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 |
|---|---|---|---|---|---|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
869
shares
|
$61,446
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
860
shares
|
$60,810
0.05% of portfolio
|
Q4 2023
Reduced 1.15%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
850
shares
|
$60,103
0.04% of portfolio
|
Q2 2025
Added 80.08%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
836
shares
|
$59,113
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
822
shares
|
$58,123
0.0% of portfolio
|
Q2 2024
Reduced 10.16%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
820
shares
|
$57,982
0.04% of portfolio
|
Q3 2021
Reduced 26.79%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
809
shares
|
$57,204
0.22% of portfolio
|
Q4 2021
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
801
shares
|
$56,638
0.01% of portfolio
|
Q3 2023
Added 8.1%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
800
shares
|
$56,567
0.01% of portfolio
|
Q2 2025
Reduced 16.49%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
793
shares
|
$56,073
0.02% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
791
shares
|
$55,931
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
791
shares
|
$55,931
0.03% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
780
shares
|
$55,153
0.02% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Jul 18, 2025 Q2 2025 |
773
shares
|
$54,658
0.02% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
772
shares
|
$54,588
0.01% of portfolio
|
Q2 2025
Added 82.94%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
771
shares
|
$54,517
0.04% of portfolio
|
Q2 2025
Added 671.0%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
761
shares
|
$53,810
0.02% of portfolio
|
Q2 2025
Added 8.71%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
755
shares
|
$53,386
0.04% of portfolio
|
Q2 2025
Reduced 12.72%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
749
shares
|
$52,961
0.05% of portfolio
|
Q2 2025
Reduced 30.71%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
729
shares
|
$51,547
0.04% of portfolio
|
Q2 2025
Added 49.08%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Aug 19, 2025 Q2 2025 |
700
shares
|
$49,496
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
696
shares
|
$49,214
0.03% of portfolio
|
Q2 2025
Reduced 15.43%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
681
shares
|
$48,153
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
680
shares
|
$48,082
0.02% of portfolio
|
Q4 2023
Added 6.92%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
657
shares
|
$46,456
0.02% of portfolio
|
Q2 2025
Added 37.74%
|