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 |
|---|---|---|---|---|---|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
26,789
shares
|
$1.89 Million
0.77% of portfolio
|
Q4 2022
Reduced 0.02%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
26,708
shares
|
$1.89 Million
0.45% of portfolio
|
Q4 2024
Added 62.18%
|
|
|
Exeter Financial, LLC
|
Jan 13, 2025 Q4 2024 |
26,661
shares
|
$1.88 Million
0.77% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
26,641
shares
|
$1.88 Million
0.23% of portfolio
|
Q4 2024
Added 120.96%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
26,578
shares
|
$1.88 Million
0.3% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
26,550
shares
|
$1.87 Million
0.51% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Jennison Associates LLC
|
Jan 24, 2025 Q4 2024 |
26,531
shares
|
$1.87 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.3%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
26,510
shares
|
$1.87 Million
0.59% of portfolio
|
Q4 2024
Added 78.47%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
26,496
shares
|
$1.87 Million
0.36% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
26,414
shares
|
$1.86 Million
0.17% of portfolio
|
Q3 2023
Reduced 1.07%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Feb 10, 2025 Q4 2024 |
26,399
shares
|
$1.86 Million
0.06% of portfolio
|
Q4 2024
Added 22.8%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
26,379
shares
|
$1.86 Million
0.03% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
26,377
shares
|
$1.86 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
26,369
shares
|
$1.86 Million
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
26,321
shares
|
$1.86 Million
0.24% of portfolio
|
Q2 2023
Added 1.03%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
26,308
shares
|
$1.86 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
26,289
shares
|
$1.86 Million
1.34% of portfolio
|
Q2 2022
Reduced 0.44%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
26,172
shares
|
$1.85 Million
0.45% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Premier Fund Managers LTD
|
Feb 12, 2025 Q4 2024 |
26,171
shares
|
$1.85 Million
0.06% of portfolio
|
Q4 2024
Added 72.79%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Feb 06, 2025 Q4 2024 |
26,147
shares
|
$1.85 Million
0.84% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Tevis Investment Management
|
Jan 28, 2025 Q4 2024 |
26,132
shares
|
$1.84 Million
1.23% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
26,112
shares
|
$1.84 Million
0.2% of portfolio
|
Q4 2024
Reduced 18.82%
|
|
|
Bell Bank
|
Feb 03, 2025 Q4 2024 |
26,103
shares
|
$1.84 Million
0.12% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
26,050
shares
|
$1.84 Million
0.02% of portfolio
|
Q4 2024
Added 6.54%
|
|
|
Hall Capital Management CO Inc
|
Feb 24, 2025 Q4 2024 |
25,937
shares
|
$1.83 Million
0.76% of portfolio
|
Q4 2024
Reduced 2.97%
|