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 |
|---|---|---|---|---|---|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
15,560
shares
|
$1.11 Million
0.09% of portfolio
|
Q2 2023
Added 1.39%
|
|
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
Jan 16, 2025 Q4 2024 |
15,514
shares
|
$1.11 Million
0.51% of portfolio
|
Q4 2024
Added 23.36%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
15,488
shares
|
$1.11 Million
0.43% of portfolio
|
Q4 2024
Added 10.05%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Feb 03, 2025 Q4 2024 |
15,457
shares
|
$1.1 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Hendley & CO Inc
|
Feb 04, 2025 Q4 2024 |
15,426
shares
|
$1.1 Million
0.34% of portfolio
|
Q2 2024
Reduced 6.09%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
15,424
shares
|
$1.1 Million
0.21% of portfolio
|
Q3 2024
Reduced 7.66%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
15,398
shares
|
$1.1 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
15,361
shares
|
$1.1 Million
0.16% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
15,353
shares
|
$1.1 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
15,312
shares
|
$1.09 Million
0.61% of portfolio
|
Q4 2024
Reduced 10.04%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
15,312
shares
|
$1.09 Million
0.36% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
15,310
shares
|
$1.09 Million
0.1% of portfolio
|
Q4 2023
Reduced 2.12%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
15,275
shares
|
$1.09 Million
0.08% of portfolio
|
Q4 2024
Added 11.34%
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
15,268
shares
|
$1.09 Million
0.17% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
15,252
shares
|
$1.09 Million
0.18% of portfolio
|
Q4 2024
Added 10.96%
|
|
|
In Track Investment Management Inc
|
Jan 15, 2025 Q4 2024 |
15,218
shares
|
$1.09 Million
0.66% of portfolio
|
Q4 2024
Added 33.41%
|
|
|
Finward Bancorp
Munster, IN |
Feb 13, 2025 Q4 2024 |
15,210
shares
|
$1.09 Million
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
15,184
shares
|
$1.08 Million
0.04% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
15,163
shares
|
$1.08 Million
0.1% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 13, 2025 Q4 2024 |
15,122
shares
|
$1.08 Million
0.14% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Feb 14, 2025 Q4 2024 |
15,100
shares
|
$1.08 Million
0.67% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Jan 31, 2025 Q4 2024 |
15,064
shares
|
$1.07 Million
0.68% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Thompson Siegel & Walmsley LLC
|
Feb 10, 2025 Q4 2024 |
15,000
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.85%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
14,950
shares
|
$1.07 Million
0.2% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Feb 06, 2025 Q4 2024 |
14,928
shares
|
$1.07 Million
0.22% of portfolio
|
Q4 2024
New holding
|