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 |
|---|---|---|---|---|---|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
9,493
shares
|
$677,325
0.16% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jan 15, 2025 Q4 2024 |
9,476
shares
|
$676,112
0.14% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Feb 10, 2025 Q4 2024 |
9,476
shares
|
$676,112
0.4% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
9,470
shares
|
$675,684
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
9,466
shares
|
$675,399
0.22% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Viawealth, LLC
Overland Park, KS |
Feb 11, 2025 Q4 2024 |
9,458
shares
|
$674,828
0.36% of portfolio
|
Q4 2024
Reduced 7.39%
|
|
|
Seeds Investor LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
9,457
shares
|
$674,756
0.17% of portfolio
|
Q4 2024
Reduced 9.81%
|
|
|
Heartland Bank & Trust CO
|
Jan 22, 2025 Q4 2024 |
9,411
shares
|
$671,474
0.32% of portfolio
|
Q4 2024
Added 15.12%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
9,405
shares
|
$671,046
0.3% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
9,405
shares
|
$671,046
0.03% of portfolio
|
Q4 2024
Added 166.81%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
9,403
shares
|
$670,904
0.08% of portfolio
|
Q4 2024
Added 19.66%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
9,372
shares
|
$668,692
0.07% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
9,370
shares
|
$668,549
0.22% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
9,354
shares
|
$667,407
0.09% of portfolio
|
Q3 2022
Added 0.03%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
9,351
shares
|
$667,193
0.06% of portfolio
|
Q1 2022
Added 8.09%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
9,333
shares
|
$665,909
0.04% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
9,319
shares
|
$664,910
0.12% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Feb 05, 2025 Q4 2024 |
9,310
shares
|
$664,268
0.07% of portfolio
|
Q1 2024
Reduced 2.1%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Feb 03, 2025 Q4 2024 |
9,309
shares
|
$664,197
0.47% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
9,308
shares
|
$664,125
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Tobam
|
Jan 28, 2025 Q4 2024 |
9,268
shares
|
$661,271
0.18% of portfolio
|
Q4 2024
Reduced 21.19%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
9,255
shares
|
$660,344
0.43% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Dividend Assets Capital, LLC
|
Feb 03, 2025 Q4 2024 |
9,207
shares
|
$656,919
0.11% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
9,185
shares
|
$655,349
0.09% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
9,173
shares
|
$654,493
0.08% of portfolio
|
Q3 2024
Reduced 4.24%
|