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 |
|---|---|---|---|---|---|
|
Zevin Asset Management LLC
|
Aug 06, 2025 Q2 2025 |
3,833
shares
|
$271,031
0.04% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
3,816
shares
|
$269,829
0.18% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
3,813
shares
|
$269,617
0.03% of portfolio
|
Q4 2024
Reduced 21.38%
|
|
|
Iron Financial, LLC
|
Jul 24, 2025 Q2 2025 |
3,811
shares
|
$269,475
0.14% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
3,809
shares
|
$269,334
0.11% of portfolio
|
Q2 2025
Reduced 8.5%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
3,802
shares
|
$268,839
0.15% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Aug 13, 2025 Q2 2025 |
3,801
shares
|
$268,768
0.17% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Mendel Capital Management LLC
|
Aug 14, 2025 Q2 2025 |
3,790
shares
|
$267,990
0.16% of portfolio
|
Q2 2025
Added 10.79%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Jul 24, 2025 Q2 2025 |
3,778
shares
|
$267,142
0.13% of portfolio
|
Q2 2025
Added 7.67%
|
|
|
Mizuho Markets Americas LLC
|
Aug 01, 2025 Q2 2025 |
3,775
shares
|
$266,930
0.01% of portfolio
|
Q2 2025
Reduced 82.16%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
3,767
shares
|
$266,364
0.26% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
3,766
shares
|
$266,293
0.07% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jul 23, 2025 Q2 2025 |
3,765
shares
|
$266,223
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Greenup Street Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
3,761
shares
|
$265,940
0.05% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
3,758
shares
|
$265,728
0.04% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Noesis Capital Mangement Corp
|
Aug 04, 2025 Q2 2025 |
3,752
shares
|
$265,303
0.05% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
3,746
shares
|
$264,879
0.14% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
3,740
shares
|
$264,455
0.07% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jul 14, 2025 Q2 2025 |
3,729
shares
|
$263,677
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
3,728
shares
|
$263,606
0.08% of portfolio
|
Q2 2025
Added 31.18%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Jul 24, 2025 Q2 2025 |
3,722
shares
|
$263,182
0.1% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
3,721
shares
|
$263,111
0.07% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
3,719
shares
|
$262,970
0.12% of portfolio
|
Q2 2025
Added 23.15%
|
|
|
Notis Mc Conarty Edward
|
Jul 23, 2025 Q2 2025 |
3,716
shares
|
$262,758
0.13% of portfolio
|
Q2 2025
Reduced 11.86%
|
|
|
Nova R Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
3,713
shares
|
$262,546
0.13% of portfolio
|
Q2 2025
Added 0.35%
|