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Coca-Cola (KO) Institutional Ownership

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$69.67 +1.30 (+1.91%)
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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)
2076
Total
Institutional Inflows
(last 12 months)
$17.34B
Number of
Institutional Sellers
(last 12 months)
1726
Total
Institutional Outflows
(last 12 months)
$12.29B
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KO Institutional Buying and Selling by Quarter

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Coca-Cola Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/7/2025Summit Global Investments150,786$10.80M0.8%+71.1%0.004%
4/7/2025First County Bank CT 15,491$1.11M0.6%-18.7%0.000%
4/7/2025GAMMA Investing LLC5,961,004$426.93M0.1%+8,419.4%0.139%
4/7/2025Town & Country Bank & Trust CO dba First Bankers Trust CO33,520$2.40M0.9%-14.5%0.001%
4/7/2025Howard Financial Services LTD.7,408$531K0.1%-2.4%0.000%
4/7/2025Bath Savings Trust Co82,266$5.89M0.6%-2.4%0.002%
4/4/2025 Exeter Financial LLC27,371$1.96M0.9%+2.7%0.001%
4/4/2025 Quent Capital LLC14,978$1.07M0.1%+9.6%0.000%
4/4/2025 Farmers Trust Co.17,352$1.24M0.2%-6.7%0.000%
4/4/2025 Moody National Bank Trust Division56,458$4.04M0.4%+1.3%0.001%
4/4/2025 Legacy Private Trust Co.12,136$869K0.1%-9.5%0.000%
4/4/2025 Cadinha & Co. LLC3,348$240K0.1%-69.2%0.000%
4/3/2025 Central Pacific Bank Trust Division16,305$1.17M0.2%-9.2%0.000%
4/3/2025 Versant Capital Management Inc11,408$817K0.1%+31.6%0.000%
4/3/2025 Hiley Hunt Wealth Management3,100$223K0.1%N/A0.000%
4/3/2025 First Hawaiian Bank12,536$898K0.1%+147.0%0.000%
4/3/2025 Adirondack Trust Co.30,428$2.18M0.9%-2.0%0.001%
4/3/2025 Insight Wealth Strategies LLC2,894$207K0.0%N/A0.000%
4/3/2025 Jacobs & Co. CA67,463$4.83M0.5%-15.4%0.002%
4/3/2025 Legacy Wealth Management LLC MS8,400$602K0.2%-12.7%0.000%
4/2/2025 Park National Corp OH420,369$30.11M1.1%-9.7%0.010%
4/2/2025 Waller Financial Planning Group Inc.3,460$248K0.1%+6.1%0.000%
4/2/2025 Marcum Wealth LLC19,618$1.41M0.1%+8.5%0.000%
4/2/2025 Global Wealth Strategies & Associates1,438$103K0.0%+25.8%0.000%
4/1/2025 Cullen Investment Group LTD.13,724$983K0.1%-9.2%0.000%
4/1/2025 Neville Rodie & Shaw Inc.55,855$4M0.3%-7.0%0.001%
4/1/2025 MassMutual Private Wealth & Trust FSB167,674$12.01M0.3%-0.9%0.004%
4/1/2025 First Financial Bank Trust Division13,478$965K0.1%+5.0%0.000%
3/24/2025Mascagni Wealth Management Inc.2,901$181K0.2%N/A0.000%
3/21/2025Fairtree Asset Management Pty Ltd30,901$1.92M1.8%N/A0.001%
3/19/2025M1 Capital Management LLC3,587$223K0.1%N/A0.000%
3/19/2025Chancellor Financial Group WB LP12,566$782K0.6%N/A0.000%
3/18/2025Objective Capital Management LLC4,849$302K0.2%-12.7%0.000%
3/18/2025Thoma Capital Management LLC10,738$669K0.5%N/A0.000%
3/17/2025Wealth Enhancement Advisory Services LLC1,094,534$68.15M0.1%+23.8%0.025%
3/17/2025NorthCrest Asset Manangement LLC14,213$885K0.0%+4.4%0.000%
3/17/2025Members Wealth LLC19,918$1.37M1.0%N/A0.000%
3/14/2025Hara Capital LLC691$43K0.0%+43.7%0.000%
3/12/2025Northstar Financial Companies Inc.5,299$330K0.3%N/A0.000%
3/12/2025Centaurus Financial Inc.35,006$2.18M0.1%+26.8%0.001%
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3/10/2025Old North State Trust LLC18,306$1.14M0.7%-1.6%0.000%
3/10/2025Capstone Triton Financial Group LLC40,573$2.53M1.6%+0.8%0.001%
3/7/2025Aegis Wealth Management LLC8,960$558K0.4%N/A0.000%
3/6/2025Wood Tarver Financial Group LLC4,749$295K0.1%N/A0.000%
3/6/2025TFR Capital LLC.4,063$253K0.1%N/A0.000%
3/5/2025Castle Rock Wealth Management LLC244,781$16.86M4.1%-0.4%0.006%
3/5/2025Financial Insights Inc.4,220$263K0.1%-8.8%0.000%
3/5/2025Copley Financial Group Inc.9,665$602K0.5%+3.8%0.000%
3/4/2025Birmingham Capital Management Co. Inc. AL78,789$4.91M1.8%-10.4%0.002%
3/4/2025Smith Shellnut Wilson LLC ADV24,736$1.54M0.7%-0.9%0.001%
3/4/2025Siemens Fonds Invest GmbH198,579$12.36M0.5%+63.6%0.005%
2/28/2025BridgePort Financial Solutions LLC8,214$511K0.2%N/A0.000%
2/28/2025Park Square Financial Group LLC4,326$269K0.2%N/A0.000%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH3,244,730$202.02M0.4%N/A0.075%
2/28/2025Employees Retirement System of Texas1,234,731$76.87M0.7%-9.5%0.029%
2/27/2025Fidelity D & D Bancorp Inc.4,900$305K0.2%-3.1%0.000%
2/27/2025REAP Financial Group LLC570$35K0.0%+57.5%0.000%
2/27/2025ABLE Financial Group LLC3,748$233K0.1%-3.9%0.000%
2/27/2025XY Planning Network Inc.3,698$230K0.2%N/A0.000%
2/27/2025Pinnacle Wealth Planning Services Inc.16,126$1.00M0.2%-16.1%0.000%
2/26/2025Yoffe Investment Management LLC8,420$524K0.8%N/A0.000%
2/26/2025Lakeshore Capital Group Inc.23,461$1.46M2.2%N/A0.001%
2/26/2025Sculati Wealth Management LLC5,368$334K0.1%-12.0%0.000%
2/25/2025Heck Capital Advisors LLC3,910$243K0.0%N/A0.000%
2/25/2025Leigh Baldwin & CO. LLC5,430$338K0.2%N/A0.000%
2/25/2025B. Riley Wealth Advisors Inc.86,178$5.37M0.2%-21.2%0.002%
2/25/2025Armis Advisers LLC17,288$1.08M0.1%N/A0.000%
2/25/2025Shufro Rose & Co. LLC6,700$417K0.0%+6.3%0.000%
2/25/2025Integrated Advisors Network LLC52,108$3.24M0.2%-3.9%0.001%
2/25/2025Polar Asset Management Partners Inc.864,000$53.79M0.6%N/A0.020%
2/24/2025Wilkins Miller Wealth Management LLC8,707$542K0.6%N/A0.000%
2/24/2025Hall Capital Management Co. Inc.25,937$1.62M0.8%N/A0.001%
2/24/2025Liberty Square Wealth Partners LLC4,783$329K0.1%N/A0.000%
2/24/2025Great Valley Advisor Group Inc.50,617$3.15M0.1%+1.3%0.001%
2/24/2025Cypress Asset Management Inc. TX25,345$1.63M0.4%N/A0.001%
2/24/2025Ameriflex Group Inc.5,050$321K0.1%N/A0.000%
2/24/2025United Advisor Group LLC13,366$832K0.2%+38.5%0.000%
2/24/2025Sunbeam Capital Management LLC13,692$852K0.8%N/A0.000%
2/24/2025Challenger Wealth Management11,005$685K0.6%N/A0.000%
2/22/2025American Trust18,261$1.14M0.1%+3.9%0.000%
2/21/2025Ascent Group LLC72,702$4.53M0.3%-4.4%0.002%
2/21/2025Gould Capital LLC47,031$2.93M2.0%-0.6%0.001%
2/21/2025Aberdeen Wealth Management LLC17,201$1.07M0.7%-0.8%0.000%
2/21/2025WNY Asset Management LLC7,584$472K0.1%-31.1%0.000%
2/21/2025Fidelity D & D Bancorp Inc.4,900$305K0.2%-3.1%0.000%
2/21/2025Putney Financial Group LLC755$47K0.0%N/A0.000%
2/21/2025Aurdan Capital Management LLC71,328$4.44M1.7%N/A0.002%
2/21/2025Vermillion Wealth Management Inc.692$43K0.0%N/A0.000%
2/20/2025Mackenzie Financial Corp2,877,410$179.15M0.2%-28.9%0.067%
2/20/2025Forum Financial Management LP46,408$2.89M0.0%+24.6%0.001%
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2/20/2025Griffith & Werner Inc.90,677$5.65M3.7%N/A0.002%
2/20/2025Sunbeam Capital Management LLC1,308$81K0.2%N/A0.000%
2/20/2025Amiral Gestion140,158$8.73M5.5%N/A0.003%
2/20/2025Michels Family Financial LLC8,569$534K0.5%N/A0.000%
2/20/2025Castlekeep Investment Advisors LLC19,283$1.20M0.2%N/A0.000%
2/20/2025Drucker Wealth 3.0 LLC52,922$3.30M0.7%-1.0%0.001%
2/20/2025Revisor Wealth Management LLC4,225$266K0.2%-43.8%0.000%
2/19/2025Toronto Dominion Bank1,980,183$123.29M0.2%-18.3%0.046%
2/19/2025Auxier Asset Management92,545$5.76M0.9%-2.6%0.002%
2/19/2025Invst LLC33,096$2.06M0.3%+0.7%0.001%
(Data available from 1/1/2016 forward)

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KO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KO shares?

During the previous two years, 3,480 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. ($22.42B), BlackRock Inc. ($18.22B), State Street Corp ($11.92B), Geode Capital Management LLC ($5.67B), FMR LLC ($5.17B), and Charles Schwab Investment Management Inc. ($4.62B).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 2,916 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 ($102.29M), Charles Schwab Investment Management Inc. ($16.62M), Price T Rowe Associates Inc. MD ($12.77M), Capital International Investors ($12.22M), Fisher Asset Management LLC ($11.79M), FMR LLC ($11.21M), and Franklin Resources Inc. ($8.46M).

How much institutional buying is happening at Coca-Cola?

Institutional investors have bought a total of 502,200,465 shares in the last 24 months. This purchase volume represents approximately $31.11B in transactions.

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

Of the 2,364 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: GQG Partners LLC ($34.66M), Wellington Management Group LLP ($22.91M), FMR LLC ($19.28M), Vanguard Group Inc. ($17.38M), Bank of New York Mellon Corp ($13.67M), OFI Invest Asset Management ($12.62M), and Legal & General Group Plc ($10.73M).

How much institutional selling is happening at Coca-Cola?

Institutional investors have sold a total of 357,378,955 shares in the last 24 months. This volume of shares sold represents approximately $22.04B in transactions.



This page (NYSE:KO) was last updated on 4/8/2025 by MarketBeat.com Staff
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