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 |
|---|---|---|---|---|---|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
51,272
shares
|
$3.62 Million
0.26% of portfolio
|
Q4 2024
Added 7.95%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
51,263
shares
|
$3.62 Million
0.17% of portfolio
|
Q4 2024
Added 15.05%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
51,209
shares
|
$3.61 Million
1.12% of portfolio
|
Q1 2024
Added 0.26%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
51,198
shares
|
$3.61 Million
0.12% of portfolio
|
Q4 2024
Reduced 92.07%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
50,990
shares
|
$3.6 Million
0.82% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Arlington Partners LLC
|
Jan 29, 2025 Q4 2024 |
50,956
shares
|
$3.6 Million
1.31% of portfolio
|
Q4 2024
Reduced 13.12%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
50,936
shares
|
$3.6 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Feb 11, 2025 Q4 2024 |
50,909
shares
|
$3.59 Million
0.69% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
50,855
shares
|
$3.59 Million
0.93% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
50,833
shares
|
$3.59 Million
0.24% of portfolio
|
Q3 2022
Added 0.1%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Feb 14, 2025 Q4 2024 |
50,817
shares
|
$3.59 Million
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
50,617
shares
|
$3.57 Million
0.08% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
50,468
shares
|
$3.56 Million
1.28% of portfolio
|
Q4 2024
Reduced 8.46%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Jan 29, 2025 Q4 2024 |
50,383
shares
|
$3.56 Million
0.64% of portfolio
|
Q4 2024
Added 51.23%
|
|
|
Woodstock Corp
|
Jan 15, 2025 Q4 2024 |
50,294
shares
|
$3.55 Million
0.31% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
50,194
shares
|
$3.54 Million
0.1% of portfolio
|
Q4 2024
Added 13.23%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
50,146
shares
|
$3.54 Million
0.13% of portfolio
|
Q4 2024
Added 35.4%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
50,057
shares
|
$3.53 Million
0.08% of portfolio
|
Q3 2022
Added 190.98%
|
|
|
Morton Community Bank
East Peoria, IL |
Feb 07, 2025 Q4 2024 |
50,008
shares
|
$3.53 Million
0.82% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Viking Fund Management LLC
|
Jan 17, 2025 Q4 2024 |
50,000
shares
|
$3.53 Million
0.51% of portfolio
|
Q4 2023
Reduced 44.44%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
49,954
shares
|
$3.53 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
49,852
shares
|
$3.52 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
49,833
shares
|
$3.52 Million
1.2% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
49,447
shares
|
$3.49 Million
0.65% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
49,252
shares
|
$3.48 Million
0.64% of portfolio
|
Q4 2024
Added 0.24%
|