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 |
|---|---|---|---|---|---|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
8,215
shares
|
$586,140
0.11% of portfolio
|
Q4 2024
Added 28.72%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
8,212
shares
|
$585,926
0.09% of portfolio
|
Q4 2024
Added 27.24%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
8,191
shares
|
$584,427
0.12% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
8,170
shares
|
$582,929
0.04% of portfolio
|
Q4 2024
Reduced 15.51%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
8,155
shares
|
$581,859
0.28% of portfolio
|
Q4 2024
Reduced 25.11%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Feb 04, 2025 Q4 2024 |
8,152
shares
|
$581,645
0.45% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
8,149
shares
|
$581,431
0.1% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
8,141
shares
|
$580,860
0.07% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
8,136
shares
|
$580,503
0.16% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
8,117
shares
|
$579,147
0.05% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Esl Trust Services, LLC
|
Feb 14, 2025 Q4 2024 |
8,115
shares
|
$579,005
0.11% of portfolio
|
Q4 2024
Added 1475.73%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Jan 29, 2025 Q4 2024 |
8,108
shares
|
$578,505
0.28% of portfolio
|
Q4 2024
Added 15.11%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jan 13, 2025 Q4 2024 |
8,107
shares
|
$578,434
0.25% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
8,104
shares
|
$578,220
0.08% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
8,075
shares
|
$576,151
0.06% of portfolio
|
Q4 2024
Reduced 8.5%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
8,075
shares
|
$576,151
0.16% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
8,061
shares
|
$575,152
0.06% of portfolio
|
Q4 2024
Reduced 6.8%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
8,043
shares
|
$573,868
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
8,020
shares
|
$572,227
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
8,003
shares
|
$571,014
0.27% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
7,988
shares
|
$569,943
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Montz Harcus Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
7,977
shares
|
$569,158
0.28% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Feb 14, 2025 Q4 2024 |
7,973
shares
|
$568,873
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Feb 05, 2025 Q4 2024 |
7,971
shares
|
$568,730
0.21% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
7,971
shares
|
$568,730
0.15% of portfolio
|
Q4 2024
Added 525.18%
|