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 |
|---|---|---|---|---|---|
|
Camden National Bank
Camden, ME |
Feb 07, 2025 Q4 2024 |
5,906
shares
|
$421,393
0.06% of portfolio
|
Q4 2024
Reduced 4.09%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
5,898
shares
|
$420,822
0.15% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
5,892
shares
|
$420,394
0.13% of portfolio
|
Q4 2023
Reduced 6.36%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
5,892
shares
|
$420,394
0.02% of portfolio
|
Q3 2022
Reduced 15.71%
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
5,892
shares
|
$420,394
0.13% of portfolio
|
Q4 2024
Added 9.68%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
5,878
shares
|
$419,395
0.24% of portfolio
|
Q4 2024
Reduced 8.29%
|
|
|
Horizon Kinetics Asset Management LLC
|
Feb 10, 2025 Q4 2024 |
5,870
shares
|
$418,824
0.01% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Sage Private Wealth Group, LLC
|
Jan 29, 2025 Q4 2024 |
5,865
shares
|
$418,467
0.27% of portfolio
|
Q4 2024
Reduced 9.04%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
5,855
shares
|
$417,754
0.18% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
5,854
shares
|
$417,682
0.03% of portfolio
|
Q3 2022
Added 0.48%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
5,852
shares
|
$417,540
0.13% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Parisi Gray Wealth Management
|
Jan 13, 2025 Q4 2024 |
5,843
shares
|
$416,898
0.12% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
5,837
shares
|
$416,469
0.13% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Jan 02, 2025 Q4 2024 |
5,836
shares
|
$416,398
0.17% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,818
shares
|
$415,114
0.05% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
5,818
shares
|
$415,114
0.19% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
5,794
shares
|
$413,401
0.02% of portfolio
|
Q4 2024
Added 11.4%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
5,790
shares
|
$413,116
0.27% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
5,781
shares
|
$412,474
0.13% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
5,780
shares
|
$412,402
0.07% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
5,777
shares
|
$412,188
0.12% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
5,777
shares
|
$412,188
0.21% of portfolio
|
Q4 2022
Added 60.61%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
5,773
shares
|
$411,903
0.04% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Fiducient Advisors LLC
|
Feb 13, 2025 Q4 2024 |
5,768
shares
|
$411,546
0.04% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
5,765
shares
|
$411,332
0.18% of portfolio
|
Q4 2024
New holding
|