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 |
|---|---|---|---|---|---|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
5,405
shares
|
$382,187
0.13% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
5,402
shares
|
$381,975
0.31% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Sippican Capital Advisors
|
Jul 25, 2025 Q2 2025 |
5,399
shares
|
$381,763
0.3% of portfolio
|
Q1 2024
Reduced 20.59%
|
|
|
Omnia Family Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
5,393
shares
|
$381,339
0.14% of portfolio
|
Q2 2025
Added 29.51%
|
|
|
Planning Center, Inc.
|
Jul 30, 2025 Q2 2025 |
5,391
shares
|
$381,197
0.06% of portfolio
|
Q2 2025
Reduced 17.8%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
5,382
shares
|
$380,561
0.18% of portfolio
|
Q2 2025
Added 12.01%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
5,372
shares
|
$379,854
0.25% of portfolio
|
Q2 2025
Added 9.59%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
5,371
shares
|
$379,783
0.15% of portfolio
|
Q2 2025
Reduced 9.64%
|
|
|
Fiducient Advisors LLC
|
Aug 12, 2025 Q2 2025 |
5,362
shares
|
$379,147
0.05% of portfolio
|
Q1 2025
Reduced 7.04%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
5,362
shares
|
$379,147
0.08% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,360
shares
|
$379,005
0.33% of portfolio
|
Q2 2025
Reduced 59.3%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
5,359
shares
|
$378,934
0.15% of portfolio
|
Q2 2025
Reduced 57.52%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
5,358
shares
|
$378,864
0.24% of portfolio
|
Q2 2024
Added 5.31%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
5,334
shares
|
$377,167
0.19% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
5,332
shares
|
$377,025
0.23% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Middleton & CO Inc
|
Aug 06, 2025 Q2 2025 |
5,325
shares
|
$376,530
0.04% of portfolio
|
Q2 2025
Reduced 32.81%
|
|
|
Asset Planning Corporation
|
Jul 23, 2025 Q2 2025 |
5,300
shares
|
$374,762
0.2% of portfolio
|
Q2 2025
Reduced 13.58%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
5,293
shares
|
$374,268
0.09% of portfolio
|
Q2 2025
Added 26.72%
|
|
|
Versor Investments LP
|
Aug 05, 2025 Q2 2025 |
5,291
shares
|
$374,126
0.07% of portfolio
|
Q2 2025
Reduced 35.91%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
5,289
shares
|
$373,985
0.07% of portfolio
|
Q2 2025
Reduced 25.33%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
5,289
shares
|
$373,985
0.11% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
5,288
shares
|
$373,914
0.01% of portfolio
|
Q1 2025
Reduced 16.54%
|
|
|
Requisite Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
5,285
shares
|
$373,702
0.13% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
5,275
shares
|
$372,995
0.03% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Aug 06, 2025 Q2 2025 |
5,275
shares
|
$372,995
0.04% of portfolio
|
Q4 2024
Reduced 0.32%
|