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CocaCola (KO) Institutional Ownership

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$69.88 -0.71 (-1.01%)
Closing price 03:59 PM Eastern
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$69.99 +0.11 (+0.16%)
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Institutional Ownership Changes (13F Filings) for CocaCola (NYSE:KO)

Current
Institutional Ownership
Percentage
70.26%
Number of
Institutional Buyers
(last 12 months)
2297
Total
Institutional Inflows
(last 12 months)
$21.91B
Number of
Institutional Sellers
(last 12 months)
1940
Total
Institutional Outflows
(last 12 months)
$15.87B
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KO Institutional Buying and Selling by Quarter

CocaCola Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025EWA LLC5,183$367K0.1%+34.7%0.000%
7/18/2025Access Financial Services Inc.28,275$2M0.8%-0.6%0.001%
7/18/2025Northstar Group Inc.33,817$2.39M0.4%-2.0%0.001%
7/18/2025Philip James Wealth Mangement LLC59,815$4.23M0.5%-13.0%0.001%
7/18/2025Tanager Wealth Management LLP3,612$256K0.0%-22.6%0.000%
7/18/2025Warren Street Wealth Advisors LLC6,684$473K0.2%+21.1%0.000%
7/18/2025Naples Global Advisors LLC27,479$1.96M0.2%+5.0%0.001%
7/18/2025Parsons Capital Management Inc. RI23,842$1.69M0.1%-79.9%0.001%
7/18/2025Pure Financial Advisors LLC9,666$684K0.0%+19.6%0.000%
7/18/2025Consolidated Planning Corp30,647$2.17M0.3%-6.6%0.001%
7/18/2025Robeco Institutional Asset Management B.V.1,059,390$74.95M0.1%-27.6%0.025%
7/18/2025BSW Wealth Partners28,374$2.01M0.3%-0.9%0.001%
7/18/2025Woodward Diversified Capital LLC10,753$761K0.4%+78.2%0.000%
7/18/2025Hudson Value Partners LLC18,191$1.29M0.4%-1.5%0.000%
7/18/2025TruNorth Capital Management LLC1,658$117K0.0%-24.8%0.000%
7/18/2025Heritage Financial Services LLC20,757$1.47M0.1%+0.8%0.000%
7/18/2025SOA Wealth Advisors LLC.7,888$558K0.1%+3.5%0.000%
7/18/2025Founders Capital Management8,763$620K0.4%-19.1%0.000%
7/18/2025Northeast Financial Group Inc.3,728$264K0.1%+31.2%0.000%
7/18/2025Centricity Wealth Management LLC8,970$635K0.5%-11.0%0.000%
7/18/2025Trilogy Capital Inc.11,204$793K0.0%-80.1%0.000%
7/18/2025QTR Family Wealth LLC3,117$221K0.1%N/A0.000%
7/18/2025Trust Co. of Vermont59,124$4.18M0.2%+1.2%0.001%
7/18/2025Forbes J M & Co. LLP244,149$17.27M1.6%+0.1%0.006%
7/18/2025Ninety One North America Inc.14,412$1.02M0.1%-15.3%0.000%
7/18/2025Bartlett & CO. Wealth Management LLC168,119$11.98M0.2%+0.2%0.004%
7/18/2025Marino Stram & Associates LLC43,440$3.07M0.6%+4.0%0.001%
7/18/2025Rogco LP595$42K0.0%-40.5%0.000%
7/18/2025Impact Capital Partners LLC53,274$3.77M1.2%+1.8%0.001%
7/18/2025Community Bank & Trust Waco Texas33,572$2.38M0.5%+1.4%0.001%
7/18/2025Childress Capital Advisors LLC16,056$1.14M0.3%+19.1%0.000%
7/18/2025OLD Point Trust & Financial Services N A30,767$2.18M0.9%+0.7%0.001%
7/18/2025PFG Investments LLC75,963$5.37M0.3%-3.2%0.002%
7/18/2025Consolidated Portfolio Review Corp7,138$505K0.1%+30.3%0.000%
7/18/2025LBP AM SA113,132$8.00M0.1%+3.8%0.003%
7/18/2025Institute for Wealth Management LLC.10,236$724K0.1%-2.5%0.000%
7/18/2025Brown Shipley& Co Ltd6,205$439K0.2%-6.0%0.000%
7/18/2025Mitsubishi UFJ Asset Management UK Ltd.8,000$566K0.3%-20.0%0.000%
7/18/2025Requisite Capital Management LLC5,285$377K0.1%+2.8%0.000%
7/18/2025Generali Investments CEE investicni spolecnost a.s.64,628$4.57M0.4%+3.2%0.002%
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7/18/2025Wetzel Investment Advisors Inc.3,885$277K0.1%-26.1%0.000%
7/18/2025Cooper Financial Group20,451$1.45M0.2%-1.6%0.000%
7/18/2025Truist Financial Corp15,402,656$1.09B1.6%-1.0%0.358%
7/18/2025Westhampton Capital LLC25,638$1.81M0.9%+14.3%0.001%
7/18/2025Union Bancaire Privee UBP SA575,864$40.74M0.8%+13.2%0.013%
7/17/2025 MBA Advisors LLC11,664$825K0.4%-6.3%0.000%
7/17/2025 Chicago Capital LLC77,918$5.51M0.1%+1.2%0.002%
7/17/2025 Trivium Point Advisory LLC19,290$1.37M0.1%+3.3%0.000%
7/17/2025 Spectrum Strategic Capital Management LLC14,823$1.05M0.5%N/A0.000%
7/17/2025 Emerald Advisors LLC19,724$1.40M0.2%+5.1%0.000%
7/17/2025 Mainsail Financial Group LLC15,059$1.05M0.5%+1.6%0.000%
7/17/2025 Park Place Capital Corp15,025$1.08M0.2%+13.1%0.000%
7/17/2025 Alliance Wealth Advisors LLC7,378$522K0.3%-11.4%0.000%
7/17/2025 Greenleaf Trust152,096$10.76M0.1%-13.7%0.004%
7/17/2025 BFI Infinity Ltd.4,166$295K0.2%-44.6%0.000%
7/17/2025 XML Financial LLC25,686$1.82M0.2%+2.1%0.001%
7/17/2025 Capital Investment Advisors LLC525,645$37.19M0.7%-0.7%0.012%
7/17/2025 Presper Financial Architects LLC3,949$279K0.2%N/A0.000%
7/17/2025 Gleason Group Inc.15,080$1.07M0.1%-1.2%0.000%
7/17/2025 Raleigh Capital Management Inc.18,766$1.33M0.6%-19.6%0.000%
7/17/2025 Spartan Planning & Wealth Management5,997$424K0.4%-17.0%0.000%
7/17/2025 LexAurum Advisors LLC6,567$465K0.1%+4.7%0.000%
7/17/2025 HB Wealth Management LLC481,727$34.08M0.3%-16.1%0.011%
7/17/2025 Janney Capital Management LLC46,353$3.28M0.2%+1.2%0.001%
7/17/2025 Kavar Capital Partners Group LLC49,705$3.52M0.5%-0.6%0.001%
7/17/2025 Claris Advisors LLC MO3,285$232K0.1%-17.6%0.000%
7/17/2025 Janney Montgomery Scott LLC1,524,492$107.86M0.3%-4.4%0.035%
7/17/2025 Venture Visionary Partners LLC129,771$9.18M0.3%-3.6%0.003%
7/17/2025 Smith Chas P & Associates PA Cpas19,925$1.41M0.1%-1.6%0.000%
7/17/2025 Oakworth Capital Inc.46,643$3.30M0.2%-41.0%0.001%
7/17/2025 Baron Silver Stevens Financial Advisors LLC4,594$325K0.1%+4.0%0.000%
7/17/2025 Wolff Wiese Magana LLC26,618$1.88M1.2%-5.8%0.001%
7/17/2025 Archford Capital Strategies LLC6,024$426K0.1%+23.7%0.000%
7/17/2025 FARMERS & MERCHANTS TRUST Co OF LONG BEACH12,838$908K0.2%+17.3%0.000%
7/17/2025 Moss Adams Wealth Advisors LLC16,293$1.16M0.1%+15.1%0.000%
7/17/2025 GC Wealth Management RIA LLC39,655$2.81M0.2%+230.0%0.001%
7/17/2025 Alpine Bank Wealth Management10,679$756K0.1%-4.5%0.000%
7/17/2025 Hanson & Doremus Investment Management39,230$2.78M0.4%-22.2%0.001%
7/17/2025 Generate Investment Management Ltd111,205$7.87M0.4%+63.9%0.003%
7/17/2025 Sound Income Strategies LLC6,756$478K0.0%-5.6%0.000%
7/17/2025 Investment Research & Advisory Group Inc.4,068$288K0.1%+24.2%0.000%
7/17/2025 Scott & Selber Inc.24,913$1.76M0.5%+1.0%0.001%
7/17/2025 First County Bank CT 13,676$968K0.5%-11.7%0.000%
7/17/2025 Global Trust Asset Management LLC6,304$446K0.2%+13.0%0.000%
7/17/2025 Clean Yield Group5,938$420K0.1%+2.8%0.000%
7/17/2025 Investment Advisory Services Inc. TX ADV50,197$3.55M1.2%+6.7%0.001%
7/17/2025 Independence Bank of Kentucky40,629$2.88M0.4%+0.5%0.001%
7/17/2025 Moody Lynn & Lieberson LLC188,050$13.31M0.8%+16.4%0.004%
7/17/2025 Smith Salley Wealth Management65,524$4.64M0.3%+7.0%0.002%
7/17/2025 Addenda Capital Inc.93,411$6.66M0.3%-0.6%0.002%
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7/17/2025 City Holding Co.102,834$7.28M1.0%+5.8%0.002%
7/17/2025 Grandview Asset Management LLC3,152$223K0.1%N/A0.000%
7/17/2025 Beacon Capital Management LLC3,289$233K0.0%-6.6%0.000%
7/17/2025 Patton Albertson Miller Group LLC118,969$8.42M1.1%+6.9%0.003%
7/17/2025 Tritonpoint Wealth LLC54,041$3.85M0.4%+5.1%0.001%
7/17/2025 Sonora Investment Management Group LLC98,290$6.95M0.5%+2.2%0.002%
7/17/2025 Fort Washington Investment Advisors Inc. OH60,882$4.31M0.0%-3.9%0.001%
7/17/2025 Guyasuta Investment Advisors Inc.138,759$9.82M0.6%-0.6%0.003%
7/17/2025 Financial Partners Group LLC7,678$543K0.2%-8.3%0.000%
7/17/2025 Barry Investment Advisors LLC2,950$210K0.1%N/A0.000%
(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, 3,595 institutional investors and hedge funds held shares of CocaCola. The most heavily invested institutionals were Vanguard Group Inc. ($25.87B), BlackRock Inc. ($18.22B), State Street Corp ($11.92B), Geode Capital Management LLC ($5.67B), FMR LLC ($5.17B), Charles Schwab Investment Management Inc. ($5.03B), and Morgan Stanley ($4.50B).Learn more on CocaCola's institutional investors.

What percentage of CocaCola's stock is owned by institutional investors?

70.26% of CocaCola's stock is owned by institutional investors. Learn more on KO's institutional investor holdings.

Which institutional investors have been buying CocaCola's stock?

Of the 3,019 institutional investors that purchased CocaCola's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($102.29M), Nuveen LLC ($21.06M), Wellington Management Group LLP ($20.40M), Charles Schwab Investment Management Inc. ($14.07M), Capital International Investors ($12.22M), Raymond James Financial Inc. ($11.84M), and Fisher Asset Management LLC ($11.79M).

How much institutional buying is happening at CocaCola?

Institutional investors have bought a total of 328,855,625 shares in the last 24 months. This purchase volume represents approximately $21.91B in transactions.

Which of CocaCola's major shareholders have been selling company stock?

Of the 1,936 institutional investors that sold CocaCola's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: GQG Partners LLC ($33.02M), Price T Rowe Associates Inc. MD ($20.18M), Vanguard Group Inc. ($15.95M), FMR LLC ($9.96M), Legal & General Group Plc ($9.69M), Bank of New York Mellon Corp ($8.02M), and Canada Pension Plan Investment Board ($7.03M).

How much institutional selling is happening at CocaCola?

Institutional investors have sold a total of 239,651,535 shares in the last 24 months. This volume of shares sold represents approximately $15.87B in transactions.



This page (NYSE:KO) was last updated on 7/18/2025 by MarketBeat.com Staff
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