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 3,794 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 |
|---|---|---|---|---|---|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
4,594
shares
|
$324,841
0.05% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
4,594
shares
|
$324,841
0.28% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
4,589
shares
|
$324,488
0.07% of portfolio
|
Q2 2025
Reduced 18.19%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
4,589
shares
|
$324,488
0.01% of portfolio
|
Q2 2025
Reduced 97.69%
|
|
|
Baugh & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
4,582
shares
|
$323,993
0.16% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
4,582
shares
|
$323,993
0.06% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
4,579
shares
|
$323,781
0.01% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Long Run Wealth Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
4,574
shares
|
$323,427
0.08% of portfolio
|
Q2 2025
Added 27.87%
|
|
|
Augustine Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
4,574
shares
|
$323,427
0.09% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
4,571
shares
|
$323,215
0.05% of portfolio
|
Q2 2025
Reduced 9.47%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Aug 01, 2025 Q2 2025 |
4,570
shares
|
$323,144
0.23% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
4,564
shares
|
$322,720
0.16% of portfolio
|
Q2 2025
Added 15.46%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
4,556
shares
|
$322,154
0.02% of portfolio
|
Q4 2023
Added 6.1%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
4,556
shares
|
$322,154
0.12% of portfolio
|
Q2 2025
Added 24.75%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
4,549
shares
|
$321,659
0.1% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
4,547
shares
|
$321,518
0.06% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,543
shares
|
$321,235
0.03% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
4,534
shares
|
$320,599
0.01% of portfolio
|
Q2 2025
Reduced 52.16%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
4,532
shares
|
$320,457
0.04% of portfolio
|
Q2 2025
Added 9.36%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
4,517
shares
|
$319,397
0.04% of portfolio
|
Q2 2025
Added 10.39%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Jul 25, 2025 Q2 2025 |
4,516
shares
|
$319,326
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Chiron Capital Management, LLC
|
Aug 11, 2025 Q2 2025 |
4,513
shares
|
$319,114
0.28% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Socha Financial Group, LLC
Corning, NY |
Jul 29, 2025 Q2 2025 |
4,513
shares
|
$319,114
0.14% of portfolio
|
Q2 2025
Added 19.71%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
4,507
shares
|
$318,689
0.1% of portfolio
|
Q2 2025
Added 31.67%
|
|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
4,504
shares
|
$318,477
0.05% of portfolio
|
Q2 2025
Reduced 6.83%
|