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 3,589 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 $213 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Intellus Advisors LLC
Naples, FL |
Feb 11, 2025 Q4 2024 |
3,880
shares
|
$268,340
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
3,876
shares
|
$268,064
0.09% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Feb 14, 2025 Q4 2024 |
3,875
shares
|
$267,995
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jan 30, 2025 Q4 2024 |
3,874
shares
|
$267,925
0.05% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Trinity Financial Advisors LLC
|
Jan 10, 2025 Q4 2024 |
3,873
shares
|
$267,856
0.09% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
3,872
shares
|
$267,787
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Ccg Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
3,868
shares
|
$267,510
0.14% of portfolio
|
Q4 2024
Added 7.03%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
3,861
shares
|
$267,026
0.09% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
3,849
shares
|
$266,196
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
3,847
shares
|
$266,058
0.05% of portfolio
|
Q4 2024
Reduced 6.26%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Feb 11, 2025 Q4 2024 |
3,847
shares
|
$266,058
0.08% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Feb 13, 2025 Q4 2024 |
3,843
shares
|
$265,781
0.1% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Feb 07, 2025 Q4 2024 |
3,840
shares
|
$265,574
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
3,837
shares
|
$265,366
0.02% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
3,837
shares
|
$265,366
0.03% of portfolio
|
Q4 2024
Reduced 14.05%
|
|
|
Northside Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,835
shares
|
$265,228
0.06% of portfolio
|
Q1 2024
Reduced 48.14%
|
|
|
Mps Loria Financial Planners, LLC
|
Jan 14, 2025 Q4 2024 |
3,835
shares
|
$265,228
0.07% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
3,834
shares
|
$265,159
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
3,832
shares
|
$265,021
0.06% of portfolio
|
Q4 2024
Reduced 12.97%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Feb 13, 2025 Q4 2024 |
3,819
shares
|
$264,122
0.06% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
3,813
shares
|
$263,707
0.03% of portfolio
|
Q4 2024
Reduced 21.38%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
3,811
shares
|
$263,568
0.01% of portfolio
|
Q4 2024
Added 5.45%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
3,796
shares
|
$262,531
0.06% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
3,793
shares
|
$262,323
0.25% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
3,776
shares
|
$261,148
0.02% of portfolio
|
Q3 2024
Reduced 84.91%
|