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 |
|---|---|---|---|---|---|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
5,251
shares
|
$371,298
0.07% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
5,237
shares
|
$370,308
0.13% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
5,229
shares
|
$369,742
0.01% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
5,225
shares
|
$369,459
0.07% of portfolio
|
Q2 2025
Added 40.27%
|
|
|
Blossom Wealth Management
|
Jul 16, 2025 Q2 2025 |
5,225
shares
|
$369,459
0.66% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
5,224
shares
|
$369,389
0.41% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
5,222
shares
|
$369,247
0.11% of portfolio
|
Q2 2025
Reduced 54.6%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
5,217
shares
|
$368,894
0.16% of portfolio
|
Q2 2025
Reduced 16.85%
|
|
|
Silvant Capital Management LLC
|
Aug 13, 2025 Q2 2025 |
5,209
shares
|
$368,328
0.01% of portfolio
|
Q3 2019
Reduced 18.07%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
5,209
shares
|
$368,328
0.08% of portfolio
|
Q2 2025
Added 29.38%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
5,206
shares
|
$368,116
0.04% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
5,202
shares
|
$367,833
0.17% of portfolio
|
Q2 2025
Reduced 17.42%
|
|
|
Joule Financial, LLC
|
Jul 22, 2025 Q2 2025 |
5,196
shares
|
$367,409
0.12% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Aug 05, 2025 Q2 2025 |
5,193
shares
|
$367,197
0.06% of portfolio
|
Q2 2025
Reduced 49.46%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 08, 2025 Q2 2025 |
5,187
shares
|
$366,772
0.09% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
5,183
shares
|
$366,489
0.12% of portfolio
|
Q2 2025
Added 34.69%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
5,177
shares
|
$366,065
0.04% of portfolio
|
Q2 2024
Added 24.9%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jul 23, 2025 Q2 2025 |
5,169
shares
|
$365,499
0.27% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jul 29, 2025 Q2 2025 |
5,158
shares
|
$364,722
0.07% of portfolio
|
Q2 2025
Reduced 45.35%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Aug 07, 2025 Q2 2025 |
5,158
shares
|
$364,722
0.18% of portfolio
|
Q2 2025
Added 18.52%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 05, 2025 Q2 2025 |
5,157
shares
|
$364,651
0.12% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
5,154
shares
|
$364,439
0.11% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Aug 07, 2025 Q2 2025 |
5,150
shares
|
$364,156
0.22% of portfolio
|
Q1 2025
Reduced 42.52%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Aug 13, 2025 Q2 2025 |
5,148
shares
|
$364,015
0.25% of portfolio
|
Q2 2025
Added 56.05%
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
Aug 14, 2025 Q2 2025 |
5,142
shares
|
$363,590
0.13% of portfolio
|
Q1 2025
Reduced 12.73%
|