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 3,777 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 |
|---|---|---|---|---|---|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
3,882
shares
|
$274,379
0.04% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 07, 2025 Q3 2025 |
3,878
shares
|
$274,097
0.24% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
3,876
shares
|
$273,955
0.3% of portfolio
|
Q3 2025
Added 11.03%
|
|
|
Trinity Financial Advisors LLC
|
Oct 07, 2025 Q3 2025 |
3,874
shares
|
$273,814
0.07% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Fulcrum Equity Management
|
Jan 06, 2026 Q4 2025 |
3,872
shares
|
$273,672
0.27% of portfolio
|
Q4 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
3,865
shares
|
$273,178
0.03% of portfolio
|
Q3 2025
Added 7.12%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
3,864
shares
|
$273,107
0.08% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
3,854
shares
|
$272,400
0.12% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Oct 28, 2025 Q3 2025 |
3,853
shares
|
$272,330
0.1% of portfolio
|
Q2 2025
Reduced 45.74%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 07, 2025 Q3 2025 |
3,853
shares
|
$272,330
0.06% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Oct 28, 2025 Q3 2025 |
3,848
shares
|
$271,976
0.05% of portfolio
|
Q3 2025
Added 18.36%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
3,843
shares
|
$271,623
0.02% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Financial Management Network Inc
|
Oct 28, 2025 Q3 2025 |
3,839
shares
|
$271,340
0.05% of portfolio
|
Q3 2025
Added 25.62%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
3,817
shares
|
$269,785
0.12% of portfolio
|
Q3 2025
Added 22.46%
|
|
|
Tanager Wealth Management LLP
|
Oct 24, 2025 Q3 2025 |
3,816
shares
|
$269,714
0.03% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
Qp Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
3,802
shares
|
$268,725
0.25% of portfolio
|
Q4 2025
New holding
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 12, 2025 Q3 2025 |
3,801
shares
|
$268,654
0.14% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Mendel Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
3,798
shares
|
$268,442
0.13% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Nov 05, 2025 Q3 2025 |
3,792
shares
|
$268,018
0.05% of portfolio
|
Q3 2025
Added 11.92%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
3,786
shares
|
$267,594
0.05% of portfolio
|
Q3 2025
Reduced 69.03%
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
3,786
shares
|
$267,594
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
3,784
shares
|
$267,453
0.06% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
3,782
shares
|
$267,311
0.09% of portfolio
|
Q3 2025
Added 6.96%
|
|
|
Iron Financial, LLC
|
Oct 24, 2025 Q3 2025 |
3,771
shares
|
$266,534
0.12% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Nov 04, 2025 Q3 2025 |
3,769
shares
|
$266,392
0.22% of portfolio
|
Q3 2025
Added 0.05%
|
|