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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
4,069
shares
|
$287,718
0.04% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
4,068
shares
|
$287,648
0.11% of portfolio
|
Q2 2025
Added 24.21%
|
|
|
626 Financial, LLC
|
Aug 04, 2025 Q2 2025 |
4,067
shares
|
$287,577
0.14% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Aug 12, 2025 Q2 2025 |
4,063
shares
|
$287,294
0.19% of portfolio
|
Q2 2025
Reduced 6.66%
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
4,060
shares
|
$287,082
0.05% of portfolio
|
Q4 2024
Reduced 10.06%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
4,060
shares
|
$287,082
0.15% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Sara Bay Financial
|
Jul 15, 2025 Q2 2025 |
4,059
shares
|
$287,011
0.11% of portfolio
|
Q3 2024
Added 5.73%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
4,048
shares
|
$286,234
0.11% of portfolio
|
Q2 2025
Reduced 21.58%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
4,048
shares
|
$286,234
0.36% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
4,036
shares
|
$285,385
0.02% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
4,033
shares
|
$285,173
0.16% of portfolio
|
Q2 2024
Reduced 66.84%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
4,029
shares
|
$284,890
0.03% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Jul 29, 2025 Q2 2025 |
4,029
shares
|
$284,890
0.01% of portfolio
|
Q2 2025
Added 21.21%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
4,027
shares
|
$284,749
0.05% of portfolio
|
Q4 2022
Reduced 6.48%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
4,024
shares
|
$284,537
0.08% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
4,021
shares
|
$284,324
0.22% of portfolio
|
Q2 2025
Reduced 7.58%
|
|
|
Threadgill Financial, LLC
|
Jul 09, 2025 Q2 2025 |
4,019
shares
|
$284,183
0.16% of portfolio
|
Q4 2024
Reduced 9.93%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,018
shares
|
$284,112
0.02% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
4,017
shares
|
$284,042
0.06% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
4,008
shares
|
$283,405
0.05% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
American Trust
Lexington, KY |
May 16, 2025 Q1 2025 |
4,008
shares
|
$283,405
0.08% of portfolio
|
Q1 2025
Reduced 78.05%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
4,004
shares
|
$283,122
0.13% of portfolio
|
Q2 2025
Reduced 12.14%
|
|
|
Mc Broom & Associates, LLC
|
Aug 05, 2025 Q2 2025 |
4,000
shares
|
$282,840
0.16% of portfolio
|
Q4 2022
Reduced 15.82%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
4,000
shares
|
$282,840
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
4,000
shares
|
$282,840
0.02% of portfolio
|
Q1 2025
Reduced 1.04%
|