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 3,774 institutions that hold shares in the stock, with a total of 3.07 Billion shares, which have been reported (via 13F filing form) to have a value of $217 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investment Research & Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
4,089
shares
|
$289,010
0.09% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Presper Financial Architects, LLC
Akron, OH |
Oct 28, 2025 Q3 2025 |
4,086
shares
|
$288,798
0.16% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Mizuho Markets Americas LLC
|
Oct 29, 2025 Q3 2025 |
4,083
shares
|
$288,586
0.0% of portfolio
|
Q3 2025
Added 8.16%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
4,081
shares
|
$288,445
0.36% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
626 Financial, LLC
|
Nov 07, 2025 Q3 2025 |
4,071
shares
|
$287,738
0.13% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
4,070
shares
|
$287,667
0.06% of portfolio
|
Q3 2025
Reduced 10.82%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 28, 2025 Q3 2025 |
4,066
shares
|
$287,384
0.15% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Sara Bay Financial
|
Oct 10, 2025 Q3 2025 |
4,059
shares
|
$286,890
0.08% of portfolio
|
Q3 2024
Added 5.73%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
4,046
shares
|
$285,971
0.02% of portfolio
|
Q4 2025
Reduced 0.37%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
4,045
shares
|
$285,900
0.19% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
4,040
shares
|
$285,547
0.07% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Oct 07, 2025 Q3 2025 |
4,034
shares
|
$285,123
0.07% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
4,033
shares
|
$285,052
0.16% of portfolio
|
Q2 2024
Reduced 66.84%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
4,032
shares
|
$284,981
0.03% of portfolio
|
Q3 2025
Added 5.03%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
4,027
shares
|
$284,628
0.05% of portfolio
|
Q4 2022
Reduced 6.48%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
4,024
shares
|
$284,416
0.03% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
Nov 10, 2025 Q3 2025 |
4,021
shares
|
$284,204
0.26% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
4,010
shares
|
$283,426
0.11% of portfolio
|
Q3 2025
Added 6.14%
|
|
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
Nov 03, 2025 Q3 2025 |
4,007
shares
|
$283,214
0.22% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Mc Broom & Associates, LLC
|
Oct 28, 2025 Q3 2025 |
4,000
shares
|
$282,720
0.13% of portfolio
|
Q4 2022
Reduced 15.82%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
4,000
shares
|
$282,720
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Btc Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
4,000
shares
|
$282,720
0.02% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Mitchell Capital Management CO
|
Nov 06, 2025 Q3 2025 |
4,000
shares
|
$282,720
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Brooktree Capital Management
|
Nov 07, 2025 Q3 2025 |
4,000
shares
|
$282,720
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Bienville Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,000
shares
|
$282,720
0.06% of portfolio
|
Q1 2025
Reduced 60.61%
|
|