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 |
|---|---|---|---|---|---|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
8,805
shares
|
$628,236
0.09% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
8,795
shares
|
$627,523
0.06% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
8,775
shares
|
$626,096
0.14% of portfolio
|
Q2 2022
Added 1.77%
|
|
|
Lazard Freres Gestion S.A.S.
|
Feb 10, 2025 Q4 2024 |
8,775
shares
|
$626,096
0.01% of portfolio
|
Q1 2024
Added 7.41%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Feb 14, 2025 Q4 2024 |
8,758
shares
|
$624,883
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jan 31, 2025 Q4 2024 |
8,758
shares
|
$624,883
0.17% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
8,743
shares
|
$623,813
0.04% of portfolio
|
Q4 2024
Added 21.31%
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
8,711
shares
|
$621,529
0.14% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
8,708
shares
|
$621,315
0.13% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
8,702
shares
|
$620,887
0.29% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
8,696
shares
|
$620,459
0.09% of portfolio
|
Q4 2023
Added 0.86%
|
|
|
Cutter & CO Brokerage, Inc.
|
Feb 04, 2025 Q4 2024 |
8,691
shares
|
$620,102
0.14% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
8,671
shares
|
$618,675
0.12% of portfolio
|
Q4 2024
Added 27.44%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
8,659
shares
|
$617,819
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Requisite Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
8,645
shares
|
$616,820
0.12% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
8,640
shares
|
$616,464
0.06% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Westbourne Investment Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
8,615
shares
|
$614,680
0.18% of portfolio
|
Q4 2022
Reduced 0.13%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Jan 24, 2025 Q4 2024 |
8,609
shares
|
$614,252
0.2% of portfolio
|
Q4 2024
Reduced 55.3%
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
8,608
shares
|
$614,180
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
8,584
shares
|
$612,468
0.23% of portfolio
|
Q4 2024
Added 27.13%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
8,573
shares
|
$611,683
0.12% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
8,572
shares
|
$611,612
0.13% of portfolio
|
Q4 2024
Added 10.02%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Feb 20, 2025 Q4 2024 |
8,569
shares
|
$611,398
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
8,562
shares
|
$610,898
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jan 21, 2025 Q4 2024 |
8,550
shares
|
$610,042
0.55% of portfolio
|
Q2 2024
Reduced 1.16%
|