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 |
|---|---|---|---|---|---|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
7,717
shares
|
$545,669
0.1% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
7,710
shares
|
$545,174
0.48% of portfolio
|
Q4 2022
Added 4.88%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
7,708
shares
|
$545,032
0.13% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
7,705
shares
|
$544,820
0.24% of portfolio
|
Q2 2025
Reduced 27.29%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Aug 08, 2025 Q2 2025 |
7,700
shares
|
$544,467
0.01% of portfolio
|
Q2 2025
Reduced 92.23%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
7,699
shares
|
$544,396
0.05% of portfolio
|
Q2 2025
Added 31.14%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
7,694
shares
|
$544,042
0.09% of portfolio
|
Q4 2023
Added 7.82%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Aug 14, 2025 Q2 2025 |
7,692
shares
|
$543,901
0.28% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
7,688
shares
|
$543,618
0.13% of portfolio
|
Q2 2025
Reduced 13.74%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
7,684
shares
|
$543,335
0.05% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
7,684
shares
|
$543,335
0.27% of portfolio
|
Q2 2024
Added 6.19%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
7,678
shares
|
$542,911
0.2% of portfolio
|
Q2 2025
Reduced 8.34%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
7,677
shares
|
$542,840
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
7,658
shares
|
$541,497
0.12% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
7,653
shares
|
$541,143
0.2% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jul 10, 2025 Q2 2025 |
7,649
shares
|
$540,860
0.14% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
7,644
shares
|
$540,507
0.09% of portfolio
|
Q2 2025
Added 33.22%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
7,615
shares
|
$538,456
0.45% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
Jul 29, 2025 Q2 2025 |
7,601
shares
|
$537,466
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Spirit Of America Management Corp
|
Jul 29, 2025 Q2 2025 |
7,600
shares
|
$537,396
0.12% of portfolio
|
Q2 2024
Reduced 3.8%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
7,594
shares
|
$536,971
0.13% of portfolio
|
Q2 2025
Added 702.75%
|
|
|
Montz Harcus Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
7,591
shares
|
$536,759
0.26% of portfolio
|
Q2 2025
Reduced 5.12%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
7,584
shares
|
$536,264
0.13% of portfolio
|
Q2 2023
Added 111.61%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
7,580
shares
|
$535,981
0.07% of portfolio
|
Q2 2025
Added 68.26%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
7,571
shares
|
$535,345
0.07% of portfolio
|
Q2 2025
Added 2.2%
|