|
$484,038
0.26% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
6,781
shares
|
$483,824
0.1% of portfolio
|
Q1 2024
Added 0.86%
|
|
|
Elevatus Welath Management
Victor, NY |
Feb 13, 2025 Q4 2024 |
6,772
shares
|
$483,182
0.14% of portfolio
|
Q4 2024
Added 28.16%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
6,770
shares
|
$483,039
0.17% of portfolio
|
Q4 2024
Added 4.65%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
6,766
shares
|
$482,754
0.21% of portfolio
|
Q4 2024
Added 15.09%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
6,758
shares
|
$482,183
0.05% of portfolio
|
Q4 2024
Added 9.8%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
6,756
shares
|
$482,040
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
6,756
shares
|
$482,040
0.14% of portfolio
|
Q4 2024
Added 41.22%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
6,741
shares
|
$480,970
0.13% of portfolio
|
Q4 2024
Added 25.86%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
6,741
shares
|
$480,970
0.42% of portfolio
|
Q4 2024
Added 30.39%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
6,737
shares
|
$480,684
0.1% of portfolio
|
Q4 2024
Added 19.07%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
6,734
shares
|
$480,470
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
6,727
shares
|
$479,971
0.14% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
6,726
shares
|
$479,900
0.09% of portfolio
|
Q4 2024
Added 1.43%
|