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 |
|---|---|---|---|---|---|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
7,337
shares
|
$518,799
0.14% of portfolio
|
Q2 2025
Reduced 5.32%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
7,320
shares
|
$517,597
0.09% of portfolio
|
Q2 2025
Reduced 14.05%
|
|
|
Searle & Co.
|
Aug 07, 2025 Q2 2025 |
7,315
shares
|
$517,243
0.15% of portfolio
|
Q2 2025
Reduced 23.19%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
7,314
shares
|
$517,172
0.49% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Aft, Forsyth & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
7,293
shares
|
$515,688
0.27% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
7,286
shares
|
$515,193
0.06% of portfolio
|
Q3 2022
Added 11.34%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
7,253
shares
|
$512,859
0.14% of portfolio
|
Q2 2025
Added 139.61%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
7,250
shares
|
$512,647
0.28% of portfolio
|
Q4 2024
Added 23.93%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
7,240
shares
|
$511,940
0.57% of portfolio
|
Q2 2023
Reduced 28.03%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
7,239
shares
|
$511,869
0.28% of portfolio
|
Q3 2023
Added 0.04%
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
7,231
shares
|
$511,304
0.79% of portfolio
|
Q1 2024
Reduced 24.87%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
7,230
shares
|
$511,233
0.13% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
7,225
shares
|
$510,879
0.04% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
7,210
shares
|
$509,819
0.08% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Jul 25, 2025 Q2 2025 |
7,182
shares
|
$507,839
0.37% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
7,181
shares
|
$507,768
0.17% of portfolio
|
Q2 2025
Added 4.71%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
7,156
shares
|
$506,000
0.1% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
7,139
shares
|
$504,798
0.15% of portfolio
|
Q3 2023
Added 13.9%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Aug 11, 2025 Q2 2025 |
7,139
shares
|
$504,798
0.33% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
7,138
shares
|
$504,727
0.07% of portfolio
|
Q2 2025
Added 30.26%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 13, 2025 Q2 2025 |
7,123
shares
|
$503,667
0.05% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
7,118
shares
|
$503,313
0.06% of portfolio
|
Q1 2025
Reduced 23.54%
|
|
|
Renasant Bank
|
Aug 08, 2025 Q2 2025 |
7,112
shares
|
$502,889
0.38% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
7,104
shares
|
$502,323
0.22% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
7,097
shares
|
$501,828
0.02% of portfolio
|
Q2 2025
Added 1.97%
|