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 |
|---|---|---|---|---|---|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
179,779
shares
|
$12.7 Million
0.97% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
179,404
shares
|
$12.7 Million
0.35% of portfolio
|
Q4 2022
New holding
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
179,075
shares
|
$12.7 Million
2.75% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Westfield Capital Management CO LP
Boston, MA |
May 09, 2025 Q1 2025 |
178,810
shares
|
$12.6 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
178,197
shares
|
$12.6 Million
1.54% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Jul 30, 2025 Q2 2025 |
178,153
shares
|
$12.6 Million
1.14% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
177,204
shares
|
$12.5 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Jul 24, 2025 Q2 2025 |
176,397
shares
|
$12.5 Million
2.47% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
175,794
shares
|
$12.4 Million
1.41% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
175,552
shares
|
$12.4 Million
0.46% of portfolio
|
Q1 2023
Added 3.18%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
174,083
shares
|
$12.3 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Wendell David Associates Inc
|
Jul 29, 2025 Q2 2025 |
172,983
shares
|
$12.2 Million
1.23% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jul 08, 2025 Q2 2025 |
172,505
shares
|
$12.2 Million
0.3% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
172,300
shares
|
$12.2 Million
0.44% of portfolio
|
Q4 2020
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
172,159
shares
|
$12.2 Million
0.26% of portfolio
|
Q1 2024
Added 1.39%
|
|
|
London CO Of Virginia
Richmond, VA |
Aug 14, 2025 Q2 2025 |
172,146
shares
|
$12.2 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Richard C. Young & Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
171,258
shares
|
$12.1 Million
1.28% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Ar Asset Management Inc
|
Aug 05, 2025 Q2 2025 |
170,531
shares
|
$12.1 Million
2.68% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
169,086
shares
|
$12 Million
0.91% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Omers Administration Corp
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
169,049
shares
|
$12 Million
0.1% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
168,686
shares
|
$11.9 Million
1.26% of portfolio
|
Q4 2022
Reduced 0.23%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
168,119
shares
|
$11.9 Million
0.17% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
167,630
shares
|
$11.9 Million
0.28% of portfolio
|
Q2 2025
Added 125.74%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
166,732
shares
|
$11.8 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Jul 08, 2025 Q2 2025 |
165,611
shares
|
$11.7 Million
0.68% of portfolio
|
Q2 2025
Reduced 39.83%
|