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 |
|---|---|---|---|---|---|
|
New Century Financial Group, LLC
Princeton, NJ |
Jul 21, 2025 Q2 2025 |
3,163
shares
|
$223,655
0.26% of portfolio
|
Q2 2025
Reduced 47.36%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 11, 2025 Q2 2025 |
3,162
shares
|
$223,585
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
3,160
shares
|
$223,443
0.04% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Iam Advisory, LLC
|
Jul 08, 2025 Q2 2025 |
3,158
shares
|
$223,302
0.06% of portfolio
|
Q2 2025
Added 10.57%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
3,156
shares
|
$223,160
0.13% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Grandview Asset Management LLC
|
Jul 17, 2025 Q2 2025 |
3,152
shares
|
$222,877
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Aug 13, 2025 Q2 2025 |
3,152
shares
|
$222,877
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
F Dx Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
3,149
shares
|
$222,665
0.07% of portfolio
|
Q2 2025
Reduced 25.85%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Aug 12, 2025 Q2 2025 |
3,148
shares
|
$222,595
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
3,144
shares
|
$222,312
0.06% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 30, 2025 Q2 2025 |
3,143
shares
|
$222,241
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Single Point Partners, LLC
|
Jul 21, 2025 Q2 2025 |
3,142
shares
|
$222,170
0.05% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
3,140
shares
|
$222,029
0.04% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
3,137
shares
|
$221,817
0.03% of portfolio
|
Q2 2025
Added 8.4%
|
|
|
Drum Hill Capital, LLC
Westport, CT |
Jul 15, 2025 Q2 2025 |
3,125
shares
|
$220,968
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
3,123
shares
|
$220,827
0.19% of portfolio
|
Q2 2025
Reduced 6.78%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
3,123
shares
|
$220,827
0.17% of portfolio
|
Q1 2025
Reduced 9.29%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
3,118
shares
|
$220,473
0.04% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jul 09, 2025 Q2 2025 |
3,118
shares
|
$220,473
0.11% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
3,117
shares
|
$220,403
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Vigilare Wealth Management
|
Jul 18, 2025 Q2 2025 |
3,105
shares
|
$219,554
0.09% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
3,103
shares
|
$219,413
0.11% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
3,101
shares
|
$219,271
0.11% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
3,097
shares
|
$218,988
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
3,093
shares
|
$218,706
0.09% of portfolio
|
Q2 2025
Reduced 1.59%
|