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 |
|---|---|---|---|---|---|
|
Cutler Investment Counsel LLC
|
Jul 28, 2025 Q2 2025 |
3,091
shares
|
$218,564
0.02% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
3,090
shares
|
$218,493
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jul 29, 2025 Q2 2025 |
3,090
shares
|
$218,493
0.26% of portfolio
|
Q2 2025
Reduced 12.51%
|
|
|
Curated Wealth Partners LLC
|
Jul 28, 2025 Q2 2025 |
3,089
shares
|
$218,423
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
3,088
shares
|
$218,352
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ervin Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
3,087
shares
|
$218,281
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
3,084
shares
|
$218,069
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
3,080
shares
|
$217,786
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
3,075
shares
|
$217,433
0.07% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Aug 06, 2025 Q2 2025 |
3,075
shares
|
$217,433
0.17% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
3,070
shares
|
$217,079
0.12% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jul 24, 2025 Q2 2025 |
3,061
shares
|
$216,443
0.15% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
3,056
shares
|
$216,089
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
3,056
shares
|
$216,089
0.08% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jul 17, 2025 Q2 2025 |
3,056
shares
|
$216,089
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 04, 2025 Q2 2025 |
3,056
shares
|
$216,089
0.3% of portfolio
|
Q2 2025
Reduced 6.72%
|
|
|
Private Wealth Partners, LLC
|
Aug 01, 2025 Q2 2025 |
3,051
shares
|
$215,736
0.02% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
3,048
shares
|
$215,524
0.05% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
3,043
shares
|
$215,170
0.06% of portfolio
|
Q1 2025
Reduced 23.58%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
3,038
shares
|
$214,816
0.17% of portfolio
|
Q2 2025
Added 19.42%
|
|
|
Sound Financial Strategies Group, LLC
|
Aug 06, 2025 Q2 2025 |
3,035
shares
|
$214,604
0.19% of portfolio
|
Q2 2025
Reduced 71.31%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
3,032
shares
|
$214,392
0.18% of portfolio
|
Q2 2025
Reduced 31.06%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Aug 06, 2025 Q2 2025 |
3,029
shares
|
$214,180
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Aug 11, 2025 Q2 2025 |
3,025
shares
|
$213,897
0.07% of portfolio
|
Q2 2025
Reduced 22.99%
|
|
|
Sage Financial Management Group, Inc.
|
Jul 21, 2025 Q2 2025 |
3,016
shares
|
$213,261
0.07% of portfolio
|
Q1 2025
New holding
|