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 |
|---|---|---|---|---|---|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
5,909
shares
|
$417,825
0.2% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
5,901
shares
|
$417,259
0.08% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
5,899
shares
|
$417,118
0.32% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
5,892
shares
|
$416,623
0.16% of portfolio
|
Q4 2023
Reduced 6.36%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
5,892
shares
|
$416,623
0.02% of portfolio
|
Q3 2022
Reduced 15.71%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
5,878
shares
|
$415,633
0.12% of portfolio
|
Q2 2025
Reduced 37.73%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
5,877
shares
|
$415,562
0.08% of portfolio
|
Q2 2025
Added 14.56%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
5,867
shares
|
$414,855
0.08% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
5,866
shares
|
$414,784
0.19% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
5,865
shares
|
$414,714
0.22% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
5,859
shares
|
$414,289
0.04% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
Horizon Wealth Management, LLC
|
Aug 04, 2025 Q2 2025 |
5,859
shares
|
$414,289
0.08% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
5,857
shares
|
$414,148
0.06% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
5,855
shares
|
$414,007
0.04% of portfolio
|
Q2 2025
Added 10.24%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
5,854
shares
|
$413,936
0.03% of portfolio
|
Q3 2022
Added 0.48%
|
|
|
Trust Investment Advisors
|
Aug 01, 2025 Q2 2025 |
5,848
shares
|
$413,512
0.26% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
5,827
shares
|
$412,027
0.04% of portfolio
|
Q2 2025
Reduced 6.92%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
5,825
shares
|
$411,885
0.07% of portfolio
|
Q2 2025
Added 24.28%
|
|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
5,822
shares
|
$411,673
0.44% of portfolio
|
Q2 2025
Added 5.47%
|
|
|
Moore Capital Management, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
5,820
shares
|
$411,532
0.01% of portfolio
|
Q2 2025
Reduced 77.65%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
5,812
shares
|
$410,966
0.21% of portfolio
|
Q2 2025
Added 24.35%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jul 10, 2025 Q2 2025 |
5,792
shares
|
$409,552
0.17% of portfolio
|
Q2 2025
Added 12.75%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
5,790
shares
|
$409,410
0.27% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
5,789
shares
|
$409,340
0.14% of portfolio
|
Q1 2025
Added 35.26%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Aug 07, 2025 Q2 2025 |
5,782
shares
|
$408,845
0.18% of portfolio
|
Q1 2025
Added 3.34%
|