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 |
|---|---|---|---|---|---|
|
Palisade Asset Management, LLC
|
Aug 07, 2025 Q2 2025 |
41,468
shares
|
$2.93 Million
0.3% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Connable Office Inc
|
Aug 05, 2025 Q2 2025 |
41,346
shares
|
$2.92 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
41,233
shares
|
$2.92 Million
0.73% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
41,182
shares
|
$2.91 Million
0.12% of portfolio
|
Q2 2025
Added 12.1%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
41,163
shares
|
$2.91 Million
0.17% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Aug 05, 2025 Q2 2025 |
41,108
shares
|
$2.91 Million
1.16% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Cohen Investment Advisors LLC
|
Jul 23, 2025 Q2 2025 |
41,102
shares
|
$2.91 Million
1.52% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
40,899
shares
|
$2.89 Million
0.32% of portfolio
|
Q2 2025
Added 13.6%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
40,849
shares
|
$2.89 Million
2.13% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
40,765
shares
|
$2.88 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Chickasaw Capital Management LLC
|
Jul 09, 2025 Q2 2025 |
40,747
shares
|
$2.88 Million
0.11% of portfolio
|
Q2 2025
Reduced 5.19%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Jul 31, 2025 Q2 2025 |
40,672
shares
|
$2.88 Million
1.29% of portfolio
|
Q2 2025
Reduced 9.12%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
40,644
shares
|
$2.87 Million
0.21% of portfolio
|
Q2 2025
Added 19.63%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
40,629
shares
|
$2.87 Million
0.42% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Jul 31, 2025 Q2 2025 |
40,561
shares
|
$2.87 Million
0.31% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Aug 13, 2025 Q2 2025 |
40,422
shares
|
$2.86 Million
1.98% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Citadel Investment Advisory, Inc.
|
Aug 05, 2025 Q2 2025 |
40,403
shares
|
$2.86 Million
1.34% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
40,231
shares
|
$2.84 Million
0.25% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
40,108
shares
|
$2.84 Million
0.68% of portfolio
|
Q2 2022
Reduced 3.23%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
40,083
shares
|
$2.83 Million
0.16% of portfolio
|
Q3 2022
Added 11.47%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
40,013
shares
|
$2.83 Million
0.21% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
39,859
shares
|
$2.82 Million
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
39,848
shares
|
$2.82 Million
0.2% of portfolio
|
Q2 2025
Added 12.71%
|
|
|
Holderness Investments CO
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
39,695
shares
|
$2.81 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
39,655
shares
|
$2.8 Million
0.23% of portfolio
|
Q2 2025
Added 229.96%
|