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 |
|---|---|---|---|---|---|
|
Buckley Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
3,540
shares
|
$237,321
0.08% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
3,540
shares
|
$237,321
0.06% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Jul 16, 2025 Q2 2025 |
3,539
shares
|
$237,254
0.18% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
3,538
shares
|
$237,187
0.04% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
3,536
shares
|
$237,053
0.12% of portfolio
|
Q2 2025
Added 10.29%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
3,534
shares
|
$236,919
0.03% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
3,531
shares
|
$236,718
0.08% of portfolio
|
Q2 2024
Added 2.47%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
3,523
shares
|
$236,181
0.41% of portfolio
|
Q2 2022
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
3,523
shares
|
$236,181
0.11% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Aug 01, 2025 Q2 2025 |
3,522
shares
|
$236,114
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
3,512
shares
|
$235,444
0.15% of portfolio
|
Q2 2025
Added 9.72%
|
|
|
Fi3 Financial Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
3,505
shares
|
$234,975
0.09% of portfolio
|
Q2 2025
Reduced 24.08%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
3,503
shares
|
$234,841
0.04% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
3,502
shares
|
$234,774
0.14% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Jul 18, 2025 Q2 2025 |
3,502
shares
|
$234,774
0.15% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
3,497
shares
|
$234,438
0.02% of portfolio
|
Q2 2025
Added 7.2%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Aug 14, 2025 Q2 2025 |
3,491
shares
|
$234,036
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
3,487
shares
|
$233,768
0.03% of portfolio
|
Q2 2025
Added 127.76%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
3,481
shares
|
$233,366
0.15% of portfolio
|
Q2 2025
Reduced 16.68%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 13, 2025 Q2 2025 |
3,475
shares
|
$232,964
0.04% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Aug 11, 2025 Q2 2025 |
3,473
shares
|
$232,829
0.17% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Aug 04, 2025 Q2 2025 |
3,469
shares
|
$232,561
0.22% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 12, 2025 Q2 2025 |
3,468
shares
|
$232,494
0.03% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Aug 06, 2025 Q2 2025 |
3,467
shares
|
$232,427
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
3,463
shares
|
$232,159
0.1% of portfolio
|
Q1 2025
New holding
|