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 |
|---|---|---|---|---|---|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
3,117
shares
|
$208,963
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Vigilare Wealth Management
|
Jul 18, 2025 Q2 2025 |
3,105
shares
|
$208,159
0.09% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
3,103
shares
|
$208,025
0.11% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
3,101
shares
|
$207,891
0.11% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
3,097
shares
|
$207,622
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
3,093
shares
|
$207,354
0.09% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Cutler Investment Counsel LLC
|
Jul 28, 2025 Q2 2025 |
3,091
shares
|
$207,220
0.02% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
3,090
shares
|
$207,153
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jul 29, 2025 Q2 2025 |
3,090
shares
|
$207,153
0.26% of portfolio
|
Q2 2025
Reduced 12.51%
|
|
|
Curated Wealth Partners LLC
|
Jul 28, 2025 Q2 2025 |
3,089
shares
|
$207,086
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
3,088
shares
|
$207,019
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ervin Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
3,087
shares
|
$206,952
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
3,084
shares
|
$206,751
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
3,080
shares
|
$206,483
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
3,075
shares
|
$206,148
0.07% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Aug 06, 2025 Q2 2025 |
3,075
shares
|
$206,148
0.17% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
3,070
shares
|
$205,812
0.12% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jul 24, 2025 Q2 2025 |
3,061
shares
|
$205,209
0.15% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
3,056
shares
|
$204,874
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
3,056
shares
|
$204,874
0.08% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jul 17, 2025 Q2 2025 |
3,056
shares
|
$204,874
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 04, 2025 Q2 2025 |
3,056
shares
|
$204,874
0.3% of portfolio
|
Q2 2025
Reduced 6.72%
|
|
|
Private Wealth Partners, LLC
|
Aug 01, 2025 Q2 2025 |
3,051
shares
|
$204,539
0.02% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
3,048
shares
|
$204,337
0.05% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
3,043
shares
|
$204,002
0.06% of portfolio
|
Q1 2025
Reduced 23.58%
|