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 |
|---|---|---|---|---|---|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
3,443
shares
|
$243,454
0.08% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
New World Advisors LLC
Hingham, MA |
Aug 12, 2025 Q2 2025 |
3,441
shares
|
$243,313
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
3,436
shares
|
$242,959
0.2% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
3,433
shares
|
$242,747
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Canton Hathaway, LLC
|
Aug 04, 2025 Q2 2025 |
3,430
shares
|
$242,535
0.05% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
3,416
shares
|
$241,545
0.21% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Aug 04, 2025 Q2 2025 |
3,414
shares
|
$241,403
0.09% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Wedgewood Investors Inc
|
Jul 30, 2025 Q2 2025 |
3,408
shares
|
$240,979
0.28% of portfolio
|
Q2 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,403
shares
|
$240,626
0.02% of portfolio
|
Q2 2025
Reduced 11.45%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
3,400
shares
|
$240,413
0.06% of portfolio
|
Q2 2024
Reduced 10.53%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
3,400
shares
|
$240,413
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
3,399
shares
|
$240,343
0.94% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Aug 12, 2025 Q2 2025 |
3,399
shares
|
$240,343
0.23% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Castleark Management LLC
Chicago, IL |
Aug 15, 2025 Q2 2025 |
3,397
shares
|
$240,201
0.01% of portfolio
|
Q1 2022
Reduced 50.19%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
3,388
shares
|
$239,565
0.05% of portfolio
|
Q2 2025
Added 18.5%
|
|
|
Tlwm
San Antonio, TX |
Jul 28, 2025 Q2 2025 |
3,388
shares
|
$239,565
0.05% of portfolio
|
Q3 2024
Reduced 28.79%
|
|
|
Mps Loria Financial Planners, LLC
|
Jul 29, 2025 Q2 2025 |
3,383
shares
|
$239,211
0.07% of portfolio
|
Q2 2025
Reduced 12.06%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
3,380
shares
|
$238,999
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jul 25, 2025 Q2 2025 |
3,380
shares
|
$238,999
0.04% of portfolio
|
Q2 2024
Added 2.11%
|
|
|
Cottage Street Advisors LLC
|
Aug 04, 2025 Q2 2025 |
3,377
shares
|
$238,787
0.12% of portfolio
|
Q2 2025
Reduced 12.35%
|
|
|
Echo45 Advisors LLC
|
Aug 12, 2025 Q2 2025 |
3,373
shares
|
$238,504
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Jul 16, 2025 Q2 2025 |
3,367
shares
|
$238,080
0.23% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
3,364
shares
|
$237,868
0.04% of portfolio
|
Q1 2023
Reduced 6.27%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Aug 05, 2025 Q2 2025 |
3,364
shares
|
$237,868
0.13% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jul 23, 2025 Q2 2025 |
3,363
shares
|
$237,797
0.2% of portfolio
|
Q2 2025
Added 0.06%
|