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 |
|---|---|---|---|---|---|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
10,154
shares
|
$724,487
0.33% of portfolio
|
Q1 2024
Reduced 3.05%
|
|
|
King Wealth
Saratoga Springs, NY |
Feb 10, 2025 Q4 2024 |
10,150
shares
|
$724,202
0.09% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
10,148
shares
|
$724,059
0.07% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
10,147
shares
|
$723,988
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Feb 03, 2025 Q4 2024 |
10,143
shares
|
$723,703
0.02% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
10,133
shares
|
$722,989
0.04% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Xcel Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
10,130
shares
|
$722,775
0.18% of portfolio
|
Q4 2024
Reduced 9.48%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
10,126
shares
|
$722,490
0.4% of portfolio
|
Q4 2024
Reduced 12.71%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
10,124
shares
|
$722,347
0.15% of portfolio
|
Q1 2024
Reduced 0.59%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
10,108
shares
|
$721,205
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
10,074
shares
|
$718,779
0.28% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
10,048
shares
|
$716,924
0.14% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Schrum Private Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
10,038
shares
|
$716,211
0.53% of portfolio
|
Q4 2024
Reduced 43.73%
|
|
|
Gibson Wealth Advisors LLC
Tyler, TX |
Feb 13, 2025 Q4 2024 |
10,000
shares
|
$713,500
0.51% of portfolio
|
Q1 2024
Reduced 98.41%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
9,994
shares
|
$713,071
0.04% of portfolio
|
Q4 2024
Added 16.4%
|
|
|
Elk River Wealth Management, LLC
|
Feb 03, 2025 Q4 2024 |
9,980
shares
|
$712,073
0.11% of portfolio
|
Q1 2024
Reduced 7.92%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
9,975
shares
|
$711,716
0.15% of portfolio
|
Q3 2024
Reduced 18.23%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
9,973
shares
|
$711,573
0.15% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
9,950
shares
|
$709,932
0.26% of portfolio
|
Q1 2024
Reduced 3.17%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
9,910
shares
|
$707,078
0.11% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
9,891
shares
|
$705,722
0.16% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
9,890
shares
|
$705,651
0.11% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
9,881
shares
|
$705,009
0.2% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
9,878
shares
|
$704,795
0.13% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
9,871
shares
|
$704,295
0.34% of portfolio
|
Q4 2022
Reduced 1.52%
|