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 |
|---|---|---|---|---|---|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
35,807
shares
|
$2.53 Million
0.75% of portfolio
|
Q4 2024
Added 15.61%
|
|
|
Mathes Company, Inc.
|
Jan 31, 2025 Q4 2024 |
35,645
shares
|
$2.52 Million
0.81% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
35,584
shares
|
$2.51 Million
0.3% of portfolio
|
Q4 2024
Added 92.7%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
35,454
shares
|
$2.5 Million
0.05% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
35,436
shares
|
$2.5 Million
0.2% of portfolio
|
Q4 2024
Reduced 22.11%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
35,375
shares
|
$2.5 Million
0.23% of portfolio
|
Q4 2024
Reduced 9.23%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
35,366
shares
|
$2.5 Million
0.67% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
35,303
shares
|
$2.49 Million
0.18% of portfolio
|
Q4 2024
Reduced 33.58%
|
|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
35,260
shares
|
$2.49 Million
0.37% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
35,237
shares
|
$2.49 Million
0.54% of portfolio
|
Q3 2022
Reduced 6.26%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
35,156
shares
|
$2.48 Million
0.99% of portfolio
|
Q4 2023
Reduced 66.9%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
35,150
shares
|
$2.48 Million
0.15% of portfolio
|
Q4 2024
Added 11.45%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
34,923
shares
|
$2.47 Million
0.56% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Nelson Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
34,919
shares
|
$2.46 Million
0.36% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
34,909
shares
|
$2.46 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
34,868
shares
|
$2.46 Million
0.34% of portfolio
|
Q4 2024
Added 18.1%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
34,828
shares
|
$2.46 Million
0.33% of portfolio
|
Q4 2024
Added 12.92%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jan 27, 2025 Q4 2024 |
34,756
shares
|
$2.45 Million
1.34% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
34,745
shares
|
$2.45 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2025 Q4 2024 |
34,721
shares
|
$2.45 Million
0.51% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
34,633
shares
|
$2.44 Million
1.05% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Kerusso Capital Management LLC
Winston Salem, NC |
Jan 31, 2025 Q4 2024 |
34,616
shares
|
$2.44 Million
1.38% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
34,597
shares
|
$2.44 Million
0.17% of portfolio
|
Q4 2022
Reduced 0.29%
|
|
|
Northeast Investment Management
|
Jan 28, 2025 Q4 2024 |
34,573
shares
|
$2.44 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Cohen Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
34,465
shares
|
$2.43 Million
1.29% of portfolio
|
Q4 2024
Added 2.66%
|