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 |
|---|---|---|---|---|---|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
240
shares
|
$16,970
0.01% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
240
shares
|
$16,970
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
230
shares
|
$16,263
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
227
shares
|
$16,051
0.01% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
200
shares
|
$14,141
0.01% of portfolio
|
Q4 2024
Reduced 46.67%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
200
shares
|
$14,141
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
200
shares
|
$14,141
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
200
shares
|
$14,141
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
196
shares
|
$13,859
0.01% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
195
shares
|
$13,788
0.0% of portfolio
|
Q2 2024
Added 62.5%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
185
shares
|
$13,081
0.01% of portfolio
|
Q2 2025
Added 55.46%
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
Jul 24, 2025 Q2 2025 |
183
shares
|
$12,939
0.01% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
179
shares
|
$12,657
0.0% of portfolio
|
Q2 2025
Added 411.43%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
167
shares
|
$11,808
0.0% of portfolio
|
Q3 2022
Reduced 5.65%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
165
shares
|
$11,667
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
154
shares
|
$10,889
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Sagard Holdings Management Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
154
shares
|
$10,889
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
153
shares
|
$10,818
0.01% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
151
shares
|
$10,677
0.0% of portfolio
|
Q1 2024
Reduced 67.87%
|
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
148
shares
|
$10,465
0.01% of portfolio
|
Q2 2025
Reduced 40.32%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
147
shares
|
$10,394
0.0% of portfolio
|
Q4 2024
Reduced 47.5%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
147
shares
|
$10,394
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
145
shares
|
$10,252
0.0% of portfolio
|
Q1 2025
Reduced 33.49%
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
140
shares
|
$9,899
0.0% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
134
shares
|
$9,475
0.0% of portfolio
|
Q2 2025
Added 0.75%
|