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 |
|---|---|---|---|---|---|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
10,957
shares
|
$678,457
0.14% of portfolio
|
Q4 2024
Added 24.81%
|
|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
10,956
shares
|
$678,395
0.37% of portfolio
|
Q3 2024
Reduced 12.19%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
10,946
shares
|
$677,776
0.05% of portfolio
|
Q2 2023
Added 6.27%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
10,937
shares
|
$677,219
1.18% of portfolio
|
Q2 2022
New holding
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2024 Q3 2024 |
10,927
shares
|
$676,599
0.16% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Woodward Diversified Capital, LLC
|
Oct 31, 2024 Q3 2024 |
10,918
shares
|
$676,042
0.51% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
10,891
shares
|
$674,370
0.41% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
10,887
shares
|
$674,123
0.15% of portfolio
|
Q3 2024
Reduced 15.29%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
10,871
shares
|
$673,132
0.18% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Cadinha & CO LLC
|
Jan 15, 2025 Q4 2024 |
10,857
shares
|
$672,265
0.11% of portfolio
|
Q4 2024
Reduced 19.26%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
10,851
shares
|
$671,893
0.05% of portfolio
|
Q4 2024
Added 32.35%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Nov 15, 2024 Q3 2024 |
10,816
shares
|
$669,726
0.11% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
10,813
shares
|
$669,540
0.17% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jan 15, 2025 Q4 2024 |
10,810
shares
|
$669,355
0.48% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
10,805
shares
|
$669,045
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
10,800
shares
|
$668,736
0.03% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Wood Trust Financial Corp
|
Oct 31, 2024 Q3 2024 |
10,793
shares
|
$668,302
0.11% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
10,705
shares
|
$662,853
0.67% of portfolio
|
Q3 2024
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
10,704
shares
|
$662,791
0.08% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
10,697
shares
|
$662,358
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,697
shares
|
$662,358
0.12% of portfolio
|
Q3 2024
Added 9.65%
|
|
|
Brandywine Trust CO
Hockessin, DE |
Nov 13, 2024 Q3 2024 |
10,682
shares
|
$661,429
0.11% of portfolio
|
Q4 2017
Reduced 20.22%
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
10,635
shares
|
$658,519
0.35% of portfolio
|
Q3 2024
Added 5.3%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
10,631
shares
|
$658,271
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
10,621
shares
|
$657,652
0.02% of portfolio
|
Q4 2024
Reduced 4.86%
|