The Coca-Cola Company (KO) Ownership

62.55 ↑0.10 (0.16%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Berkshire Hathaway Inc is the biggest individual institutional holder of The Coca-Cola Company (KO), owning a total of 400 million shares. Combined, the top 29 institutional holders of KO own 56.44% of the company with a total of 2.4 billion shares.

In the latest ownership report on September 30th 2024, the top 29 institutional holders decreased their combined ownership of KO by 31.9 million shares. 10 institutions bought 59,395,583 total additional shares and increased their ownership by an average of 12.05%. However 7 institutions sold 91,249,660 total shares and decreased their ownership by an average of 9.69%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of The Coca-Cola Company decreased by a net total of -31,854,077 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Berkshire Hathaway Inc	9.286%	0.000%	400,000,000	0	2024-09-30
Vanguard Group Inc	8.729%	1.440%	376,036,130	5,336,824	2024-09-30
State Street Corp	3.825%	-2.794%	164,769,767	-4,736,074	2024-09-30
FMR Inc	2.158%	13.708%	92,961,376	11,206,995	2024-09-30
Geode Capital Management, LLC	2.158%	3.297%	92,957,028	2,966,964	2024-09-30
JPMorgan Chase & Co	2.019%	29.602%	86,954,316	19,860,743	2024-09-30
Morgan Stanley - Brokerage Accounts	1.841%	-50.510%	79,291,982	-80,926,052	2024-09-30
Charles Schwab Investment Management Inc	1.453%	-0.910%	62,593,267	-574,969	2024-09-30
T. Rowe Price Associates, Inc.	1.260%	0.761%	54,264,184	409,948	2024-09-30
Northern Trust Corp	0.928%	-3.413%	39,990,540	-1,413,013	2024-09-30
GQG Partners LLC	0.877%	41.264%	37,793,012	11,039,561	2024-09-30
Legal & General Group PLC	0.850%	-5.417%	36,605,372	-2,096,504	2024-09-30
Bank of America Corp	0.785%	6.490%	33,827,414	2,061,556	2024-09-30
Bank of New York Mellon Corp	0.746%	-2.071%	32,130,549	-679,553	2024-09-30
Wellington Management Company LLP	0.734%	14.543%	31,615,428	4,013,996	2024-09-30
UBS Asset Mgmt Americas Inc	0.681%	-2.729%	29,353,080	-823,495	2024-09-30
Royal Bank of Canada	0.656%	3.252%	28,242,761	889,431	2024-09-30
Franklin Resources Inc	0.650%	6.103%	27,984,953	1,609,565	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Berkshire Hathaway Inc	9.286%	0.000%	400,000,000	0	2024-09-30
Vanguard Group Inc	8.729%	1.440%	376,036,130	5,336,824	2024-09-30
BlackRock Inc	7.194%	0.340%	309,898,244	1,051,253	2024-06-30
State Street Corporation	3.937%	-0.951%	169,686,234	-1,628,732	2024-03-31
State Street Corp	3.825%	-2.794%	164,769,767	-4,736,074	2024-09-30
FMR Inc	2.158%	13.708%	92,961,376	11,206,995	2024-09-30
Geode Capital Management, LLC	2.158%	3.297%	92,957,028	2,966,964	2024-09-30
JPMorgan Chase & Co	2.019%	29.602%	86,954,316	19,860,743	2024-09-30
Morgan Stanley - Brokerage Accounts	1.841%	-50.510%	79,291,982	-80,926,052	2024-09-30
Charles Schwab Investment Management Inc	1.453%	-0.910%	62,593,267	-574,969	2024-09-30
T. Rowe Price Associates, Inc.	1.260%	0.761%	54,264,184	409,948	2024-09-30
NORGES BANK	1.207%	9.109%	51,991,410	4,340,704	2024-06-30
Northern Trust Corp	0.928%	-3.413%	39,990,540	-1,413,013	2024-09-30
GQG Partners LLC	0.877%	41.264%	37,793,012	11,039,561	2024-09-30
Goldman Sachs Group Inc	0.854%	87.613%	36,798,992	17,184,642	2023-12-31
Legal & General Group PLC	0.850%	-5.417%	36,605,372	-2,096,504	2024-09-30
Bank of America Corp	0.785%	6.490%	33,827,414	2,061,556	2024-09-30
Bank of New York Mellon Corp	0.746%	-2.071%	32,130,549	-679,553	2024-09-30
Wellington Management Company LLP	0.734%	14.543%	31,615,428	4,013,996	2024-09-30
UBS Asset Mgmt Americas Inc	0.681%	-2.729%	29,353,080	-823,495	2024-09-30
Royal Bank of Canada	0.656%	3.252%	28,242,761	889,431	2024-09-30
Franklin Resources Inc	0.650%	6.103%	27,984,953	1,609,565	2024-09-30
Amvescap Plc.	0.552%	5.929%	23,782,049	1,331,133	2024-03-31
UBS Group AG	0.549%	18.145%	23,652,172	3,632,613	2024-03-31
AllianceBernstein L.P.	0.537%	3.228%	23,193,533	725,175	2023-09-30
Ameriprise Financial Inc	0.523%	-14.239%	22,548,581	-3,743,688	2023-12-31
Nuveen Asset Management, LLC	0.498%	11.315%	21,548,439	2,190,381	2023-03-31
Fayez Sarofim & Company	0.484%	-0.169%	20,941,446	-35,505	2022-09-30
DZ BANK AG Deutsche Zentral-Genossenschaftsbank Fr	0.469%	44.373%	20,301,015	6,239,463	2022-06-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of The Coca-Cola Company (KO), owning a total of 122.5 million shares. Combined, the top 38 mutual fund holders of KO own 25.65% of the company with a total of 1.1 billion shares.

In the latest ownership report on November 30th 2024, the top 38 fund holders increased their combined ownership of KO by 185 thousand shares. 1 funds bought 76,300 total additional shares and increased their ownership by an average of 0.22%. However 1 funds sold 261,506 total shares and decreased their ownership by an average of 2.15%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding The Coca-Cola Company decreased by a net total of -185,206 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P 500 ETF	1.018%	0.000%	43,839,236	0	2024-11-30
Schwab US Dividend Equity ETF™	0.818%	0.217%	35,215,994	76,300	2024-11-30
Russell 1000 Index Fund	0.276%	-2.149%	11,907,348	-261,506	2024-11-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.843%	-0.345%	122,466,352	-423,516	2024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.788%	1.852%	120,553,740	2,192,248	2023-03-31
Vanguard Institutional 500 Index Trust	2.387%	1.185%	102,805,037	1,204,126	2024-10-31
Vanguard 500 Index Investor	2.168%	0.572%	93,734,830	533,469	2023-08-31
Fidelity 500 Index	1.105%	-0.164%	47,605,122	-78,210	2024-10-31
SPDR® S&P 500® ETF Trust	1.105%	-0.043%	47,588,369	-20,547	2024-11-29
SPDR® S&P 500 ETF Trust	1.079%	0.700%	46,485,859	323,260	2024-05-30
Fidelity® 500 Index	1.049%	0.640%	45,351,689	288,605	2023-11-30
iShares Core S&P 500 ETF	1.018%	0.000%	43,839,236	0	2024-11-30
Schwab US Dividend Equity ETF™	0.818%	0.217%	35,215,994	76,300	2024-11-30
Vanguard Value Index Inv	0.764%	0.298%	32,913,647	97,901	2024-10-31
Vanguard Institutional Index I	0.572%	-0.041%	24,649,631	-10,045	2024-10-31
Consumer Staples Select Sector SPDR® ETF	0.524%	0.252%	22,551,009	56,640	2024-05-30
Vanguard Dividend Growth Inv	0.503%	10.890%	21,675,719	2,128,613	2024-09-30
Vanguard Dividend Appreciation ETF	0.487%	0.255%	20,986,570	53,412	2024-10-31
State St S&P 500® Indx SL Cl III	0.437%	0.291%	18,804,304	54,600	2024-10-31
JPMorgan Large Cap Growth I	0.420%	0.000%	18,077,573	0	2024-10-31
Vanguard High Dividend Yield ETF	0.371%	0.332%	15,986,080	52,914	2024-10-31
The Consumer Staples Sel SectSPDR® ETF	0.365%	0.797%	15,732,372	124,320	2024-11-29
Blackrock Eq Idx Fund CF	0.341%	7.179%	14,703,790	984,918	2024-09-30
Vanguard Wellington™ Inv	0.329%	-40.509%	14,218,358	-9,681,591	2023-06-30
Blackrock Equity Index Non-Lendable	0.313%	0.000%	13,550,723	13,550,723	2022-06-30
Blackrock Russ 1000 Eq Idx Composite	0.280%	2.117%	12,055,082	249,911	2024-09-30
Putnam Large Cap Value A	0.277%	2.237%	11,910,613	260,641	2024-10-31
Russell 1000 Index Fund	0.276%	-2.149%	11,907,348	-261,506	2024-11-30
Putnam US Large Cap Value Equity	0.270%	6.312%	11,649,972	691,724	2024-09-30
iShares MSCI USA Quality Factor ETF	0.270%	0.360%	11,620,807	41,720	2024-10-31
Morgan Stanley Glbl Franchise	0.252%	31.573%	10,855,672	2,605,003	2024-03-31
MS INVF Global Brands A USD	0.252%	-1.417%	10,855,672	-156,015	2024-03-31
American Funds Income Fund of Amer A	0.249%	-18.460%	10,774,671	-2,439,339	2022-12-31
Vanguard Consumer Staples ETF	0.248%	0.579%	10,680,257	61,518	2024-10-31
JPMorgan US Equity L	0.231%	0.746%	9,985,124	73,925	2023-12-31
JPM US Equity-MA	0.232%	84,127.100%	9,985,124	9,973,269	2023-12-31
iShares Russell 1000 Growth ETF	0.221%	0.058%	9,547,631	5,505	2023-06-21
Vanguard Windsor™ II Inv	0.219%	-9.744%	9,447,900	-1,019,975	2023-12-31
NT S&P 500 Index Fund - NL	0.198%	-0.208%	8,552,382	-17,788	2023-09-30
Columbia Dividend Value	0.195%	-1.116%	8,414,781	-94,967	2023-09-30
Columbia Dividend Income Inst	0.195%	0.000%	8,414,781	0	2023-10-31