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 |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
5,600
shares
|
$399,559
0.08% of portfolio
|
Q4 2024
Reduced 85.06%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
5,600
shares
|
$399,559
0.19% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Sam Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
5,599
shares
|
$399,488
0.13% of portfolio
|
Q3 2023
Added 2.28%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Feb 12, 2025 Q4 2024 |
5,595
shares
|
$399,203
0.2% of portfolio
|
Q3 2024
Reduced 63.89%
|
|
|
Woodward Diversified Capital, LLC
|
Jan 28, 2025 Q4 2024 |
5,573
shares
|
$397,633
0.26% of portfolio
|
Q4 2024
Reduced 48.96%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
5,572
shares
|
$397,562
0.14% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
John G Ullman & Associates Inc
|
Feb 05, 2025 Q4 2024 |
5,566
shares
|
$397,134
0.05% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
5,555
shares
|
$396,349
0.11% of portfolio
|
Q4 2024
Reduced 5.59%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
5,552
shares
|
$396,135
0.24% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
5,548
shares
|
$395,849
0.17% of portfolio
|
Q2 2022
Added 2.42%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Feb 13, 2025 Q4 2024 |
5,543
shares
|
$395,493
0.07% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Feb 14, 2025 Q4 2024 |
5,521
shares
|
$393,923
0.26% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Unified Investment Management
Atlanta, GA |
Feb 06, 2025 Q4 2024 |
5,520
shares
|
$393,851
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Feb 12, 2025 Q4 2024 |
5,511
shares
|
$393,209
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
5,492
shares
|
$391,854
0.08% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
5,465
shares
|
$389,927
0.06% of portfolio
|
Q4 2024
Reduced 17.05%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
5,462
shares
|
$389,713
0.18% of portfolio
|
Q4 2024
Added 18.43%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Feb 11, 2025 Q4 2024 |
5,458
shares
|
$389,428
0.14% of portfolio
|
Q4 2024
Reduced 89.0%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
5,456
shares
|
$389,285
0.07% of portfolio
|
Q4 2024
Reduced 13.19%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
5,455
shares
|
$389,214
0.19% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
5,450
shares
|
$388,857
0.4% of portfolio
|
Q4 2024
Added 33.84%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
5,440
shares
|
$388,143
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
5,425
shares
|
$387,073
0.1% of portfolio
|
Q2 2024
Reduced 6.8%
|
|
|
Axs Investments LLC
Port Chester, NY |
Feb 10, 2025 Q4 2024 |
5,415
shares
|
$386,360
0.1% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
5,411
shares
|
$386,074
0.01% of portfolio
|
Q4 2024
Reduced 53.36%
|