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 3,565 institutions that hold shares in the stock, with a total of 3.07 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 |
|---|---|---|---|---|---|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
4,872
shares
|
$341,381
0.23% of portfolio
|
Q4 2024
Added 15.23%
|
|
|
Cultivar Capital, Inc.
Denton, TX |
Jan 23, 2025 Q4 2024 |
4,868
shares
|
$341,100
0.27% of portfolio
|
Q2 2024
Reduced 6.53%
|
|
|
Amarillo National Bank
|
Jan 30, 2025 Q4 2024 |
4,851
shares
|
$339,909
0.06% of portfolio
|
Q4 2024
Reduced 5.09%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
4,844
shares
|
$339,419
0.13% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Notis Mc Conarty Edward
|
Feb 12, 2025 Q4 2024 |
4,832
shares
|
$338,578
0.15% of portfolio
|
Q4 2024
Reduced 35.57%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Jan 30, 2025 Q4 2024 |
4,828
shares
|
$338,297
0.26% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Feb 14, 2025 Q4 2024 |
4,827
shares
|
$338,227
0.23% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
4,820
shares
|
$337,737
0.01% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Jan 24, 2025 Q4 2024 |
4,814
shares
|
$337,316
0.02% of portfolio
|
Q4 2023
Reduced 17.2%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
4,811
shares
|
$337,106
0.13% of portfolio
|
Q3 2024
Reduced 30.09%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Feb 13, 2025 Q4 2024 |
4,804
shares
|
$336,616
0.02% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
4,798
shares
|
$336,195
0.11% of portfolio
|
Q3 2024
Reduced 16.89%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Feb 13, 2025 Q4 2024 |
4,783
shares
|
$335,144
0.03% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
4,775
shares
|
$334,584
0.06% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Red Cedar Investment Management, LLC
|
Jan 30, 2025 Q4 2024 |
4,774
shares
|
$334,514
0.04% of portfolio
|
Q4 2024
Reduced 66.67%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
4,768
shares
|
$334,093
0.1% of portfolio
|
Q4 2024
Added 25.14%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
4,768
shares
|
$334,093
0.2% of portfolio
|
Q3 2023
Added 35.3%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
4,757
shares
|
$333,322
0.1% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
4,747
shares
|
$332,622
0.11% of portfolio
|
Q4 2024
Reduced 10.72%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 15, 2024 Q3 2024 |
4,741
shares
|
$332,201
0.33% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
4,733
shares
|
$331,641
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
4,728
shares
|
$331,290
0.16% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
4,720
shares
|
$330,730
0.11% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Intelligence Driven Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
4,719
shares
|
$330,660
0.06% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
4,718
shares
|
$330,590
0.02% of portfolio
|
Q4 2024
New holding
|