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 |
|---|---|---|---|---|---|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
63,831
shares
|
$4.51 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
63,718
shares
|
$4.51 Million
0.5% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
63,662
shares
|
$4.5 Million
0.05% of portfolio
|
Q2 2022
Reduced 53.91%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
63,610
shares
|
$4.5 Million
0.41% of portfolio
|
Q4 2024
Reduced 22.99%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
63,557
shares
|
$4.49 Million
2.32% of portfolio
|
Q3 2022
Added 0.01%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
63,511
shares
|
$4.49 Million
1.04% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
63,475
shares
|
$4.49 Million
0.2% of portfolio
|
Q2 2025
Added 18.85%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Aug 07, 2025 Q2 2025 |
63,281
shares
|
$4.47 Million
1.5% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Jacobs & CO
|
Jul 02, 2025 Q2 2025 |
63,005
shares
|
$4.46 Million
0.44% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
62,819
shares
|
$4.44 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Tufton Capital Management
|
Aug 05, 2025 Q2 2025 |
62,701
shares
|
$4.43 Million
0.84% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
62,661
shares
|
$4.43 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Parthenon LLC
|
Jul 29, 2025 Q2 2025 |
62,334
shares
|
$4.41 Million
0.51% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Jul 29, 2025 Q2 2025 |
62,239
shares
|
$4.4 Million
1.96% of portfolio
|
Q2 2025
Reduced 15.77%
|
|
|
Weik Capital Management
Wyomissing, PA |
Aug 12, 2025 Q2 2025 |
62,120
shares
|
$4.39 Million
1.75% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
61,916
shares
|
$4.38 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
61,851
shares
|
$4.37 Million
0.52% of portfolio
|
Q2 2025
Added 7.06%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
61,809
shares
|
$4.37 Million
0.12% of portfolio
|
Q2 2025
Added 7.48%
|
|
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
Aug 12, 2025 Q2 2025 |
61,622
shares
|
$4.36 Million
0.18% of portfolio
|
Q2 2025
Reduced 18.39%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
61,457
shares
|
$4.35 Million
0.65% of portfolio
|
Q2 2025
Reduced 14.59%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
61,457
shares
|
$4.35 Million
0.65% of portfolio
|
Q2 2025
Added 5.58%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
61,247
shares
|
$4.33 Million
0.29% of portfolio
|
Q2 2025
Reduced 6.87%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
61,225
shares
|
$4.33 Million
1.29% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
61,219
shares
|
$4.33 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
61,144
shares
|
$4.32 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.1%
|