Coca-Cola (KO) Institutional Ownership

$62.85
+0.23 (+0.37%)
(As of 05/8/2024 ET)

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

Current
Institutional Ownership
Percentage
70.26%
Number of
Institutional Buyers
(last 12 months)
1927
Total
Institutional Inflows
(last 12 months)
$13.57B
Number of
Institutional Sellers
(last 12 months)
1687
Total
Institutional Outflows
(last 12 months)
$10.08B
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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
5/8/2024ProShare Advisors LLC3,483,359$213.11M0.6%+0.1%0.081%
5/8/2024Cognios Beta Neutral Large Cap Fund LP53,601$3.28M4.3%-1.7%0.001%
5/8/2024Commonwealth of Pennsylvania Public School Empls Retrmt SYS854,204$52.26M0.4%+0.2%0.020%
5/8/2024Avantax Advisory Services Inc.248,660$15.21M0.1%+11.1%0.006%
5/8/2024US Bancorp DE4,484,846$274.38M0.4%-0.9%0.104%
5/8/2024United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund902,916$55.24M2.5%+25.5%0.021%
5/8/2024Russell Investments Group Ltd.2,297,034$140.50M0.2%-24.7%0.053%
5/8/2024Washington Trust Advisors Inc.59,905$3.67M0.3%-5.0%0.001%
5/8/2024QRG Capital Management Inc.328,421$20.09M0.3%+8.2%0.008%
5/8/2024Tranquility Partners LLC25,179$1.54M0.6%-4.9%0.001%
5/8/2024Headlands Technologies LLC25,251$1.55M0.4%-27.6%0.001%
5/8/2024Verus Financial Partners Inc.4,193$257K0.0%-22.9%0.000%
5/8/2024New Republic Capital LLC6,699$413K0.3%+3.3%0.000%
5/8/2024Williams Jones Wealth Management LLC.125,552$7.68M0.1%-4.9%0.003%
5/8/2024Semus Wealth Partners LLC7,760$475K0.4%-6.4%0.000%
5/7/2024Verus Capital Partners LLC7,059$432K0.0%+3.7%0.000%
5/7/2024Capital Square LLC8,528$522K0.4%+4.6%0.000%
5/7/2024Meeder Advisory Services Inc.47,960$2.93M0.3%+2.0%0.001%
5/7/2024Meeder Asset Management Inc.6,634$406K0.0%+20.6%0.000%
5/7/2024NorthRock Partners LLC25,910$1.59M0.1%-8.8%0.001%
5/7/2024Choate Investment Advisors65,140$3.99M0.1%-3.5%0.002%
5/7/2024Sfmg LLC9,659$591K0.1%-12.2%0.000%
5/7/2024Fiduciary Family Office LLC10,279$629K0.2%+34.4%0.000%
5/7/2024Abbrea Capital LLC21,922$1.35M0.2%-16.5%0.001%
5/7/2024Sei Investments Co.1,702,573$104.16M0.2%+16.6%0.040%
5/7/2024GW Henssler & Associates Ltd.329,740$20.17M1.2%+0.1%0.008%
5/7/2024Bedel Financial Consulting Inc.23,131$1.42M0.2%-1.2%0.001%
5/7/2024Chilton Capital Management LLC74,439$4.55M0.2%-2.4%0.002%
5/7/2024Nixon Peabody Trust Co.193,356$11.83M1.1%+2.4%0.004%
5/7/2024Concurrent Investment Advisors LLC135,801$8.31M0.3%+1.7%0.003%
5/7/2024RPG Investment Advisory LLC95,433$5.84M0.9%+0.3%0.002%
5/7/2024Keudell Morrison Wealth Management11,591$709K0.2%+2.2%0.000%
5/7/2024Atomi Financial Group Inc.19,219$1.18M0.1%+77.0%0.000%
5/7/2024Anchor Capital Advisors LLC31,351$1.92M0.1%-13.3%0.001%
5/7/2024Allegheny Financial Group LTD13,871$849K0.3%-6.8%0.000%
5/7/2024Montag A & Associates Inc.502,566$30.99M1.5%-4.0%0.012%
5/7/2024WealthPLAN Partners LLC17,267$1.06M0.1%+151.6%0.000%
5/7/2024Keating Investment Counselors Inc.13,500$826K0.3%-29.7%0.000%
5/7/202449 Wealth Management LLC12,623$766K0.2%-2.2%0.000%
5/7/2024CarsonAllaria Wealth Management Ltd.4,848$297K0.2%-5.5%0.000%
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5/7/2024BOS Asset Management LLC3,278$201K0.1%N/A0.000%
5/7/2024KCM Investment Advisors LLC52,066$3.19M0.1%+2.7%0.001%
5/7/2024Tectonic Advisors LLC85,354$5.22M0.4%+6.9%0.002%
5/7/2024Smithfield Trust Co20,170$1.23M0.1%-6.9%0.000%
5/7/2024River Global Investors LLP41,250$2.52M0.6%-34.1%0.001%
5/7/2024Swiss National Bank12,300,200$752.53M0.5%-4.2%0.286%
5/7/2024NTV Asset Management LLC72,135$4.41M0.7%-1.8%0.002%
5/7/2024Forsta AP Fonden1,201,200$73.49M0.6%+9.9%0.028%
5/7/2024Hyman Charles D273,254$16.72M0.9%+0.5%0.006%
5/7/2024Avalon Trust Co4,759$291K0.0%+62.6%0.000%
5/7/2024Highland Capital Management LLC52,920$3.24M0.2%-1.1%0.001%
5/7/2024Capital Wealth Planning LLC3,064,618$187.49M2.0%-17.5%0.071%
5/7/2024Benedetti & Gucer Inc.6,118$374K0.2%-26.1%0.000%
5/7/2024Nelson Capital Management LLC34,751$2.13M0.4%+18.4%0.001%
5/7/2024Aull & Monroe Investment Management Corp27,529$1.68M0.8%-1.0%0.001%
5/7/2024Oppenheimer Asset Management Inc.79,601$4.87M0.1%-9.1%0.002%
5/7/2024PFG Advisors12,188$746K0.1%-12.1%0.000%
5/7/2024Oppenheimer & Co. Inc.162,973$9.97M0.2%-6.1%0.004%
5/7/2024Prospera Private Wealth LLC12,184$745K0.5%-1.4%0.000%
5/7/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management28,538$1.75M0.1%+13.6%0.001%
5/7/2024Obermeyer Wood Investment Counsel Lllp33,130$2.03M0.1%-0.8%0.001%
5/7/2024Brooklyn Investment Group25,184$1.53M0.7%+7.9%0.001%
5/7/2024ANTIPODES PARTNERS Ltd246,933$15.11M0.5%-0.2%0.006%
5/7/2024 Hilltop National Bank15,464$946K0.3%N/A0.000%
5/7/2024 Wealthspire Advisors LLC144,687$8.85M0.1%+4.6%0.003%
5/7/2024 Roof Eidam Maycock Peralta LLC6,085$372K0.1%-3.2%0.000%
5/7/2024 Retirement Planning Co of New England Inc.6,246$382K0.2%-6.4%0.000%
5/7/2024 Metis Global Partners LLC209,642$12.83M0.5%+2.4%0.005%
5/7/2024 Empowered Funds LLC209,935$12.84M0.2%-14.5%0.005%
5/7/2024 Sciencast Management LP21,792$1.33M0.8%N/A0.001%
5/7/2024 Stokes Family Office LLC23,678$1.45M0.2%-4.8%0.001%
5/7/2024 YCG LLC83,677$5.00M0.4%-5.4%0.002%
5/6/2024 Envestnet Portfolio Solutions Inc.297,152$18.18M0.1%+25.9%0.007%
5/6/2024 Empirical Finance LLC140,576$8.60M0.5%+3.5%0.003%
5/6/2024 Duality Advisers LP111,851$6.84M0.7%+191.1%0.003%
5/6/2024 CFO4Life Group LLC15,501$948K0.2%+1.1%0.000%
5/6/2024 Ballast Inc.13,578$831K0.3%+1.6%0.000%
5/6/2024 Gallacher Capital Management LLC3,584$219K0.1%-61.2%0.000%
5/6/2024 Capital City Trust Co. FL651,740$39.87M11.1%0.0%0.015%
5/6/2024 Advisory Services Network LLC159,562$9.76M0.2%+19.1%0.004%
5/6/2024 Staley Capital Advisers Inc.24,222$1.48M0.1%+26.0%0.001%
5/6/2024 Manchester Capital Management LLC30,359$1.86M0.2%-8.3%0.001%
5/6/2024 Bard Financial Services Inc.182,066$11.14M1.2%+0.1%0.004%
5/6/2024 Oxbow Advisors LLC77,858$4.76M0.7%+1.5%0.002%
5/6/2024 Advisory Alpha LLC13,297$814K0.0%+29.0%0.000%
5/6/2024DiNuzzo Private Wealth Inc.523$32K0.0%+65.0%0.000%
5/6/2024 Flossbach Von Storch AG827,747$50.64M0.2%-13.9%0.019%
5/6/2024 John G Ullman & Associates Inc.8,311$508K0.1%+2.8%0.000%
5/6/2024 Grandfield & Dodd LLC44,709$2.74M0.2%-0.9%0.001%
5/6/2024 Broderick Brian C21,666$1.33M0.3%+312.7%0.001%
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5/6/2024 Texas Permanent School Fund Corp804,319$49.21M0.4%+0.1%0.019%
5/4/2024 Howland Capital Management LLC79,070$4.88M0.2%-2.4%0.002%
5/4/2024 Geneos Wealth Management Inc.37,226$2.28M0.1%-0.5%0.001%
5/4/2024 Valley Wealth Managers Inc.66,892$4.09M0.3%-2.3%0.002%
5/4/2024 Buck Wealth Strategies LLC140,055$8.57M2.9%+9.1%0.003%
5/4/2024 Team Hewins LLC16,741$1.03M0.1%+1.9%0.000%
5/4/2024 Csenge Advisory Group71,326$4.36M0.2%-0.4%0.002%
5/4/2024 Richardson Financial Services Inc.3,697$226K0.2%+4.8%0.000%
5/3/2024 Signaturefd LLC542,599$33.20M0.7%-2.2%0.013%
5/3/2024 FDx Advisors Inc.7,228$442K0.1%-69.5%0.000%
(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, 3,159 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 2,758 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 431,464,007 shares in the last 24 months. This purchase volume represents approximately $25.94B in transactions.

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

Of the 2,239 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 304,490,219 shares in the last 24 months. This volume of shares sold represents approximately $18.32B in transactions.


This page (NYSE:KO) was last updated on 5/8/2024 by MarketBeat.com Staff

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