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 |
|---|---|---|---|---|---|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
9,869
shares
|
$704,153
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Northstar Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
9,852
shares
|
$702,940
0.31% of portfolio
|
Q4 2024
Reduced 76.38%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
9,852
shares
|
$702,940
0.07% of portfolio
|
Q2 2024
Reduced 4.25%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
9,830
shares
|
$701,370
0.41% of portfolio
|
Q4 2024
Added 12.28%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
9,821
shares
|
$700,728
0.03% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
9,786
shares
|
$698,231
0.08% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Feb 07, 2025 Q4 2024 |
9,770
shares
|
$697,089
0.3% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
9,769
shares
|
$697,018
0.1% of portfolio
|
Q1 2024
Added 32.07%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
9,753
shares
|
$695,876
0.02% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Feb 14, 2025 Q4 2024 |
9,714
shares
|
$693,093
0.43% of portfolio
|
Q4 2024
Reduced 12.58%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
9,698
shares
|
$691,952
0.17% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
9,696
shares
|
$691,809
0.28% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Dagco, Inc.
|
Feb 13, 2025 Q4 2024 |
9,671
shares
|
$690,025
0.21% of portfolio
|
Q4 2024
Added 6.33%
|
|
|
Cross Staff Investments Inc
|
Jan 24, 2025 Q4 2024 |
9,649
shares
|
$688,456
0.46% of portfolio
|
Q1 2024
Reduced 6.31%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
9,649
shares
|
$688,456
0.16% of portfolio
|
Q3 2024
Added 35.81%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 06, 2025 Q4 2024 |
9,627
shares
|
$686,886
0.24% of portfolio
|
Q3 2024
Added 14.61%
|
|
|
Ti Trust, Inc
|
Jan 21, 2025 Q4 2024 |
9,626
shares
|
$686,815
0.4% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Feb 04, 2025 Q4 2024 |
9,587
shares
|
$684,032
0.41% of portfolio
|
Q4 2023
New holding
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,582
shares
|
$683,675
0.09% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
9,565
shares
|
$682,462
0.36% of portfolio
|
Q4 2024
Added 6.74%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
9,539
shares
|
$680,607
0.01% of portfolio
|
Q4 2024
Reduced 6.65%
|
|
|
Searle & Co.
|
Feb 14, 2025 Q4 2024 |
9,523
shares
|
$679,466
0.17% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jan 30, 2025 Q4 2024 |
9,513
shares
|
$678,752
0.34% of portfolio
|
Q2 2024
Reduced 5.06%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
9,510
shares
|
$678,538
0.04% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
Monograph Wealth Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
9,510
shares
|
$678,538
0.08% of portfolio
|
Q4 2024
Added 8.64%
|