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 |
|---|---|---|---|---|---|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
24,030
shares
|
$1.71 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
23,991
shares
|
$1.71 Million
0.23% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
23,988
shares
|
$1.71 Million
0.22% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
23,947
shares
|
$1.71 Million
0.34% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
First Business Financial Services, Inc.
|
Feb 06, 2025 Q4 2024 |
23,945
shares
|
$1.71 Million
0.15% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Feb 07, 2025 Q4 2024 |
23,924
shares
|
$1.71 Million
0.45% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
23,886
shares
|
$1.7 Million
0.65% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
23,884
shares
|
$1.7 Million
0.1% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
23,840
shares
|
$1.7 Million
0.1% of portfolio
|
Q4 2024
Reduced 24.9%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Feb 05, 2025 Q4 2024 |
23,838
shares
|
$1.7 Million
0.38% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Carson Advisory Inc.
|
Feb 13, 2025 Q4 2024 |
23,792
shares
|
$1.7 Million
1.09% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
23,663
shares
|
$1.69 Million
0.14% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
23,646
shares
|
$1.69 Million
0.76% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Westhampton Capital, LLC
|
Jan 23, 2025 Q4 2024 |
23,638
shares
|
$1.69 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
23,624
shares
|
$1.69 Million
0.57% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
23,570
shares
|
$1.68 Million
0.51% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
23,533
shares
|
$1.68 Million
0.14% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
23,392
shares
|
$1.67 Million
0.04% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
23,376
shares
|
$1.67 Million
0.11% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
New England Research & Management, Inc.
|
Jan 23, 2025 Q4 2024 |
23,374
shares
|
$1.67 Million
0.74% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Atom Investors LP
Austin, TX |
Feb 14, 2025 Q4 2024 |
23,372
shares
|
$1.67 Million
0.19% of portfolio
|
Q4 2024
Added 324.87%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
23,240
shares
|
$1.66 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Guerra Advisors Inc
Miami, FL |
Feb 14, 2025 Q4 2024 |
23,236
shares
|
$1.66 Million
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
23,234
shares
|
$1.66 Million
0.11% of portfolio
|
Q4 2024
Reduced 7.23%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
23,231
shares
|
$1.66 Million
0.18% of portfolio
|
Q4 2024
Added 1.97%
|