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 3,488 institutions that hold shares in the stock, with a total of 3.04 Billion shares, which have been reported (via 13F filing form) to have a value of $209 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
3,220
shares
|
$221,246
0.14% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 29, 2025 Q4 2024 |
3,220
shares
|
$221,246
0.04% of portfolio
|
Q4 2024
Reduced 22.86%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
3,216
shares
|
$220,971
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Manor Financial, LLC
|
Jan 24, 2025 Q4 2024 |
3,213
shares
|
$220,765
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
3,210
shares
|
$220,559
0.0% of portfolio
|
Q4 2024
Reduced 47.09%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
3,206
shares
|
$220,284
0.15% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Unio Capital LLC
|
Nov 14, 2024 Q3 2024 |
3,200
shares
|
$219,871
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
3,168
shares
|
$217,673
0.09% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
3,163
shares
|
$217,329
0.08% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
3,133
shares
|
$215,268
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
3,100
shares
|
$213,000
0.13% of portfolio
|
Q4 2024
Added 10.71%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
3,092
shares
|
$212,451
0.1% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
3,088
shares
|
$212,176
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Omnia Family Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
3,079
shares
|
$211,558
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
3,055
shares
|
$209,909
0.16% of portfolio
|
Q3 2024
Reduced 13.09%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
3,054
shares
|
$209,840
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
3,045
shares
|
$209,221
0.06% of portfolio
|
Q3 2021
Reduced 1.62%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
3,016
shares
|
$207,229
0.02% of portfolio
|
Q4 2024
Added 7.79%
|
|
|
Youngs Advisory Group, Inc.
|
Nov 07, 2024 Q3 2024 |
2,984
shares
|
$205,030
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
2,976
shares
|
$204,480
0.07% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
2,975
shares
|
$204,412
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
2,926
shares
|
$201,045
0.01% of portfolio
|
Q4 2024
Reduced 38.52%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
2,900
shares
|
$199,258
0.18% of portfolio
|
Q2 2023
Reduced 19.44%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
2,893
shares
|
$198,778
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
2,891
shares
|
$198,640
0.03% of portfolio
|
Q4 2024
Reduced 6.17%
|