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 |
|---|---|---|---|---|---|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
21,643
shares
|
$1.54 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Broderick Brian C
|
Feb 12, 2025 Q4 2024 |
21,635
shares
|
$1.54 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
21,626
shares
|
$1.54 Million
0.25% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
21,529
shares
|
$1.54 Million
0.13% of portfolio
|
Q4 2024
Added 12.53%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
21,475
shares
|
$1.53 Million
0.05% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Am Investment Strategies LLC
|
Jan 21, 2025 Q4 2024 |
21,408
shares
|
$1.53 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
21,348
shares
|
$1.52 Million
0.21% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
21,321
shares
|
$1.52 Million
0.1% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jan 22, 2025 Q4 2024 |
21,311
shares
|
$1.52 Million
0.6% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Lindsell Train LTD
London, X0 |
Jan 21, 2025 Q4 2024 |
21,100
shares
|
$1.51 Million
0.04% of portfolio
|
Q2 2020
New holding
|
|
|
Access Financial Services, Inc.
|
Jan 16, 2025 Q4 2024 |
21,094
shares
|
$1.51 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
21,069
shares
|
$1.5 Million
0.41% of portfolio
|
Q4 2024
Reduced 68.12%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
21,024
shares
|
$1.5 Million
0.45% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Smith & Howard Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
21,023
shares
|
$1.5 Million
0.37% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
21,009
shares
|
$1.5 Million
0.22% of portfolio
|
Q4 2024
Added 183.29%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
21,001
shares
|
$1.5 Million
0.18% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
Feb 03, 2025 Q4 2024 |
21,000
shares
|
$1.5 Million
0.41% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
20,985
shares
|
$1.5 Million
0.14% of portfolio
|
Q2 2023
Added 31.12%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
20,983
shares
|
$1.5 Million
0.28% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
20,963
shares
|
$1.5 Million
0.1% of portfolio
|
Q3 2023
Added 12.41%
|
|
|
Congress Asset Management CO
|
Jan 30, 2025 Q4 2024 |
20,951
shares
|
$1.49 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Little House Capital LLC
Braintree, MA |
Jan 30, 2025 Q4 2024 |
20,907
shares
|
$1.49 Million
0.38% of portfolio
|
Q4 2024
Added 32.51%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
20,896
shares
|
$1.49 Million
0.14% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Strategic Advisors LLC
|
Jan 31, 2025 Q4 2024 |
20,884
shares
|
$1.49 Million
0.24% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Fora Capital, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
20,872
shares
|
$1.49 Million
0.15% of portfolio
|
Q4 2024
New holding
|