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Coca-Cola (KO) Institutional Ownership

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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)
1951
Total
Institutional Inflows
(last 12 months)
$13.64B
Number of
Institutional Sellers
(last 12 months)
1698
Total
Institutional Outflows
(last 12 months)
$9.91B
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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
5/2/2024Mitchell Mcleod Pugh & Williams Inc.27,501$1.68M0.4%-3.2%0.001%
5/2/2024Lewis Asset Management LLC3,411$209K0.2%N/A0.000%
5/2/2024Moloney Securities Asset Management LLC51,059$3.12M0.5%-0.4%0.001%
5/2/2024Hunter Associates Investment Management LLC12,633$774K0.1%-22.8%0.000%
5/2/2024Main Street Research LLC3,386$209K0.0%-99.2%0.000%
5/2/2024Greenwood Capital Associates LLC72,998$4.47M0.6%-12.9%0.002%
5/2/2024Hussman Strategic Advisors Inc.31,500$1.93M0.4%-25.0%0.001%
5/2/2024Allen Wealth Management LLC17,414$1.07M0.9%-3.7%0.000%
5/2/2024PDS Planning Inc59,927$3.67M0.4%-1.5%0.001%
5/2/2024Argent Advisors Inc.55,087$3.37M1.3%+1.3%0.001%
5/2/2024Pullen Investment Management LLC4,155$254K0.2%N/A0.000%
5/2/2024Regent Peak Wealth Advisors LLC162,239$9.93M2.5%-1.8%0.004%
5/2/2024Cross Staff Investments Inc9,649$590K0.5%-6.3%0.000%
5/2/2024Hanlon Investment Management Inc.3,863$236K0.1%+13.1%0.000%
5/2/2024Fortem Financial Group LLC13,165$805K0.4%+11.0%0.000%
5/1/2024GLOBALT Investments LLC GA118,859$7.27M0.3%-1.7%0.003%
5/1/2024Capital Investment Counsel Inc131,769$8.06M1.4%-3.3%0.003%
5/1/2024StoneX Group Inc.27,891$1.72M0.2%+17.2%0.001%
5/1/2024Schear Investment Advisers LLC6,771$414K0.3%-3.6%0.000%
5/1/2024Resonant Capital Advisors LLC5,665$349K0.0%+47.8%0.000%
5/1/2024Connecticut Wealth Management LLC11,564$707K0.0%+3.9%0.000%
5/1/2024Janney Capital Management LLC49,788$3.05M0.2%-3.9%0.001%
5/1/2024Blackhawk Capital Partners LLC.25,253$1.55M1.0%-15.8%0.001%
5/1/2024KFA Private Wealth Group LLC14,763$903K0.3%+5.0%0.000%
5/1/20241834 Investment Advisors Co.9,684$592K0.1%-3.4%0.000%
5/1/2024Janney Montgomery Scott LLC1,486,868$90.97M0.3%+1.8%0.034%
5/1/2024Scott & Selber Inc.23,149$1.42M0.5%+337.3%0.001%
5/1/2024Intelligence Driven Advisers LLC3,360$206K0.0%N/A0.000%
5/1/2024CWS Financial Advisors LLC6,975$427K0.2%-36.0%0.000%
5/1/2024Blue Trust Inc.335,453$20.52M0.3%-1.2%0.008%
5/1/2024Source Financial Advisors LLC4,457$273K0.1%-17.5%0.000%
5/1/2024Ballast Advisors LLC17,019$1.04M0.4%+31.7%0.000%
5/1/2024Klingman & Associates LLC6,864$420K0.0%+11.9%0.000%
5/1/2024Mirae Asset Global Investments Co. Ltd.1,494,898$90.02M0.2%+29.9%0.035%
5/1/2024BOK Financial Private Wealth Inc.7,545$465K0.0%+6.6%0.000%
5/1/2024Baillie Gifford & Co.806,495$49.34M0.0%+6.3%0.019%
5/1/2024Prosperity Consulting Group LLC22,990$1.41M0.2%+4.8%0.001%
5/1/2024 Braun Stacey Associates Inc.62,016$3.79M0.2%-1.3%0.001%
5/1/2024 Mission Wealth Management LP34,282$2.10M0.1%-4.1%0.001%
5/1/2024 Parthenon LLC69,139$4.23M0.5%-3.5%0.002%
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5/1/2024 Wambolt & Associates LLC5,581$339K0.1%-16.6%0.000%
5/1/2024 Stegent Equity Advisors Inc.10,817$662K0.7%N/A0.000%
5/1/2024 Northcape Wealth Management LLC42,275$2.59M0.9%-4.1%0.001%
5/1/2024 Cantor Fitzgerald Investment Advisors L.P.5,206$319K0.0%-23.5%0.000%
5/1/2024 Bray Capital Advisors16,767$1.03M0.3%-2.5%0.000%
5/1/2024 Sequoia Financial Advisors LLC99,998$6.12M0.1%-11.8%0.002%
5/1/2024 Diversify Advisory Services LLC66,068$4.01M0.2%N/A0.002%
4/30/2024 Private Advisor Group LLC308,058$18.85M0.1%+0.8%0.007%
4/30/2024 Consolidated Portfolio Review Corp3,485$213K0.1%-48.1%0.000%
4/30/2024 Lodestone Wealth Management LLC9,000$551K0.3%+3.3%0.000%
4/30/2024 J.W. Cole Advisors Inc.83,217$5.09M0.3%-0.6%0.002%
4/30/2024 Cutter & CO Brokerage Inc.8,410$515K0.1%-7.7%0.000%
4/30/2024 Granite Harbor Advisors Inc.3,580$219K0.1%N/A0.000%
4/30/2024 Retirement Systems of Alabama1,361,614$83.30M0.3%+0.1%0.032%
4/30/2024 Hartline Investment Corp25,340$1.55M0.3%N/A0.001%
4/30/2024 North Star Investment Management Corp.62,041$3.80M0.3%+1.8%0.001%
4/30/2024 Fairman Group LLC1,257$78K0.1%-12.9%0.000%
4/30/2024 Longbow Finance SA134,276$8.22M0.8%-8.9%0.003%
4/30/2024 Norden Group LLC28,892$1.77M0.1%+48.8%0.001%
4/30/2024 Culbertson A N & Co. Inc.16,109$986K0.2%+12.9%0.000%
4/30/2024 Van ECK Associates Corp781,242$47.80M0.1%+13.8%0.018%
4/30/2024 Fortis Group Advisors LLC4,880$299K0.1%-14.3%0.000%
4/30/2024 Beam Wealth Advisors Inc.7,312$447K0.3%+3.0%0.000%
4/30/2024 HB Wealth Management LLC464,319$28.41M0.4%+2.5%0.011%
4/30/2024 Turtle Creek Wealth Advisors LLC7,275$445K0.1%+7.1%0.000%
4/30/2024 Mitchell Sinkler & Starr PA16,555$1.01M0.3%-67.9%0.000%
4/30/2024 Haverford Financial Services Inc.107,653$6.59M1.9%-0.3%0.002%
4/30/2024 Violich Capital Management Inc.46,047$2.82M0.4%-0.4%0.001%
4/30/2024 BlueChip Wealth Advisors LLC11,375$696K0.4%-19.2%0.000%
4/30/2024 Woodward Diversified Capital LLC10,853$664K0.4%+5.3%0.000%
4/30/2024 Summit Place Financial Advisors LLC21,954$1.34M0.8%+7.5%0.001%
4/30/2024Concord Wealth Partners61,022$3.73M0.7%+40.9%0.001%
4/30/2024 AFT Forsyth & Company Inc.6,699$410K0.2%-13.6%0.000%
4/30/2024 Harel Insurance Investments & Financial Services Ltd.13,311$814K0.0%+25.5%0.000%
4/30/2024 Delta Financial Group Inc.11,861$726K0.2%-4.2%0.000%
4/30/2024 Joel Isaacson & Co. LLC21,076$1.29M0.1%-1.3%0.000%
4/30/2024 Windle Wealth LLC103,413$6.33M4.0%+1.7%0.002%
4/30/2024 Vest Financial LLC665,424$40.71M1.1%+37.5%0.015%
4/30/2024 Signet Investment Advisory Group Inc.41,672$2.55M1.4%+4.5%0.001%
4/30/2024 Arkadios Wealth Advisors154,984$9.48M0.7%+6.5%0.004%
4/30/2024 Tandem Investment Advisors Inc.15,317$937K0.0%-29.8%0.000%
4/30/2024 Camden National Bank5,898$361K0.1%-7.2%0.000%
4/30/2024 Caprock Group LLC21,319$1.31M0.1%+8.6%0.000%
4/30/2024 Perigon Wealth Management LLC114,556$7.01M0.2%-13.8%0.003%
4/30/2024 Navis Wealth Advisors LLC3,376$207K0.2%N/A0.000%
4/30/2024 SkyOak Wealth LLC12,986$795K0.2%-9.2%0.000%
4/30/2024 Hazlett Burt & Watson Inc.5,878$359K0.2%+6.2%0.000%
4/30/2024 OFI Invest Asset Management221,291$12.54M0.3%+8.9%0.005%
4/30/2024 Stock Yards Bank & Trust Co.282,657$17.29M0.6%+0.4%0.007%
4/30/2024 Claret Asset Management Corp23,915$1.46M0.2%-1.0%0.001%
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4/30/2024 Townsend Asset Management Corp NC ADV22,291$1.36M0.5%+8.9%0.001%
4/30/2024 Allspring Global Investments Holdings LLC356,812$21.83M0.0%+3.3%0.008%
4/29/2024Commonwealth Equity Services LLC1,795,433$109.85M0.2%+0.9%0.042%
4/29/2024 Mcdaniel Terry & Co.412,888$25.26M2.2%-2.5%0.010%
4/29/2024 FAS Wealth Partners Inc.18,962$1.16M0.1%-3.8%0.000%
4/29/2024 Greenleaf Trust165,220$10.11M0.1%-3.9%0.004%
4/29/2024 Principal Financial Group Inc.8,172,270$499.98M0.3%-3.6%0.190%
4/29/2024 Benjamin Edwards Inc.13,082$800K0.2%-15.3%0.000%
4/29/2024 Crew Capital Management Ltd.7,350$450K0.4%+30.6%0.000%
4/29/2024 Benjamin F. Edwards & Company Inc.71,039$4.35M0.1%-3.8%0.002%
(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, 3,164 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. ($21.85B), BlackRock Inc. ($18.22B), State Street Corp ($10.39B), Geode Capital Management LLC ($4.75B), Morgan Stanley ($4.50B), and FMR LLC ($4.14B).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 2,762 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), FMR LLC ($16.61M), Vanguard Group Inc. ($13.74M), GQG Partners LLC ($12.71M), Fisher Asset Management LLC ($9.87M), Charles Schwab Investment Management Inc. ($9.20M), and Wellington Management Group LLP ($7.80M).

How much institutional buying is happening at Coca-Cola?

Institutional investors have bought a total of 432,538,522 shares in the last 24 months. This purchase volume represents approximately $26.01B in transactions.

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

Of the 2,253 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), Price T Rowe Associates Inc. MD ($16.13M), OFI Invest Asset Management ($12.62M), BlackRock Inc. ($9.58M), FMR LLC ($9.32M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($7.34M), and Renaissance Technologies LLC ($6.79M).

How much institutional selling is happening at Coca-Cola?

Institutional investors have sold a total of 305,584,397 shares in the last 24 months. This volume of shares sold represents approximately $18.39B in transactions.


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This page (NYSE:KO) was last updated on 5/2/2024 by MarketBeat.com Staff

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