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 |
|---|---|---|---|---|---|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
718
shares
|
$49,333
0.02% of portfolio
|
Q4 2024
Reduced 21.62%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
703
shares
|
$48,303
0.02% of portfolio
|
Q4 2024
Added 47.69%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
700
shares
|
$48,096
0.02% of portfolio
|
Q1 2024
Reduced 1.69%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Feb 11, 2025 Q4 2024 |
700
shares
|
$48,096
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
696
shares
|
$47,822
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
691
shares
|
$47,478
0.03% of portfolio
|
Q4 2024
Added 43.66%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
685
shares
|
$47,066
0.03% of portfolio
|
Q4 2024
Reduced 14.37%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
680
shares
|
$46,722
0.02% of portfolio
|
Q4 2023
Added 6.92%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
665
shares
|
$45,692
0.01% of portfolio
|
Q4 2024
Reduced 8.4%
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
663
shares
|
$45,554
0.0% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
656
shares
|
$45,073
0.02% of portfolio
|
Q3 2024
Reduced 10.87%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
651
shares
|
$44,730
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
640
shares
|
$43,974
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
636
shares
|
$43,699
0.06% of portfolio
|
Q3 2022
Added 0.47%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
635
shares
|
$43,630
0.01% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
629
shares
|
$43,218
0.01% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Feb 12, 2025 Q4 2024 |
613
shares
|
$42,119
0.01% of portfolio
|
Q4 2024
Added 41.9%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
613
shares
|
$42,119
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
611
shares
|
$41,981
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
610
shares
|
$41,913
0.0% of portfolio
|
Q3 2024
Added 2668.36%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
604
shares
|
$41,500
0.03% of portfolio
|
Q4 2023
Added 99.83%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
602
shares
|
$41,363
0.02% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
577
shares
|
$39,645
0.01% of portfolio
|
Q4 2024
Reduced 26.59%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
577
shares
|
$39,645
0.01% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
575
shares
|
$39,508
0.03% of portfolio
|
Q3 2024
Added 12.09%
|