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 |
|---|---|---|---|---|---|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
27,663
shares
|
$1.96 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Valicenti Advisory Services Inc
|
Jul 16, 2025 Q2 2025 |
27,594
shares
|
$1.95 Million
0.46% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
27,480
shares
|
$1.94 Million
0.49% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
27,479
shares
|
$1.94 Million
0.17% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Elevate Capital Advisors, LLC
Eagle, CO |
Jul 21, 2025 Q2 2025 |
27,396
shares
|
$1.94 Million
1.54% of portfolio
|
Q2 2025
Added 9.66%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
27,383
shares
|
$1.94 Million
0.08% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
27,350
shares
|
$1.93 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
27,321
shares
|
$1.93 Million
0.17% of portfolio
|
Q4 2023
Reduced 11.83%
|
|
|
Silver Lake Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
27,280
shares
|
$1.93 Million
0.82% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
27,166
shares
|
$1.92 Million
0.14% of portfolio
|
Q2 2025
Added 61.03%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
27,075
shares
|
$1.91 Million
0.56% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
M. Kulyk & Associates, LLC
|
Aug 07, 2025 Q2 2025 |
27,019
shares
|
$1.91 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Aug 12, 2025 Q2 2025 |
26,994
shares
|
$1.91 Million
1.35% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
26,917
shares
|
$1.9 Million
0.19% of portfolio
|
Q2 2025
Reduced 19.93%
|
|
|
Premier Fund Managers LTD
|
Aug 11, 2025 Q2 2025 |
26,871
shares
|
$1.9 Million
0.07% of portfolio
|
Q2 2025
Reduced 68.47%
|
|
|
Hudson Canyon Capital Management
New York, NY |
Aug 11, 2025 Q2 2025 |
26,823
shares
|
$1.9 Million
1.18% of portfolio
|
Q2 2025
New holding
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
26,789
shares
|
$1.89 Million
0.77% of portfolio
|
Q4 2022
Reduced 0.02%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
26,740
shares
|
$1.89 Million
0.35% of portfolio
|
Q1 2025
Reduced 55.77%
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
Aug 14, 2025 Q2 2025 |
26,735
shares
|
$1.89 Million
0.76% of portfolio
|
Q2 2025
Added 53.03%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Aug 13, 2025 Q2 2025 |
26,719
shares
|
$1.89 Million
1.04% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Hudock, Inc.
|
Aug 08, 2025 Q2 2025 |
26,714
shares
|
$1.89 Million
0.31% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
26,710
shares
|
$1.89 Million
0.09% of portfolio
|
Q2 2025
Added 13.13%
|
|
|
Exeter Financial, LLC
|
Jul 15, 2025 Q2 2025 |
26,710
shares
|
$1.89 Million
0.86% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
26,674
shares
|
$1.89 Million
0.22% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
26,658
shares
|
$1.88 Million
0.46% of portfolio
|
Q2 2025
Reduced 3.03%
|