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 3,569 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 $215 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Feb 13, 2025 Q4 2024 |
5,243
shares
|
$367,219
0.18% of portfolio
|
Q4 2024
Added 19.76%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
5,240
shares
|
$367,009
0.12% of portfolio
|
Q4 2024
Reduced 15.59%
|
|
|
Colony Family Offices, LLC
|
Feb 11, 2025 Q4 2024 |
5,219
shares
|
$365,538
0.11% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Better Money Decisions, LLC
|
Jan 24, 2025 Q4 2024 |
5,216
shares
|
$365,328
0.23% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Silvant Capital Management LLC
|
Feb 13, 2025 Q4 2024 |
5,209
shares
|
$364,838
0.01% of portfolio
|
Q3 2019
Reduced 18.07%
|
|
|
Hedges Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
5,200
shares
|
$364,208
0.22% of portfolio
|
Q3 2024
Reduced 31.58%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
5,196
shares
|
$363,927
0.14% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Feb 10, 2025 Q4 2024 |
5,189
shares
|
$363,437
0.09% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
5,187
shares
|
$363,297
0.08% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Lokken Investment Group LLC
|
Feb 12, 2025 Q4 2024 |
5,180
shares
|
$362,807
0.15% of portfolio
|
Q4 2024
Reduced 15.07%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
5,177
shares
|
$362,597
0.04% of portfolio
|
Q2 2024
Added 24.9%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
5,176
shares
|
$362,527
0.09% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Blossom Wealth Management
|
Jan 23, 2025 Q4 2024 |
5,175
shares
|
$362,457
0.62% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
5,173
shares
|
$362,316
0.11% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
5,168
shares
|
$361,966
0.19% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Feb 13, 2025 Q4 2024 |
5,154
shares
|
$360,986
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
5,152
shares
|
$360,846
0.08% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jan 29, 2025 Q4 2024 |
5,152
shares
|
$360,846
0.21% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
5,150
shares
|
$360,706
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Buckhead Capital Management LLC
|
Jan 29, 2025 Q4 2024 |
5,149
shares
|
$360,635
0.11% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
5,147
shares
|
$360,495
0.06% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
Feb 03, 2025 Q4 2024 |
5,134
shares
|
$359,585
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
J.Safra Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
5,128
shares
|
$359,165
0.03% of portfolio
|
Q4 2024
Added 113.4%
|
|
|
Investmark Advisory Group LLC
|
Feb 18, 2025 Q4 2024 |
5,124
shares
|
$358,884
0.16% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
5,121
shares
|
$358,674
0.17% of portfolio
|
Q2 2023
Added 3.06%
|