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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
71,670
shares
|
$5.07 Million
0.15% of portfolio
|
Q2 2025
Added 5.62%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
71,277
shares
|
$5.04 Million
0.34% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
70,607
shares
|
$4.99 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
70,388
shares
|
$4.98 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
70,354
shares
|
$4.97 Million
0.48% of portfolio
|
Q3 2021
Reduced 1.75%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
70,241
shares
|
$4.97 Million
1.45% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
70,225
shares
|
$4.97 Million
0.26% of portfolio
|
Q4 2024
Added 9.79%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
70,018
shares
|
$4.95 Million
2.18% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
70,000
shares
|
$4.95 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
69,929
shares
|
$4.94 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
69,859
shares
|
$4.94 Million
0.05% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
69,538
shares
|
$4.92 Million
1.02% of portfolio
|
Q1 2024
Reduced 2.37%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
69,538
shares
|
$4.92 Million
1.36% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
69,481
shares
|
$4.91 Million
0.1% of portfolio
|
Q2 2025
Added 26.4%
|
|
|
Capital International LTD
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
69,453
shares
|
$4.91 Million
0.2% of portfolio
|
Q2 2025
Added 18.87%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
69,351
shares
|
$4.9 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
69,050
shares
|
$4.88 Million
0.17% of portfolio
|
Q2 2025
Added 7.84%
|
|
|
Cfm Wealth Partners LLC
|
Jul 23, 2025 Q2 2025 |
68,993
shares
|
$4.88 Million
0.78% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
68,961
shares
|
$4.88 Million
0.71% of portfolio
|
Q2 2025
Reduced 6.14%
|
|
|
Kennon Green & Company, LLC
Newport Beach, CA |
Jul 28, 2025 Q2 2025 |
68,920
shares
|
$4.87 Million
3.95% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
68,792
shares
|
$4.86 Million
1.78% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
68,768
shares
|
$4.86 Million
1.07% of portfolio
|
Q2 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
68,549
shares
|
$4.85 Million
1.04% of portfolio
|
Q3 2022
Added 0.08%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
68,442
shares
|
$4.84 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Shilanski & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
67,959
shares
|
$4.81 Million
1.38% of portfolio
|
Q2 2025
Reduced 1.15%
|