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 |
|---|---|---|---|---|---|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
4,354
shares
|
$307,871
0.22% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Ccg Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
4,351
shares
|
$307,659
0.16% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Jul 15, 2025 Q2 2025 |
4,348
shares
|
$307,447
0.15% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Jul 22, 2025 Q2 2025 |
4,344
shares
|
$307,164
0.27% of portfolio
|
Q2 2025
Reduced 34.1%
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
4,332
shares
|
$306,315
0.07% of portfolio
|
Q2 2025
Added 8.46%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Jul 31, 2025 Q2 2025 |
4,308
shares
|
$304,618
0.11% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Watchman Group, Inc.
Plano, TX |
Aug 12, 2025 Q2 2025 |
4,308
shares
|
$304,618
0.1% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Alta Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
4,306
shares
|
$304,477
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
Aug 01, 2025 Q2 2025 |
4,303
shares
|
$304,265
0.27% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Lsv Asset Management
Chicago, IL |
Aug 11, 2025 Q2 2025 |
4,300
shares
|
$304,053
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
4,275
shares
|
$302,285
0.2% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
4,271
shares
|
$302,002
0.15% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
4,264
shares
|
$301,507
0.14% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
4,262
shares
|
$301,366
0.06% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
4,251
shares
|
$300,588
0.27% of portfolio
|
Q2 2025
Reduced 48.74%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
4,248
shares
|
$300,376
0.1% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 08, 2025 Q2 2025 |
4,247
shares
|
$300,305
0.11% of portfolio
|
Q2 2025
Reduced 20.88%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
4,244
shares
|
$300,093
0.27% of portfolio
|
Q3 2022
Reduced 0.47%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
4,240
shares
|
$299,810
0.08% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
4,235
shares
|
$299,456
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
4,227
shares
|
$298,891
0.2% of portfolio
|
Q1 2023
Reduced 1.99%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
4,220
shares
|
$298,396
0.41% of portfolio
|
Q3 2023
Added 4.43%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
4,217
shares
|
$298,184
0.03% of portfolio
|
Q2 2025
Reduced 41.43%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
4,211
shares
|
$297,759
0.05% of portfolio
|
Q2 2024
Added 1.83%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
4,210
shares
|
$297,689
0.24% of portfolio
|
Q2 2025
Reduced 8.68%
|