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 |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
106,849
shares
|
$7.54 Million
0.24% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
106,676
shares
|
$7.53 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
106,126
shares
|
$7.49 Million
0.15% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Baxter Bros Inc
|
Feb 11, 2025 Q4 2024 |
105,678
shares
|
$7.46 Million
0.87% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Monarch Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
104,542
shares
|
$7.38 Million
1.81% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Feb 10, 2025 Q4 2024 |
104,313
shares
|
$7.36 Million
0.08% of portfolio
|
Q4 2024
Reduced 62.74%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
Feb 05, 2025 Q4 2024 |
104,275
shares
|
$7.36 Million
2.09% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
104,202
shares
|
$7.36 Million
0.31% of portfolio
|
Q4 2024
Added 16.72%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
103,941
shares
|
$7.34 Million
0.3% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Bull Street Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
103,567
shares
|
$7.31 Million
3.11% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
103,410
shares
|
$7.3 Million
1.58% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
102,746
shares
|
$7.25 Million
1.25% of portfolio
|
Q4 2024
Added 7.08%
|
|
|
Stokes Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
102,647
shares
|
$7.25 Million
1.68% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Stolper CO
|
Jan 14, 2025 Q4 2024 |
102,192
shares
|
$7.21 Million
2.12% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
102,062
shares
|
$7.2 Million
1.1% of portfolio
|
Q4 2022
Added 0.17%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Feb 12, 2025 Q4 2024 |
101,795
shares
|
$7.19 Million
2.08% of portfolio
|
Q4 2024
New holding
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
101,456
shares
|
$7.16 Million
0.2% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
101,113
shares
|
$7.14 Million
1.38% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
101,078
shares
|
$7.14 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.88%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
100,779
shares
|
$7.11 Million
2.0% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
100,629
shares
|
$7.1 Million
1.6% of portfolio
|
Q4 2024
Added 7.89%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Feb 14, 2025 Q4 2024 |
100,386
shares
|
$7.09 Million
0.11% of portfolio
|
Q4 2024
Reduced 63.58%
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
100,140
shares
|
$7.07 Million
0.81% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
100,125
shares
|
$7.07 Million
0.87% of portfolio
|
Q2 2022
Reduced 1.52%
|
|
|
Bcm Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
100,053
shares
|
$7.06 Million
1.44% of portfolio
|
Q4 2024
Reduced 0.06%
|