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Coca-Cola (KO) Institutional Ownership

Coca-Cola logo
$61.75 -0.09 (-0.15%)
As of 01/3/2025 05:45 PM Eastern

Institutional Ownership Changes (13F Filings) for Coca-Cola (NYSE:KO)

Current
Institutional Ownership
Percentage
70.26%
Number of
Institutional Buyers
(last 12 months)
1797
Total
Institutional Inflows
(last 12 months)
$12.73B
Number of
Institutional Sellers
(last 12 months)
1626
Total
Institutional Outflows
(last 12 months)
$6.86B
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KO Institutional Buying and Selling by Quarter

Coca-Cola Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/3/2025First City Capital Management Inc.96,906$6.03M3.2%-0.7%0.002%
1/3/2025Central Pacific Bank Trust Division17,955$1.12M0.1%-31.0%0.000%
1/3/2025First Citizens Financial Corp7,250$451K0.2%+23.9%0.000%
1/3/2025Everence Capital Management Inc.85,620$5.33M0.3%-9.5%0.002%
1/3/2025Modus Advisors LLC1,978$123K0.0%N/A0.000%
1/3/2025GAMMA Investing LLC69,970$4.36M0.4%-4.1%0.002%
1/3/2025Versant Capital Management Inc8,671$540K0.1%+27.4%0.000%
1/2/2025 First Financial Bank Trust Division12,838$799K0.1%+2.8%0.000%
1/2/2025 Trust Co of the South5,456$340K0.1%-13.2%0.000%
1/2/2025 Old Port Advisors11,240$700K0.2%-11.7%0.000%
12/17/2024Hiley Hunt Wealth Management3,045$219K0.1%N/A0.000%
12/13/2024Lord Abbett & CO. LLC2,027,396$145.69M0.5%+9.4%0.047%
12/13/2024B. Riley Wealth Advisors Inc.109,426$7.86M0.2%-18.5%0.003%
12/12/2024Legacy Wealth Management LLC MS9,627$692K0.3%+14.6%0.000%
12/11/20241ST Source Bank19,835$1.43M0.1%+2.7%0.000%
12/10/2024DGS Capital Management LLC4,856$349K0.1%+13.1%0.000%
12/9/2024Copley Financial Group Inc.9,308$669K0.6%N/A0.000%
12/6/2024Logan Capital Management Inc.169,693$12.19M0.5%-0.2%0.004%
12/6/2024Retirement Systems of Alabama1,206,612$86.71M0.3%-9.3%0.028%
12/2/2024Beaird Harris Wealth Management LLC2,409$173K0.0%+57.6%0.000%
11/29/2024American Trust17,573$1.26M0.1%+11.2%0.000%
11/29/2024Old North State Trust LLC18,606$1.34M1.1%-3.2%0.000%
11/27/2024Franklin Resources Inc.27,984,953$1.99B0.6%+6.1%0.650%
11/26/2024Decatur Capital Management Inc.47,247$3.40M1.6%N/A0.001%
11/26/2024Asset Advisors Investment Management LLC247,504$17.79M1.8%-0.9%0.006%
11/26/2024Peapack Gladstone Financial Corp263,190$18.91M0.3%-1.2%0.006%
11/25/2024Synovus Financial Corp8,323,537$598.13M6.9%-12.2%0.193%
11/25/2024Tidal Investments LLC149,856$10.77M0.1%-18.3%0.003%
11/25/2024Cim Investment Management Inc.10,353$744K0.2%-3.7%0.000%
11/25/2024Destination Wealth Management100,589$7.23M0.2%-2.3%0.002%
11/25/2024Wilmington Savings Fund Society FSB192,237$13.81M0.2%+222.9%0.004%
11/25/2024Arvest Bank Trust Division4,860$349K0.0%N/A0.000%
11/25/2024World Investment Advisors LLC54,660$3.93M0.1%+42.7%0.001%
11/25/2024Sanctuary Advisors LLC530,953$38.15M0.2%+42.5%0.012%
11/25/2024Pine Valley Investments Ltd Liability Co63,961$4.61M0.3%-17.4%0.001%
11/22/2024Stock Yards Bank & Trust Co.245,553$17.65M0.6%-4.2%0.006%
11/22/2024Boyar Asset Management Inc.22,382$1.61M1.0%-11.9%0.001%
11/22/2024Saratoga Research & Investment Management94,392$6.78M0.3%-4.4%0.002%
11/21/2024Anchor Investment Management LLC119,147$8.56M0.8%-1.3%0.003%
11/21/2024Chelsea Counsel Co.3,450$250K0.1%-6.8%0.000%
11/21/2024Wealthquest Corp5,740$412K0.0%N/A0.000%
11/21/2024Aldebaran Financial Inc.11,711$842K1.0%+21.4%0.000%
11/20/2024Bard Financial Services Inc.182,521$13.12M1.5%+0.4%0.004%
11/19/2024Invst LLC32,860$2.36M0.3%-1.4%0.001%
11/19/2024M&T Bank Corp1,663,352$119.53M0.4%-10.4%0.039%
11/19/2024Unigestion Holding SA617,968$44.40M2.1%+46.5%0.014%
11/19/2024Second Line Capital LLC8,957$648K0.2%+14.7%0.000%
11/19/2024TCW Group Inc.142,937$10.27M0.1%+147.5%0.003%
11/18/2024Soltis Investment Advisors LLC97,566$7.01M0.7%-19.4%0.002%
11/18/2024Rehmann Capital Advisory Group30,412$2.19M0.1%-2.5%0.001%
11/18/2024TD Private Client Wealth LLC74,788$5.37M0.2%-4.5%0.002%
11/18/2024Virtue Capital Management LLC9,975$717K0.1%-18.2%0.000%
11/18/2024Fortem Financial Group LLC4,453$320K0.1%-65.0%0.000%
11/18/2024Arete Wealth Advisors LLC31,613$2.27M0.2%-17.2%0.001%
11/18/2024Teachers Retirement System of The State of Kentucky290,713$20.89M0.2%-6.0%0.007%
11/18/2024Sunbelt Securities Inc.10,327$742K0.1%+2.0%0.000%
11/18/2024Toronto Dominion Bank2,424,555$174.23M0.3%-14.7%0.056%
11/18/2024Brown Financial Advisors22,634$1.63M0.7%-10.0%0.001%
11/18/2024Coldstream Capital Management Inc.123,365$8.83M0.2%+5.5%0.003%
11/18/2024Gould Capital LLC47,309$3.40M2.2%-2.9%0.001%
11/18/2024Strait & Sound Wealth Management LLC6,769$486K0.2%-13.6%0.000%
11/18/2024RB Capital Management LLC39,406$2.83M0.7%-19.1%0.001%
11/18/2024First Dallas Securities Inc.11,988$861K0.4%-6.3%0.000%
11/16/2024Geode Capital Management LLC92,957,028$6.66B0.5%+3.3%2.158%
11/15/2024Frisch Financial Group Inc.6,133$443K0.1%+11.3%0.000%
11/15/2024Prestige Wealth Management Group LLC10,813$782K0.2%+3.8%0.000%
11/15/2024Brophy Wealth Management LLC15,667$1.13M0.4%N/A0.000%
11/15/2024Vestcor Inc80,511$5.79M0.2%+2.3%0.002%
11/15/2024M&T Bank Corp1,663,352$119.53M0.3%-10.4%0.039%
11/15/2024Executive Wealth Management LLC6,650$478K0.0%N/A0.000%
11/15/2024Abel Hall LLC8,122$584K0.4%+4.8%0.000%
11/15/2024O Brien Greene & Co. Inc24,355$1.75M0.5%-2.2%0.001%
11/15/2024LRI Investments LLC52,004$3.74M0.3%+22.1%0.001%
11/15/2024PYA Waltman Capital LLC3,320$239K0.1%N/A0.000%
11/15/2024Geller Advisors LLC9,095$658K0.0%+6.1%0.000%
11/15/2024Drucker Wealth 3.0 LLC53,465$3.84M0.9%+1.0%0.001%
11/15/2024Hamilton Capital LLC8,638$621K0.0%+6.1%0.000%
11/15/2024Public Employees Retirement System of Ohio1,935,772$139.11M0.6%-0.7%0.045%
11/15/2024SGL Investment Advisors Inc.4,378$315K0.2%N/A0.000%
11/15/2024EWA LLC4,614$332K0.1%+9.9%0.000%
11/15/2024Cape Cod Five Cents Savings Bank8,212$590K0.1%-15.2%0.000%
11/15/2024Groupama Asset Managment706,878$51K0.0%-0.1%0.016%
11/15/2024Nomura Asset Management Co. Ltd.2,036,801$146.37M0.5%-0.2%0.047%
11/15/2024Y Intercept Hong Kong Ltd51,912$3.73M0.2%N/A0.001%
11/15/2024Raab & Moskowitz Asset Management LLC41,674$3.00M0.8%-2.2%0.001%
11/15/2024MML Investors Services LLC667,141$47.94M0.2%+1.1%0.015%
11/15/2024Hodges Capital Management Inc.12,555$902K0.1%-5.2%0.000%
11/15/2024First National Bank of Omaha31,119$2.24M0.1%-21.3%0.001%
11/15/2024Laraway Financial Advisors Inc8,699$625K0.5%+2.7%0.000%
11/15/2024CTC Alternative Strategies Ltd.12,202$877K1.1%N/A0.000%
11/15/2024Headinvest LLC13,746$988K0.2%-2.0%0.000%
11/15/2024Dunhill Financial LLC1,022$73K0.0%+71.8%0.000%
11/15/2024Bontempo Ohly Capital Mgmt LLC68,447$4.92M2.2%+0.8%0.002%
11/15/2024Orion Portfolio Solutions LLC229,449$16.49M0.4%+8.0%0.005%
11/15/2024Zacks Investment Management1,226,702$88.15M0.8%+1.6%0.028%
11/15/2024iSAM Funds UK Ltd13,750$988K0.6%N/A0.000%
11/15/2024DF Dent & Co. Inc.25,904$1.86M0.0%-31.5%0.001%
11/15/2024National Bank of Canada FI3,416,077$245.48M0.3%+43.0%0.079%
11/15/2024Hendershot Investments Inc.11,847$851K0.1%-1.9%0.000%
11/15/2024Goldstream Capital Management Ltd18,598$1.34M0.5%N/A0.000%
(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, 3,232 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 ($11.92B), FMR LLC ($6.68B), Geode Capital Management LLC ($6.66B), and Morgan Stanley ($4.50B).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 2,707 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), Price T Rowe Associates Inc. MD ($14.05M), Fisher Asset Management LLC ($11.79M), FMR LLC ($11.21M), Charles Schwab Investment Management Inc. ($9.20M), Bank of Montreal Can ($7.11M), and Geode Capital Management LLC ($6.69M).

How much institutional buying is happening at Coca-Cola?

Institutional investors have bought a total of 365,889,909 shares in the last 24 months. This purchase volume represents approximately $22.61B in transactions.

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

Of the 2,269 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), 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), Bank of New York Mellon Corp ($7.06M), and Assenagon Asset Management S.A. ($5.78M).

How much institutional selling is happening at Coca-Cola?

Institutional investors have sold a total of 261,564,331 shares in the last 24 months. This volume of shares sold represents approximately $16.11B in transactions.



This page (NYSE:KO) was last updated on 1/4/2025 by MarketBeat.com Staff
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