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 |
|---|---|---|---|---|---|
|
Private Capital Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
18,000
shares
|
$1.28 Million
0.14% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Versor Investments LP
|
Feb 05, 2025 Q4 2024 |
18,000
shares
|
$1.28 Million
0.2% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Feb 13, 2025 Q4 2024 |
17,969
shares
|
$1.28 Million
0.08% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
17,955
shares
|
$1.28 Million
0.15% of portfolio
|
Q4 2024
Reduced 30.99%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
17,949
shares
|
$1.28 Million
0.56% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
17,943
shares
|
$1.28 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
17,913
shares
|
$1.28 Million
0.71% of portfolio
|
Q4 2024
Reduced 22.02%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
17,909
shares
|
$1.28 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
17,895
shares
|
$1.28 Million
0.13% of portfolio
|
Q4 2024
Reduced 6.06%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Feb 11, 2025 Q4 2024 |
17,875
shares
|
$1.28 Million
0.24% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
17,861
shares
|
$1.27 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Emerald Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
17,820
shares
|
$1.27 Million
0.15% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
Feb 10, 2025 Q4 2024 |
17,723
shares
|
$1.26 Million
0.64% of portfolio
|
Q4 2024
Reduced 11.84%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Feb 12, 2025 Q4 2024 |
17,700
shares
|
$1.26 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
17,692
shares
|
$1.26 Million
0.12% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
17,675
shares
|
$1.26 Million
0.08% of portfolio
|
Q4 2024
Reduced 6.31%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
17,670
shares
|
$1.26 Million
0.28% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 31, 2025 Q4 2024 |
17,668
shares
|
$1.26 Million
0.52% of portfolio
|
Q4 2024
Reduced 10.42%
|
|
|
Next Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
17,656
shares
|
$1.26 Million
0.45% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2025 Q4 2024 |
17,646
shares
|
$1.26 Million
0.3% of portfolio
|
Q4 2024
Reduced 8.64%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
17,577
shares
|
$1.25 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
17,573
shares
|
$1.25 Million
0.07% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
17,543
shares
|
$1.25 Million
0.66% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
17,476
shares
|
$1.25 Million
0.61% of portfolio
|
Q4 2024
Added 83.24%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
17,474
shares
|
$1.25 Million
0.2% of portfolio
|
Q4 2024
Added 3.61%
|