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Coca-Cola (KO) Institutional Ownership

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$63.03
-0.29 (-0.46%)
(As of 05/17/2024 ET)
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Institutional Ownership Changes (13F Filings) for Coca-Cola (NYSE:KO)

Current
Institutional Ownership
Percentage
70.26%
Number of
Institutional Buyers
(last 12 months)
1849
Total
Institutional Inflows
(last 12 months)
$12.93B
Number of
Institutional Sellers
(last 12 months)
1640
Total
Institutional Outflows
(last 12 months)
$8.72B
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KO Institutional Buying and Selling by Quarter

Coca-Cola Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Wahed Invest LLC76,734$4.70M1.1%+15.3%0.002%
5/17/2024 Citizens Financial Group Inc. RI172,290$10.56M0.3%-5.6%0.004%
5/17/2024Heartland Bank & Trust Co8,123$497K0.3%-10.3%0.000%
5/17/2024Lummis Asset Management LP14,688$899K1.2%-36.6%0.000%
5/17/2024Montchanin Asset Management LLC12,923$791K0.8%N/A0.000%
5/17/2024 New Covenant Trust Company N.A.4,455$273K0.3%N/A0.000%
5/17/2024 Plato Investment Management Ltd146,567$8.97M0.9%+1,261.0%0.003%
5/17/2024 XML Financial LLC25,541$1.56M0.2%+7.1%0.001%
5/17/2024 iA Global Asset Management Inc.42,651$2.61M0.0%-5.7%0.001%
5/17/2024 Vista Investment Partners LLC24,788$1.52M0.5%-1.9%0.001%
5/17/2024 LBP AM SA358,547$21.94M0.9%-64.3%0.008%
5/17/2024 First Western Trust Bank40,710$2.49M0.1%-3.4%0.001%
5/17/2024 Jaffetilchin Investment Partners LLC40,789$2.50M0.2%-19.5%0.001%
5/17/2024 Semmax Financial Advisors Inc.53,911$3.43M1.1%-8.2%0.001%
5/17/2024 Pineridge Advisors LLC2,265$139K0.0%+8.4%0.000%
5/17/2024 Hancock Whitney Corp57,022$3.49M0.1%+14.5%0.001%
5/17/2024 Comerica Bank1,568,616$95.97M0.4%-0.2%0.036%
5/17/2024 Coppell Advisory Solutions Corp.7,393$452K0.1%N/A0.000%
5/17/2024 Tidal Investments LLC178,629$10.93M0.2%-21.5%0.004%
5/17/2024 Wiser Advisor Group LLC13,715$841K1.3%-1.8%0.000%
5/16/2024 Redwood Investment Management LLC3,808$233K0.0%-46.4%0.000%
5/16/2024 California State Teachers Retirement System6,724,569$411.41M0.5%+1.2%0.156%
5/16/2024 Slagle Financial LLC66,611$4.08M2.2%-31.0%0.002%
5/16/2024 Meiji Yasuda Life Insurance Co164,158$10.04M0.2%-8.5%0.004%
5/16/2024 Mango Five Family Inc.11,523$705K0.2%-8.0%0.000%
5/16/2024 Levin Capital Strategies L.P.230,719$14.12M1.4%-0.3%0.005%
5/16/2024 B. Riley Wealth Advisors Inc.154,537$8.72M0.2%+8.4%0.004%
5/16/2024 Ancora Advisors LLC46,528$2.85M0.1%+8.0%0.001%
5/16/2024 Virtus Investment Advisers Inc.1,706$104K0.1%-9.6%0.000%
5/16/2024 High Falls Advisors Inc5,309$325K0.1%-3.6%0.000%
5/16/2024 Prudent Investors Network Inc.107,937$6.60M2.5%N/A0.003%
5/16/2024 Ilex Capital Partners UK LLP1,874,536$114.68M11.3%+117.3%0.044%
5/16/2024 Janus Henderson Group PLC2,461,962$150.56M0.1%0.0%0.057%
5/16/2024 Bridgeway Capital Management LLC441,580$27.02M0.6%+17.4%0.010%
5/16/2024 Waverly Advisors LLC320,139$19.59M0.5%+6.0%0.007%
5/16/2024 Kinloch Capital LLC62,033$3.80M2.0%+8.2%0.001%
5/16/2024 Silvercrest Asset Management Group LLC428,062$26.19M0.2%+0.7%0.010%
5/16/2024 Captrust Financial Advisors2,247,938$137.53M0.5%-4.2%0.052%
5/15/2024 Ascent Group LLC86,006$5.26M0.5%-13.0%0.002%
5/15/2024 SVB Wealth LLC99,863$6.11M0.1%-1.5%0.002%
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5/15/2024 QVR LLC11,604$710K0.1%N/A0.000%
5/15/2024 Transcendent Capital Group LLC2,440$149K0.1%+258.3%0.000%
5/15/2024 Mount Yale Investment Advisors LLC12,534$767K0.1%+33.0%0.000%
5/15/2024 Beaird Harris Wealth Management LLC1,399$86K0.0%+112.3%0.000%
5/15/2024 Public Employees Retirement System of Ohio2,039,663$124.79M0.5%-6.5%0.047%
5/15/2024 London & Capital Asset Management Ltd26,978$1.65M0.1%-59.3%0.001%
5/15/2024 Public Employees Retirement Association of Colorado585,216$35.80M0.2%-4.2%0.014%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund128,408$7.86M0.5%-7.4%0.003%
5/15/2024 Kentucky Retirement Systems295,500$18.08M0.5%-5.1%0.007%
5/15/2024 CoreFirst Bank & Trust14,797$905K0.6%-7.1%0.000%
5/15/2024 Price T Rowe Associates Inc. MD49,297,505$3.02B0.4%+21.5%1.144%
5/15/2024 BOKF NA463,942$28.15M0.5%-13.9%0.011%
5/15/2024 Kestra Advisory Services LLC506,387$31.00M0.2%+12.1%0.012%
5/15/2024 Steel Grove Capital Advisors LLC90,988$5.57M0.2%+0.3%0.002%
5/15/2024 Magnetar Financial LLC17,875$1.09M0.0%-50.6%0.000%
5/15/2024 Lazard Asset Management LLC10,852,448$663.95M0.8%-1.9%0.252%
5/15/2024 Bank of Nova Scotia Trust Co.25,534$1.56M0.2%-2.0%0.001%
5/15/2024 Epoch Investment Partners Inc.1,084,848$66.37M0.3%-11.0%0.025%
5/15/2024 LRI Investments LLC42,494$2.70M0.4%N/A0.001%
5/15/2024 1832 Asset Management L.P.5,056,286$309.34M0.2%+0.2%0.117%
5/15/2024 Truvestments Capital LLC38,793$2.37M0.9%+365.5%0.001%
5/15/2024 Gabelli Funds LLC340,574$20.84M0.2%-7.8%0.008%
5/15/2024 Gamco Investors INC. ET AL343,183$21.00M0.2%-1.0%0.008%
5/15/2024 Stonebridge Capital Advisors LLC275,473$16.85M1.5%+4.1%0.006%
5/14/2024 Canada Pension Plan Investment Board10,433,875$638.34M0.7%+15.7%0.242%
5/14/2024 Westwood Holdings Group Inc.77,199$4.72M0.0%-7.4%0.002%
5/14/2024 JT Stratford LLC37,379$2.29M0.5%+73.5%0.001%
5/14/2024 Capital Research Global Investors3,936,003$240.81M0.1%+3.7%0.091%
5/14/2024 Toronto Dominion Bank3,039,117$185.93M0.3%-2.7%0.071%
5/14/2024 Atalanta Sosnoff Capital LLC1,031,824$63.13M1.5%-0.4%0.024%
5/14/2024 Sheaff Brock Investment Advisors LLC123,055$7.53M0.5%+112.9%0.003%
5/14/2024 Cadence Bank74,800$4.58M0.3%-0.8%0.002%
5/14/2024 Stamos Capital Partners L.P.41,040$2.51M0.6%-3.2%0.001%
5/14/2024 Rodgers Brothers Inc.119,835$7.33M1.0%-1.0%0.003%
5/14/2024 Pinnbrook Capital Management LP116,842$7.15M0.6%+54.9%0.003%
5/14/2024 Advisors Asset Management Inc.367,394$22.48M0.4%+12.7%0.009%
5/14/2024 Axxcess Wealth Management LLC177,986$10.89M0.3%+2.3%0.004%
5/14/2024 EP Wealth Advisors LLC96,155$5.88M0.1%+3.9%0.002%
5/14/2024 Wellington Wealth Strategies LLC.10,227$626K0.3%N/A0.000%
5/14/2024 Freestone Capital Holdings LLC81,866$5.01M0.2%+4.3%0.002%
5/14/2024 CreativeOne Wealth LLC77,883$4.77M0.2%+53.7%0.002%
5/14/2024 Delap Wealth Advisory LLC9,652$591K0.2%N/A0.000%
5/14/2024 Vident Advisory LLC257,188$15.74M0.3%+8.6%0.006%
5/14/2024 Sculati Wealth Management LLC7,971$488K0.2%-14.3%0.000%
5/14/2024 Fayez Sarofim & Co16,511,214$1.01B3.0%-1.7%0.383%
5/14/2024 MayTech Global Investments LLC6,150$376K0.1%+6.2%0.000%
5/14/2024 LGT Group Foundation588,192$35.99M0.8%+12.8%0.014%
5/14/2024 Shell Asset Management Co.63,200$3.87M0.2%-26.7%0.001%
5/14/2024 Payden & Rygel Investment Group318,660$19.50M0.9%N/A0.007%
5/14/2024 Crewe Advisors LLC2,766$169K0.0%N/A0.000%
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5/14/2024 Elgethun Capital Management10,485$638K0.2%+7.3%0.000%
5/14/2024 Leelyn Smith LLC41,896$2.56M0.5%-0.6%0.001%
5/14/2024 Evermay Wealth Management LLC8,519$525K0.1%+4.0%0.000%
5/14/2024 Front Street Capital Management Inc.7,283$446K0.1%-2.3%0.000%
5/14/2024 Burns Matteson Capital Management LLC8,985$550K0.3%-12.4%0.000%
5/14/2024 MQS Management LLC10,134$620K0.4%-49.3%0.000%
5/14/2024 Ossiam175,804$10.76M0.2%+157.0%0.004%
5/14/2024 Natixis466,773$28.56M0.1%-26.7%0.011%
5/14/2024 InterOcean Capital Group LLC172,159$10.53M0.3%+1.4%0.004%
5/14/2024 Pitcairn Co.76,660$4.69M0.3%+25.3%0.002%
(Data available from 1/1/2016 forward)

KO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KO shares?

During the previous two years, 3,149 institutional investors and hedge funds held shares of Coca-Cola. The most heavily invested institutionals were Aspire Private Capital LLC ($54.44B), Vanguard Group Inc. ($22.60B), BlackRock Inc. ($18.22B), State Street Corp ($10.39B), Geode Capital Management LLC ($4.75B), Morgan Stanley ($4.50B), and FMR LLC ($4.14B).Learn more on KO's institutional investors.

What percentage of Coca-Cola stock is owned by institutional investors?

70.26% of Coca-Cola stock is owned by institutional investors. Learn more on KO's institutional investor holdings.

Which institutional investors have been buying Coca-Cola stock?

Of the 2,722 institutional investors that purchased Coca-Cola stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($47.65M), FMR LLC ($16.61M), Price T Rowe Associates Inc. MD ($14.05M), Fisher Asset Management LLC ($9.87M), Charles Schwab Investment Management Inc. ($9.20M), Bank of Montreal Can ($7.18M), and Assenagon Asset Management S.A. ($5.70M).

How much institutional buying is happening at Coca-Cola?

Institutional investors have bought a total of 398,623,664 shares in the last 24 months. This purchase volume represents approximately $23.89B in transactions.

Which Coca-Cola major shareholders have been selling company stock?

Of the 2,223 institutional investors that sold Coca-Cola stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($22.36M), Price T Rowe Associates Inc. MD ($16.13M), OFI Invest Asset Management ($12.62M), FMR LLC ($9.32M), BlackRock Inc. ($8.95M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($7.34M), and Renaissance Technologies LLC ($6.79M).

How much institutional selling is happening at Coca-Cola?

Institutional investors have sold a total of 291,677,362 shares in the last 24 months. This volume of shares sold represents approximately $17.52B in transactions.


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This page (NYSE:KO) was last updated on 5/18/2024 by MarketBeat.com Staff

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