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 3,793 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 |
|---|---|---|---|---|---|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
6,668
shares
|
$471,494
0.01% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jul 25, 2025 Q2 2025 |
6,657
shares
|
$470,716
0.35% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
6,650
shares
|
$470,221
0.25% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
6,639
shares
|
$469,443
0.05% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
Sanders Morris Harris LLC
|
Jul 30, 2025 Q2 2025 |
6,631
shares
|
$468,878
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
6,631
shares
|
$468,878
0.05% of portfolio
|
Q3 2022
Added 211.17%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
6,628
shares
|
$468,665
0.09% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jul 30, 2025 Q2 2025 |
6,627
shares
|
$468,595
0.22% of portfolio
|
Q2 2025
Added 19.92%
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,599
shares
|
$466,615
0.09% of portfolio
|
Q2 2025
Added 7.76%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
6,599
shares
|
$466,615
0.08% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
6,584
shares
|
$465,554
0.15% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
6,580
shares
|
$465,271
0.06% of portfolio
|
Q2 2025
Added 6.47%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
6,572
shares
|
$464,706
0.03% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
6,567
shares
|
$464,352
0.08% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Aug 01, 2025 Q2 2025 |
6,562
shares
|
$463,999
0.15% of portfolio
|
Q2 2025
Added 20.82%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
6,560
shares
|
$463,857
0.07% of portfolio
|
Q2 2025
Added 8.43%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
6,538
shares
|
$462,301
0.09% of portfolio
|
Q3 2020
Reduced 2.94%
|
|
|
Mqs Management LLC
|
Jul 31, 2025 Q2 2025 |
6,533
shares
|
$461,948
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
6,531
shares
|
$461,807
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
6,523
shares
|
$461,241
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Aug 11, 2025 Q2 2025 |
6,522
shares
|
$461,170
0.49% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Integras Partners LLC
Alpharetta, GA |
Aug 12, 2025 Q2 2025 |
6,520
shares
|
$461,029
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
6,514
shares
|
$460,604
0.14% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Aug 12, 2025 Q2 2025 |
6,503
shares
|
$459,827
0.41% of portfolio
|
Q2 2025
Reduced 34.34%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Jul 25, 2025 Q2 2025 |
6,501
shares
|
$459,685
0.1% of portfolio
|
Q2 2025
Reduced 5.51%
|