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 3,418 institutions that hold shares in the stock, with a total of 2.99 Billion shares, which have been reported (via 13F filing form) to have a value of $185 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,190
shares
|
$321,364
0.05% of portfolio
|
Q3 2024
Added 6.72%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 08, 2024 Q3 2024 |
5,181
shares
|
$320,807
0.25% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
5,177
shares
|
$320,559
0.04% of portfolio
|
Q2 2024
Added 24.9%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
5,176
shares
|
$320,497
0.09% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Blossom Wealth Management
|
Jan 23, 2025 Q4 2024 |
5,175
shares
|
$320,436
0.62% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
5,174
shares
|
$320,374
0.17% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
5,170
shares
|
$320,126
0.42% of portfolio
|
Q3 2024
Added 53.28%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
5,168
shares
|
$320,002
0.09% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
5,150
shares
|
$318,888
0.09% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Buckhead Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
5,149
shares
|
$318,826
0.12% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
5,134
shares
|
$317,897
0.01% of portfolio
|
Q3 2024
Reduced 8.19%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
5,121
shares
|
$317,092
0.17% of portfolio
|
Q2 2023
Added 3.06%
|
|
|
Joule Financial, LLC
|
Jan 15, 2025 Q4 2024 |
5,119
shares
|
$316,968
0.11% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Nov 08, 2024 Q3 2024 |
5,117
shares
|
$316,844
0.12% of portfolio
|
Q2 2024
Reduced 2.16%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
5,114
shares
|
$316,658
0.04% of portfolio
|
Q4 2024
Reduced 11.69%
|
|
|
Amarillo National Bank
|
Oct 24, 2024 Q3 2024 |
5,111
shares
|
$316,473
0.07% of portfolio
|
Q3 2024
Added 11.84%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jan 21, 2025 Q4 2024 |
5,107
shares
|
$316,225
0.15% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
5,106
shares
|
$316,163
0.03% of portfolio
|
Q4 2024
Added 10.35%
|
|
|
Sentry LLC
Memphis, TN |
Jan 23, 2025 Q4 2024 |
5,093
shares
|
$315,358
0.06% of portfolio
|
Q4 2024
Reduced 22.7%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
5,091
shares
|
$315,234
0.18% of portfolio
|
Q3 2024
Reduced 8.67%
|
|
|
Orion Investment CO
St. Louis, MO |
Nov 12, 2024 Q3 2024 |
5,083
shares
|
$314,739
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
5,081
shares
|
$314,615
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
5,080
shares
|
$314,553
0.14% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
5,079
shares
|
$314,491
0.14% of portfolio
|
Q1 2024
Added 0.79%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,077
shares
|
$314,367
0.02% of portfolio
|
Q3 2024
Added 1.22%
|