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 3,806 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 $211 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
3,622
shares
|
$242,818
0.15% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
3,620
shares
|
$242,684
0.13% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Dld Asset Management, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
3,618
shares
|
$242,550
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
3,616
shares
|
$242,416
0.22% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
3,613
shares
|
$242,215
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
3,612
shares
|
$242,148
0.03% of portfolio
|
Q2 2025
Reduced 22.64%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
3,610
shares
|
$242,014
0.0% of portfolio
|
Q1 2025
Added 12.46%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
3,608
shares
|
$241,880
0.05% of portfolio
|
Q2 2025
Added 25.54%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
3,599
shares
|
$241,276
0.02% of portfolio
|
Q2 2025
Reduced 11.35%
|
|
|
Main Street Research LLC
Sausalito, CA |
Aug 05, 2025 Q2 2025 |
3,597
shares
|
$241,142
0.02% of portfolio
|
Q2 2025
Reduced 24.24%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
3,596
shares
|
$241,075
0.05% of portfolio
|
Q1 2025
Reduced 78.34%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
3,594
shares
|
$240,941
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
3,590
shares
|
$240,673
0.05% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
Jul 10, 2025 Q2 2025 |
3,590
shares
|
$240,673
0.15% of portfolio
|
Q1 2025
Reduced 12.57%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Aug 06, 2025 Q2 2025 |
3,583
shares
|
$240,204
0.12% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
3,581
shares
|
$240,070
0.02% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
3,581
shares
|
$240,070
0.11% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
3,575
shares
|
$239,668
0.04% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
3,569
shares
|
$239,265
0.17% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
3,566
shares
|
$239,064
0.17% of portfolio
|
Q2 2025
Reduced 9.01%
|
|
|
Brown Miller Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
3,563
shares
|
$238,863
0.08% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Jul 31, 2025 Q2 2025 |
3,555
shares
|
$238,327
0.24% of portfolio
|
Q2 2025
Added 66.67%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
3,546
shares
|
$237,723
0.03% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Jul 28, 2025 Q2 2025 |
3,543
shares
|
$237,522
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jul 25, 2025 Q2 2025 |
3,542
shares
|
$237,455
0.16% of portfolio
|
Q2 2025
Reduced 4.78%
|