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 |
|---|---|---|---|---|---|
|
Convergence Investment Partners, LLC
|
Jan 31, 2025 Q4 2024 |
6,501
shares
|
$463,846
0.09% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Fulcrum Capital LLC
|
Jan 13, 2025 Q4 2024 |
6,500
shares
|
$463,774
0.09% of portfolio
|
Q2 2023
Reduced 4.47%
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
6,482
shares
|
$462,490
0.07% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
6,477
shares
|
$462,133
0.13% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
6,477
shares
|
$462,133
0.21% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Feb 12, 2025 Q4 2024 |
6,472
shares
|
$461,777
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
6,467
shares
|
$461,420
0.01% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
6,463
shares
|
$461,135
0.05% of portfolio
|
Q4 2024
Reduced 16.27%
|
|
|
Amica Retiree Medical Trust
|
Feb 12, 2025 Q4 2024 |
6,453
shares
|
$460,421
0.38% of portfolio
|
Q4 2024
Reduced 41.47%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
6,436
shares
|
$459,208
0.11% of portfolio
|
Q2 2022
Reduced 0.02%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
6,432
shares
|
$458,923
0.13% of portfolio
|
Q1 2024
Reduced 0.17%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Feb 03, 2025 Q4 2024 |
6,427
shares
|
$458,566
0.05% of portfolio
|
Q4 2023
Reduced 2.71%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
6,425
shares
|
$458,423
0.27% of portfolio
|
Q4 2024
Added 48.69%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
6,417
shares
|
$457,852
0.09% of portfolio
|
Q4 2024
Reduced 32.07%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Jan 30, 2025 Q4 2024 |
6,394
shares
|
$456,211
0.27% of portfolio
|
Q4 2024
Reduced 14.15%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
6,380
shares
|
$455,212
0.06% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Planning Center, Inc.
|
Jan 22, 2025 Q4 2024 |
6,379
shares
|
$455,141
0.07% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Feb 10, 2025 Q4 2024 |
6,374
shares
|
$454,784
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Centiva Capital, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
6,348
shares
|
$452,929
0.01% of portfolio
|
Q4 2024
Reduced 64.19%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
6,343
shares
|
$452,573
0.08% of portfolio
|
Q4 2024
Added 21.49%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
6,336
shares
|
$452,073
0.01% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Feb 18, 2025 Q4 2024 |
6,334
shares
|
$451,930
0.18% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
6,327
shares
|
$451,431
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Financial Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
6,326
shares
|
$451,360
0.08% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
6,318
shares
|
$450,789
0.32% of portfolio
|
Q3 2024
Reduced 3.04%
|