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Coca-Cola (KO) Institutional Ownership

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$63.36 -0.12 (-0.19%)
Closing price 02/3/2025 03:59 PM Eastern
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$63.07 -0.29 (-0.46%)
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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)
1815
Total
Institutional Inflows
(last 12 months)
$12.61B
Number of
Institutional Sellers
(last 12 months)
1616
Total
Institutional Outflows
(last 12 months)
$6.87B
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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
2/3/2025First Horizon Advisors Inc.197,361$12.29M0.3%+4.4%0.005%
2/3/2025Pinnacle Financial Partners Inc270,616$16.87M0.3%+0.4%0.006%
2/3/2025Lipe & Dalton1,600$100K0.1%-11.1%0.000%
2/3/2025Capital City Trust Co. FL645,069$40.16M10.0%-0.6%0.015%
2/3/2025Sigma Planning Corp80,112$4.99M0.2%-1.6%0.002%
2/3/202544 Wealth Management LLC45,791$2.85M1.1%-2.9%0.001%
2/3/2025Callan Capital LLC8,743$544K0.0%+21.3%0.000%
2/3/2025Kintegral Advisory LLC185,846$11.57M1.1%-4.5%0.004%
2/3/2025Redmond Asset Management LLC11,974$746K0.2%+291.8%0.000%
2/3/2025Winebrenner Capital Management LLC19,900$1.24M1.0%N/A0.000%
2/3/2025Navellier & Associates Inc.25,410$1.58M0.2%+17.7%0.001%
2/3/2025Prentice Wealth Management LLC10,385$647K0.2%+6.6%0.000%
2/3/2025Deseret Mutual Benefit Administrators19,956$1.24M0.6%-2.0%0.000%
2/3/2025Kennon Green & Company LLC70,103$4.37M3.8%-0.9%0.002%
2/3/2025Ipswich Investment Management Co. Inc.43,518$2.71M0.7%-4.7%0.001%
2/3/2025Bell Bank26,103$1.63M0.1%+3.6%0.001%
2/3/2025LifeSteps Financial Inc.13,729$855K0.7%+1.4%0.000%
2/3/2025Red Wave Investments LLC4,295$267K0.1%-25.6%0.000%
2/3/2025Greystone Financial Group LLC108,384$6.75M1.2%N/A0.003%
2/3/2025Capital Advisory Group Advisory Services LLC16,731$1.04M0.4%+37.1%0.000%
2/3/2025Crumly & Associates Inc.5,555$346K0.1%-5.6%0.000%
2/3/2025Transcend Capital Advisors LLC31,314$1.95M0.1%-6.5%0.001%
2/3/2025Bradley Foster & Sargent Inc. CT322,107$20.05M0.3%-1.9%0.007%
2/3/2025Paradigm Asset Management Co. LLC39,300$2.45M0.7%N/A0.001%
2/3/2025Physicians Financial Services Inc.62,024$3.86M1.2%+1.3%0.001%
2/3/2025Cassaday & Co Wealth Management LLC12,279$764K0.0%+5.4%0.000%
2/3/2025Compass Capital Corp MA ADV8,479$527K0.2%N/A0.000%
2/3/2025Peoples Bank OH4,496$280K0.2%-42.6%0.000%
2/3/2025Cordatus Wealth Management LLC17,333$1.08M0.3%+5.9%0.000%
2/3/2025Centricity Wealth Management LLC10,147$632K0.6%N/A0.000%
2/3/2025Kentucky Retirement Systems266,552$16.60M0.5%-1.4%0.006%
2/3/2025Waterfront Wealth Inc.19,307$1.20M0.3%+3.8%0.000%
2/3/2025Investors Asset Management of Georgia Inc. GA ADV36,048$2.24M1.1%-0.9%0.001%
2/3/2025Trinity Legacy Partners LLC47,003$2.93M0.8%+1,457.9%0.001%
2/3/2025Financial Harvest LLC15,457$962K0.8%N/A0.000%
2/3/2025Nicholson Wealth Management Group LLC8,918$555K0.4%-9.2%0.000%
2/3/2025Tandem Investment Advisors Inc.10,143$632K0.0%+6.3%0.000%
2/3/2025Capital Investment Counsel Inc129,456$8.06M1.2%+5.5%0.003%
2/3/2025Forte Capital LLC ADV6,463$402K0.0%-16.3%0.000%
2/3/2025ING Groep NV663,157$41.29M0.3%-10.2%0.015%
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2/3/2025Parcion Private Wealth LLC116,157$7.23M0.6%+4.7%0.003%
2/3/2025Flossbach Von Storch SE1,110,669$69.15M0.3%+9.6%0.026%
2/3/2025Citizens National Bank Trust Department79,697$4.96M1.0%-1.4%0.002%
2/3/2025Morningstar Investment Management LLC11,825$736K0.1%+7.3%0.000%
2/3/2025Hussman Strategic Advisors Inc.21,000$1.31M0.4%+100.0%0.000%
2/3/2025Zullo Investment Group Inc.18,621$1.16M0.5%+1.0%0.000%
2/3/2025Boston Financial Mangement LLC43,447$2.71M0.1%+7.1%0.001%
2/3/2025First Bank & Trust25,875$1.61M0.3%-7.2%0.001%
2/3/2025Concurrent Investment Advisors LLC155,496$9.68M0.3%-10.0%0.004%
2/3/2025First National Bank & Trust Co. of Newtown12,744$793K0.2%-3.4%0.000%
2/3/2025Advyzon Investment Management LLC3,849$240K0.1%N/A0.000%
2/3/2025Handelsbanken Fonder AB1,632,128$101.62M0.4%+7.4%0.038%
2/3/2025Mcdaniel Terry & Co.456,795$28.44M2.3%+8.0%0.011%
2/3/2025Sunpointe LLC6,766$421K0.2%+15.1%0.000%
2/3/2025Corps Capital Advisors LLC5,134$320K0.3%N/A0.000%
2/3/2025Ieq Capital LLC126,573$7.88M0.1%-33.0%0.003%
2/3/2025Freedom Day Solutions LLC13,719$854K0.3%-3.6%0.000%
2/3/2025SNS Financial Group LLC6,167$384K0.0%-13.9%0.000%
2/3/2025Emerald Advisors LLC17,820$1.11M0.2%+4.8%0.000%
2/3/2025Bryn Mawr Capital Management LLC236,525$14.73M0.6%+123.7%0.005%
2/3/2025Private Advisor Group LLC348,110$21.67M0.1%+3.6%0.008%
2/3/2025Good Life Advisors LLC55,201$3.44M0.3%-53.8%0.001%
2/3/2025Financial Perspectives Inc1,813$113K0.0%+25.7%0.000%
2/3/2025Alberta Investment Management Corp143,015$8.90M0.1%+1,188.4%0.003%
2/3/2025Summit Place Financial Advisors LLC22,610$1.41M0.8%+3.0%0.001%
2/3/2025Strata Wealth Advisors LLC8,758$545K0.2%+2.9%0.000%
2/3/2025Hudson Value Partners LLC18,466$1.15M0.4%-8.0%0.000%
2/3/2025Werba Rubin Papier Wealth Management5,152$321K0.1%-3.4%0.000%
2/3/2025Laidlaw Wealth Management LLC9,370$583K0.3%+4.5%0.000%
2/3/2025Cannon Financial Strategists Inc.57,566$3.58M0.6%+1.5%0.001%
1/31/2025 Global Retirement Partners LLC87,924$5.47M0.2%+3.1%0.002%
1/31/2025 Northcape Wealth Management LLC44,181$2.75M0.9%+0.6%0.001%
1/31/2025 Bank of Jackson Hole Trust1,462$91K0.1%N/A0.000%
1/31/2025 Klingman & Associates LLC9,510$592K0.0%+4.8%0.000%
1/31/2025 New York State Common Retirement Fund5,385,609$335.31M0.4%-0.2%0.125%
1/31/2025 Callahan Advisors LLC52,616$3.28M0.3%+2.6%0.001%
1/31/2025 Mcdonald Partners LLC9,891$616K0.2%-2.1%0.000%
1/31/2025 Hara Capital LLC691$43K0.0%+43.7%0.000%
1/31/2025 Kentucky Retirement Systems Insurance Trust Fund134,487$8.37M0.7%+17.1%0.003%
1/31/2025 Proactive Wealth Strategies LLC32,231$2.01M1.0%+2.4%0.001%
1/31/2025 Valley Wealth Managers Inc.57,105$3.56M0.3%-7.9%0.001%
1/31/2025 Key Financial Inc23,947$1.49M0.3%+2.1%0.001%
1/31/2025 Bfsg LLC3,837$239K0.0%-14.0%0.000%
1/31/2025 Buckingham Capital Management Inc.32,884$2.05M0.2%+2.8%0.001%
1/31/2025 BKM Wealth Management LLC6,770$422K0.2%+4.7%0.000%
1/31/2025 Beta Wealth Group Inc.7,813$486K0.2%N/A0.000%
1/31/2025 Braun Stacey Associates Inc.308,500$19.21M0.7%-1.6%0.007%
1/31/2025 Atria Wealth Solutions Inc.249,068$15.51M0.2%-1.9%0.006%
1/31/2025 GAM Holding AG60,237$3.75M0.3%-5.1%0.001%
1/31/2025 Kornitzer Capital Management Inc. KS700,107$43.59M0.9%-0.2%0.016%
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1/31/2025 Venturi Wealth Management LLC17,124$1.07M0.1%+242.9%0.000%
1/31/2025 D.A. Davidson & CO.328,316$20.44M0.2%+10.1%0.008%
1/31/2025 Citizens & Northern Corp24,429$1.52M0.4%+2.7%0.001%
1/31/2025 Empower Advisory Group LLC1,144,608$71.26M0.2%+3.4%0.027%
1/31/2025 Truist Financial Corp15,715,945$978.48M1.5%-2.7%0.365%
1/31/2025 Burke & Herbert Bank & Trust Co.94,099$5.86M1.4%-0.3%0.002%
1/31/2025 Blue Chip Partners LLC54,660$3.40M0.3%-2.0%0.001%
1/31/2025 Wealth Quarterback LLC17,668$1.10M0.5%-10.4%0.000%
1/31/2025 CIBC Asset Management Inc877,513$54.62M0.2%+3.1%0.020%
1/31/2025 Martin & Co. Inc. TN18,303$1.14M0.3%-4.3%0.000%
(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, 3,273 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 2,733 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 368,927,831 shares in the last 24 months. This purchase volume represents approximately $22.79B in transactions.

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

Of the 2,295 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 Swiss National Bank ($5.55M).

How much institutional selling is happening at Coca-Cola?

Institutional investors have sold a total of 261,447,730 shares in the last 24 months. This volume of shares sold represents approximately $16.09B in transactions.



This page (NYSE:KO) was last updated on 2/4/2025 by MarketBeat.com Staff
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