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 |
|---|---|---|---|---|---|
|
Mosaic Financial Group, LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
4,200
shares
|
$296,982
0.23% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
4,190
shares
|
$296,274
0.03% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
4,189
shares
|
$296,204
0.02% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
4,187
shares
|
$296,062
0.19% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Colony Family Offices, LLC
|
Jul 23, 2025 Q2 2025 |
4,184
shares
|
$295,850
0.08% of portfolio
|
Q2 2025
Reduced 19.83%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
4,177
shares
|
$295,355
0.02% of portfolio
|
Q2 2025
Reduced 22.17%
|
|
|
Bfi Infinity Ltd.
Zurich, V8 |
Jul 17, 2025 Q2 2025 |
4,166
shares
|
$294,577
0.24% of portfolio
|
Q2 2025
Reduced 44.62%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
4,162
shares
|
$294,295
0.28% of portfolio
|
Q2 2025
Reduced 47.77%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
4,161
shares
|
$294,224
0.37% of portfolio
|
Q3 2023
Added 15.68%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
4,150
shares
|
$293,446
0.04% of portfolio
|
Q1 2025
Reduced 8.29%
|
|
|
Sageworth Trust CO
|
Jul 21, 2025 Q2 2025 |
4,150
shares
|
$293,446
0.02% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
4,141
shares
|
$292,810
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
De Dora Capital, Inc.
|
Jul 29, 2025 Q2 2025 |
4,122
shares
|
$291,466
0.08% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
4,120
shares
|
$291,325
0.2% of portfolio
|
Q2 2022
Reduced 88.96%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
4,114
shares
|
$290,900
0.06% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Aug 11, 2025 Q2 2025 |
4,109
shares
|
$290,547
0.15% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
4,108
shares
|
$290,476
0.03% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
4,108
shares
|
$290,476
0.08% of portfolio
|
Q2 2025
Reduced 19.25%
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
4,102
shares
|
$290,052
0.05% of portfolio
|
Q2 2025
Added 13.88%
|
|
|
Cherokee Insurance CO
Sterling Heights, MI |
Aug 08, 2025 Q2 2025 |
4,100
shares
|
$289,911
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Amarillo National Bank
|
Jul 16, 2025 Q2 2025 |
4,097
shares
|
$289,698
0.05% of portfolio
|
Q2 2025
Reduced 4.65%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
4,094
shares
|
$289,486
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
4,094
shares
|
$289,486
0.1% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
4,075
shares
|
$288,143
0.04% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
4,073
shares
|
$288,001
0.16% of portfolio
|
Q2 2025
Added 0.22%
|