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Coca-Cola (KO) Institutional Ownership

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$72.56 +0.21 (+0.29%)
As of 03:59 PM Eastern

Institutional Ownership Changes (13F Filings) for Coca-Cola (NYSE:KO)

Current
Institutional Ownership
Percentage
70.26%
Number of
Institutional Buyers
(last 12 months)
2125
Total
Institutional Inflows
(last 12 months)
$17.87B
Number of
Institutional Sellers
(last 12 months)
1795
Total
Institutional Outflows
(last 12 months)
$12.42B
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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
4/30/2025Stratos Wealth Partners LTD.122,008$8.74M0.1%-8.0%0.003%
4/30/2025Stratos Wealth Advisors LLC23,966$1.72M0.1%-4.3%0.001%
4/30/2025Liberty One Investment Management LLC464,526$33.27M3.4%+1.5%0.011%
4/30/2025Stratos Investment Management LLC29,916$2.14M0.1%+24.5%0.001%
4/30/2025Blackhawk Capital Partners LLC.17,771$1.27M0.7%-30.3%0.000%
4/30/2025Sierra Capital LLC9,470$678K0.1%+13.2%0.000%
4/30/2025NTV Asset Management LLC69,389$4.97M0.7%-2.8%0.002%
4/30/2025Navalign LLC24,725$1.77M0.5%+1.2%0.001%
4/30/2025Garrett Wealth Advisory Group LLC6,037$432K0.1%+36.8%0.000%
4/30/2025Sigma Investment Counselors Inc.64,548$4.62M0.3%-3.5%0.001%
4/30/2025Brown Advisory Inc.785,066$56.23M0.1%-4.1%0.018%
4/30/2025China Universal Asset Management Co. Ltd.26,585$1.92M0.2%-29.5%0.001%
4/30/2025Ninety One North America Inc.17,025$1.22M0.1%-13.8%0.000%
4/30/2025Harbour Investment Management LLC44,752$3.23M1.5%-0.7%0.001%
4/30/2025Alpha Cubed Investments LLC659,077$47.20M2.1%+1.6%0.015%
4/30/2025Horst & Graben Wealth Management LLC9,115$653K0.1%+2.4%0.000%
4/30/2025Jessup Wealth Management Inc3,335$239K0.1%N/A0.000%
4/30/2025Pekin Hardy Strauss Inc.24,706$1.77M0.2%+1.9%0.001%
4/30/2025Family Capital Management Inc.4,523$324K0.2%+8.4%0.000%
4/30/2025Beverly Hills Private Wealth LLC5,014$359K0.1%-9.5%0.000%
4/30/2025Interchange Capital Partners LLC7,437$533K0.1%-4.3%0.000%
4/30/2025Crossmark Global Holdings Inc.903,489$64.71M1.1%+0.9%0.021%
4/30/2025Washington Trust Bank2,906$208K0.0%-33.5%0.000%
4/29/2025U.S. Capital Wealth Advisors LLC196,457$14.07M0.4%+6.2%0.005%
4/29/2025Richard Bernstein Advisors LLC118,575$8.49M0.2%-5.1%0.003%
4/29/2025Security National Bank of SO Dak24,497$1.75M1.0%+1.5%0.001%
4/29/2025Financial Counselors Inc.306,323$21.94M0.3%-0.7%0.007%
4/29/2025Raleigh Capital Management Inc.23,337$1.67M0.8%-26.7%0.001%
4/29/2025Wood Tarver Financial Group LLC4,549$326K0.1%-4.2%0.000%
4/29/2025Callan Capital LLC10,154$727K0.1%+16.1%0.000%
4/29/2025TD Private Client Wealth LLC100,794$7.22M0.2%+26.6%0.002%
4/29/2025OLD Republic International Corp1,047,300$75.01M2.9%+0.5%0.024%
4/29/2025Capital Advisors Inc. OK571,404$40.92M0.8%+2.5%0.013%
4/29/2025Heritage Wealth Management Inc.28,992$2.08M0.7%-1.4%0.001%
4/29/2025Envestnet Asset Management Inc.5,672,922$406.30M0.1%+12.8%0.132%
4/29/2025Penserra Capital Management LLC16,335$1.17M0.0%+60.2%0.000%
4/29/2025Crew Capital Management Ltd.6,563$470K0.4%+4.4%0.000%
4/29/2025Investor s Fiduciary Advisor Network LLC5,069$363K0.2%-55.3%0.000%
4/29/2025Hendley & Co. Inc.10,876$779K0.3%-29.5%0.000%
4/29/2025Chilton Capital Management LLC62,587$4.48M0.2%-11.0%0.001%
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4/29/2025Financiere des Professionnels Fonds d investissement inc.1,600$115K0.0%-38.5%0.000%
4/29/2025Traveka Wealth LLC58,276$4.17M2.3%+2.1%0.001%
4/29/2025Rice Partnership LLC106,861$7.65M1.6%+4.0%0.002%
4/29/2025Tradewinds LLC.16,679$1.20M0.3%+30.7%0.000%
4/29/2025McGlone Suttner Wealth Management Inc.17,296$1.24M0.2%+4.2%0.000%
4/29/2025CoreFirst Bank & Trust13,808$989K0.6%-1.4%0.000%
4/29/2025Lee Danner & Bass Inc.78,893$5.65M0.5%-0.8%0.002%
4/29/2025NORTHSTAR ASSET MANAGEMENT Co LLC11,155$799K0.2%-2.4%0.000%
4/29/2025Core Alternative Capital18,403$1.32M0.3%-1.4%0.000%
4/29/2025Burke & Herbert Bank & Trust Co.88,254$6.32M1.5%-6.2%0.002%
4/29/2025Novare Capital Management LLC20,046$1.44M0.1%-9.5%0.000%
4/29/2025Concurrent Investment Advisors LLC206,981$14.82M0.4%+33.1%0.005%
4/29/2025Braun Stacey Associates Inc.314,502$22.53M0.9%+1.9%0.007%
4/29/2025Simmons Bank111,494$7.99M0.6%-7.1%0.003%
4/29/2025HM Payson & Co.96,682$6.92M0.1%+1.5%0.002%
4/29/2025Bank of New York Mellon Corp25,027,898$1.79B0.4%-1.9%0.582%
4/29/2025Elite Financial Inc.1,447$104K0.1%N/A0.000%
4/29/2025World Investment Advisors74,257$5.32M0.1%+14.6%0.002%
4/29/2025Generali Investments CEE investicni spolecnost a.s.62,610$4.48M0.4%-5.4%0.001%
4/29/2025Wayfinding Financial LLC8,588$619K0.3%-3.7%0.000%
4/29/2025Jackson Thornton Wealth Management LLC8,539$623K0.1%N/A0.000%
4/29/2025Ceera Investments LLC2,878$206K0.1%N/A0.000%
4/29/2025Olde Wealth Management LLC1,860$134K0.0%N/A0.000%
4/29/2025Truist Financial Corp15,561,329$1.11B1.8%-1.0%0.362%
4/29/2025Capital Investment Advisory Services LLC39,241$2.81M0.3%+4.9%0.001%
4/29/2025Columbia River Financial Group LLC1,611$116K0.1%N/A0.000%
4/29/2025Morris Financial Concepts Inc.8,393$601K0.3%-2.2%0.000%
4/29/2025Element Wealth LLC5,681$407K0.2%-5.0%0.000%
4/29/2025Impax Asset Management Group plc132,448$9.49M0.1%-14.3%0.003%
4/29/2025Investors Asset Management of Georgia Inc. GA ADV35,812$2.57M1.3%-0.7%0.001%
4/29/2025Strategic Blueprint LLC26,712$1.91M0.1%+11.8%0.001%
4/29/2025Brookstone Capital Management137,608$9.86M0.1%+23.9%0.003%
4/29/2025Kintegral Advisory LLC124,691$8.99M1.3%-32.9%0.003%
4/29/2025Catalyst Capital Advisors LLC9,478$679K0.0%+53.7%0.000%
4/29/2025Global Wealth Management Investment Advisory Inc.71,179$5.10M1.0%+2.8%0.002%
4/29/2025Nichols & Pratt Advisers LLP MA442,722$31.71M2.2%-3.9%0.010%
4/29/2025Harel Insurance Investments & Financial Services Ltd.3,610$259K0.0%+12.5%0.000%
4/29/2025IFM Investors Pty Ltd819,298$58.88M0.6%+7.9%0.019%
4/29/2025GF Fund Management CO. LTD.3,617$259K0.0%-97.4%0.000%
4/29/2025OneDigital Investment Advisors LLC109,500$7.84M0.1%-5.6%0.003%
4/29/202544 Wealth Management LLC47,731$3.42M1.3%+4.2%0.001%
4/29/2025Avantax Planning Partners Inc.174,122$12.47M0.4%+2.2%0.004%
4/29/2025 Silver Oak Securities Incorporated10,826$762K0.1%+6.2%0.000%
4/29/2025Calamos Wealth Management LLC15,579$1.12M0.1%-1.2%0.000%
4/29/2025Calamos Advisors LLC993,447$71.15M0.3%+0.9%0.023%
4/29/2025 Cohen Investment Advisors LLC39,573$2.83M1.6%+14.8%0.001%
4/29/2025Aviance Capital Partners LLC23,694$1.70M0.2%-1.2%0.001%
4/29/2025MBA Advisors LLC12,443$891K0.4%+1.2%0.000%
4/29/2025Conning Inc.514,967$36.88M1.3%-15.8%0.012%
4/29/2025Davidson Trust Co.19,983$1.43M0.7%-15.5%0.000%
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4/29/2025 Goelzer Investment Management Inc.47,573$3.41M0.2%+655.7%0.001%
4/29/2025Checchi Capital Advisers LLC53,203$3.81M0.2%+3.1%0.001%
4/28/2025 North Capital Inc.3,319$238K0.2%N/A0.000%
4/28/2025 Barlow Wealth Partners Inc.15,560$1.12M0.1%+6.9%0.000%
4/28/2025 Summit Place Financial Advisors LLC23,510$1.68M1.0%+4.0%0.001%
4/28/2025 D.A. Davidson & CO.313,951$22.49M0.2%-4.4%0.007%
4/28/2025 Rosenberg Matthew Hamilton6,406$459K0.1%+12.2%0.000%
4/28/2025 Principal Financial Group Inc.7,430,310$532.16M0.3%-1.2%0.173%
4/28/2025 Xcel Wealth Management LLC6,930$496K0.2%-31.6%0.000%
4/28/2025 Mutual Advisors LLC57,507$4.14M0.1%-17.4%0.001%
(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, 3,523 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 2,951 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 506,427,137 shares in the last 24 months. This purchase volume represents approximately $31.49B in transactions.

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

Of the 2,434 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 ($14.16M), 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 360,896,933 shares in the last 24 months. This volume of shares sold represents approximately $22.33B in transactions.



This page (NYSE:KO) was last updated on 4/30/2025 by MarketBeat.com Staff
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