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 3,488 institutions that hold shares in the stock, with a total of 3.04 Billion shares, which have been reported (via 13F filing form) to have a value of $209 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
83
shares
|
$5,702
0.0% of portfolio
|
Q4 2024
Reduced 99.76%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
80
shares
|
$5,496
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
76
shares
|
$5,221
0.0% of portfolio
|
Q2 2024
Reduced 35.04%
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
71
shares
|
$4,878
0.0% of portfolio
|
Q4 2024
Added 238.1%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
67
shares
|
$4,603
0.0% of portfolio
|
Q4 2024
Reduced 65.1%
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
46
shares
|
$3,160
0.0% of portfolio
|
Q4 2024
Added 6.98%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
46
shares
|
$3,160
0.26% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
44
shares
|
$3,023
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Feb 05, 2025 Q4 2024 |
40
shares
|
$2,748
0.0% of portfolio
|
Q2 2024
Added 66.67%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
39
shares
|
$2,679
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
39
shares
|
$2,679
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Arcadia Investment Management Corp
|
Feb 03, 2025 Q4 2024 |
27
shares
|
$1,855
0.0% of portfolio
|
Q3 2024
Reduced 86.36%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
23
shares
|
$1,580
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
20
shares
|
$1,374
0.0% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
18
shares
|
$1,236
0.03% of portfolio
|
Q3 2024
Reduced 99.51%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
17
shares
|
$1,168
0.0% of portfolio
|
Q2 2023
Reduced 39.29%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
17
shares
|
$1,168
0.0% of portfolio
|
Q1 2024
Added 552.94%
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
10
shares
|
$687
0.0% of portfolio
|
Q2 2024
Added 400.0%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
3
shares
|
$206
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|