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Coca-Cola (KO) Institutional Ownership

Coca-Cola logo
$63.52 -0.13 (-0.20%)
(As of 11:46 AM 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)
1798
Total
Institutional Inflows
(last 12 months)
$12.78B
Number of
Institutional Sellers
(last 12 months)
1626
Total
Institutional Outflows
(last 12 months)
$6.85B
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Skip Chart & View Institutional Buying and Selling Data

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
12/2/2024Beaird Harris Wealth Management LLC2,409$173K0.0%+57.6%0.000%
11/29/2024 American Trust17,573$1.26M0.1%+11.2%0.000%
11/29/2024 Old North State Trust LLC18,606$1.34M1.1%-3.2%0.000%
11/27/2024 Franklin Resources Inc.27,984,953$1.99B0.6%+6.1%0.650%
11/26/2024 Decatur Capital Management Inc.47,247$3.40M1.6%N/A0.001%
11/26/2024 Asset Advisors Investment Management LLC247,504$17.79M1.8%-0.9%0.006%
11/26/2024 Peapack Gladstone Financial Corp263,190$18.91M0.3%-1.2%0.006%
11/25/2024 Synovus Financial Corp8,323,537$598.13M6.9%-12.2%0.193%
11/25/2024 Tidal Investments LLC149,856$10.77M0.1%-18.3%0.003%
11/25/2024 Cim Investment Management Inc.10,353$744K0.2%-3.7%0.000%
11/25/2024 Destination Wealth Management100,589$7.23M0.2%-2.3%0.002%
11/25/2024 Wilmington Savings Fund Society FSB192,237$13.81M0.2%+222.9%0.004%
11/25/2024 Arvest Bank Trust Division4,860$349K0.0%N/A0.000%
11/25/2024 World Investment Advisors LLC54,660$3.93M0.1%+42.7%0.001%
11/25/2024 Sanctuary Advisors LLC530,953$38.15M0.2%+42.5%0.012%
11/25/2024 Pine Valley Investments Ltd Liability Co63,961$4.61M0.3%-17.4%0.001%
11/22/2024 Stock Yards Bank & Trust Co.245,553$17.65M0.6%-4.2%0.006%
11/22/2024 Boyar Asset Management Inc.22,382$1.61M1.0%-11.9%0.001%
11/22/2024 Saratoga Research & Investment Management94,392$6.78M0.3%-4.4%0.002%
11/21/2024 Anchor Investment Management LLC119,147$8.56M0.8%-1.3%0.003%
11/21/2024 Chelsea Counsel Co.3,450$250K0.1%-6.8%0.000%
11/21/2024 Wealthquest Corp5,740$412K0.0%N/A0.000%
11/21/2024 Aldebaran Financial Inc.11,711$842K1.0%+21.4%0.000%
11/20/2024 Bard Financial Services Inc.182,521$13.12M1.5%+0.4%0.004%
11/19/2024 Invst LLC32,860$2.36M0.3%-1.4%0.001%
11/19/2024 M&T Bank Corp1,663,352$119.53M0.4%-10.4%0.039%
11/19/2024 Unigestion Holding SA617,968$44.40M2.1%+46.5%0.014%
11/19/2024 Second Line Capital LLC8,957$648K0.2%+14.7%0.000%
11/19/2024 TCW Group Inc.142,937$10.27M0.1%+147.5%0.003%
11/18/2024 Soltis Investment Advisors LLC97,566$7.01M0.7%-19.4%0.002%
11/18/2024 Rehmann Capital Advisory Group30,412$2.19M0.1%-2.5%0.001%
11/18/2024 TD Private Client Wealth LLC74,788$5.37M0.2%-4.5%0.002%
11/18/2024 Virtue Capital Management LLC9,975$717K0.1%-18.2%0.000%
11/18/2024 Fortem Financial Group LLC4,453$320K0.1%-65.0%0.000%
11/18/2024 Arete Wealth Advisors LLC31,613$2.27M0.2%-17.2%0.001%
11/18/2024 Teachers Retirement System of The State of Kentucky290,713$20.89M0.2%-6.0%0.007%
11/18/2024 Sunbelt Securities Inc.10,327$742K0.1%+2.0%0.000%
11/18/2024 Toronto Dominion Bank2,424,555$174.23M0.3%-14.7%0.056%
11/18/2024 Brown Financial Advisors22,634$1.63M0.7%-10.0%0.001%
11/18/2024 Coldstream Capital Management Inc.123,365$8.83M0.2%+5.5%0.003%
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11/18/2024 Gould Capital LLC47,309$3.40M2.2%-2.9%0.001%
11/18/2024 Strait & Sound Wealth Management LLC6,769$486K0.2%-13.6%0.000%
11/18/2024 RB Capital Management LLC39,406$2.83M0.7%-19.1%0.001%
11/18/2024 First Dallas Securities Inc.11,988$861K0.4%-6.3%0.000%
11/16/2024 Geode Capital Management LLC92,957,028$6.66B0.5%+3.3%2.158%
11/15/2024 Frisch Financial Group Inc.6,133$443K0.1%+11.3%0.000%
11/15/2024 Prestige Wealth Management Group LLC10,813$782K0.2%+3.8%0.000%
11/15/2024 Brophy Wealth Management LLC15,667$1.13M0.4%N/A0.000%
11/15/2024 Vestcor Inc80,511$5.79M0.2%+2.3%0.002%
11/15/2024 M&T Bank Corp1,663,352$119.53M0.3%-10.4%0.039%
11/15/2024 Executive Wealth Management LLC6,650$478K0.0%N/A0.000%
11/15/2024 Abel Hall LLC8,122$584K0.4%+4.8%0.000%
11/15/2024 O Brien Greene & Co. Inc24,355$1.75M0.5%-2.2%0.001%
11/15/2024 LRI Investments LLC52,004$3.74M0.3%+22.1%0.001%
11/15/2024 PYA Waltman Capital LLC3,320$239K0.1%N/A0.000%
11/15/2024 Geller Advisors LLC9,095$658K0.0%+6.1%0.000%
11/15/2024 Drucker Wealth 3.0 LLC53,465$3.84M0.9%+1.0%0.001%
11/15/2024 Hamilton Capital LLC8,638$621K0.0%+6.1%0.000%
11/15/2024 Public Employees Retirement System of Ohio1,935,772$139.11M0.6%-0.7%0.045%
11/15/2024 SGL Investment Advisors Inc.4,378$315K0.2%N/A0.000%
11/15/2024 EWA LLC4,614$332K0.1%+9.9%0.000%
11/15/2024 Cape Cod Five Cents Savings Bank8,212$590K0.1%-15.2%0.000%
11/15/2024 Groupama Asset Managment706,878$51K0.0%-0.1%0.016%
11/15/2024 Nomura Asset Management Co. Ltd.2,036,801$146.37M0.5%-0.2%0.047%
11/15/2024 Y Intercept Hong Kong Ltd51,912$3.73M0.2%N/A0.001%
11/15/2024 Raab & Moskowitz Asset Management LLC41,674$3.00M0.8%-2.2%0.001%
11/15/2024 MML Investors Services LLC667,141$47.94M0.2%+1.1%0.015%
11/15/2024 Hodges Capital Management Inc.12,555$902K0.1%-5.2%0.000%
11/15/2024 First National Bank of Omaha31,119$2.24M0.1%-21.3%0.001%
11/15/2024 Laraway Financial Advisors Inc8,699$625K0.5%+2.7%0.000%
11/15/2024 CTC Alternative Strategies Ltd.12,202$877K1.1%N/A0.000%
11/15/2024 Headinvest LLC13,746$988K0.2%-2.0%0.000%
11/15/2024 Dunhill Financial LLC1,022$73K0.0%+71.8%0.000%
11/15/2024 Bontempo Ohly Capital Mgmt LLC68,447$4.92M2.2%+0.8%0.002%
11/15/2024 Orion Portfolio Solutions LLC229,449$16.49M0.4%+8.0%0.005%
11/15/2024 Zacks Investment Management1,226,702$88.15M0.8%+1.6%0.028%
11/15/2024 iSAM Funds UK Ltd13,750$988K0.6%N/A0.000%
11/15/2024 DF Dent & Co. Inc.25,904$1.86M0.0%-31.5%0.001%
11/15/2024 National Bank of Canada FI3,416,077$245.48M0.3%+43.0%0.079%
11/15/2024 Hendershot Investments Inc.11,847$851K0.1%-1.9%0.000%
11/15/2024 Goldstream Capital Management Ltd18,598$1.34M0.5%N/A0.000%
11/15/2024 Glen Eagle Advisors LLC14,173$1.02M0.2%-3.2%0.000%
11/15/2024 iA Global Asset Management Inc.146,073$10.50M0.2%+962.2%0.003%
11/15/2024 EP Wealth Advisors LLC120,702$8.67M0.1%+22.9%0.003%
11/15/2024 United Services Automobile Association346,007$24.86M0.6%-26.2%0.008%
11/15/2024 Insigneo Advisory Services LLC48,050$3.45M0.3%+12.2%0.001%
11/15/2024 Kovitz Investment Group Partners LLC154,488$11.10M0.1%+135.6%0.004%
11/15/2024 Voya Financial Advisors Inc.16,282$1.17M0.1%-7.6%0.000%
11/15/2024 Wellington Management Group LLP31,615,428$2.27B0.4%+14.5%0.734%
11/15/2024 Wexford Capital LP14,120$1.02M0.2%+33.0%0.000%
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New warnings out of Wall Street suggest that the winds are about to change.
11/15/2024 Wahed Invest LLC93,805$6.74M1.2%+10.0%0.002%
11/15/2024 Wallace Capital Management Inc.82,683$5.94M0.8%-0.8%0.002%
11/15/2024 Weaver Consulting Group4,627$332K0.1%+6.2%0.000%
11/15/2024 Texas Capital Bank Wealth Management Services Inc4,721$339K0.0%-17.2%0.000%
11/15/2024 Stansberry Asset Management LLC204,870$14.72M1.8%-2.5%0.005%
11/15/2024 State Street Corp164,769,767$11.92B0.5%-2.8%3.825%
11/15/2024 Stevens Capital Management LP49,610$3.57M0.5%N/A0.001%
11/15/2024 Stifel Financial Corp8,508,939$611.45M0.6%+1.9%0.198%
11/15/2024 SYM FINANCIAL Corp7,858$565K0.1%+16.4%0.000%
11/15/2024 Safe Harbor Fiduciary LLC7,159$514K0.5%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, 3,229 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 2,704 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 365,725,464 shares in the last 24 months. This purchase volume represents approximately $22.60B in transactions.

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

Of the 2,267 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 261,395,790 shares in the last 24 months. This volume of shares sold represents approximately $16.10B in transactions.


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This page (NYSE:KO) was last updated on 12/3/2024 by MarketBeat.com Staff
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