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 |
|---|---|---|---|---|---|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
106,017
shares
|
$7.5 Million
0.16% of portfolio
|
Q2 2025
Added 5.68%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
105,965
shares
|
$7.49 Million
1.36% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
105,773
shares
|
$7.48 Million
0.29% of portfolio
|
Q2 2025
Added 21.74%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
105,614
shares
|
$7.47 Million
0.53% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
105,130
shares
|
$7.43 Million
0.73% of portfolio
|
Q2 2025
Added 16.96%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
104,895
shares
|
$7.42 Million
0.75% of portfolio
|
Q2 2025
Reduced 73.54%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
104,617
shares
|
$7.4 Million
0.07% of portfolio
|
Q2 2025
Added 7.31%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
May 13, 2025 Q1 2025 |
104,525
shares
|
$7.39 Million
2.56% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Quantbot Technologies LP
New York, NY |
Aug 13, 2025 Q2 2025 |
104,142
shares
|
$7.36 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Baxter Bros Inc
|
Jul 23, 2025 Q2 2025 |
103,812
shares
|
$7.34 Million
0.91% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Bull Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
103,522
shares
|
$7.32 Million
3.52% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
103,113
shares
|
$7.29 Million
0.32% of portfolio
|
Q2 2025
Added 123.53%
|
|
|
Greystone Financial Group, LLC
|
Aug 07, 2025 Q2 2025 |
102,974
shares
|
$7.28 Million
1.23% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
102,834
shares
|
$7.27 Million
1.0% of portfolio
|
Q2 2025
Added 5.83%
|
|
|
Biglari, Sardar
San Antonio, TX |
Aug 14, 2025 Q2 2025 |
102,464
shares
|
$7.25 Million
15.38% of portfolio
|
Q2 2025
Reduced 9.05%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
102,425
shares
|
$7.24 Million
0.29% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Jul 29, 2025 Q2 2025 |
102,382
shares
|
$7.24 Million
3.05% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
102,062
shares
|
$7.22 Million
1.1% of portfolio
|
Q4 2022
Added 0.17%
|
|
|
Stolper CO
|
Jul 10, 2025 Q2 2025 |
101,701
shares
|
$7.19 Million
2.36% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Aug 13, 2025 Q2 2025 |
101,525
shares
|
$7.18 Million
1.74% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
101,208
shares
|
$7.16 Million
2.22% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
101,049
shares
|
$7.15 Million
0.39% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
100,834
shares
|
$7.13 Million
0.17% of portfolio
|
Q2 2025
Added 81.19%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
100,817
shares
|
$7.13 Million
0.34% of portfolio
|
Q2 2025
Added 237.1%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
100,614
shares
|
$7.11 Million
0.25% of portfolio
|
Q2 2025
Reduced 5.57%
|