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 |
|---|---|---|---|---|---|
|
Jmac Enterprises LLC
|
Jan 29, 2025 Q4 2024 |
37,662
shares
|
$2.66 Million
0.38% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
37,414
shares
|
$2.64 Million
0.38% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
37,397
shares
|
$2.64 Million
0.24% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
37,384
shares
|
$2.64 Million
0.11% of portfolio
|
Q4 2024
Added 53.86%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
37,379
shares
|
$2.64 Million
0.05% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
37,274
shares
|
$2.63 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
37,200
shares
|
$2.63 Million
0.28% of portfolio
|
Q4 2024
Reduced 8.76%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
37,123
shares
|
$2.62 Million
0.12% of portfolio
|
Q4 2024
Added 14.36%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
37,086
shares
|
$2.62 Million
0.18% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Keystone Financial Planning, Inc.
|
Jan 13, 2025 Q4 2024 |
37,077
shares
|
$2.62 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
37,014
shares
|
$2.61 Million
0.45% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
37,000
shares
|
$2.61 Million
0.57% of portfolio
|
Q1 2018
New holding
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
36,974
shares
|
$2.61 Million
0.6% of portfolio
|
Q4 2022
Added 1.26%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
36,673
shares
|
$2.59 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
36,669
shares
|
$2.59 Million
0.11% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jan 15, 2025 Q4 2024 |
36,653
shares
|
$2.59 Million
0.26% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
36,606
shares
|
$2.58 Million
1.32% of portfolio
|
Q2 2023
Reduced 0.4%
|
|
|
Cacti Asset Management LLC
Atlanta, GA |
Jan 02, 2025 Q4 2024 |
36,600
shares
|
$2.58 Million
0.21% of portfolio
|
Q1 2020
Reduced 14.19%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
36,594
shares
|
$2.58 Million
0.08% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Profund Advisors LLC
|
Feb 13, 2025 Q4 2024 |
36,515
shares
|
$2.58 Million
0.09% of portfolio
|
Q4 2024
Reduced 18.83%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
36,503
shares
|
$2.58 Million
0.08% of portfolio
|
Q4 2024
Added 19.26%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Feb 13, 2025 Q4 2024 |
36,468
shares
|
$2.57 Million
0.45% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Independent Investors Inc
|
Jan 27, 2025 Q4 2024 |
36,225
shares
|
$2.56 Million
0.45% of portfolio
|
Q1 2023
Reduced 4.92%
|
|
|
Investors Asset Management Of Georgia Inc
|
Feb 03, 2025 Q4 2024 |
36,048
shares
|
$2.54 Million
1.11% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
36,009
shares
|
$2.54 Million
0.54% of portfolio
|
Q4 2024
Added 0.38%
|