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 |
|---|---|---|---|---|---|
|
Buckhead Capital Management LLC
|
Aug 04, 2025 Q2 2025 |
5,133
shares
|
$362,954
0.15% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
5,123
shares
|
$362,247
0.15% of portfolio
|
Q2 2025
Reduced 38.96%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Jul 16, 2025 Q2 2025 |
5,122
shares
|
$362,176
0.28% of portfolio
|
Q2 2025
Added 5.83%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
5,121
shares
|
$362,105
0.17% of portfolio
|
Q2 2023
Added 3.06%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
5,119
shares
|
$361,964
0.07% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
5,118
shares
|
$361,893
0.12% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
5,114
shares
|
$361,610
0.11% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Aug 12, 2025 Q2 2025 |
5,100
shares
|
$360,620
0.13% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2025 Q2 2025 |
5,084
shares
|
$359,489
0.18% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Jul 31, 2025 Q2 2025 |
5,081
shares
|
$359,277
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
5,080
shares
|
$359,206
0.11% of portfolio
|
Q2 2025
Added 8.83%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
5,069
shares
|
$358,428
0.11% of portfolio
|
Q4 2023
Added 1.93%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
5,065
shares
|
$358,146
0.03% of portfolio
|
Q2 2024
Reduced 3.8%
|
|
|
B Long Financial, LLC
Memphis, TN |
Aug 13, 2025 Q2 2025 |
5,052
shares
|
$357,226
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Aug 06, 2025 Q2 2025 |
5,046
shares
|
$356,802
0.28% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Mezzasalma Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
5,044
shares
|
$356,661
0.11% of portfolio
|
Q2 2025
Reduced 24.3%
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
5,044
shares
|
$356,661
0.15% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
5,041
shares
|
$356,449
0.02% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Jul 30, 2025 Q2 2025 |
5,040
shares
|
$356,378
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
5,040
shares
|
$356,378
0.06% of portfolio
|
Q2 2025
Reduced 10.05%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
5,035
shares
|
$356,024
0.04% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jul 30, 2025 Q2 2025 |
5,016
shares
|
$354,681
0.2% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
5,006
shares
|
$353,974
0.06% of portfolio
|
Q2 2025
Added 22.73%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jul 24, 2025 Q2 2025 |
5,006
shares
|
$353,974
0.2% of portfolio
|
Q2 2025
Reduced 22.07%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
5,003
shares
|
$353,762
0.14% of portfolio
|
Q2 2025
Reduced 2.3%
|