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 |
|---|---|---|---|---|---|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
30,169
shares
|
$2.13 Million
0.28% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
30,062
shares
|
$2.12 Million
0.69% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Feb 10, 2025 Q4 2024 |
30,057
shares
|
$2.12 Million
2.0% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
29,991
shares
|
$2.12 Million
0.09% of portfolio
|
Q4 2024
Added 6.94%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
29,946
shares
|
$2.11 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
29,945
shares
|
$2.11 Million
0.12% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
29,942
shares
|
$2.11 Million
0.34% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
29,778
shares
|
$2.1 Million
0.43% of portfolio
|
Q1 2024
New holding
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
29,758
shares
|
$2.1 Million
1.01% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
29,730
shares
|
$2.1 Million
0.27% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jan 15, 2025 Q4 2024 |
29,653
shares
|
$2.09 Million
1.07% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Bonness Enterprises Inc
|
Jan 16, 2025 Q4 2024 |
29,600
shares
|
$2.09 Million
0.65% of portfolio
|
Q3 2022
Reduced 3.27%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
29,566
shares
|
$2.09 Million
0.21% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
29,557
shares
|
$2.09 Million
0.16% of portfolio
|
Q3 2022
Added 2.35%
|
|
|
Excalibur Management Corp
|
Feb 11, 2025 Q4 2024 |
29,412
shares
|
$2.08 Million
0.73% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
29,392
shares
|
$2.07 Million
0.61% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
29,365
shares
|
$2.07 Million
0.42% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
29,314
shares
|
$2.07 Million
0.17% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
29,300
shares
|
$2.07 Million
0.23% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
29,192
shares
|
$2.06 Million
0.49% of portfolio
|
Q4 2022
Reduced 0.57%
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
29,132
shares
|
$2.06 Million
0.19% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
29,096
shares
|
$2.05 Million
0.69% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
29,091
shares
|
$2.05 Million
0.42% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
29,064
shares
|
$2.05 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.29%
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
29,029
shares
|
$2.05 Million
0.36% of portfolio
|
Q4 2024
Reduced 17.25%
|