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 |
|---|---|---|---|---|---|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
5,003
shares
|
$353,762
0.08% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
5,000
shares
|
$353,549
0.35% of portfolio
|
Q2 2022
New holding
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jul 25, 2025 Q2 2025 |
4,989
shares
|
$352,772
0.1% of portfolio
|
Q2 2025
Reduced 10.8%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
4,987
shares
|
$352,630
0.02% of portfolio
|
Q2 2025
Added 8.63%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
4,985
shares
|
$352,489
0.21% of portfolio
|
Q4 2022
New holding
|
|
|
Convergence Investment Partners, LLC
|
Aug 01, 2025 Q2 2025 |
4,966
shares
|
$351,145
0.09% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
4,963
shares
|
$350,933
0.03% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Lokken Investment Group LLC
|
Jul 23, 2025 Q2 2025 |
4,961
shares
|
$350,792
0.15% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Salvus Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
4,948
shares
|
$349,873
0.22% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Aug 14, 2025 Q2 2025 |
4,948
shares
|
$349,873
0.21% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Ames National Corp
Ames, IA |
May 06, 2025 Q1 2025 |
4,947
shares
|
$349,802
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
4,944
shares
|
$349,590
0.28% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
4,938
shares
|
$349,165
0.01% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,937
shares
|
$349,095
0.12% of portfolio
|
Q2 2022
Added 7.51%
|
|
|
Mmbg Investment Advisors Co.
|
Aug 12, 2025 Q2 2025 |
4,934
shares
|
$348,883
0.03% of portfolio
|
Q2 2024
Reduced 64.2%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
4,933
shares
|
$348,812
0.12% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Aug 05, 2025 Q2 2025 |
4,923
shares
|
$348,105
0.23% of portfolio
|
Q1 2025
Added 9.28%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
4,915
shares
|
$347,539
0.07% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
4,908
shares
|
$347,044
0.22% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
4,901
shares
|
$346,549
0.08% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Aug 14, 2025 Q2 2025 |
4,900
shares
|
$346,478
0.21% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Aug 14, 2025 Q2 2025 |
4,895
shares
|
$346,125
0.35% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 08, 2025 Q2 2025 |
4,887
shares
|
$345,559
0.01% of portfolio
|
Q2 2025
Reduced 10.84%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
4,883
shares
|
$345,276
0.18% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
4,880
shares
|
$345,064
0.18% of portfolio
|
Q2 2025
Added 68.39%
|