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 |
|---|---|---|---|---|---|
|
Consilio Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
4,502
shares
|
$318,336
0.11% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
4,502
shares
|
$318,336
0.75% of portfolio
|
Q4 2022
Added 9.75%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
4,500
shares
|
$318,195
0.1% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
4,500
shares
|
$318,195
0.28% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Financial Strategies Group, Inc.
|
Aug 13, 2025 Q2 2025 |
4,498
shares
|
$318,053
0.07% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
4,497
shares
|
$317,982
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
4,496
shares
|
$317,912
0.1% of portfolio
|
Q3 2023
Reduced 3.39%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
4,491
shares
|
$317,558
0.08% of portfolio
|
Q2 2025
Reduced 38.22%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
4,463
shares
|
$315,578
0.08% of portfolio
|
Q4 2023
Added 12.39%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
4,463
shares
|
$315,578
0.09% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Jul 30, 2025 Q2 2025 |
4,459
shares
|
$315,295
0.2% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Reston Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
4,435
shares
|
$313,598
0.11% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
4,426
shares
|
$312,962
0.19% of portfolio
|
Q1 2025
Reduced 15.15%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
4,423
shares
|
$312,750
0.09% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
4,417
shares
|
$312,326
0.12% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jul 21, 2025 Q2 2025 |
4,413
shares
|
$312,043
0.03% of portfolio
|
Q4 2024
Reduced 8.31%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
4,394
shares
|
$310,699
0.11% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
4,389
shares
|
$310,346
0.04% of portfolio
|
Q1 2025
Added 7.47%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
4,381
shares
|
$309,780
0.11% of portfolio
|
Q1 2025
Reduced 7.9%
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
4,374
shares
|
$309,285
0.03% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
4,361
shares
|
$308,366
0.07% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Salem Capital Management Inc
|
Nov 29, 2022 Q3 2022 |
4,359
shares
|
$308,224
0.19% of portfolio
|
Q3 2022
Added 3.79%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
4,356
shares
|
$308,012
0.22% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
4,356
shares
|
$308,012
0.09% of portfolio
|
Q2 2025
Added 4.71%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
4,355
shares
|
$307,942
0.27% of portfolio
|
Q2 2025
Added 190.33%
|