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 |
|---|---|---|---|---|---|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
7,560
shares
|
$539,406
0.19% of portfolio
|
Q3 2024
Reduced 9.75%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jan 28, 2025 Q4 2024 |
7,546
shares
|
$538,407
0.05% of portfolio
|
Q4 2024
Reduced 9.4%
|
|
|
Summitry LLC
Foster City, CA |
Feb 11, 2025 Q4 2024 |
7,545
shares
|
$538,335
0.02% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
7,544
shares
|
$538,264
0.17% of portfolio
|
Q1 2024
Added 1.29%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
7,530
shares
|
$537,265
0.28% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Bfi Infinity Ltd.
Zurich, V8 |
Jan 14, 2025 Q4 2024 |
7,522
shares
|
$536,694
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Pettee Investors, Inc.
|
Feb 07, 2025 Q4 2024 |
7,516
shares
|
$536,266
0.24% of portfolio
|
Q4 2023
Reduced 13.43%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
7,513
shares
|
$536,052
0.37% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Oak Harvest Investment Services
|
Jan 23, 2025 Q4 2024 |
7,509
shares
|
$535,767
0.07% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jan 23, 2025 Q4 2024 |
7,507
shares
|
$535,624
0.34% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
7,497
shares
|
$534,910
0.11% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
7,495
shares
|
$534,768
0.04% of portfolio
|
Q4 2024
Added 17.96%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Feb 13, 2025 Q4 2024 |
7,484
shares
|
$533,983
0.0% of portfolio
|
Q4 2024
Added 18.55%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
7,471
shares
|
$533,055
0.28% of portfolio
|
Q4 2022
Added 3731.28%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
7,466
shares
|
$532,699
0.05% of portfolio
|
Q4 2024
Reduced 54.52%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
7,450
shares
|
$531,557
0.03% of portfolio
|
Q4 2024
Reduced 17.88%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
7,436
shares
|
$530,558
0.04% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Feb 18, 2025 Q4 2024 |
7,425
shares
|
$529,773
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
7,395
shares
|
$527,633
0.12% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
7,393
shares
|
$527,490
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Feb 13, 2025 Q4 2024 |
7,331
shares
|
$523,066
0.47% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
7,326
shares
|
$522,710
0.05% of portfolio
|
Q4 2024
Reduced 23.55%
|
|
|
Front Street Capital Management, Inc.
|
Feb 13, 2025 Q4 2024 |
7,318
shares
|
$522,139
0.08% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
7,315
shares
|
$521,925
0.09% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Wealth Dimensions Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
7,313
shares
|
$521,782
0.11% of portfolio
|
Q4 2024
Added 1.51%
|