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 |
|---|---|---|---|---|---|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
12,041
shares
|
$859,125
0.13% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
12,034
shares
|
$858,625
0.05% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
11,996
shares
|
$855,914
0.59% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Congress Park Capital LLC
|
Jan 14, 2025 Q4 2024 |
11,986
shares
|
$855,201
0.27% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Sterling Investment Counsel, LLC
|
Jan 22, 2025 Q4 2024 |
11,985
shares
|
$855,129
0.49% of portfolio
|
Q4 2024
Reduced 70.31%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Feb 03, 2025 Q4 2024 |
11,974
shares
|
$854,344
0.19% of portfolio
|
Q4 2024
Added 291.82%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
11,952
shares
|
$852,775
0.02% of portfolio
|
Q3 2022
Reduced 30.52%
|
|
|
Mjp Associates Inc
|
Feb 14, 2025 Q4 2024 |
11,934
shares
|
$851,490
0.14% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
First Dallas Securities Inc.
|
Jan 24, 2025 Q4 2024 |
11,917
shares
|
$850,277
0.31% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Feb 11, 2025 Q4 2024 |
11,902
shares
|
$849,207
0.32% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Bank Of Nova Scotia Trust CO
|
Feb 13, 2025 Q4 2024 |
11,886
shares
|
$848,066
0.09% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
11,866
shares
|
$846,639
0.05% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
11,860
shares
|
$846,210
0.08% of portfolio
|
Q4 2024
Added 6.19%
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
11,851
shares
|
$845,568
0.03% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Hendershot Investments Inc.
|
Jan 28, 2025 Q4 2024 |
11,847
shares
|
$845,283
0.1% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
11,825
shares
|
$843,713
0.06% of portfolio
|
Q4 2024
Added 7.3%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
11,817
shares
|
$843,142
0.36% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
11,782
shares
|
$840,645
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
11,770
shares
|
$839,789
0.17% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Ferguson Shapiro LLC
|
Jan 23, 2025 Q4 2024 |
11,746
shares
|
$838,077
0.43% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jan 23, 2025 Q4 2024 |
11,744
shares
|
$837,934
0.17% of portfolio
|
Q4 2024
Added 24.04%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
11,722
shares
|
$836,364
0.31% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
11,685
shares
|
$833,724
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
11,669
shares
|
$832,583
0.31% of portfolio
|
Q4 2024
Reduced 17.53%
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
11,660
shares
|
$831,940
0.05% of portfolio
|
Q4 2024
Reduced 5.55%
|