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 |
|---|---|---|---|---|---|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,509
shares
|
$279,197
0.05% of portfolio
|
Q4 2024
Reduced 19.64%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
4,504
shares
|
$278,887
0.09% of portfolio
|
Q1 2024
Reduced 0.18%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
4,502
shares
|
$278,763
0.75% of portfolio
|
Q4 2022
Added 9.75%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
4,500
shares
|
$278,640
0.29% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jan 15, 2025 Q4 2024 |
4,500
shares
|
$278,640
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
4,500
shares
|
$278,640
0.16% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
4,500
shares
|
$278,640
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
4,496
shares
|
$278,392
0.1% of portfolio
|
Q3 2023
Reduced 3.39%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
4,494
shares
|
$278,268
0.05% of portfolio
|
Q3 2024
Reduced 7.78%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
4,472
shares
|
$276,906
0.12% of portfolio
|
Q2 2024
Reduced 24.43%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
4,464
shares
|
$276,410
0.04% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
4,463
shares
|
$276,348
0.08% of portfolio
|
Q4 2023
Added 12.39%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
4,463
shares
|
$276,348
0.09% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
4,463
shares
|
$276,348
0.09% of portfolio
|
Q2 2022
Added 65.12%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Nov 12, 2024 Q3 2024 |
4,443
shares
|
$275,110
0.2% of portfolio
|
Q3 2024
Reduced 11.9%
|
|
|
Fortem Financial Group, LLC
|
Jan 06, 2025 Q4 2024 |
4,434
shares
|
$274,553
0.11% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
4,413
shares
|
$273,252
0.03% of portfolio
|
Q4 2024
Reduced 8.31%
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
4,393
shares
|
$272,014
0.1% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Nov 07, 2024 Q3 2024 |
4,391
shares
|
$271,890
0.07% of portfolio
|
Q3 2024
Reduced 62.3%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
4,378
shares
|
$271,085
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Stockton
|
Oct 23, 2024 Q3 2024 |
4,375
shares
|
$270,900
0.09% of portfolio
|
Q1 2024
Added 4.17%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
4,371
shares
|
$270,652
0.03% of portfolio
|
Q3 2024
Reduced 33.88%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 29, 2024 Q3 2024 |
4,369
shares
|
$270,528
0.3% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
4,363
shares
|
$270,156
0.01% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Salem Capital Management Inc
|
Nov 29, 2022 Q3 2022 |
4,359
shares
|
$269,909
0.19% of portfolio
|
Q3 2022
Added 3.79%
|