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 |
|---|---|---|---|---|---|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 17, 2025 Q4 2024 |
4,713
shares
|
$330,239
0.21% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
4,702
shares
|
$329,469
0.07% of portfolio
|
Q2 2024
Reduced 1.98%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
4,701
shares
|
$329,399
0.11% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Wallington Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,693
shares
|
$328,838
0.04% of portfolio
|
Q3 2024
Added 46.29%
|
|
|
Wela Strategies, Inc.
|
Jan 13, 2025 Q4 2024 |
4,691
shares
|
$328,698
0.12% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Miller Financial Services LLC
Marshall, MI |
Feb 07, 2025 Q4 2024 |
4,677
shares
|
$327,717
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Augustine Asset Management Inc
|
Jan 29, 2025 Q4 2024 |
4,674
shares
|
$327,507
0.08% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Feb 10, 2025 Q4 2024 |
4,674
shares
|
$327,507
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
4,657
shares
|
$326,315
0.87% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
4,646
shares
|
$325,545
0.04% of portfolio
|
Q4 2024
Reduced 92.36%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
4,638
shares
|
$324,984
0.03% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
4,630
shares
|
$324,424
0.13% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
4,629
shares
|
$324,354
0.11% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
4,624
shares
|
$324,003
0.09% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
4,618
shares
|
$323,583
0.02% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
4,617
shares
|
$323,513
0.07% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Hoertkorn Richard Charles
|
Feb 12, 2025 Q4 2024 |
4,605
shares
|
$322,672
0.16% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
4,600
shares
|
$322,321
0.11% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
4,599
shares
|
$322,251
0.08% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
4,588
shares
|
$321,481
0.04% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
4,587
shares
|
$321,411
0.14% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
4,585
shares
|
$321,270
0.09% of portfolio
|
Q4 2024
Added 28.61%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
4,584
shares
|
$321,200
0.03% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
4,584
shares
|
$321,200
0.05% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Baugh & Associates, LLC
|
Jan 16, 2025 Q4 2024 |
4,582
shares
|
$321,060
0.14% of portfolio
|
Q3 2024
Added 11.51%
|