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 |
|---|---|---|---|---|---|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
14,907
shares
|
$923,041
0.21% of portfolio
|
Q3 2023
Reduced 1.08%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
14,881
shares
|
$921,431
0.19% of portfolio
|
Q3 2024
Reduced 7.79%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,867
shares
|
$920,564
0.02% of portfolio
|
Q3 2024
Added 172.74%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
14,862
shares
|
$920,255
0.01% of portfolio
|
Q3 2024
Added 15.63%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
14,854
shares
|
$919,759
0.4% of portfolio
|
Q3 2024
Reduced 10.83%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
14,842
shares
|
$919,016
0.12% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
14,817
shares
|
$917,468
0.06% of portfolio
|
Q4 2023
Reduced 1.54%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
14,786
shares
|
$915,549
0.3% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
14,782
shares
|
$915,301
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
14,755
shares
|
$913,629
0.44% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
14,700
shares
|
$910,224
0.05% of portfolio
|
Q4 2024
Added 17.88%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2024 Q3 2024 |
14,686
shares
|
$909,357
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
14,675
shares
|
$908,676
0.13% of portfolio
|
Q3 2024
Added 10.54%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
14,675
shares
|
$908,676
1.16% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
14,666
shares
|
$908,118
0.51% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
14,656
shares
|
$907,499
0.08% of portfolio
|
Q4 2024
Added 44.81%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jan 17, 2025 Q4 2024 |
14,560
shares
|
$901,555
0.11% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
14,538
shares
|
$900,192
0.16% of portfolio
|
Q1 2024
Reduced 1.36%
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
Nov 13, 2024 Q3 2024 |
14,530
shares
|
$899,697
0.01% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
14,517
shares
|
$898,892
0.09% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
14,443
shares
|
$894,310
0.08% of portfolio
|
Q3 2024
Reduced 36.12%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
14,438
shares
|
$894,000
0.07% of portfolio
|
Q3 2024
Reduced 9.04%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
14,411
shares
|
$892,329
0.07% of portfolio
|
Q3 2024
Added 133.11%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
14,359
shares
|
$889,109
0.27% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Red Cedar Investment Management, LLC
|
Oct 30, 2024 Q3 2024 |
14,322
shares
|
$886,818
0.13% of portfolio
|
Q1 2024
Reduced 44.37%
|