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 |
---|---|---|---|---|---|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jul 17, 2025 Q2 2025 |
2,043
shares
|
$144,460
0.13% of portfolio
|
Q2 2025
Added 0.69%
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
2,014
shares
|
$142,409
0.02% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,013
shares
|
$142,339
0.06% of portfolio
|
Q3 2023
Reduced 1.23%
|
|
Knott David M Jr
Syosset, NY |
Aug 11, 2025 Q2 2025 |
2,000
shares
|
$141,420
0.09% of portfolio
|
Q3 2024
Reduced 73.68%
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
2,000
shares
|
$141,420
0.12% of portfolio
|
Q2 2025
Reduced 13.34%
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,938
shares
|
$137,035
0.03% of portfolio
|
Q3 2024
New holding
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
1,860
shares
|
$131,520
0.05% of portfolio
|
Q1 2025
New holding
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
1,853
shares
|
$131,025
0.05% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
1,849
shares
|
$130,742
0.04% of portfolio
|
Q1 2025
Reduced 30.65%
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
1,842
shares
|
$130,247
0.05% of portfolio
|
Q2 2025
New holding
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
1,833
shares
|
$129,611
0.02% of portfolio
|
Q2 2025
Added 5.77%
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
1,825
shares
|
$129,045
0.08% of portfolio
|
Q1 2025
Added 0.16%
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
1,816
shares
|
$128,409
0.04% of portfolio
|
Q2 2025
Added 0.17%
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
1,800
shares
|
$127,277
0.06% of portfolio
|
Q1 2025
Reduced 16.28%
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
1,780
shares
|
$125,863
0.09% of portfolio
|
Q2 2025
Added 8.27%
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
1,750
shares
|
$123,742
0.15% of portfolio
|
Q2 2022
Reduced 10.26%
|
|
Advantage Trust CO
Salina, KS |
Jul 30, 2025 Q2 2025 |
1,742
shares
|
$123,176
0.06% of portfolio
|
Q2 2025
Added 12.97%
|
|
O'Brien Wealth Partners LLC
|
Jul 09, 2025 Q2 2025 |
1,734
shares
|
$122,611
0.02% of portfolio
|
Q2 2025
Added 0.7%
|
|
Minot De Blois Advisors LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
1,725
shares
|
$121,974
0.12% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
1,722
shares
|
$121,762
0.05% of portfolio
|
Q2 2025
Reduced 66.71%
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
1,662
shares
|
$117,520
0.07% of portfolio
|
Q2 2025
Added 24.77%
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
1,659
shares
|
$117,307
0.06% of portfolio
|
Q2 2025
Added 267.85%
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
1,658
shares
|
$117,237
0.03% of portfolio
|
Q2 2025
Reduced 24.81%
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
1,656
shares
|
$117,095
0.08% of portfolio
|
Q1 2025
New holding
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
1,633
shares
|
$115,469
0.01% of portfolio
|
Q2 2025
Added 5.15%
|