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 |
|---|---|---|---|---|---|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jan 29, 2025 Q4 2024 |
6,127
shares
|
$437,161
0.28% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
6,118
shares
|
$436,519
0.19% of portfolio
|
Q1 2024
Reduced 26.06%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
6,105
shares
|
$435,591
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
6,083
shares
|
$434,022
0.06% of portfolio
|
Q4 2024
Added 8.84%
|
|
|
Orion Investment CO
St. Louis, MO |
Feb 12, 2025 Q4 2024 |
6,083
shares
|
$434,022
0.15% of portfolio
|
Q4 2024
Added 19.67%
|
|
|
Jacobsen Capital Management
|
Jan 24, 2025 Q4 2024 |
6,074
shares
|
$433,379
0.16% of portfolio
|
Q4 2024
Added 6.6%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jan 23, 2025 Q4 2024 |
6,056
shares
|
$432,095
0.13% of portfolio
|
Q4 2024
Reduced 23.25%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
6,037
shares
|
$430,739
0.37% of portfolio
|
Q3 2022
Added 4.52%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Jan 31, 2025 Q4 2024 |
6,023
shares
|
$429,741
0.05% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
6,019
shares
|
$429,455
0.08% of portfolio
|
Q4 2024
Reduced 15.27%
|
|
|
Seven Springs Wealth Group, LLC
|
Feb 14, 2025 Q4 2024 |
6,019
shares
|
$429,455
0.14% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
5,995
shares
|
$427,743
0.11% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
5,991
shares
|
$427,457
0.24% of portfolio
|
Q4 2024
Added 11.9%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
5,979
shares
|
$426,601
0.08% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Oak Asset Management, LLC
|
Jan 13, 2025 Q4 2024 |
5,978
shares
|
$426,530
0.14% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
5,977
shares
|
$426,458
0.2% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
5,962
shares
|
$425,388
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
5,960
shares
|
$425,245
0.19% of portfolio
|
Q4 2023
Added 15.89%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Feb 10, 2025 Q4 2024 |
5,937
shares
|
$423,604
0.04% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
5,931
shares
|
$423,176
0.06% of portfolio
|
Q3 2023
Added 19.36%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
5,918
shares
|
$422,249
0.02% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
5,916
shares
|
$422,106
0.04% of portfolio
|
Q4 2024
Added 13.99%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Jan 23, 2025 Q4 2024 |
5,915
shares
|
$422,035
0.26% of portfolio
|
Q3 2024
Reduced 11.2%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
5,914
shares
|
$421,963
0.06% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
5,914
shares
|
$421,963
0.07% of portfolio
|
Q4 2024
Reduced 0.3%
|