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 |
|---|---|---|---|---|---|
|
Monument Capital Management
|
Jan 30, 2025 Q4 2024 |
19,415
shares
|
$1.39 Million
0.34% of portfolio
|
Q4 2024
Added 13.94%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
19,407
shares
|
$1.38 Million
0.06% of portfolio
|
Q4 2024
Added 16.2%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
19,403
shares
|
$1.38 Million
0.97% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Somerville Kurt F
|
Feb 12, 2025 Q4 2024 |
19,370
shares
|
$1.38 Million
0.21% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Knuff & CO LLC
Foster City, CA |
Feb 07, 2025 Q4 2024 |
19,366
shares
|
$1.38 Million
0.37% of portfolio
|
Q4 2024
Reduced 9.08%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
19,362
shares
|
$1.38 Million
0.44% of portfolio
|
Q4 2023
Reduced 7.4%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
19,320
shares
|
$1.38 Million
0.13% of portfolio
|
Q4 2024
Reduced 47.57%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
19,307
shares
|
$1.38 Million
0.31% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
19,200
shares
|
$1.37 Million
0.64% of portfolio
|
Q2 2022
Added 0.52%
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
19,106
shares
|
$1.36 Million
0.22% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Pictet & Cie (Europe) Sa
|
Jan 30, 2025 Q4 2024 |
19,102
shares
|
$1.36 Million
0.03% of portfolio
|
Q4 2024
Added 12.17%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 14, 2025 Q4 2024 |
19,056
shares
|
$1.36 Million
0.36% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
19,056
shares
|
$1.36 Million
1.0% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 07, 2025 Q4 2024 |
19,053
shares
|
$1.36 Million
0.66% of portfolio
|
Q4 2024
Reduced 18.21%
|
|
|
Hms Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
19,050
shares
|
$1.36 Million
0.58% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
19,040
shares
|
$1.36 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
19,010
shares
|
$1.36 Million
0.11% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
18,938
shares
|
$1.35 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
18,931
shares
|
$1.35 Million
0.31% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
18,884
shares
|
$1.35 Million
0.13% of portfolio
|
Q4 2024
Added 4.95%
|
|
|
Hedeker Wealth, LLC
|
Jan 27, 2025 Q4 2024 |
18,863
shares
|
$1.35 Million
0.3% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Feb 12, 2025 Q4 2024 |
18,767
shares
|
$1.34 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
18,757
shares
|
$1.34 Million
0.67% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
18,726
shares
|
$1.34 Million
0.11% of portfolio
|
Q4 2024
Reduced 11.87%
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
18,658
shares
|
$1.33 Million
0.26% of portfolio
|
Q4 2024
Added 0.26%
|