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 |
|---|---|---|---|---|---|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
1,553
shares
|
$106,706
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
1,550
shares
|
$106,500
0.06% of portfolio
|
Q4 2024
Added 138.46%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Jan 14, 2025 Q4 2024 |
1,521
shares
|
$104,507
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Jan 28, 2025 Q4 2024 |
1,500
shares
|
$103,064
0.08% of portfolio
|
Q4 2023
Added 50.0%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
1,499
shares
|
$102,996
0.04% of portfolio
|
Q2 2024
Added 2.04%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
1,496
shares
|
$102,790
0.05% of portfolio
|
Q4 2021
Added 7.16%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
1,482
shares
|
$101,828
0.02% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
1,462
shares
|
$100,454
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
1,445
shares
|
$99,285
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
1,434
shares
|
$98,530
0.03% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Westchester Capital Management, Inc.
Omaha, NE |
Feb 07, 2025 Q4 2024 |
1,346
shares
|
$92,483
0.02% of portfolio
|
Q4 2024
Reduced 16.66%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
1,304
shares
|
$89,597
0.03% of portfolio
|
Q4 2024
Added 30.79%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
1,294
shares
|
$88,910
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,285
shares
|
$88,292
0.02% of portfolio
|
Q2 2023
Added 0.16%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,273
shares
|
$87,467
0.02% of portfolio
|
Q4 2024
Reduced 6.05%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
1,270
shares
|
$87,261
0.04% of portfolio
|
Q1 2024
Reduced 36.66%
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
1,265
shares
|
$86,918
0.07% of portfolio
|
Q1 2024
Reduced 7.33%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,261
shares
|
$86,643
0.0% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
1,257
shares
|
$86,368
0.06% of portfolio
|
Q1 2024
Reduced 12.89%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
1,254
shares
|
$86,162
0.06% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
1,212
shares
|
$83,276
0.01% of portfolio
|
Q4 2024
Added 197.79%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,210
shares
|
$83,139
0.02% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
1,209
shares
|
$83,070
0.03% of portfolio
|
Q4 2024
Added 61.42%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
1,208
shares
|
$83,001
0.04% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
1,202
shares
|
$82,589
0.05% of portfolio
|
Q4 2024
Reduced 39.69%
|