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 |
|---|---|---|---|---|---|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
133
shares
|
$9,404
0.0% of portfolio
|
Q2 2025
Added 79.73%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
127
shares
|
$8,980
0.0% of portfolio
|
Q1 2025
Added 24.51%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
125
shares
|
$8,838
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Biglari Capital Corp.
San Antonio, TX |
Aug 14, 2025 Q2 2025 |
120
shares
|
$8,485
0.0% of portfolio
|
Q2 2024
Reduced 94.06%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
112
shares
|
$7,919
0.02% of portfolio
|
Q3 2024
Reduced 37.08%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
105
shares
|
$7,424
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Aug 06, 2025 Q2 2025 |
103
shares
|
$7,283
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
101
shares
|
$7,141
0.0% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
101
shares
|
$7,141
0.0% of portfolio
|
Q1 2025
Reduced 99.24%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
100
shares
|
$7,070
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
100
shares
|
$7,070
0.01% of portfolio
|
Q2 2025
Added 12.36%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
88
shares
|
$6,222
0.0% of portfolio
|
Q2 2025
Added 31.34%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
84
shares
|
$5,939
0.0% of portfolio
|
Q1 2025
Reduced 98.61%
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
83
shares
|
$5,868
0.0% of portfolio
|
Q2 2025
Reduced 95.38%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
82
shares
|
$5,798
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
76
shares
|
$5,373
0.0% of portfolio
|
Q2 2024
Reduced 35.04%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
75
shares
|
$5,303
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
74
shares
|
$5,232
0.26% of portfolio
|
Q2 2025
Reduced 47.52%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
64
shares
|
$4,525
0.0% of portfolio
|
Q2 2025
Added 276.47%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Aug 12, 2025 Q2 2025 |
58
shares
|
$4,101
0.0% of portfolio
|
Q1 2025
Reduced 97.92%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
55
shares
|
$3,889
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
53
shares
|
$3,747
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
52
shares
|
$3,676
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
50
shares
|
$3,535
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
47
shares
|
$3,323
0.0% of portfolio
|
Q2 2025
New holding
|