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 3,443 institutions that hold shares in the stock, with a total of 3.01 Billion shares, which have been reported (via 13F filing form) to have a value of $192 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
248
shares
|
$15,832
0.01% of portfolio
|
Q4 2024
Added 67.57%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
202
shares
|
$12,895
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
200
shares
|
$12,768
0.0% of portfolio
|
Q4 2024
Reduced 46.67%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
200
shares
|
$12,768
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
200
shares
|
$12,768
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Dec 17, 2024 Q3 2024 |
200
shares
|
$12,768
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
195
shares
|
$12,448
0.0% of portfolio
|
Q2 2024
Added 62.5%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
192
shares
|
$12,257
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
192
shares
|
$12,257
0.0% of portfolio
|
Q4 2024
Added 51.18%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 31, 2024 Q3 2024 |
182
shares
|
$11,618
0.01% of portfolio
|
Q3 2024
Reduced 79.41%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
181
shares
|
$11,555
0.0% of portfolio
|
Q4 2024
Reduced 30.12%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
174
shares
|
$11,108
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
168
shares
|
$10,725
0.0% of portfolio
|
Q2 2024
Reduced 60.0%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
167
shares
|
$10,661
0.0% of portfolio
|
Q3 2022
Reduced 5.65%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Nov 14, 2024 Q3 2024 |
154
shares
|
$9,831
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
151
shares
|
$9,639
0.0% of portfolio
|
Q1 2024
Reduced 67.87%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
147
shares
|
$9,384
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
147
shares
|
$9,384
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
133
shares
|
$8,490
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Biglari Capital Corp.
San Antonio, TX |
Nov 14, 2024 Q3 2024 |
120
shares
|
$7,660
0.0% of portfolio
|
Q2 2024
Reduced 94.06%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
112
shares
|
$7,150
0.02% of portfolio
|
Q3 2024
Reduced 37.08%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
102
shares
|
$6,511
0.28% of portfolio
|
Q4 2024
Added 12.09%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
102
shares
|
$6,511
0.0% of portfolio
|
Q3 2024
Reduced 88.93%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
100
shares
|
$6,384
0.0% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Hgk Asset Management Inc
|
Feb 03, 2025 Q4 2024 |
100
shares
|
$6,384
0.0% of portfolio
|
Q3 2024
Reduced 99.87%
|