Coca-Cola (KO) Institutional Ownership

$61.74
0.00 (0.00%)
(As of 04/26/2024 ET)

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

Current
Institutional Ownership
Percentage
70.26%
Number of
Institutional Buyers
(last 12 months)
1959
Total
Institutional Inflows
(last 12 months)
$13.72B
Number of
Institutional Sellers
(last 12 months)
1690
Total
Institutional Outflows
(last 12 months)
$9.88B
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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
4/27/2024James Hambro & Partners1,158,948$70.87M3.3%+14.1%0.027%
4/27/2024Nadler Financial Group Inc.9,147$560K0.1%+12.8%0.000%
4/27/2024NORTHSTAR ASSET MANAGEMENT Co LLC11,385$697K0.2%+2.2%0.000%
4/27/2024Conning Inc.647,138$39.52M1.3%+11.6%0.015%
4/27/2024Foster Victor Wealth Advisors LLC14,098$832K0.1%-3.3%0.000%
4/27/2024BayBridge Capital Group LLC20,863$1.26M1.1%N/A0.000%
4/26/2024Pinnacle Associates Ltd.181,729$11.12M0.2%-2.7%0.004%
4/26/2024Trueblood Wealth Management LLC15,370$940K0.5%-1.1%0.000%
4/26/2024Sterling Investment Counsel LLC41,401$2.53M1.2%+2.0%0.001%
4/26/2024Securian Asset Management Inc.229,182$14.02M0.4%-7.0%0.005%
4/26/2024Aspen Investment Management Inc10,031$614K0.3%-3.0%0.000%
4/26/2024BLB&B Advisors LLC42,742$2.62M0.1%+14.7%0.001%
4/26/2024UMB Bank n.a.166,779$10.20M0.2%-71.7%0.004%
4/26/2024Carlton Hofferkamp & Jenks Wealth Management LLC51,547$3.18M1.3%-1.7%0.001%
4/26/2024Advisors Management Group Inc. ADV34,973$2.14M0.5%-1.9%0.001%
4/26/2024MBA Advisors LLC11,766$720K0.4%-6.1%0.000%
4/26/2024Prestige Wealth Management Group LLC9,609$593K0.1%-8.0%0.000%
4/26/2024Northwest Bancshares Inc.116,151$7.11M1.1%+2.3%0.003%
4/26/2024JNBA Financial Advisors14,752$903K0.1%-1.9%0.000%
4/26/2024Yousif Capital Management LLC572,031$35.00M0.4%-0.9%0.013%
4/26/2024Schmidt P J Investment Management Inc.6,423$393K0.1%-3.8%0.000%
4/26/2024Farmers & Merchants Trust Co of Chambersburg PA11,946$731K0.3%-11.0%0.000%
4/26/2024YHB Investment Advisors Inc.13,929$852K0.1%-11.6%0.000%
4/26/2024SlateStone Wealth LLC84,616$5.18M0.5%+176.6%0.002%
4/26/2024ZWJ Investment Counsel Inc.1,343,680$82.21M3.7%+1.4%0.031%
4/26/2024First National Trust Co42,765$2.62M0.1%-2.0%0.001%
4/26/2024McKinley Carter Wealth Services Inc.8,451$517K0.0%+2.4%0.000%
4/26/2024Mitchell & Pahl Private Wealth LLC14,824$907K0.5%-7.3%0.000%
4/26/2024Clear Creek Financial Management LLC12,258$750K0.1%+1.9%0.000%
4/26/2024Members Trust Co53,905$3.30M0.1%+616.8%0.001%
4/26/2024Legacy Bridge LLC5,375$329K0.2%-14.3%0.000%
4/26/2024SYSTM Wealth Solutions LLC6,253$384K0.0%+9.3%0.000%
4/26/2024Sumitomo Life Insurance Co.43,910$2.69M0.1%-3.7%0.001%
4/26/2024First Personal Financial Services24,470$1.50M0.3%-14.5%0.001%
4/26/2024 Mesirow Financial Investment Management Inc.204,465$12.51M0.3%N/A0.005%
4/26/2024MONECO Advisors LLC17,781$1.09M0.2%-1.8%0.000%
4/26/2024TI Trust Inc.9,628$589K0.4%+8.9%0.000%
4/26/2024Sigma Investment Counselors Inc.64,397$3.94M0.2%+0.9%0.001%
4/26/2024KG&L Capital Management LLC14,403$881K0.3%-2.0%0.000%
4/26/2024Verdence Capital Advisors LLC46,309$2.83M0.3%-3.0%0.001%
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4/26/2024Emerald Advisors LLC16,222$992K0.2%+3.6%0.000%
4/26/2024AJ Advisors LLC18,857$1.15M0.6%-1.4%0.000%
4/26/2024Checchi Capital Advisers LLC50,612$3.10M0.2%-2.6%0.001%
4/26/2024Focused Investors Fund L P1,054,050$64.49M2.0%N/A0.024%
4/26/2024Tritonpoint Wealth LLC56,635$3.61M0.4%-12.1%0.001%
4/26/2024Meridian Wealth Management LLC44,594$2.73M0.5%+2.2%0.001%
4/26/2024Bogart Wealth LLC98,811$6.05M0.3%-12.1%0.002%
4/25/2024Alta Capital Management LLC15,000$918K0.1%-25.0%0.000%
4/25/2024Jacobsen Capital Management4,777$292K0.1%+9.6%0.000%
4/25/2024Lindbrook Capital LLC25,262$1.55M0.1%+1.4%0.001%
4/25/2024New York State Teachers Retirement System3,769,109$230.59M0.5%-4.6%0.087%
4/25/2024Center for Financial Planning Inc.24,124$1.48M0.2%+3.0%0.001%
4/25/2024TRUE Private Wealth Advisors10,972$670K0.1%+106.4%0.000%
4/25/2024Adell Harriman & Carpenter Inc.127,059$7.77M0.6%-3.6%0.003%
4/25/2024Bank of New York Mellon Corp33,728,261$2.06B0.4%-5.9%0.782%
4/25/2024Strategy Asset Managers LLC4,668$286K0.1%+10.5%0.000%
4/25/2024Borer Denton & Associates Inc.8,911$545K0.2%+31.4%0.000%
4/25/2024Kinneret Advisory LLC142,987$8.82M0.9%-0.3%0.003%
4/25/2024Bridges Investment Management Inc.26,400$1.62M0.1%-0.9%0.001%
4/25/2024Osborne Partners Capital Management LLC25,845$1.58M0.1%-1.1%0.001%
4/25/2024Equitable Trust Co.119,106$7.29M0.5%-1.8%0.003%
4/25/2024Schnieders Capital Management LLC34,570$2.12M0.4%-0.9%0.001%
4/25/2024BCM Advisors LLC99,848$6.15M1.6%+0.5%0.002%
4/25/2024Advocate Group LLC13,393$819K0.2%-3.4%0.000%
4/25/2024Capital Investment Advisory Services LLC37,766$2.31M0.2%-9.2%0.001%
4/25/2024HTLF Bank33,223$2.03M0.2%-1.2%0.001%
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 1,746,071$106.83M0.4%+6.5%0.041%
4/25/2024L.M. Kohn & Company15,573$953K0.3%+8.0%0.000%
4/25/2024Benedict Financial Advisors Inc.81,978$5.02M1.3%-2.0%0.002%
4/25/2024Fjarde AP Fonden Fourth Swedish National Pension Fund1,310,106$80.15M0.9%+6.0%0.030%
4/25/2024Investment Advisory Services Inc. TX ADV53,636$3.28M1.2%-0.6%0.001%
4/25/2024Aaron Wealth Advisors LLC32,309$1.98M0.3%+30.9%0.001%
4/25/2024Eudaimonia Partners LLC69,538$4.25M1.0%-2.4%0.002%
4/25/2024 Valeo Financial Advisors LLC128,252$7.85M0.2%-3.3%0.003%
4/25/2024Eudaimonia Advisors LLC10,154$621K0.3%-3.0%0.000%
4/25/2024Olistico Wealth LLC10,408$637K0.5%+24.8%0.000%
4/25/2024Telos Capital Management Inc.18,085$1.11M0.1%-1.3%0.000%
4/25/2024Argus Investors Counsel Inc.3,365$206K0.1%N/A0.000%
4/25/2024 Greylin Investment Management Inc73,486$4.50M0.7%-0.4%0.002%
4/25/2024 MFA Wealth Advisors LLC31,851$1.95M0.5%+3.6%0.001%
4/25/2024 Freedom Day Solutions LLC15,091$923K0.3%-6.0%0.000%
4/25/2024 Summit Financial LLC45,221$2.79M0.2%+4.4%0.001%
4/24/2024 Private Trust Co. NA38,541$2.36M0.3%-1.5%0.001%
4/24/2024 Leavell Investment Management Inc.69,381$4.28M0.2%-0.4%0.002%
4/24/2024 Patton Albertson Miller Group LLC128,398$7.86M1.2%-1.4%0.003%
4/24/2024 Family Legacy Inc.81,052$4.96M1.8%-2.0%0.002%
4/24/2024 CENTRAL TRUST Co189,233$11.58M0.3%-2.7%0.004%
4/24/2024 V Square Quantitative Management LLC69,220$4.24M0.7%+1.4%0.002%
4/24/2024 1900 Wealth Management LLC5,705$349K0.0%-24.6%0.000%
4/24/2024 Oxler Private Wealth LLC18,249$1.12M0.4%+222.1%0.000%
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4/24/2024 Newbridge Financial Services Group Inc.8,960$548K0.2%+2.4%0.000%
4/24/2024 Pegasus Partners Ltd.6,997$428K0.0%-10.3%0.000%
4/24/2024 Premier Path Wealth Partners LLC12,009$729K0.1%+1.4%0.000%
4/24/2024 HMS Capital Management LLC17,731$1.09M0.6%N/A0.000%
4/24/2024 Marino Stram & Associates LLC42,109$2.58M0.6%+5.0%0.001%
4/24/2024 Dakota Wealth Management100,715$6.16M0.2%+64.6%0.002%
4/24/2024 Smith Anglin Financial LLC23,665$1.45M0.1%+1.2%0.001%
4/24/2024 Simplicity Wealth LLC159,087$9.73M0.2%+1,308.7%0.004%
4/24/2024 Archford Capital Strategies LLC5,425$332K0.1%-12.4%0.000%
4/24/2024 NBT Bank N A NY131,346$8.04M0.6%-1.1%0.003%
(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 2,767 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 432,907,937 shares in the last 24 months. This purchase volume represents approximately $26.04B in transactions.

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

Of the 2,242 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 303,089,837 shares in the last 24 months. This volume of shares sold represents approximately $18.24B in transactions.


This page (NYSE:KO) was last updated on 4/27/2024 by MarketBeat.com Staff

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