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 |
|---|---|---|---|---|---|
|
Jacobs & CO
|
Jan 10, 2025 Q4 2024 |
79,697
shares
|
$5.63 Million
0.5% of portfolio
|
Q4 2024
Reduced 13.84%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
79,697
shares
|
$5.63 Million
1.05% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
79,616
shares
|
$5.62 Million
0.14% of portfolio
|
Q4 2024
Added 6.46%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
79,597
shares
|
$5.62 Million
0.19% of portfolio
|
Q2 2020
Added 2.99%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
79,588
shares
|
$5.62 Million
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
79,495
shares
|
$5.61 Million
0.4% of portfolio
|
Q4 2024
Added 15.86%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
79,416
shares
|
$5.61 Million
0.24% of portfolio
|
Q4 2024
Added 5.65%
|
|
|
Benedict Financial Advisors Inc
|
Jan 28, 2025 Q4 2024 |
79,103
shares
|
$5.58 Million
1.2% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
79,004
shares
|
$5.58 Million
0.27% of portfolio
|
Q4 2024
Reduced 15.15%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
78,673
shares
|
$5.55 Million
0.3% of portfolio
|
Q4 2024
Added 12.41%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
78,641
shares
|
$5.55 Million
1.02% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Aigen Investment Management, LP
|
Feb 06, 2025 Q4 2024 |
78,364
shares
|
$5.53 Million
0.92% of portfolio
|
Q4 2024
Added 504.43%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Feb 12, 2025 Q4 2024 |
78,350
shares
|
$5.53 Million
1.2% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
78,100
shares
|
$5.51 Million
0.71% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
78,058
shares
|
$5.51 Million
0.28% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
77,816
shares
|
$5.49 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Schulhoff & CO Inc
|
Feb 05, 2025 Q4 2024 |
77,505
shares
|
$5.47 Million
2.26% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Feb 12, 2025 Q4 2024 |
77,429
shares
|
$5.47 Million
0.1% of portfolio
|
Q4 2024
Reduced 7.25%
|
|
|
Ossiam
Paris, I0 |
Feb 13, 2025 Q4 2024 |
77,407
shares
|
$5.46 Million
0.09% of portfolio
|
Q4 2024
Reduced 39.11%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Feb 11, 2025 Q4 2024 |
77,237
shares
|
$5.45 Million
1.24% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
77,153
shares
|
$5.45 Million
0.19% of portfolio
|
Q4 2024
Added 19.24%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
76,581
shares
|
$5.41 Million
0.13% of portfolio
|
Q1 2024
Added 10.68%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
76,335
shares
|
$5.39 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
76,176
shares
|
$5.38 Million
0.24% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
75,961
shares
|
$5.36 Million
0.78% of portfolio
|
Q4 2024
Added 13.06%
|