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 |
|---|---|---|---|---|---|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
51,839
shares
|
$3.67 Million
0.13% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jul 16, 2025 Q2 2025 |
51,797
shares
|
$3.66 Million
0.11% of portfolio
|
Q2 2025
Added 1412.32%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
51,770
shares
|
$3.66 Million
0.24% of portfolio
|
Q2 2025
Added 81.87%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
51,695
shares
|
$3.66 Million
0.37% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jul 24, 2025 Q2 2025 |
51,676
shares
|
$3.65 Million
0.61% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
51,607
shares
|
$3.65 Million
0.27% of portfolio
|
Q2 2025
Added 8.44%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
51,435
shares
|
$3.64 Million
1.01% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
51,403
shares
|
$3.63 Million
0.31% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Plimoth Trust CO LLC
|
Jul 22, 2025 Q2 2025 |
51,328
shares
|
$3.63 Million
0.89% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
51,326
shares
|
$3.63 Million
0.29% of portfolio
|
Q2 2025
Added 9.98%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
51,209
shares
|
$3.62 Million
1.12% of portfolio
|
Q1 2024
Added 0.26%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
51,151
shares
|
$3.62 Million
0.06% of portfolio
|
Q2 2025
Added 379.35%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
51,070
shares
|
$3.61 Million
0.09% of portfolio
|
Q2 2025
Reduced 5.48%
|
|
|
Morton Community Bank
East Peoria, IL |
Aug 13, 2025 Q2 2025 |
51,019
shares
|
$3.61 Million
0.9% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
51,000
shares
|
$3.61 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.96%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
50,990
shares
|
$3.61 Million
0.82% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
50,957
shares
|
$3.6 Million
1.91% of portfolio
|
Q2 2025
Reduced 12.56%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
50,942
shares
|
$3.6 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Community Trust & Investment CO
|
Jul 10, 2025 Q2 2025 |
50,916
shares
|
$3.6 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
50,915
shares
|
$3.6 Million
0.39% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
50,883
shares
|
$3.6 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Blue Chip Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
50,859
shares
|
$3.6 Million
0.31% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
50,833
shares
|
$3.59 Million
0.24% of portfolio
|
Q3 2022
Added 0.1%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Jul 07, 2025 Q2 2025 |
50,817
shares
|
$3.59 Million
0.94% of portfolio
|
Q3 2023
Reduced 1.75%
|
|
|
Winton Group LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
50,800
shares
|
$3.59 Million
0.21% of portfolio
|
Q2 2025
Added 341.89%
|