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 |
|---|---|---|---|---|---|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
18,621
shares
|
$1.33 Million
0.47% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
18,606
shares
|
$1.33 Million
1.09% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Farmers Trust CO
|
Jan 08, 2025 Q4 2024 |
18,592
shares
|
$1.33 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
18,553
shares
|
$1.32 Million
0.61% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
18,547
shares
|
$1.32 Million
0.02% of portfolio
|
Q4 2024
Added 5.53%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
18,511
shares
|
$1.32 Million
0.06% of portfolio
|
Q3 2022
Reduced 0.08%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
18,417
shares
|
$1.31 Million
0.17% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
18,360
shares
|
$1.31 Million
0.42% of portfolio
|
Q1 2023
Added 2.8%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 14, 2025 Q4 2024 |
18,339
shares
|
$1.31 Million
0.18% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
18,321
shares
|
$1.31 Million
0.1% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
18,315
shares
|
$1.31 Million
0.45% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Martin & CO Inc
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
18,303
shares
|
$1.31 Million
0.31% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
18,261
shares
|
$1.3 Million
0.09% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
18,189
shares
|
$1.3 Million
0.11% of portfolio
|
Q4 2024
Added 87.71%
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
18,180
shares
|
$1.3 Million
0.43% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
18,149
shares
|
$1.29 Million
0.41% of portfolio
|
Q4 2024
Reduced 8.11%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Feb 14, 2025 Q4 2024 |
18,125
shares
|
$1.29 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
18,120
shares
|
$1.29 Million
0.09% of portfolio
|
Q4 2024
Added 29.46%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
18,111
shares
|
$1.29 Million
0.29% of portfolio
|
Q1 2023
Reduced 14.76%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
18,098
shares
|
$1.29 Million
0.42% of portfolio
|
Q4 2024
Added 72.77%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
18,078
shares
|
$1.29 Million
2.18% of portfolio
|
Q4 2022
Added 6.11%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
18,077
shares
|
$1.29 Million
0.1% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
18,034
shares
|
$1.29 Million
0.34% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
18,010
shares
|
$1.29 Million
0.01% of portfolio
|
Q4 2024
Added 21.18%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
18,002
shares
|
$1.28 Million
0.37% of portfolio
|
Q4 2024
Added 11.34%
|