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 |
|---|---|---|---|---|---|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
100,462
shares
|
$7.1 Million
1.46% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
100,372
shares
|
$7.1 Million
0.22% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
100,330
shares
|
$7.09 Million
0.86% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
May 09, 2025 Q1 2025 |
100,270
shares
|
$7.09 Million
2.3% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
100,125
shares
|
$7.08 Million
0.87% of portfolio
|
Q2 2022
Reduced 1.52%
|
|
|
Bcm Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
100,053
shares
|
$7.07 Million
1.53% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Viking Fund Management LLC
|
Jul 11, 2025 Q2 2025 |
100,000
shares
|
$7.07 Million
1.02% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Bislett Management, LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
100,000
shares
|
$7.07 Million
7.1% of portfolio
|
Q2 2022
Reduced 28.57%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
99,947
shares
|
$7.07 Million
0.3% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
99,795
shares
|
$7.06 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
99,190
shares
|
$7.01 Million
0.45% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Allen Operations LLC
|
Aug 07, 2025 Q2 2025 |
99,054
shares
|
$7 Million
1.04% of portfolio
|
Q1 2025
Reduced 39.93%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
98,290
shares
|
$6.95 Million
0.55% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Hamel Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
98,063
shares
|
$6.93 Million
2.35% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
97,739
shares
|
$6.91 Million
0.5% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Monarch Capital Management Inc
|
Aug 20, 2025 Q2 2025 |
97,429
shares
|
$6.89 Million
1.88% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
97,264
shares
|
$6.88 Million
2.35% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Lawson Kroeker Investment Management Inc
|
Jul 25, 2025 Q2 2025 |
97,238
shares
|
$6.88 Million
1.36% of portfolio
|
Q2 2025
Reduced 9.41%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
96,807
shares
|
$6.85 Million
0.65% of portfolio
|
Q2 2025
Added 12.33%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
96,682
shares
|
$6.84 Million
0.12% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
96,603
shares
|
$6.83 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
95,698
shares
|
$6.77 Million
0.59% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
95,659
shares
|
$6.76 Million
0.25% of portfolio
|
Q2 2025
Added 11.77%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
95,554
shares
|
$6.76 Million
0.47% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jul 11, 2025 Q2 2025 |
95,432
shares
|
$6.75 Million
3.83% of portfolio
|
Q2 2025
Added 1310.46%
|