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 3,564 institutions that hold shares in the stock, with a total of 3.08 Billion shares, which have been reported (via 13F filing form) to have a value of $212 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
147
shares
|
$10,150
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
133
shares
|
$9,183
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Biglari Capital Corp.
San Antonio, TX |
Feb 14, 2025 Q4 2024 |
120
shares
|
$8,286
0.0% of portfolio
|
Q2 2024
Reduced 94.06%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
120
shares
|
$8,286
0.01% of portfolio
|
Q4 2024
Reduced 61.9%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
120
shares
|
$8,286
0.01% of portfolio
|
Q4 2024
Reduced 61.9%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Feb 13, 2025 Q4 2024 |
120
shares
|
$8,286
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
112
shares
|
$7,733
0.02% of portfolio
|
Q3 2024
Reduced 37.08%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
105
shares
|
$7,250
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
104
shares
|
$7,181
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Feb 14, 2025 Q4 2024 |
103
shares
|
$7,112
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
103
shares
|
$7,112
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
102
shares
|
$7,043
0.28% of portfolio
|
Q4 2024
Added 12.09%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
102
shares
|
$7,043
0.0% of portfolio
|
Q3 2024
Reduced 88.93%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
100
shares
|
$6,905
0.0% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Mizuho Securities Co. Ltd.
|
Feb 11, 2025 Q4 2024 |
100
shares
|
$6,905
0.1% of portfolio
|
Q4 2024
Reduced 92.48%
|
|
|
Hgk Asset Management Inc
|
Feb 03, 2025 Q4 2024 |
100
shares
|
$6,905
0.0% of portfolio
|
Q3 2024
Reduced 99.87%
|
|
|
Miller Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
100
shares
|
$6,905
0.0% of portfolio
|
Q3 2024
Reduced 19.35%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
96
shares
|
$6,628
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
91
shares
|
$6,283
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
89
shares
|
$6,145
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
84
shares
|
$5,800
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
83
shares
|
$5,731
0.0% of portfolio
|
Q4 2024
Reduced 99.76%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
80
shares
|
$5,524
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
76
shares
|
$5,247
0.0% of portfolio
|
Q2 2024
Reduced 35.04%
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
71
shares
|
$4,902
0.0% of portfolio
|
Q4 2024
Added 238.1%
|