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 |
|---|---|---|---|---|---|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
23,231
shares
|
$1.66 Million
0.48% of portfolio
|
Q4 2024
Added 71.84%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
23,183
shares
|
$1.65 Million
0.1% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
23,164
shares
|
$1.65 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
23,052
shares
|
$1.64 Million
0.13% of portfolio
|
Q4 2024
Reduced 13.99%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Feb 12, 2025 Q4 2024 |
23,016
shares
|
$1.64 Million
0.04% of portfolio
|
Q4 2024
Reduced 41.5%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
23,013
shares
|
$1.64 Million
0.42% of portfolio
|
Q4 2024
Reduced 7.86%
|
|
|
Sentry Investment Management LLC
|
Feb 04, 2025 Q4 2024 |
22,986
shares
|
$1.64 Million
0.68% of portfolio
|
Q4 2024
Reduced 9.21%
|
|
|
Scott & Selber, Inc.
|
Feb 06, 2025 Q4 2024 |
22,975
shares
|
$1.64 Million
0.43% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jan 28, 2025 Q4 2024 |
22,950
shares
|
$1.64 Million
1.04% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
22,899
shares
|
$1.63 Million
0.9% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
22,887
shares
|
$1.63 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
22,868
shares
|
$1.63 Million
0.1% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Investment House LLC
Las Vegas, NV |
Feb 10, 2025 Q4 2024 |
22,785
shares
|
$1.63 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Feb 13, 2025 Q4 2024 |
22,765
shares
|
$1.62 Million
0.14% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
22,730
shares
|
$1.62 Million
0.18% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
22,678
shares
|
$1.62 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
22,662
shares
|
$1.62 Million
0.1% of portfolio
|
Q4 2024
Added 56.91%
|
|
|
Summit Place Financial Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
22,610
shares
|
$1.61 Million
0.86% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Claret Asset Management Corp
|
Feb 13, 2025 Q4 2024 |
22,568
shares
|
$1.61 Million
0.22% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
22,524
shares
|
$1.61 Million
0.13% of portfolio
|
Q4 2023
Reduced 1.51%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Feb 11, 2025 Q4 2024 |
22,521
shares
|
$1.61 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Jan 28, 2025 Q4 2024 |
22,385
shares
|
$1.6 Million
0.97% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
22,384
shares
|
$1.6 Million
0.95% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Anchor Capital Advisors LLC
|
Feb 05, 2025 Q4 2024 |
22,353
shares
|
$1.59 Million
0.04% of portfolio
|
Q4 2024
Reduced 18.84%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
22,329
shares
|
$1.59 Million
0.05% of portfolio
|
Q3 2023
Added 21.41%
|