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 |
|---|---|---|---|---|---|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
5,121
shares
|
$358,674
0.05% of portfolio
|
Q4 2024
Reduced 12.13%
|
|
|
Joule Financial, LLC
|
Jan 15, 2025 Q4 2024 |
5,119
shares
|
$358,534
0.11% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Brown Miller Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
5,118
shares
|
$358,464
0.13% of portfolio
|
Q4 2022
Reduced 32.81%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
5,115
shares
|
$358,254
0.14% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
5,114
shares
|
$358,184
0.04% of portfolio
|
Q4 2024
Reduced 11.69%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jan 21, 2025 Q4 2024 |
5,107
shares
|
$357,694
0.15% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Feb 12, 2025 Q4 2024 |
5,107
shares
|
$357,694
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
5,106
shares
|
$357,624
0.03% of portfolio
|
Q4 2024
Added 10.35%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
5,104
shares
|
$357,484
0.1% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
5,103
shares
|
$357,414
0.12% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Sentry LLC
Memphis, TN |
Jan 23, 2025 Q4 2024 |
5,093
shares
|
$356,713
0.06% of portfolio
|
Q4 2024
Reduced 22.7%
|
|
|
Advanced Portfolio Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,084
shares
|
$356,083
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Arbor Investment Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
5,082
shares
|
$355,943
0.04% of portfolio
|
Q4 2024
Reduced 25.07%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Feb 13, 2025 Q4 2024 |
5,081
shares
|
$355,873
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
5,080
shares
|
$355,803
0.14% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
5,079
shares
|
$355,733
0.12% of portfolio
|
Q1 2024
Added 0.79%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
5,075
shares
|
$355,453
0.01% of portfolio
|
Q4 2024
Reduced 38.23%
|
|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
5,070
shares
|
$355,102
0.09% of portfolio
|
Q4 2024
Added 7.1%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
5,069
shares
|
$355,032
0.11% of portfolio
|
Q4 2023
Added 1.93%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
5,065
shares
|
$354,752
0.03% of portfolio
|
Q2 2024
Reduced 3.8%
|
|
|
Ayrshire Capital Management LLC
|
Jan 13, 2025 Q4 2024 |
5,060
shares
|
$354,402
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
B Long Financial, LLC
Memphis, TN |
Jan 30, 2025 Q4 2024 |
5,052
shares
|
$353,842
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
5,046
shares
|
$353,421
0.17% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
5,041
shares
|
$353,071
0.02% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,040
shares
|
$353,001
0.08% of portfolio
|
Q4 2024
New holding
|