Coca-Cola (KO) Institutional Ownership

$67.05

+0.98 (+1.48%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 70.26%
Number of Institutional Buyers (last 12 months): 1859
Total Institutional Inflows (last 12 months): $13.07B

Number of Institutional Sellers (last 12 months): 1646
Total Institutional Outflows (last 12 months): $8.72B

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Latitude Advisors LLC	6,397	$407K	0.2%	+3.4%	0.000%
7/26/2024	Pioneer Trust Bank N A OR	12,880	$820K	0.2%	-2.4%	0.000%
7/26/2024	Signature Estate & Investment Advisors LLC	6,417	$408K	0.0%	N/A	0.000%
7/26/2024	Gold Investment Management Ltd.	884	$56K	0.0%	-21.4%	0.000%
7/26/2024	Allspring Global Investments Holdings LLC	393,463	$25.04M	0.0%	+10.3%	0.009%
7/26/2024	State of Michigan Retirement System	1,119,148	$71.23M	0.4%	-0.1%	0.026%
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7/26/2024	First Command Advisory Services Inc.	15,807	$1.01M	0.0%	-1.5%	0.000%
7/26/2024	Callan Family Office LLC	4,758	$303K	0.1%	N/A	0.000%
7/26/2024	Cohen Investment Advisors LLC	31,388	$2.00M	1.4%	-8.3%	0.001%
7/26/2024	MTM Investment Management LLC	56,670	$3.61M	1.5%	-6.6%	0.001%
7/26/2024	Hyman Charles D	273,000	$17.38M	1.0%	-0.1%	0.006%
7/26/2024	St. Johns Investment Management Company LLC	39,562	$2.52M	1.2%	-1.0%	0.001%
7/26/2024	SlateStone Wealth LLC	50,827	$3.24M	0.4%	-39.9%	0.001%
7/26/2024	Rational Advisors LLC	3,194	$203K	0.0%	+277.5%	0.000%
7/26/2024	Verdence Capital Advisors LLC	46,711	$2.97M	0.3%	+0.9%	0.001%
7/26/2024	Paulson Wealth Management Inc.	6,242	$397K	0.1%	-8.4%	0.000%
7/26/2024	Bank of New York Mellon Corp	32,810,102	$2.09B	0.4%	-2.7%	0.762%
7/26/2024	Catalyst Financial Partners LLC	20,205	$1.29M	0.3%	+6.9%	0.000%
7/26/2024	Salomon & Ludwin LLC	18,504	$1.18M	0.1%	-32.2%	0.000%
7/26/2024	TFG Advisers LLC	26,777	$1.70M	0.7%	+1.1%	0.001%
7/26/2024	Alta Capital Management LLC	10,000	$636K	0.0%	-33.3%	0.000%
7/26/2024	Patten Group Inc.	188,728	$12.01M	2.8%	-1.7%	0.004%
7/26/2024	IMA Advisory Services Inc.	8,436	$537K	0.1%	N/A	0.000%
7/26/2024	Van Strum & Towne Inc.	3,246	$207K	0.1%	N/A	0.000%
7/25/2024	New Millennium Group LLC	412	$26K	0.0%	N/A	0.000%
7/25/2024	First Heartland Consultants Inc.	9,714	$618K	0.0%	-11.2%	0.000%
7/25/2024	apricus wealth LLC	7,699	$490K	0.3%	+11.3%	0.000%
7/25/2024	Hills Bank & Trust Co	36,198	$2.30M	0.2%	+19.5%	0.001%
7/25/2024	Cypress Capital Group	54,468	$3.47M	0.4%	+5.9%	0.001%
7/25/2024	Raymond James Trust N.A.	632,898	$40.28M	0.9%	+5.3%	0.015%
7/25/2024	Wedgewood Investors Inc. PA	3,408	$217K	0.3%	N/A	0.000%
7/25/2024	Capital Advisors Ltd. LLC	3,631	$231K	0.0%	+4.4%	0.000%
7/25/2024	Calamos Advisors LLC	994,497	$63.30M	0.3%	-2.1%	0.023%
7/25/2024	Northcape Wealth Management LLC	43,905	$2.80M	1.0%	+3.9%	0.001%
7/25/2024	AMG National Trust Bank	150,053	$9.55M	0.3%	+17.1%	0.003%
7/25/2024	Sigma Investment Counselors Inc.	65,764	$4.19M	0.2%	+2.1%	0.002%
7/25/2024	Tempus Wealth Planning LLC	3,775	$240K	0.1%	N/A	0.000%
7/25/2024	AMI Investment Management Inc.	3,250	$207K	0.1%	N/A	0.000%
7/25/2024	Calamos Wealth Management LLC	16,085	$1.02M	0.1%	-15.9%	0.000%
7/25/2024	Access Financial Services Inc.	21,214	$1.35M	0.6%	-20.6%	0.000%
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7/25/2024	Independence Bank of Kentucky	38,560	$2.45M	0.7%	-2.0%	0.001%
7/25/2024	Optas LLC	7,425	$473K	0.1%	+18.7%	0.000%
7/25/2024	Clear Creek Financial Management LLC	13,892	$884K	0.1%	+13.3%	0.000%
7/25/2024	Pinnacle Wealth Management Advisory Group LLC	62,312	$3.97M	0.4%	+3.6%	0.001%
7/25/2024	Community Financial Services Group LLC	4,899	$312K	0.1%	-92.6%	0.000%
7/25/2024	Spirit of America Management Corp NY	7,600	$484K	0.1%	-3.8%	0.000%
7/25/2024	Field & Main Bank	41,284	$2.63M	1.0%	+0.7%	0.001%
7/25/2024	Harbor Advisory Corp MA	7,092	$451K	0.2%	-22.3%	0.000%
7/25/2024	Moody Lynn & Lieberson LLC	123,857	$7.88M	0.5%	+0.1%	0.003%
7/25/2024	Yeomans Consulting Group Inc.	41,812	$2.66M	1.0%	+11.1%	0.001%
7/25/2024	Tranquility Partners LLC	23,935	$1.52M	0.6%	-4.9%	0.001%
7/25/2024	Tanager Wealth Management LLP	3,124	$200K	0.0%	N/A	0.000%
7/25/2024	Institute for Wealth Management LLC.	11,232	$715K	0.1%	+45.6%	0.000%
7/25/2024	Sterling Investment Counsel LLC	40,508	$2.58M	1.0%	-2.2%	0.001%
7/25/2024	Baillie Gifford & Co.	856,517	$54.52M	0.0%	+6.2%	0.020%
7/25/2024	Kanawha Capital Management LLC	183,119	$11.66M	0.9%	+2.7%	0.004%
7/25/2024	RFP Financial Group LLC	76,853	$4.89M	1.8%	-1.9%	0.002%
7/25/2024	Destination Wealth Management	102,972	$6.55M	0.2%	+0.4%	0.002%
7/25/2024	Wesleyan Assurance Society	128,800	$8.20M	0.7%	+3.0%	0.003%
7/25/2024	Mn Services Vermogensbeheer B.V.	1,623,468	$103.33M	0.7%	-1.6%	0.038%
7/25/2024	Bank Pictet & Cie Europe AG	13,950	$888K	0.0%	-58.0%	0.000%
7/25/2024	Banque Pictet & Cie SA	111,302	$7.08M	0.1%	-13.5%	0.003%
7/25/2024	First Merchants Corp	32,345	$2.06M	0.1%	+8.4%	0.001%
7/25/2024	Nichols & Pratt Advisers LLP MA	482,319	$30.70M	2.1%	-1.1%	0.011%
7/25/2024	Beacon Capital Management LLC	5,106	$325K	0.1%	-3.5%	0.000%
7/25/2024	Monarch Capital Management Inc.	104,793	$6.71M	2.0%	-4.2%	0.002%
7/25/2024	Waypoint Wealth Partners Inc.	3,490	$222K	0.1%	N/A	0.000%
7/25/2024	Atlantic Union Bankshares Corp	60,281	$3.84M	0.2%	+69.3%	0.001%
7/24/2024	McAdam LLC	11,551	$735K	0.0%	+6.6%	0.000%
7/24/2024	LRI Investments LLC	42,575	$2.71M	0.3%	+18.9%	0.001%
7/24/2024	Gilliland Jeter Wealth Management LLC	2,033	$129K	0.0%	-8.4%	0.000%
7/24/2024	EWA LLC	4,200	$273K	0.1%	N/A	0.000%
7/24/2024	TrueWealth Advisors LLC	4,942	$315K	0.1%	+24.2%	0.000%
7/24/2024	Keynote Financial Services LLC	14,948	$951K	0.8%	-6.9%	0.000%
7/24/2024	Tower Bridge Advisors	164,450	$10.47M	0.9%	-2.8%	0.004%
7/24/2024	Transcendent Capital Group LLC	12,837	$817K	0.5%	+426.1%	0.000%
7/24/2024	Grove Bank & Trust	10,797	$687K	0.1%	-14.8%	0.000%
7/24/2024	ACT Advisors LLC.	13,284	$846K	0.4%	+2.8%	0.000%
7/24/2024	Retirement Systems of Alabama	1,329,697	$84.64M	0.3%	-2.3%	0.031%
7/24/2024	Horizon Bancorp Inc. IN	3,664	$233K	0.1%	+11.2%	0.000%
7/24/2024	HMS Capital Management LLC	19,200	$1.22M	0.6%	+8.3%	0.000%
7/24/2024	Quotient Wealth Partners LLC	19,036	$1.21M	0.0%	+50.6%	0.000%
7/24/2024	Van Lanschot Kempen Investment Management N.V.	336,252	$21.40M	0.2%	-12.6%	0.008%
7/24/2024	Lebenthal Global Advisors LLC	6,770	$431K	0.1%	+16.5%	0.000%
7/24/2024	Avitas Wealth Management LLC	20,611	$1.31M	0.2%	-25.8%	0.000%
7/24/2024	Everhart Financial Group Inc.	17,446	$1.11M	0.3%	+22.2%	0.000%
7/24/2024	Premier Path Wealth Partners LLC	12,277	$781K	0.1%	+2.2%	0.000%
7/24/2024	Spinnaker Investment Group LLC	10,017	$638K	0.2%	-1.6%	0.000%
7/24/2024	Secure Asset Management LLC	26,597	$1.69M	0.3%	-2.7%	0.001%
7/24/2024	Sather Financial Group Inc	21,332	$1.36M	0.1%	-92.4%	0.000%
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7/24/2024	Diversified LLC	12,694	$808K	0.1%	+22.5%	0.000%
7/24/2024	Slagle Financial LLC	72,291	$4.60M	2.4%	+8.5%	0.002%
7/24/2024	Powers Advisory Group LLC	15,576	$991K	0.5%	+3.9%	0.000%
7/24/2024	Cornerstone Wealth Group LLC	22,838	$1.45M	0.1%	+1.3%	0.001%
7/24/2024	JB Capital LLC	13,262	$844K	0.1%	+2.3%	0.000%
7/24/2024	New York State Teachers Retirement System	3,547,070	$225.77M	0.5%	-5.9%	0.082%
7/24/2024	Eagle Ridge Investment Management	15,908	$1.01M	0.1%	-2.5%	0.000%
7/24/2024	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	21,690	$1.38M	0.2%	-14.4%	0.001%
7/24/2024	My Legacy Advisors LLC	24,928	$1.59M	0.5%	N/A	0.001%
7/24/2024	Louisiana State Employees Retirement System	219,400	$13.97M	0.3%	-3.1%	0.005%

(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, 3,180 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. ($22.60B), 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 2,739 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), Price T Rowe Associates Inc. MD ($14.05M), Fisher Asset Management LLC ($9.87M), Charles Schwab Investment Management Inc. ($9.20M), Bank of Montreal Can ($7.18M), and Assenagon Asset Management S.A. ($6.20M).

How much institutional buying is happening at Coca-Cola?: Institutional investors have bought a total of 395,623,715 shares in the last 24 months. This purchase volume represents approximately $23.71B in transactions.
Which Coca-Cola major shareholders have been selling company stock?: Of the 2,236 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), FMR LLC ($9.32M), BlackRock Inc. ($8.95M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($7.34M), and Bank of New York Mellon Corp ($7.06M).
How much institutional selling is happening at Coca-Cola?: Institutional investors have sold a total of 291,516,454 shares in the last 24 months. This volume of shares sold represents approximately $17.51B in transactions.