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 3,576 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 $217 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Reik & Co., LLC
|
Jan 29, 2025 Q4 2024 |
113,517
shares
|
$8.12 Million
1.79% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Windle Wealth, LLC
Oklahoma City, OK |
Feb 07, 2025 Q4 2024 |
113,138
shares
|
$8.09 Million
3.9% of portfolio
|
Q4 2024
Added 6.94%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Feb 10, 2025 Q4 2024 |
112,674
shares
|
$8.06 Million
0.09% of portfolio
|
Q4 2024
Reduced 61.56%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
111,569
shares
|
$7.98 Million
0.06% of portfolio
|
Q4 2024
Reduced 7.57%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
111,519
shares
|
$7.97 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Feb 10, 2025 Q4 2024 |
111,195
shares
|
$7.95 Million
0.03% of portfolio
|
Q4 2024
Reduced 80.12%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
111,063
shares
|
$7.94 Million
0.12% of portfolio
|
Q4 2024
Added 36.34%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
110,901
shares
|
$7.93 Million
0.68% of portfolio
|
Q4 2024
Added 22.78%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
110,469
shares
|
$7.9 Million
0.09% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
109,650
shares
|
$7.84 Million
0.25% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
109,648
shares
|
$7.84 Million
0.34% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
109,579
shares
|
$7.83 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Alps Advisors Inc
Denver, CO |
Feb 13, 2025 Q4 2024 |
109,200
shares
|
$7.81 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
109,121
shares
|
$7.8 Million
0.65% of portfolio
|
Q3 2022
Added 126.11%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
109,045
shares
|
$7.8 Million
0.23% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Biglari, Sardar
San Antonio, TX |
Feb 14, 2025 Q4 2024 |
108,445
shares
|
$7.75 Million
15.41% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Greystone Financial Group, LLC
|
Feb 03, 2025 Q4 2024 |
108,384
shares
|
$7.75 Million
1.19% of portfolio
|
Q4 2024
New holding
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
107,833
shares
|
$7.71 Million
1.23% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
107,779
shares
|
$7.71 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
107,688
shares
|
$7.7 Million
0.41% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Australian Super Pty LTD
|
Jan 30, 2025 Q4 2024 |
107,607
shares
|
$7.69 Million
0.03% of portfolio
|
Q4 2024
Reduced 44.91%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
107,492
shares
|
$7.68 Million
1.17% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Lawson Kroeker Investment Management Inc
|
Jan 23, 2025 Q4 2024 |
107,403
shares
|
$7.68 Million
1.34% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Fred Alger Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
107,278
shares
|
$7.67 Million
0.03% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
107,090
shares
|
$7.66 Million
0.5% of portfolio
|
Q4 2024
Added 0.39%
|