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 |
|---|---|---|---|---|---|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
6,300
shares
|
$445,472
0.04% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
6,298
shares
|
$445,331
0.03% of portfolio
|
Q4 2024
Reduced 5.29%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
6,297
shares
|
$445,260
0.21% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jul 15, 2025 Q2 2025 |
6,295
shares
|
$445,119
0.32% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
6,294
shares
|
$445,048
0.16% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
6,294
shares
|
$445,048
0.02% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Granite Investment Partners, LLC
|
Aug 13, 2025 Q2 2025 |
6,291
shares
|
$444,836
0.02% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Arbor Investment Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
6,286
shares
|
$444,483
0.06% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Pine Bridge Investments, L.P.
|
Aug 13, 2025 Q2 2025 |
6,275
shares
|
$443,705
0.0% of portfolio
|
Q2 2025
Reduced 97.59%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
6,260
shares
|
$442,644
0.08% of portfolio
|
Q3 2024
Reduced 24.61%
|
|
|
Financial Advisors Network, Inc.
|
Aug 14, 2025 Q2 2025 |
6,219
shares
|
$439,745
0.07% of portfolio
|
Q2 2025
Added 15.57%
|
|
|
Seven Springs Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
6,212
shares
|
$439,250
0.11% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Brown Shipley& CO LTD
London, X0 |
Jul 18, 2025 Q2 2025 |
6,205
shares
|
$438,755
0.24% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
6,200
shares
|
$438,401
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
6,188
shares
|
$437,553
0.06% of portfolio
|
Q2 2025
Reduced 13.95%
|
|
|
Klcm Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
6,183
shares
|
$437,199
0.05% of portfolio
|
Q2 2025
Reduced 46.81%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
6,166
shares
|
$435,997
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
6,166
shares
|
$435,997
0.11% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
6,158
shares
|
$435,432
0.08% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
6,157
shares
|
$435,361
0.2% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
6,150
shares
|
$434,866
0.2% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
6,127
shares
|
$433,240
0.29% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
6,121
shares
|
$432,815
0.06% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
6,118
shares
|
$432,603
0.19% of portfolio
|
Q1 2024
Reduced 26.06%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
6,117
shares
|
$432,533
0.06% of portfolio
|
Q1 2025
Reduced 0.83%
|