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 |
|---|---|---|---|---|---|
|
Oak Harvest Investment Services
|
Aug 08, 2025 Q2 2025 |
7,094
shares
|
$501,616
0.06% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Harbor Advisory Corp
|
Aug 12, 2025 Q2 2025 |
7,092
shares
|
$501,475
0.16% of portfolio
|
Q2 2024
Reduced 22.32%
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
7,066
shares
|
$499,636
0.07% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
7,054
shares
|
$498,788
0.06% of portfolio
|
Q2 2025
Reduced 6.46%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Aug 14, 2025 Q2 2025 |
7,052
shares
|
$498,646
0.22% of portfolio
|
Q2 2025
Reduced 35.15%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
7,031
shares
|
$497,162
0.17% of portfolio
|
Q3 2023
Reduced 12.24%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
7,019
shares
|
$496,313
0.05% of portfolio
|
Q2 2025
Added 21.58%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Aug 14, 2025 Q2 2025 |
7,018
shares
|
$496,242
0.42% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
7,015
shares
|
$496,030
0.05% of portfolio
|
Q2 2025
Reduced 14.68%
|
|
|
Front Street Capital Management, Inc.
|
Aug 15, 2025 Q2 2025 |
7,015
shares
|
$496,030
0.1% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jul 30, 2025 Q2 2025 |
7,012
shares
|
$495,818
0.31% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
7,010
shares
|
$495,677
0.1% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
7,002
shares
|
$495,111
0.19% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
6,998
shares
|
$494,828
0.04% of portfolio
|
Q2 2025
Added 6.63%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
6,997
shares
|
$494,757
0.05% of portfolio
|
Q1 2024
Reduced 10.26%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
6,986
shares
|
$493,980
0.27% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Clarus Group, Inc.
|
Jul 15, 2025 Q2 2025 |
6,984
shares
|
$493,838
0.19% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
6,983
shares
|
$493,767
0.06% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
6,975
shares
|
$493,202
0.06% of portfolio
|
Q2 2025
Reduced 15.82%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
6,971
shares
|
$492,919
0.02% of portfolio
|
Q2 2025
Added 9.43%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
6,957
shares
|
$491,929
0.16% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jul 28, 2025 Q2 2025 |
6,946
shares
|
$491,151
0.05% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
6,936
shares
|
$490,444
0.09% of portfolio
|
Q2 2024
Added 15.2%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Aug 14, 2025 Q2 2025 |
6,931
shares
|
$490,091
0.13% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jul 29, 2025 Q2 2025 |
6,929
shares
|
$489,949
0.19% of portfolio
|
Q1 2025
Added 2.35%
|