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 |
|---|---|---|---|---|---|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
67,628
shares
|
$4.78 Million
0.27% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
Aug 13, 2025 Q2 2025 |
67,493
shares
|
$4.77 Million
2.17% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
67,458
shares
|
$4.77 Million
0.09% of portfolio
|
Q2 2025
Added 9.03%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Aug 14, 2025 Q2 2025 |
67,288
shares
|
$4.76 Million
0.03% of portfolio
|
Q2 2025
Added 164.07%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
67,232
shares
|
$4.75 Million
0.38% of portfolio
|
Q4 2022
Reduced 3.93%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
66,978
shares
|
$4.74 Million
0.23% of portfolio
|
Q2 2025
Reduced 9.28%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
66,825
shares
|
$4.73 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Waverton Investment Management LTD
|
Aug 06, 2025 Q2 2025 |
66,773
shares
|
$4.72 Million
0.07% of portfolio
|
Q2 2025
Reduced 39.89%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
66,700
shares
|
$4.72 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
66,191
shares
|
$4.68 Million
1.05% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
65,849
shares
|
$4.66 Million
0.16% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
65,802
shares
|
$4.65 Million
0.18% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
65,749
shares
|
$4.65 Million
3.13% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
65,698
shares
|
$4.65 Million
0.77% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
65,524
shares
|
$4.63 Million
0.28% of portfolio
|
Q2 2025
Added 7.0%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
65,097
shares
|
$4.6 Million
2.02% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
64,946
shares
|
$4.59 Million
0.31% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Aug 12, 2025 Q2 2025 |
64,937
shares
|
$4.59 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
64,653
shares
|
$4.57 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.53%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jul 18, 2025 Q2 2025 |
64,628
shares
|
$4.57 Million
0.38% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
64,591
shares
|
$4.57 Million
0.35% of portfolio
|
Q2 2025
Added 7.95%
|
|
|
Lafayette Investments, Inc.
|
Jul 30, 2025 Q2 2025 |
64,451
shares
|
$4.56 Million
0.95% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Aug 07, 2025 Q2 2025 |
64,447
shares
|
$4.56 Million
0.88% of portfolio
|
Q2 2025
Reduced 9.46%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Aug 08, 2025 Q2 2025 |
64,204
shares
|
$4.54 Million
0.27% of portfolio
|
Q2 2025
Reduced 57.69%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
64,148
shares
|
$4.54 Million
0.17% of portfolio
|
Q2 2025
Added 2.49%
|