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 |
|---|---|---|---|---|---|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
7,171
shares
|
$444,028
0.02% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
7,164
shares
|
$443,594
0.05% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
7,159
shares
|
$443,285
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jan 21, 2025 Q4 2024 |
7,143
shares
|
$442,294
0.29% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
7,139
shares
|
$442,046
0.15% of portfolio
|
Q3 2023
Added 13.9%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Nov 07, 2024 Q3 2024 |
7,121
shares
|
$440,932
0.36% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
7,106
shares
|
$440,003
0.19% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,106
shares
|
$440,003
0.28% of portfolio
|
Q2 2024
Reduced 3.2%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
7,104
shares
|
$439,879
0.12% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
7,102
shares
|
$439,755
0.18% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Harbor Advisory Corp
|
Oct 21, 2024 Q3 2024 |
7,092
shares
|
$439,136
0.17% of portfolio
|
Q2 2024
Reduced 22.32%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Nov 05, 2024 Q3 2024 |
7,088
shares
|
$438,888
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
7,064
shares
|
$437,402
0.12% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 07, 2024 Q3 2024 |
7,058
shares
|
$437,031
0.25% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
7,052
shares
|
$436,659
0.05% of portfolio
|
Q4 2024
Reduced 9.72%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Nov 06, 2024 Q3 2024 |
7,045
shares
|
$436,226
0.29% of portfolio
|
Q2 2024
Added 21.47%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
7,044
shares
|
$436,164
0.32% of portfolio
|
Q3 2024
Added 17.6%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
7,041
shares
|
$435,978
0.29% of portfolio
|
Q3 2024
Reduced 17.07%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
7,031
shares
|
$435,359
0.17% of portfolio
|
Q3 2023
Reduced 12.24%
|
|
|
Keating Investment Counselors Inc
|
Nov 12, 2024 Q3 2024 |
7,000
shares
|
$433,440
0.21% of portfolio
|
Q2 2024
Reduced 48.15%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
6,997
shares
|
$433,254
0.05% of portfolio
|
Q1 2024
Reduced 10.26%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Nov 05, 2024 Q3 2024 |
6,985
shares
|
$432,511
0.07% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
6,979
shares
|
$432,139
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
6,957
shares
|
$430,777
0.17% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
6,956
shares
|
$430,715
0.41% of portfolio
|
Q3 2024
Added 2.2%
|