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 3,577 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 $220 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
117,872
shares
|
$8.43 Million
0.2% of portfolio
|
Q3 2022
Reduced 0.53%
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
117,769
shares
|
$8.42 Million
3.23% of portfolio
|
Q4 2024
Added 904.34%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Feb 12, 2025 Q4 2024 |
117,740
shares
|
$8.42 Million
1.04% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Feb 14, 2025 Q4 2024 |
117,466
shares
|
$8.4 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
117,409
shares
|
$8.39 Million
0.3% of portfolio
|
Q4 2024
Reduced 10.27%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
117,359
shares
|
$8.39 Million
0.51% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Ahl Investment Management, Inc.
|
Jan 16, 2025 Q4 2024 |
116,900
shares
|
$8.36 Million
5.1% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
116,735
shares
|
$8.35 Million
0.7% of portfolio
|
Q2 2023
Added 2.33%
|
|
|
Bdf Gestion
Paris, I0 |
Jan 17, 2025 Q4 2024 |
116,598
shares
|
$8.34 Million
0.67% of portfolio
|
Q4 2024
Reduced 11.49%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
116,157
shares
|
$8.3 Million
0.57% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
116,037
shares
|
$8.3 Million
0.18% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
115,974
shares
|
$8.29 Million
0.09% of portfolio
|
Q4 2024
Added 11.23%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
115,895
shares
|
$8.29 Million
0.21% of portfolio
|
Q4 2024
Added 800.02%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
115,415
shares
|
$8.25 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
115,356
shares
|
$8.25 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Feb 05, 2025 Q4 2024 |
115,137
shares
|
$8.23 Million
2.95% of portfolio
|
Q4 2024
Reduced 9.37%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
115,102
shares
|
$8.23 Million
0.48% of portfolio
|
Q4 2024
Added 15.16%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
114,812
shares
|
$8.21 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
114,785
shares
|
$8.21 Million
0.24% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Jan 24, 2025 Q4 2024 |
114,677
shares
|
$8.2 Million
0.26% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
114,663
shares
|
$8.2 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Feb 04, 2025 Q4 2024 |
114,510
shares
|
$8.19 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
114,411
shares
|
$8.18 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
114,405
shares
|
$8.18 Million
0.97% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
114,363
shares
|
$8.18 Million
0.05% of portfolio
|
Q4 2024
Added 0.89%
|