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 |
|---|---|---|---|---|---|
|
Wolff Financial Management LLC
|
Jan 21, 2025 Q4 2024 |
10,979
shares
|
$783,351
0.19% of portfolio
|
Q4 2024
Reduced 9.17%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jan 22, 2025 Q4 2024 |
10,979
shares
|
$783,351
0.26% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Orser Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
10,968
shares
|
$782,566
0.51% of portfolio
|
Q2 2023
Added 12.86%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
10,964
shares
|
$782,281
0.05% of portfolio
|
Q4 2024
Added 6.72%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
10,957
shares
|
$781,781
0.14% of portfolio
|
Q4 2024
Added 24.81%
|
|
|
Pacific Global Investment Management CO
|
Feb 06, 2025 Q4 2024 |
10,950
shares
|
$781,282
0.91% of portfolio
|
Q4 2024
Reduced 88.94%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
10,946
shares
|
$780,997
0.05% of portfolio
|
Q2 2023
Added 6.27%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jan 29, 2025 Q4 2024 |
10,945
shares
|
$780,925
0.1% of portfolio
|
Q4 2024
Added 17.31%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
10,937
shares
|
$780,354
1.18% of portfolio
|
Q2 2022
New holding
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Feb 14, 2025 Q4 2024 |
10,885
shares
|
$776,644
0.4% of portfolio
|
Q4 2024
Added 8.05%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
10,871
shares
|
$775,645
0.18% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Cadinha & CO LLC
|
Jan 15, 2025 Q4 2024 |
10,857
shares
|
$774,646
0.11% of portfolio
|
Q4 2024
Reduced 19.26%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
10,854
shares
|
$774,432
0.1% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
10,851
shares
|
$774,218
0.05% of portfolio
|
Q4 2024
Added 32.35%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
10,843
shares
|
$773,648
0.06% of portfolio
|
Q4 2024
Reduced 98.39%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Feb 13, 2025 Q4 2024 |
10,835
shares
|
$773,077
0.02% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
10,812
shares
|
$771,436
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jan 15, 2025 Q4 2024 |
10,810
shares
|
$771,293
0.48% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
10,800
shares
|
$770,579
0.03% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Wood Trust Financial Corp
|
Feb 06, 2025 Q4 2024 |
10,796
shares
|
$770,294
0.09% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Cache Advisors, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
10,790
shares
|
$769,866
0.14% of portfolio
|
Q4 2024
Reduced 50.76%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Feb 13, 2025 Q4 2024 |
10,781
shares
|
$769,224
0.18% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Feb 13, 2025 Q4 2024 |
10,757
shares
|
$767,511
0.11% of portfolio
|
Q4 2024
Reduced 14.46%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
10,704
shares
|
$763,730
0.08% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
10,701
shares
|
$763,516
0.08% of portfolio
|
Q4 2024
Reduced 10.91%
|