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 |
|---|---|---|---|---|---|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
1,053
shares
|
$74,457
0.11% of portfolio
|
Q3 2022
Added 0.67%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
1,023
shares
|
$72,336
0.04% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
1,001
shares
|
$70,780
0.01% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
1,000
shares
|
$70,710
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
1,000
shares
|
$70,710
0.02% of portfolio
|
Q2 2020
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
994
shares
|
$70,285
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
993
shares
|
$70,215
0.07% of portfolio
|
Q4 2024
Reduced 28.61%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
980
shares
|
$69,295
0.03% of portfolio
|
Q1 2025
Added 22.5%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
979
shares
|
$69,225
0.05% of portfolio
|
Q2 2025
Reduced 6.76%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
976
shares
|
$69,012
0.02% of portfolio
|
Q2 2025
Reduced 14.08%
|
|
|
Vega Investment Solutions
Paris, I0 |
Aug 13, 2025 Q2 2025 |
970
shares
|
$68,588
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
956
shares
|
$67,598
0.02% of portfolio
|
Q2 2025
Reduced 17.01%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
955
shares
|
$67,528
0.1% of portfolio
|
Q4 2024
Added 66.67%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
953
shares
|
$67,386
0.03% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
947
shares
|
$66,962
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
925
shares
|
$65,406
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
924
shares
|
$65,336
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
915
shares
|
$64,699
0.02% of portfolio
|
Q2 2022
Added 626.19%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
909
shares
|
$64,275
0.01% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
905
shares
|
$63,992
0.02% of portfolio
|
Q1 2023
Reduced 3.42%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
904
shares
|
$63,921
0.02% of portfolio
|
Q2 2025
Reduced 36.47%
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
900
shares
|
$63,638
0.03% of portfolio
|
Q2 2025
Added 350.0%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
881
shares
|
$62,295
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Aug 12, 2025 Q2 2025 |
878
shares
|
$62,083
0.03% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
875
shares
|
$61,871
0.07% of portfolio
|
Q2 2025
Reduced 5.81%
|