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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
32,641
shares
|
$2.3 Million
0.07% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
Feb 14, 2025 Q4 2024 |
32,627
shares
|
$2.3 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Wilkins Investment Counsel Inc
|
Feb 11, 2025 Q4 2024 |
32,616
shares
|
$2.3 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
32,592
shares
|
$2.3 Million
0.19% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
32,510
shares
|
$2.29 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
32,502
shares
|
$2.29 Million
0.13% of portfolio
|
Q3 2022
New holding
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Jan 14, 2025 Q4 2024 |
32,495
shares
|
$2.29 Million
1.46% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
32,493
shares
|
$2.29 Million
0.19% of portfolio
|
Q4 2024
Added 29.04%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
32,437
shares
|
$2.29 Million
0.49% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
32,379
shares
|
$2.29 Million
0.14% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Arrow Financial Corp
|
Feb 14, 2025 Q4 2024 |
32,319
shares
|
$2.28 Million
0.2% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
32,315
shares
|
$2.28 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
32,310
shares
|
$2.28 Million
0.25% of portfolio
|
Q4 2024
Added 22.53%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
32,234
shares
|
$2.28 Million
1.21% of portfolio
|
Q4 2022
Added 1.28%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
32,231
shares
|
$2.28 Million
1.05% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Feb 13, 2025 Q4 2024 |
32,031
shares
|
$2.26 Million
0.11% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Fruth Investment Management
|
Jan 27, 2025 Q4 2024 |
31,989
shares
|
$2.26 Million
0.55% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
31,975
shares
|
$2.26 Million
0.73% of portfolio
|
Q1 2023
Added 0.67%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
31,899
shares
|
$2.25 Million
0.23% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
31,869
shares
|
$2.25 Million
0.31% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
31,855
shares
|
$2.25 Million
0.78% of portfolio
|
Q4 2024
Added 11.62%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
31,820
shares
|
$2.25 Million
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
31,769
shares
|
$2.24 Million
0.18% of portfolio
|
Q4 2024
Added 74.17%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
31,754
shares
|
$2.24 Million
0.16% of portfolio
|
Q3 2022
Reduced 11.88%
|
|
|
Martin Capital Partners, LLC
|
Jan 27, 2025 Q4 2024 |
31,723
shares
|
$2.24 Million
2.34% of portfolio
|
Q4 2024
Reduced 55.68%
|