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 |
|---|---|---|---|---|---|
|
Paulson Wealth Management Inc.
|
Feb 13, 2025 Q4 2024 |
6,721
shares
|
$479,543
0.11% of portfolio
|
Q4 2024
Added 8.28%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
6,708
shares
|
$478,615
0.43% of portfolio
|
Q3 2022
New holding
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
6,707
shares
|
$478,544
0.04% of portfolio
|
Q4 2024
Added 45.24%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Feb 13, 2025 Q4 2024 |
6,707
shares
|
$478,544
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
6,700
shares
|
$478,044
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jan 23, 2025 Q4 2024 |
6,688
shares
|
$477,188
0.25% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
6,683
shares
|
$476,832
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Feb 05, 2025 Q4 2024 |
6,680
shares
|
$476,617
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Sawgrass Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
6,666
shares
|
$475,619
0.05% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Feb 13, 2025 Q4 2024 |
6,637
shares
|
$473,549
0.16% of portfolio
|
Q4 2024
Added 9.54%
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
6,631
shares
|
$473,121
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
6,631
shares
|
$473,121
0.05% of portfolio
|
Q3 2022
Added 211.17%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
6,628
shares
|
$472,907
0.08% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
6,623
shares
|
$472,551
0.21% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
6,613
shares
|
$471,837
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Shipley& CO LTD
London, X0 |
Feb 18, 2025 Q4 2024 |
6,598
shares
|
$470,767
0.2% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Kkm Financial LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
6,589
shares
|
$470,125
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Dillon & Associates Inc
|
Feb 11, 2025 Q4 2024 |
6,551
shares
|
$467,413
0.06% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Feb 10, 2025 Q4 2024 |
6,549
shares
|
$467,271
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
6,538
shares
|
$466,486
0.09% of portfolio
|
Q3 2020
Reduced 2.94%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
6,535
shares
|
$466,272
0.02% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
6,530
shares
|
$465,915
0.2% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
6,529
shares
|
$465,844
0.05% of portfolio
|
Q4 2024
Added 18.11%
|
|
|
Integras Partners LLC
Alpharetta, GA |
Feb 10, 2025 Q4 2024 |
6,520
shares
|
$465,201
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Gibson Capital, LLC
Wexford, PA |
Feb 12, 2025 Q4 2024 |
6,502
shares
|
$463,917
0.09% of portfolio
|
Q4 2024
Added 0.22%
|