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 |
|---|---|---|---|---|---|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
3,671
shares
|
$259,576
0.06% of portfolio
|
Q4 2024
Reduced 13.28%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
3,667
shares
|
$259,293
0.09% of portfolio
|
Q4 2024
Reduced 28.34%
|
|
|
Cumberland Advisors Inc
|
Aug 07, 2025 Q2 2025 |
3,661
shares
|
$258,869
0.11% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Axs Investments LLC
Port Chester, NY |
Aug 11, 2025 Q2 2025 |
3,660
shares
|
$258,798
0.11% of portfolio
|
Q2 2025
Reduced 21.04%
|
|
|
Benin Management Corp
|
Jul 30, 2025 Q2 2025 |
3,651
shares
|
$258,162
0.07% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
3,647
shares
|
$257,879
0.09% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
3,643
shares
|
$257,596
0.05% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
3,643
shares
|
$257,596
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
3,638
shares
|
$257,242
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
3,638
shares
|
$257,242
0.1% of portfolio
|
Q2 2025
Added 23.24%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,636
shares
|
$257,101
0.12% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
3,634
shares
|
$256,960
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
3,633
shares
|
$256,889
0.12% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
3,632
shares
|
$256,818
0.13% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Wells Trecaso Financial Group, LLC
|
Jul 21, 2025 Q2 2025 |
3,631
shares
|
$256,748
0.08% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
3,622
shares
|
$256,111
0.15% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
3,620
shares
|
$255,970
0.13% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Dld Asset Management, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
3,618
shares
|
$255,828
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
3,616
shares
|
$255,687
0.22% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
3,613
shares
|
$255,475
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
3,612
shares
|
$255,404
0.03% of portfolio
|
Q2 2025
Reduced 22.64%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
3,610
shares
|
$255,263
0.0% of portfolio
|
Q1 2025
Added 12.46%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
3,608
shares
|
$255,121
0.05% of portfolio
|
Q2 2025
Added 25.54%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
3,599
shares
|
$254,485
0.02% of portfolio
|
Q2 2025
Reduced 11.35%
|
|
|
Main Street Research LLC
Sausalito, CA |
Aug 05, 2025 Q2 2025 |
3,597
shares
|
$254,343
0.02% of portfolio
|
Q2 2025
Reduced 24.24%
|