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 |
|---|---|---|---|---|---|
|
Rede Wealth, LLC
|
Aug 04, 2025 Q2 2025 |
5,617
shares
|
$397,178
0.14% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
5,612
shares
|
$396,824
0.14% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 22, 2025 Q2 2025 |
5,602
shares
|
$396,117
0.2% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Sam Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
5,599
shares
|
$395,905
0.14% of portfolio
|
Q3 2023
Added 2.28%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
5,588
shares
|
$395,127
0.07% of portfolio
|
Q2 2025
Added 8.72%
|
|
|
Sentry LLC
Memphis, TN |
Jul 30, 2025 Q2 2025 |
5,586
shares
|
$394,986
0.08% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
5,564
shares
|
$393,430
0.07% of portfolio
|
Q2 2025
Added 32.22%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
5,548
shares
|
$392,299
0.17% of portfolio
|
Q2 2022
Added 2.42%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
5,547
shares
|
$392,228
0.05% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2025 Q2 2025 |
5,546
shares
|
$392,157
0.27% of portfolio
|
Q2 2025
Added 23.41%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
5,540
shares
|
$391,733
0.48% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
5,521
shares
|
$390,389
0.29% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
5,517
shares
|
$390,107
0.08% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
5,496
shares
|
$388,622
0.06% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
5,495
shares
|
$388,551
0.32% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
John G Ullman & Associates Inc
|
Jul 29, 2025 Q2 2025 |
5,492
shares
|
$388,339
0.06% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
5,475
shares
|
$387,137
0.18% of portfolio
|
Q2 2025
Added 14.78%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
5,454
shares
|
$385,652
0.13% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
5,442
shares
|
$384,803
0.16% of portfolio
|
Q2 2025
Added 13.71%
|
|
|
Marietta Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
5,442
shares
|
$384,803
0.05% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
5,438
shares
|
$384,520
0.04% of portfolio
|
Q2 2025
Added 5.63%
|
|
|
Cache Advisors, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
5,431
shares
|
$384,026
0.1% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
5,428
shares
|
$383,813
0.1% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
5,425
shares
|
$383,601
0.12% of portfolio
|
Q2 2024
Reduced 6.8%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
5,410
shares
|
$382,541
0.1% of portfolio
|
Q3 2024
New holding
|