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 |
|---|---|---|---|---|---|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
64,092
shares
|
$4.52 Million
1.37% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
63,763
shares
|
$4.5 Million
0.08% of portfolio
|
Q4 2024
Added 17.54%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
63,664
shares
|
$4.49 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
63,662
shares
|
$4.49 Million
0.05% of portfolio
|
Q2 2022
Reduced 53.91%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
63,610
shares
|
$4.49 Million
0.34% of portfolio
|
Q4 2024
Reduced 22.99%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
63,557
shares
|
$4.49 Million
2.32% of portfolio
|
Q3 2022
Added 0.01%
|
|
|
Wealth Bridge Investment Counsel Inc.
|
Jan 15, 2025 Q4 2024 |
63,175
shares
|
$4.46 Million
1.44% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
62,844
shares
|
$4.44 Million
0.9% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
62,517
shares
|
$4.41 Million
0.13% of portfolio
|
Q4 2024
Added 31.21%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
62,224
shares
|
$4.39 Million
1.12% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
62,057
shares
|
$4.38 Million
0.26% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Feb 03, 2025 Q4 2024 |
62,024
shares
|
$4.38 Million
1.17% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
61,920
shares
|
$4.37 Million
0.16% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Feb 14, 2025 Q4 2024 |
61,801
shares
|
$4.36 Million
0.17% of portfolio
|
Q4 2024
Reduced 7.91%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
61,389
shares
|
$4.33 Million
0.75% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
61,322
shares
|
$4.33 Million
0.14% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
61,303
shares
|
$4.33 Million
0.09% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
61,117
shares
|
$4.31 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
61,102
shares
|
$4.31 Million
0.05% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
60,795
shares
|
$4.29 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Weik Capital Management
Wyomissing, PA |
Feb 12, 2025 Q4 2024 |
60,745
shares
|
$4.29 Million
1.55% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
60,613
shares
|
$4.28 Million
1.16% of portfolio
|
Q2 2024
Reduced 1.95%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
60,542
shares
|
$4.27 Million
0.28% of portfolio
|
Q4 2023
Added 1.5%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
60,462
shares
|
$4.27 Million
0.34% of portfolio
|
Q4 2024
Reduced 89.45%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
60,423
shares
|
$4.27 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.49%
|