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 3,545 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 $211 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wambolt & Associates, LLC
|
Feb 11, 2025 Q4 2024 |
3,556
shares
|
$244,901
0.07% of portfolio
|
Q4 2024
Reduced 25.72%
|
|
|
Main Street Research LLC
Sausalito, CA |
Feb 07, 2025 Q4 2024 |
3,556
shares
|
$244,901
0.01% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
3,545
shares
|
$244,144
0.04% of portfolio
|
Q3 2024
Added 10.23%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
3,544
shares
|
$244,075
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
3,540
shares
|
$243,799
0.06% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jan 29, 2025 Q4 2024 |
3,539
shares
|
$243,730
0.08% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
3,537
shares
|
$243,593
0.02% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
3,536
shares
|
$243,524
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Horizon Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
3,535
shares
|
$243,455
0.04% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jan 23, 2025 Q4 2024 |
3,533
shares
|
$243,317
0.18% of portfolio
|
Q4 2024
Reduced 16.08%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Feb 13, 2025 Q4 2024 |
3,531
shares
|
$243,179
0.07% of portfolio
|
Q2 2024
Added 2.47%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
3,527
shares
|
$242,904
0.18% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
3,523
shares
|
$242,629
0.41% of portfolio
|
Q2 2022
New holding
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
3,517
shares
|
$242,215
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Warwick Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
3,514
shares
|
$242,009
0.05% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
3,497
shares
|
$240,838
0.09% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
3,494
shares
|
$240,631
0.13% of portfolio
|
Q4 2024
Reduced 18.48%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
3,486
shares
|
$240,080
0.08% of portfolio
|
Q4 2024
Added 10.21%
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,485
shares
|
$240,011
0.12% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Feb 13, 2025 Q4 2024 |
3,483
shares
|
$239,874
0.09% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Feb 13, 2025 Q4 2024 |
3,481
shares
|
$239,736
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
3,478
shares
|
$239,529
0.15% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
3,471
shares
|
$239,047
0.06% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
3,469
shares
|
$238,910
0.19% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
3,465
shares
|
$238,634
0.39% of portfolio
|
Q4 2024
New holding
|