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 |
|---|---|---|---|---|---|
|
Lipe & Dalton
|
Aug 01, 2025 Q2 2025 |
1,600
shares
|
$113,135
0.06% of portfolio
|
Q4 2024
Reduced 11.11%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
1,600
shares
|
$113,135
0.01% of portfolio
|
Q1 2025
Reduced 38.46%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
1,594
shares
|
$112,711
0.04% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
1,590
shares
|
$112,428
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
1,564
shares
|
$110,590
0.03% of portfolio
|
Q2 2025
Reduced 7.24%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
1,564
shares
|
$110,590
0.03% of portfolio
|
Q2 2025
Reduced 18.29%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
1,550
shares
|
$109,600
0.06% of portfolio
|
Q4 2024
Added 138.46%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
1,550
shares
|
$109,600
0.06% of portfolio
|
Q2 2025
Added 14.05%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
1,536
shares
|
$108,610
0.02% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
1,522
shares
|
$107,620
0.03% of portfolio
|
Q4 2024
Reduced 47.01%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Aug 13, 2025 Q2 2025 |
1,521
shares
|
$107,549
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
1,511
shares
|
$106,842
0.01% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Aug 19, 2025 Q2 2025 |
1,500
shares
|
$106,064
0.09% of portfolio
|
Q4 2023
Added 50.0%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
1,499
shares
|
$105,994
0.05% of portfolio
|
Q2 2024
Added 2.04%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
1,496
shares
|
$105,782
0.06% of portfolio
|
Q4 2021
Added 7.16%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
1,480
shares
|
$104,650
0.03% of portfolio
|
Q2 2025
Added 62.64%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
1,478
shares
|
$104,509
0.02% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
1,477
shares
|
$104,438
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
1,472
shares
|
$104,085
0.04% of portfolio
|
Q1 2025
Reduced 58.37%
|
|
|
Westchester Capital Management, Inc.
Omaha, NE |
Jul 25, 2025 Q2 2025 |
1,449
shares
|
$102,458
0.02% of portfolio
|
Q1 2025
Added 7.65%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Aug 07, 2025 Q2 2025 |
1,449
shares
|
$102,458
0.09% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
1,434
shares
|
$101,398
0.03% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
1,394
shares
|
$98,569
0.03% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 08, 2025 Q2 2025 |
1,300
shares
|
$91,922
0.06% of portfolio
|
Q4 2024
Reduced 30.29%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
1,292
shares
|
$91,357
0.04% of portfolio
|
Q1 2025
Reduced 18.84%
|