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 |
|---|---|---|---|---|---|
|
Klingenstein Fields & CO LP
|
Jan 30, 2025 Q4 2024 |
31,695
shares
|
$2.24 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
31,637
shares
|
$2.23 Million
0.5% of portfolio
|
Q2 2024
Added 9.63%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
31,630
shares
|
$2.23 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
31,314
shares
|
$2.21 Million
0.14% of portfolio
|
Q4 2024
Reduced 6.51%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
31,192
shares
|
$2.2 Million
0.16% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
X Square Capital, LLC
|
Feb 12, 2025 Q4 2024 |
31,112
shares
|
$2.2 Million
0.8% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
31,059
shares
|
$2.19 Million
0.15% of portfolio
|
Q4 2023
Reduced 8.98%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
31,045
shares
|
$2.19 Million
0.17% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
31,042
shares
|
$2.19 Million
0.75% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
31,007
shares
|
$2.19 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
31,005
shares
|
$2.19 Million
0.25% of portfolio
|
Q3 2024
Added 49.86%
|
|
|
Landscape Capital Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
30,975
shares
|
$2.19 Million
0.23% of portfolio
|
Q4 2024
Added 159.44%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
Feb 05, 2025 Q4 2024 |
30,933
shares
|
$2.18 Million
1.12% of portfolio
|
Q4 2024
Added 21.63%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
30,915
shares
|
$2.18 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 16, 2025 Q4 2024 |
30,847
shares
|
$2.18 Million
1.54% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
30,804
shares
|
$2.17 Million
0.57% of portfolio
|
Q1 2023
Added 46.5%
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
30,677
shares
|
$2.17 Million
1.34% of portfolio
|
Q4 2024
New holding
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
30,436
shares
|
$2.15 Million
0.89% of portfolio
|
Q1 2024
Reduced 15.3%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
30,425
shares
|
$2.15 Million
0.52% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
30,294
shares
|
$2.14 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
30,274
shares
|
$2.14 Million
0.45% of portfolio
|
Q1 2024
Added 18.35%
|
|
|
Meridian Management CO
|
Feb 12, 2025 Q4 2024 |
30,223
shares
|
$2.13 Million
0.51% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
30,221
shares
|
$2.13 Million
1.22% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
30,202
shares
|
$2.13 Million
1.5% of portfolio
|
Q4 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
30,189
shares
|
$2.13 Million
0.09% of portfolio
|
Q4 2024
Added 13.83%
|