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 |
|---|---|---|---|---|---|
|
Total Investment Management Inc
Scottsdale, AZ |
May 09, 2025 Q1 2025 |
5,781
shares
|
$408,774
0.05% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
5,779
shares
|
$408,633
0.07% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
5,777
shares
|
$408,491
0.21% of portfolio
|
Q4 2022
Added 60.61%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
5,758
shares
|
$407,148
0.29% of portfolio
|
Q2 2024
Reduced 26.65%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Jul 22, 2025 Q2 2025 |
5,750
shares
|
$406,582
0.06% of portfolio
|
Q2 2025
Added 210.81%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
5,748
shares
|
$406,441
0.12% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Bill Few Associates, Inc.
|
Jul 25, 2025 Q2 2025 |
5,739
shares
|
$405,804
0.13% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
5,726
shares
|
$404,885
0.12% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
5,725
shares
|
$404,814
0.03% of portfolio
|
Q1 2025
Added 8.53%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
5,704
shares
|
$403,329
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
5,699
shares
|
$402,976
0.02% of portfolio
|
Q4 2024
Added 12.25%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
5,699
shares
|
$402,976
0.08% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
5,697
shares
|
$402,834
0.24% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Aug 12, 2025 Q2 2025 |
5,697
shares
|
$402,834
0.04% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,679
shares
|
$401,562
0.04% of portfolio
|
Q2 2023
Added 29.72%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
5,664
shares
|
$400,501
0.03% of portfolio
|
Q2 2025
Added 10.75%
|
|
|
Oak Asset Management, LLC
|
Jul 11, 2025 Q2 2025 |
5,663
shares
|
$400,430
0.14% of portfolio
|
Q1 2025
Reduced 5.27%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
5,663
shares
|
$400,430
0.13% of portfolio
|
Q2 2025
Added 20.26%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jul 24, 2025 Q2 2025 |
5,661
shares
|
$400,289
0.28% of portfolio
|
Q2 2025
Added 49.13%
|
|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
5,658
shares
|
$400,077
0.25% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
5,646
shares
|
$399,228
0.0% of portfolio
|
Q2 2025
Added 44.84%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
5,642
shares
|
$398,945
0.11% of portfolio
|
Q4 2022
Added 7.63%
|
|
|
Hemenway Trust CO LLC
|
Jul 23, 2025 Q2 2025 |
5,629
shares
|
$398,026
0.03% of portfolio
|
Q2 2025
Reduced 16.96%
|
|
|
Adalta Capital Management LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
5,625
shares
|
$397,743
0.22% of portfolio
|
Q4 2021
New holding
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jul 30, 2025 Q2 2025 |
5,618
shares
|
$397,248
0.21% of portfolio
|
Q2 2025
Added 24.21%
|