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 |
|---|---|---|---|---|---|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
17,088
shares
|
$1.22 Million
0.33% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
17,075
shares
|
$1.22 Million
0.33% of portfolio
|
Q2 2024
Added 1.19%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
17,070
shares
|
$1.22 Million
0.13% of portfolio
|
Q4 2024
Added 9.44%
|
|
|
Waddell & Associates, LLC
|
Feb 13, 2025 Q4 2024 |
17,029
shares
|
$1.22 Million
0.11% of portfolio
|
Q4 2024
Reduced 16.87%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
17,024
shares
|
$1.21 Million
0.71% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
16,936
shares
|
$1.21 Million
0.81% of portfolio
|
Q4 2024
Reduced 13.75%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
16,926
shares
|
$1.21 Million
0.08% of portfolio
|
Q4 2024
Added 287.23%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
16,882
shares
|
$1.2 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
16,874
shares
|
$1.2 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Angeles Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
16,873
shares
|
$1.2 Million
0.05% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
16,861
shares
|
$1.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 8.91%
|
|
|
America First Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
16,848
shares
|
$1.2 Million
0.26% of portfolio
|
Q1 2023
Added 6.31%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
16,845
shares
|
$1.2 Million
0.15% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
16,837
shares
|
$1.2 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Gladius Capital Management LP
Chicago, IL |
Jan 31, 2025 Q4 2024 |
16,782
shares
|
$1.2 Million
0.6% of portfolio
|
Q4 2024
Reduced 23.35%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
16,781
shares
|
$1.2 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
16,767
shares
|
$1.2 Million
0.3% of portfolio
|
Q1 2024
Reduced 2.46%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
16,759
shares
|
$1.2 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Feb 03, 2025 Q4 2024 |
16,731
shares
|
$1.19 Million
0.38% of portfolio
|
Q4 2024
Added 37.09%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
16,728
shares
|
$1.19 Million
0.15% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
16,634
shares
|
$1.19 Million
0.52% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
16,620
shares
|
$1.19 Million
0.05% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Feb 05, 2025 Q4 2024 |
16,616
shares
|
$1.19 Million
0.64% of portfolio
|
Q4 2024
Reduced 18.4%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
16,616
shares
|
$1.19 Million
0.62% of portfolio
|
Q4 2023
Reduced 4.18%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
16,609
shares
|
$1.19 Million
0.27% of portfolio
|
Q4 2024
Added 4.43%
|