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 |
---|---|---|---|---|---|
Mattson Financial Services, LLC
Kentwood, MI |
Jul 29, 2025 Q2 2025 |
47,221
shares
|
$3.34 Million
0.9% of portfolio
|
Q2 2025
Added 1.83%
|
|
Nj State Employees Deferred Compensation Plan
|
Aug 05, 2025 Q2 2025 |
47,200
shares
|
$3.34 Million
0.41% of portfolio
|
Q1 2025
Reduced 9.23%
|
|
Dje Kapital Ag
82049 Pullach, 2M |
Aug 07, 2025 Q2 2025 |
47,200
shares
|
$3.34 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
47,084
shares
|
$3.33 Million
0.09% of portfolio
|
Q2 2025
Added 39.61%
|
|
Private Management Group Inc
|
Aug 12, 2025 Q2 2025 |
47,025
shares
|
$3.33 Million
0.12% of portfolio
|
Q2 2025
Added 781.44%
|
|
Frg Family Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
47,017
shares
|
$3.32 Million
0.6% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
46,965
shares
|
$3.32 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
Vaughan Nelson Investment Management, L.P.
|
Jul 21, 2025 Q2 2025 |
46,910
shares
|
$3.32 Million
0.03% of portfolio
|
Q4 2023
Reduced 15.03%
|
|
Edgemoor Investment Advisors, Inc.
|
Aug 11, 2025 Q2 2025 |
46,877
shares
|
$3.31 Million
0.29% of portfolio
|
Q2 2025
Added 1.91%
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
46,836
shares
|
$3.31 Million
0.16% of portfolio
|
Q2 2025
Added 0.68%
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
46,814
shares
|
$3.31 Million
0.06% of portfolio
|
Q2 2025
Reduced 58.41%
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
46,643
shares
|
$3.3 Million
0.21% of portfolio
|
Q2 2025
Reduced 40.99%
|
|
Sicart Associates LLC
|
Jul 18, 2025 Q2 2025 |
46,627
shares
|
$3.3 Million
1.21% of portfolio
|
Q1 2025
Reduced 32.33%
|
|
Violich Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
46,597
shares
|
$3.29 Million
0.47% of portfolio
|
Q2 2025
Added 2.76%
|
|
Qtron Investments LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
46,496
shares
|
$3.29 Million
0.43% of portfolio
|
Q1 2025
Added 10.66%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
46,468
shares
|
$3.29 Million
0.08% of portfolio
|
Q2 2025
Added 8.25%
|
|
44 Wealth Management LLC
|
Aug 14, 2025 Q2 2025 |
46,440
shares
|
$3.28 Million
1.18% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
46,353
shares
|
$3.28 Million
0.21% of portfolio
|
Q2 2025
Added 1.18%
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
46,211
shares
|
$3.27 Million
0.51% of portfolio
|
Q3 2023
Reduced 5.18%
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
46,208
shares
|
$3.27 Million
0.62% of portfolio
|
Q2 2025
Added 3.11%
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
46,116
shares
|
$3.26 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
45,850
shares
|
$3.24 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
45,790
shares
|
$3.24 Million
0.22% of portfolio
|
Q2 2025
Added 64.91%
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Jul 30, 2025 Q2 2025 |
45,726
shares
|
$3.23 Million
0.04% of portfolio
|
Q2 2025
Added 13.56%
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
45,527
shares
|
$3.22 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.02%
|