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 |
|---|---|---|---|---|---|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
7,960
shares
|
$567,946
0.34% of portfolio
|
Q1 2024
Reduced 0.85%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
7,957
shares
|
$567,731
0.1% of portfolio
|
Q1 2023
Added 0.32%
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
7,954
shares
|
$567,517
0.3% of portfolio
|
Q4 2024
Added 13.22%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
7,928
shares
|
$565,662
0.02% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
7,921
shares
|
$565,163
0.08% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
7,908
shares
|
$564,235
0.08% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
7,904
shares
|
$563,950
0.04% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
7,898
shares
|
$563,522
0.01% of portfolio
|
Q4 2024
Reduced 11.91%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
7,897
shares
|
$563,450
0.09% of portfolio
|
Q4 2024
Added 6.24%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
7,897
shares
|
$563,450
0.02% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jan 24, 2025 Q4 2024 |
7,876
shares
|
$561,952
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
7,875
shares
|
$561,881
0.07% of portfolio
|
Q4 2024
Reduced 59.8%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
7,869
shares
|
$561,453
0.05% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Hemenway Trust CO LLC
|
Feb 12, 2025 Q4 2024 |
7,854
shares
|
$560,382
0.04% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Inlet Private Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
7,853
shares
|
$560,311
0.14% of portfolio
|
Q4 2024
Reduced 11.3%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
7,840
shares
|
$559,384
0.04% of portfolio
|
Q4 2024
Added 3.98%
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
7,833
shares
|
$558,884
0.1% of portfolio
|
Q4 2024
Reduced 6.49%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
7,823
shares
|
$558,171
0.42% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
7,813
shares
|
$557,457
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
7,811
shares
|
$557,314
0.12% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
7,784
shares
|
$555,388
0.14% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
7,780
shares
|
$555,103
0.31% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
7,773
shares
|
$554,603
0.18% of portfolio
|
Q4 2024
Reduced 8.11%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
7,756
shares
|
$553,390
0.02% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 29, 2025 Q4 2024 |
7,748
shares
|
$552,819
0.38% of portfolio
|
Q4 2024
Added 11.39%
|