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 |
|---|---|---|---|---|---|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
12,810
shares
|
$913,993
0.05% of portfolio
|
Q4 2024
Reduced 11.11%
|
|
|
Delta Financial Advisors LLC
|
Feb 04, 2025 Q4 2024 |
12,788
shares
|
$912,423
0.3% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Feb 12, 2025 Q4 2024 |
12,765
shares
|
$910,782
0.23% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
12,755
shares
|
$910,069
0.08% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
First National Bank & Trust CO Of Newtown
|
Feb 03, 2025 Q4 2024 |
12,744
shares
|
$909,284
0.17% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
12,724
shares
|
$907,857
0.05% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jan 29, 2025 Q4 2024 |
12,720
shares
|
$907,571
0.23% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
Jan 24, 2025 Q4 2024 |
12,700
shares
|
$906,144
0.38% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Alta Advisers LTD
|
Feb 14, 2025 Q4 2024 |
12,660
shares
|
$903,290
0.5% of portfolio
|
Q4 2024
Added 19.04%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
12,648
shares
|
$902,434
0.16% of portfolio
|
Q4 2024
Reduced 11.69%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
12,638
shares
|
$901,721
0.06% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Prudent Man Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
12,638
shares
|
$901,721
0.29% of portfolio
|
Q4 2024
Reduced 8.3%
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
12,615
shares
|
$900,080
0.27% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Bennett Selby Investments LP
|
Jan 21, 2025 Q4 2024 |
12,578
shares
|
$897,440
0.31% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jan 29, 2025 Q4 2024 |
12,566
shares
|
$896,584
0.68% of portfolio
|
Q4 2024
Added 17.38%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
12,553
shares
|
$895,656
0.1% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Sfmg, LLC
|
Feb 11, 2025 Q4 2024 |
12,534
shares
|
$894,300
0.06% of portfolio
|
Q4 2024
Added 30.81%
|
|
|
Savoie Capital LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
12,523
shares
|
$893,516
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
12,511
shares
|
$892,659
0.18% of portfolio
|
Q4 2024
Reduced 15.93%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
12,500
shares
|
$891,874
0.65% of portfolio
|
Q2 2024
Reduced 3.18%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
12,486
shares
|
$890,876
0.34% of portfolio
|
Q3 2023
Added 0.57%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Feb 11, 2025 Q4 2024 |
12,482
shares
|
$890,590
0.18% of portfolio
|
Q4 2023
Reduced 3.11%
|
|
|
Hodges Capital Management Inc.
|
Jan 24, 2025 Q4 2024 |
12,465
shares
|
$889,377
0.05% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
12,442
shares
|
$887,736
0.28% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
12,435
shares
|
$887,237
0.2% of portfolio
|
Q4 2024
Added 1.19%
|