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 3.13 Billion shares, which have been reported (via 13F filing form) to have a value of $221 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Aug 05, 2025 Q2 2025 |
3,364
shares
|
$237,868
0.13% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jul 23, 2025 Q2 2025 |
3,363
shares
|
$237,797
0.2% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Aug 04, 2025 Q2 2025 |
3,347
shares
|
$236,666
0.1% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 29, 2025 Q2 2025 |
3,332
shares
|
$235,605
0.02% of portfolio
|
Q3 2022
Added 66.6%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
3,330
shares
|
$235,464
0.12% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Members Capital Advisors Inc
|
Jul 29, 2025 Q2 2025 |
3,319
shares
|
$234,686
0.27% of portfolio
|
Q4 2023
Reduced 90.97%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
3,304
shares
|
$233,625
0.06% of portfolio
|
Q1 2025
Reduced 8.32%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
3,303
shares
|
$233,555
0.37% of portfolio
|
Q2 2022
New holding
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
3,300
shares
|
$233,342
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jul 15, 2025 Q2 2025 |
3,300
shares
|
$233,342
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Peoples Bank
|
Jul 22, 2025 Q2 2025 |
3,298
shares
|
$233,201
0.14% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
3,294
shares
|
$232,918
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Transatlantique Private Wealth LLC
|
Aug 05, 2025 Q2 2025 |
3,293
shares
|
$232,848
0.09% of portfolio
|
Q1 2025
Reduced 21.5%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
3,293
shares
|
$232,848
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
3,289
shares
|
$232,565
0.04% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Newport Capital Group, LLC
|
Aug 14, 2025 Q2 2025 |
3,288
shares
|
$232,494
0.16% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,285
shares
|
$232,282
0.09% of portfolio
|
Q2 2025
Reduced 17.59%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
3,285
shares
|
$232,282
0.14% of portfolio
|
Q2 2025
Reduced 14.83%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
3,280
shares
|
$231,928
0.17% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
3,279
shares
|
$231,858
0.2% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jul 23, 2025 Q2 2025 |
3,275
shares
|
$231,575
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Sterling Manor Financial, LLC
|
Jul 09, 2025 Q2 2025 |
3,270
shares
|
$231,221
0.19% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Jul 16, 2025 Q2 2025 |
3,267
shares
|
$231,009
0.21% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
3,260
shares
|
$230,514
0.06% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
3,255
shares
|
$230,161
0.1% of portfolio
|
Q2 2025
Added 0.34%
|