Institutional Ownership Coca Cola CO (KO)
This table provides information about the institutional ownership of Coca Cola CO (KO). We have compiled data on the 3,799 institutions that hold shares in the stock, with a total of 3.14 Billion shares, which have been reported (via 13F filing form) to have a value of $222 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Aug 08, 2025 Q2 2025 |
7,568
shares
|
$535,133
0.16% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
7,563
shares
|
$534,779
0.67% of portfolio
|
Q1 2024
Added 7.51%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
7,560
shares
|
$534,567
0.19% of portfolio
|
Q3 2024
Reduced 9.75%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
7,548
shares
|
$533,719
0.02% of portfolio
|
Q2 2025
Reduced 17.08%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
7,547
shares
|
$533,648
0.21% of portfolio
|
Q2 2025
Added 9.79%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
7,544
shares
|
$533,436
0.17% of portfolio
|
Q1 2024
Added 1.29%
|
|
|
Terril Brothers, Inc.
|
Aug 04, 2025 Q2 2025 |
7,539
shares
|
$533,082
0.22% of portfolio
|
Q1 2025
Reduced 10.9%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
7,519
shares
|
$531,668
0.13% of portfolio
|
Q2 2025
Added 58.86%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jul 28, 2025 Q2 2025 |
7,507
shares
|
$530,819
0.38% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
7,471
shares
|
$528,274
0.28% of portfolio
|
Q4 2022
Added 3731.28%
|
|
|
Delta Investment Management, LLC
|
Jul 31, 2025 Q2 2025 |
7,456
shares
|
$527,213
0.12% of portfolio
|
Q2 2025
Added 9.45%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jul 28, 2025 Q2 2025 |
7,453
shares
|
$527,001
0.13% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Elco Management Co., LLC
New York, NY |
Aug 04, 2025 Q2 2025 |
7,451
shares
|
$526,860
0.28% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,446
shares
|
$526,506
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jul 16, 2025 Q2 2025 |
7,429
shares
|
$525,304
0.35% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Aug 11, 2025 Q2 2025 |
7,417
shares
|
$524,456
0.17% of portfolio
|
Q2 2025
Reduced 81.86%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
7,406
shares
|
$523,678
0.19% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
7,405
shares
|
$523,607
0.37% of portfolio
|
Q2 2025
Added 26.69%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
7,393
shares
|
$522,759
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
7,391
shares
|
$522,617
0.08% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
7,378
shares
|
$521,698
0.25% of portfolio
|
Q2 2025
Reduced 11.4%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
7,376
shares
|
$521,556
0.07% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Aug 12, 2025 Q2 2025 |
7,357
shares
|
$520,213
0.23% of portfolio
|
Q2 2025
Reduced 56.98%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
7,350
shares
|
$519,718
0.1% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
7,344
shares
|
$519,294
0.24% of portfolio
|
Q2 2025
Added 24.96%
|