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 3,572 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 $219 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
28,932
shares
|
$2.04 Million
0.18% of portfolio
|
Q4 2022
Added 1.54%
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
28,904
shares
|
$2.04 Million
0.18% of portfolio
|
Q4 2024
Reduced 10.94%
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
28,876
shares
|
$2.04 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
Papp L Roy & Associates
|
Jan 29, 2025 Q4 2024 |
28,817
shares
|
$2.03 Million
0.22% of portfolio
|
Q4 2024
Added 0.1%
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
28,804
shares
|
$2.03 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
28,770
shares
|
$2.03 Million
0.1% of portfolio
|
Q4 2024
Added 5.7%
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
28,767
shares
|
$2.03 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
Bbr Partners, LLC
New York, NY |
Feb 06, 2025 Q4 2024 |
28,735
shares
|
$2.03 Million
0.13% of portfolio
|
Q4 2024
Added 12.89%
|
|
Valicenti Advisory Services Inc
|
Jan 23, 2025 Q4 2024 |
28,729
shares
|
$2.03 Million
0.45% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
28,631
shares
|
$2.02 Million
0.01% of portfolio
|
Q4 2024
Reduced 39.18%
|
|
North Star Asset Management Inc
|
Feb 19, 2025 Q4 2024 |
28,610
shares
|
$2.02 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
28,521
shares
|
$2.01 Million
0.39% of portfolio
|
Q4 2024
Reduced 7.66%
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
28,512
shares
|
$2.01 Million
0.98% of portfolio
|
Q4 2024
Added 0.02%
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
28,471
shares
|
$2.01 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
28,438
shares
|
$2.01 Million
0.22% of portfolio
|
Q4 2022
Reduced 11.24%
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jan 17, 2025 Q4 2024 |
28,438
shares
|
$2.01 Million
0.02% of portfolio
|
Q1 2024
Reduced 35.98%
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
28,336
shares
|
$2 Million
0.76% of portfolio
|
Q4 2024
Added 5.06%
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
28,303
shares
|
$2 Million
0.24% of portfolio
|
Q1 2024
New holding
|
|
Clare Market Investments LLC
Dallas, TX |
Feb 07, 2025 Q4 2024 |
28,288
shares
|
$2 Million
0.42% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
28,095
shares
|
$1.98 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Feb 03, 2025 Q4 2024 |
28,095
shares
|
$1.98 Million
0.38% of portfolio
|
Q4 2024
Added 0.52%
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
28,038
shares
|
$1.98 Million
0.18% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
28,038
shares
|
$1.98 Million
0.07% of portfolio
|
Q4 2024
Added 2.4%
|
|
Empire Financial Management Company, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
28,005
shares
|
$1.98 Million
0.54% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
27,940
shares
|
$1.97 Million
1.42% of portfolio
|
Q4 2024
Reduced 0.68%
|