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Coca-Cola (KO) Institutional Ownership

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$71.52 +1.06 (+1.50%)
Closing price 03/7/2025 03:59 PM Eastern
Extended Trading
$71.17 -0.35 (-0.49%)
As of 03/7/2025 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
$16.91B
Number of
Institutional Sellers
(last 12 months)
1728
Total
Institutional Outflows
(last 12 months)
$12.36B
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KO Institutional Buying and Selling by Quarter

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Coca-Cola Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/7/2025 Aegis Wealth Management LLC8,960$558K0.4%N/A0.000%
3/6/2025 Wood Tarver Financial Group LLC4,749$295K0.1%N/A0.000%
3/6/2025 TFR Capital LLC.4,063$253K0.1%N/A0.000%
3/5/2025 Castle Rock Wealth Management LLC244,781$16.86M4.1%-0.4%0.006%
3/5/2025 Financial Insights Inc.4,220$263K0.1%-8.8%0.000%
3/5/2025 Copley Financial Group Inc.9,665$602K0.5%+3.8%0.000%
3/4/2025 Birmingham Capital Management Co. Inc. AL78,789$4.91M1.8%-10.4%0.002%
3/4/2025 Smith Shellnut Wilson LLC ADV24,736$1.54M0.7%-0.9%0.001%
3/4/2025 Siemens Fonds Invest GmbH198,579$12.36M0.5%+63.6%0.005%
2/28/2025 BridgePort Financial Solutions LLC8,214$511K0.2%N/A0.000%
2/28/2025 Park Square Financial Group LLC4,326$269K0.2%N/A0.000%
2/28/2025 Universal Beteiligungs und Servicegesellschaft mbH3,244,730$202.02M0.4%N/A0.075%
2/28/2025 Employees Retirement System of Texas1,234,731$76.87M0.7%-9.5%0.029%
2/27/2025 Fidelity D & D Bancorp Inc.4,900$305K0.2%-3.1%0.000%
2/27/2025 REAP Financial Group LLC570$35K0.0%+57.5%0.000%
2/27/2025 ABLE Financial Group LLC3,748$233K0.1%-3.9%0.000%
2/27/2025 XY Planning Network Inc.3,698$230K0.2%N/A0.000%
2/27/2025 Pinnacle Wealth Planning Services Inc.16,126$1.00M0.2%-16.1%0.000%
2/26/2025 Yoffe Investment Management LLC8,420$524K0.8%N/A0.000%
2/26/2025 Lakeshore Capital Group Inc.23,461$1.46M2.2%N/A0.001%
2/26/2025 Sculati Wealth Management LLC5,368$334K0.1%-12.0%0.000%
2/25/2025 Heck Capital Advisors LLC3,910$243K0.0%N/A0.000%
2/25/2025 Leigh Baldwin & CO. LLC5,430$338K0.2%N/A0.000%
2/25/2025 B. Riley Wealth Advisors Inc.86,178$5.37M0.2%-21.2%0.002%
2/25/2025 Armis Advisers LLC17,288$1.08M0.1%N/A0.000%
2/25/2025 Shufro Rose & Co. LLC6,700$417K0.0%+6.3%0.000%
2/25/2025 Integrated Advisors Network LLC52,108$3.24M0.2%-3.9%0.001%
2/25/2025 Polar Asset Management Partners Inc.864,000$53.79M0.6%N/A0.020%
2/24/2025 Wilkins Miller Wealth Management LLC8,707$542K0.6%N/A0.000%
2/24/2025 Hall Capital Management Co. Inc.25,937$1.62M0.8%N/A0.001%
2/24/2025 Liberty Square Wealth Partners LLC4,783$329K0.1%N/A0.000%
2/24/2025 Great Valley Advisor Group Inc.50,617$3.15M0.1%+1.3%0.001%
2/24/2025 Cypress Asset Management Inc. TX25,345$1.63M0.4%N/A0.001%
2/24/2025 Ameriflex Group Inc.5,050$321K0.1%N/A0.000%
2/24/2025 United Advisor Group LLC13,366$832K0.2%+38.5%0.000%
2/24/2025 Sunbeam Capital Management LLC13,692$852K0.8%N/A0.000%
2/24/2025 Challenger Wealth Management11,005$685K0.6%N/A0.000%
2/22/2025 American Trust18,261$1.14M0.1%+3.9%0.000%
2/21/2025 Ascent Group LLC72,702$4.53M0.3%-4.4%0.002%
2/21/2025 Gould Capital LLC47,031$2.93M2.0%-0.6%0.001%
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2/21/2025 Aberdeen Wealth Management LLC17,201$1.07M0.7%-0.8%0.000%
2/21/2025 WNY Asset Management LLC7,584$472K0.1%-31.1%0.000%
2/21/2025 Fidelity D & D Bancorp Inc.4,900$305K0.2%-3.1%0.000%
2/21/2025 Putney Financial Group LLC755$47K0.0%N/A0.000%
2/21/2025 Aurdan Capital Management LLC71,328$4.44M1.7%N/A0.002%
2/21/2025 Vermillion Wealth Management Inc.692$43K0.0%N/A0.000%
2/20/2025 Mackenzie Financial Corp2,877,410$179.15M0.2%-28.9%0.067%
2/20/2025 Forum Financial Management LP46,408$2.89M0.0%+24.6%0.001%
2/20/2025 Griffith & Werner Inc.90,677$5.65M3.7%N/A0.002%
2/20/2025 Sunbeam Capital Management LLC1,308$81K0.2%N/A0.000%
2/20/2025 Amiral Gestion140,158$8.73M5.5%N/A0.003%
2/20/2025 Michels Family Financial LLC8,569$534K0.5%N/A0.000%
2/20/2025 Castlekeep Investment Advisors LLC19,283$1.20M0.2%N/A0.000%
2/20/2025 Drucker Wealth 3.0 LLC52,922$3.30M0.7%-1.0%0.001%
2/20/2025 Revisor Wealth Management LLC4,225$266K0.2%-43.8%0.000%
2/19/2025 Toronto Dominion Bank1,980,183$123.29M0.2%-18.3%0.046%
2/19/2025 Auxier Asset Management92,545$5.76M0.9%-2.6%0.002%
2/19/2025 Invst LLC33,096$2.06M0.3%+0.7%0.001%
2/19/2025 Cache Advisors LLC5,313$331K0.1%N/A0.000%
2/19/2025 GF Fund Management CO. LTD.140,835$8.77M0.2%N/A0.003%
2/19/2025 Parr Mcknight Wealth Management Group LLC7,425$462K0.1%N/A0.000%
2/19/2025 Public Employees Retirement System of Ohio1,654,910$103.04M0.4%-14.5%0.038%
2/18/2025 Western Wealth Management LLC21,069$1.31M0.4%-68.1%0.000%
2/18/2025 Hudson Value Partners LLC18,466$1.15M0.4%-8.0%0.000%
2/18/2025 Vega Investment Solutions970$60K0.0%N/A0.000%
2/18/2025 Strait & Sound Wealth Management LLC6,334$394K0.2%-6.4%0.000%
2/18/2025 Investment Management Corp VA ADV1,439$90K0.1%N/A0.000%
2/18/2025 Sunbelt Securities Inc.87,014$5.40M0.5%+742.6%0.002%
2/18/2025 GTS Securities LLC37,384$2.33M0.1%-70.7%0.001%
2/18/2025 Fourth Dimension Wealth LLC2,568$160K0.1%N/A0.000%
2/18/2025 Vise Technologies Inc.59,656$3.71M0.3%+40.2%0.001%
2/18/2025 Navalign LLC24,435$1.52M0.4%+0.9%0.001%
2/18/2025 Headinvest LLC15,252$950K0.2%+11.0%0.000%
2/18/2025 JT Stratford LLC20,707$1.29M0.2%-1.7%0.000%
2/18/2025 Cornerstone Advisory LLC7,573$522K0.1%+9.7%0.000%
2/18/2025 Mosaic Family Wealth Partners LLC11,209$698K0.1%+11.7%0.000%
2/18/2025 RB Capital Management LLC38,118$2.37M0.5%-3.3%0.001%
2/18/2025 Harmony Asset Management LLC18,315$1.14M0.5%-4.5%0.000%
2/18/2025 49 Wealth Management LLC16,728$1.04M0.1%+1.7%0.000%
2/18/2025 Pinnacle Investment Management Ltd20,000$1.25M0.9%N/A0.000%
2/18/2025 Orion Capital Management LLC1,592$99K0.0%N/A0.000%
2/18/2025 Monograph Wealth Advisors LLC9,510$592K0.1%+8.6%0.000%
2/18/2025 Novem Group8,562$533K0.1%N/A0.000%
2/18/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp784,056$48.82M0.3%+14.8%0.018%
2/18/2025 Focus Partners Advisor Solutions LLC64,978$4.05M0.1%+64.2%0.002%
2/18/2025 First Heartland Consultants Inc.11,061$689K0.1%+14.7%0.000%
2/18/2025 Continuum Advisory LLC14,778$920K0.1%-1.8%0.000%
2/18/2025 Ames National Corp4,947$308K0.2%N/A0.000%
2/18/2025 NCM Capital Management LLC4,549$283K0.1%+9.9%0.000%
2/18/2025 Royal Capital Wealth Management LLC15,100$940K0.7%-3.0%0.000%
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2/18/2025 White Knight Strategic Wealth Advisors LLC8,758$545K0.2%N/A0.000%
2/18/2025 Ashford Capital Management Inc.10,442$650K0.1%-3.5%0.000%
2/18/2025 Mpwm Advisory Solutions LLC1,547$96K0.1%N/A0.000%
2/18/2025 Principal Street Partners LLC86,574$5.39M1.1%-3.3%0.002%
2/18/2025 Kinloch Capital LLC60,581$3.77M1.9%+2.8%0.001%
2/18/2025 Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.5,751$358K0.0%-94.4%0.000%
2/18/2025 Lantern Wealth Advisors LLC3,300$205K0.1%N/A0.000%
2/18/2025 Delta Investment Management LLC6,019$375K0.1%-15.3%0.000%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC29,094,854$1.81B0.4%-0.9%0.675%
2/17/2025 USS Investment Management Ltd1,104,114$68.77M0.5%+2.1%0.026%
(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 2,917 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 497,176,942 shares in the last 24 months. This purchase volume represents approximately $30.74B in transactions.

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

Of the 2,367 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 357,449,565 shares in the last 24 months. This volume of shares sold represents approximately $22.04B in transactions.


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This page (NYSE:KO) was last updated on 3/8/2025 by MarketBeat.com Staff
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