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 |
|---|---|---|---|---|---|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
68,549
shares
|
$4.84 Million
1.04% of portfolio
|
Q3 2022
Added 0.08%
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
68,412
shares
|
$4.83 Million
0.29% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
67,232
shares
|
$4.75 Million
0.38% of portfolio
|
Q4 2022
Reduced 3.93%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
66,923
shares
|
$4.72 Million
0.12% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
66,890
shares
|
$4.72 Million
0.25% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
66,825
shares
|
$4.72 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
66,823
shares
|
$4.72 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
66,728
shares
|
$4.71 Million
0.04% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
66,704
shares
|
$4.71 Million
0.91% of portfolio
|
Q4 2024
Added 12.7%
|
|
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
66,482
shares
|
$4.69 Million
2.02% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
66,479
shares
|
$4.69 Million
1.32% of portfolio
|
Q4 2024
Added 9.24%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Feb 07, 2025 Q4 2024 |
66,200
shares
|
$4.67 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Parthenon LLC
|
Jan 31, 2025 Q4 2024 |
66,173
shares
|
$4.67 Million
0.51% of portfolio
|
Q2 2024
Reduced 4.29%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
66,145
shares
|
$4.67 Million
0.23% of portfolio
|
Q4 2024
Reduced 7.68%
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
66,127
shares
|
$4.67 Million
0.7% of portfolio
|
Q4 2024
Added 6.6%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
65,959
shares
|
$4.66 Million
0.2% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
65,793
shares
|
$4.64 Million
0.69% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
65,749
shares
|
$4.64 Million
3.13% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Jan 15, 2025 Q4 2024 |
65,652
shares
|
$4.63 Million
0.37% of portfolio
|
Q4 2024
Added 59.61%
|
|
|
Tufton Capital Management
|
Feb 05, 2025 Q4 2024 |
65,608
shares
|
$4.63 Million
0.77% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Lafayette Investments, Inc.
|
Feb 13, 2025 Q4 2024 |
65,059
shares
|
$4.59 Million
0.88% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
64,978
shares
|
$4.59 Million
0.07% of portfolio
|
Q4 2024
Added 64.15%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
64,797
shares
|
$4.57 Million
0.11% of portfolio
|
Q4 2024
Added 18.55%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
64,666
shares
|
$4.56 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Feb 11, 2025 Q4 2024 |
64,128
shares
|
$4.53 Million
0.01% of portfolio
|
Q4 2024
Added 145.6%
|