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 |
|---|---|---|---|---|---|
|
Carderock Capital Management Inc
|
Jul 10, 2025 Q2 2025 |
2,850
shares
|
$201,523
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
2,848
shares
|
$201,382
0.06% of portfolio
|
Q2 2025
Reduced 55.53%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
2,847
shares
|
$201,311
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Santori & Peters, Inc.
|
Jul 15, 2025 Q2 2025 |
2,840
shares
|
$200,816
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
2,839
shares
|
$200,745
0.04% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Aug 12, 2025 Q2 2025 |
2,837
shares
|
$200,604
0.05% of portfolio
|
Q2 2025
Reduced 25.73%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Jul 25, 2025 Q2 2025 |
2,832
shares
|
$200,250
0.14% of portfolio
|
Q2 2025
Reduced 6.66%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
2,830
shares
|
$200,109
0.05% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Aug 14, 2025 Q2 2025 |
2,826
shares
|
$199,826
0.1% of portfolio
|
Q2 2025
Added 45.75%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
2,813
shares
|
$198,907
0.04% of portfolio
|
Q2 2025
Reduced 20.09%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
2,807
shares
|
$198,482
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
2,796
shares
|
$197,705
0.12% of portfolio
|
Q3 2024
Added 177.66%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,783
shares
|
$196,785
0.13% of portfolio
|
Q4 2024
Reduced 68.94%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
2,781
shares
|
$196,644
0.07% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
2,781
shares
|
$196,644
0.01% of portfolio
|
Q2 2025
Added 7.0%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
2,753
shares
|
$194,664
0.17% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
2,722
shares
|
$192,472
0.05% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
2,693
shares
|
$190,422
0.11% of portfolio
|
Q2 2025
Reduced 36.59%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
2,678
shares
|
$189,361
0.1% of portfolio
|
Q2 2025
Reduced 15.61%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
2,677
shares
|
$189,290
0.1% of portfolio
|
Q1 2024
Reduced 14.66%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
2,670
shares
|
$188,795
0.03% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
2,667
shares
|
$188,583
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
2,654
shares
|
$187,664
0.03% of portfolio
|
Q2 2025
Added 11.47%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
2,627
shares
|
$185,755
0.02% of portfolio
|
Q2 2021
Added 5.08%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
2,627
shares
|
$185,755
0.07% of portfolio
|
Q2 2025
Reduced 2.85%
|