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 |
|---|---|---|---|---|---|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
34,461
shares
|
$2.43 Million
0.44% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
34,446
shares
|
$2.43 Million
0.73% of portfolio
|
Q4 2024
Reduced 98.61%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jan 28, 2025 Q4 2024 |
34,368
shares
|
$2.43 Million
0.55% of portfolio
|
Q4 2024
Added 9.24%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
34,361
shares
|
$2.43 Million
0.2% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
34,336
shares
|
$2.42 Million
0.6% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
34,291
shares
|
$2.42 Million
0.1% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
34,188
shares
|
$2.41 Million
0.12% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
34,126
shares
|
$2.41 Million
1.13% of portfolio
|
Q4 2024
Added 21.64%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
34,052
shares
|
$2.4 Million
0.31% of portfolio
|
Q1 2024
Added 1.73%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Feb 11, 2025 Q4 2024 |
34,040
shares
|
$2.4 Million
0.91% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
34,026
shares
|
$2.4 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
33,880
shares
|
$2.39 Million
0.85% of portfolio
|
Q1 2024
Added 0.89%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
33,780
shares
|
$2.38 Million
0.25% of portfolio
|
Q4 2024
Added 6.77%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
33,669
shares
|
$2.38 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
R.M.Sincerbeaux Capital Management LLC
|
Feb 13, 2025 Q4 2024 |
33,250
shares
|
$2.35 Million
1.25% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
33,190
shares
|
$2.34 Million
0.23% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
La Fleur & Godfrey LLC
|
Feb 06, 2025 Q4 2024 |
33,154
shares
|
$2.34 Million
0.28% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jan 29, 2025 Q4 2024 |
33,122
shares
|
$2.34 Million
0.47% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Feb 12, 2025 Q4 2024 |
33,116
shares
|
$2.34 Million
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
33,097
shares
|
$2.34 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
33,096
shares
|
$2.34 Million
0.25% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jan 13, 2025 Q4 2024 |
33,048
shares
|
$2.33 Million
1.21% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
32,884
shares
|
$2.32 Million
0.24% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
32,783
shares
|
$2.31 Million
0.12% of portfolio
|
Q4 2024
Added 9.31%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Jan 29, 2025 Q4 2024 |
32,680
shares
|
$2.31 Million
0.82% of portfolio
|
Q4 2024
Reduced 2.39%
|