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 |
|---|---|---|---|---|---|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
3,399
shares
|
$240,241
0.94% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
3,397
shares
|
$240,099
0.01% of portfolio
|
Q1 2022
Reduced 50.19%
|
|
|
Tlwm
San Antonio, TX |
Oct 10, 2025 Q3 2025 |
3,388
shares
|
$239,463
0.04% of portfolio
|
Q3 2024
Reduced 28.79%
|
|
|
William Mack & Associates, Inc.
Troy, MI |
Nov 14, 2025 Q3 2025 |
3,386
shares
|
$239,322
0.12% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Dec 02, 2025 Q3 2025 |
3,380
shares
|
$238,898
0.03% of portfolio
|
Q2 2024
Added 2.11%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2025 Q3 2025 |
3,379
shares
|
$238,827
0.1% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Miller Financial Services LLC
Marshall, MI |
Nov 13, 2025 Q3 2025 |
3,377
shares
|
$238,686
0.26% of portfolio
|
Q3 2025
Reduced 14.87%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
3,374
shares
|
$238,474
0.06% of portfolio
|
Q3 2025
Reduced 12.0%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
3,364
shares
|
$237,767
0.04% of portfolio
|
Q1 2023
Reduced 6.27%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Oct 23, 2025 Q3 2025 |
3,360
shares
|
$237,484
0.08% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
3,355
shares
|
$237,131
0.03% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Threadgill Financial, LLC
|
Oct 07, 2025 Q3 2025 |
3,355
shares
|
$237,131
0.11% of portfolio
|
Q3 2025
Reduced 16.52%
|
|
|
Wedgewood Investors Inc
|
Oct 23, 2025 Q3 2025 |
3,343
shares
|
$236,283
0.25% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
3,338
shares
|
$235,929
0.1% of portfolio
|
Q3 2025
Added 7.64%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 21, 2025 Q3 2025 |
3,336
shares
|
$235,788
0.08% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
3,332
shares
|
$235,505
0.02% of portfolio
|
Q3 2022
Added 66.6%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Nov 03, 2025 Q3 2025 |
3,319
shares
|
$234,586
0.12% of portfolio
|
Q3 2025
Reduced 5.5%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
3,318
shares
|
$234,516
0.02% of portfolio
|
Q3 2025
Added 7.45%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
3,316
shares
|
$234,374
0.17% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Stegner Investment Associates Inc.
|
Nov 06, 2025 Q3 2025 |
3,311
shares
|
$234,021
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Financial Group LLC
|
Jan 06, 2026 Q3 2025 |
3,307
shares
|
$233,738
0.04% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
3,303
shares
|
$233,456
0.37% of portfolio
|
Q2 2022
New holding
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 27, 2025 Q3 2025 |
3,302
shares
|
$233,385
0.09% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 05, 2025 Q3 2025 |
3,295
shares
|
$232,890
0.08% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
3,293
shares
|
$232,749
0.09% of portfolio
|
Q1 2024
New holding
|
|