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 3,778 institutions that hold shares in the stock, with a total of 3.06 Billion shares, which have been reported (via 13F filing form) to have a value of $213 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
3,056
shares
|
$212,880
0.08% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jul 17, 2025 Q2 2025 |
3,056
shares
|
$212,880
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Partners, LLC
|
Apr 21, 2025 Q1 2025 |
3,053
shares
|
$212,671
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
3,048
shares
|
$212,323
0.05% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
3,045
shares
|
$212,114
0.08% of portfolio
|
Q3 2021
Reduced 1.62%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
3,043
shares
|
$211,975
0.06% of portfolio
|
Q1 2025
Reduced 23.58%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
3,040
shares
|
$211,766
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
3,034
shares
|
$211,348
0.17% of portfolio
|
Q1 2025
Reduced 12.24%
|
|
|
New Jersey Better Educational Savings Trust
|
May 09, 2025 Q1 2025 |
3,028
shares
|
$210,930
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Financial Management Group, Inc.
|
Jul 21, 2025 Q2 2025 |
3,016
shares
|
$210,094
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Fosun International LTD
|
May 14, 2025 Q1 2025 |
3,016
shares
|
$210,094
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
3,015
shares
|
$210,024
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jul 23, 2025 Q2 2025 |
3,013
shares
|
$209,885
0.06% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
3,005
shares
|
$209,328
0.12% of portfolio
|
Q1 2025
Reduced 8.3%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Apr 30, 2025 Q1 2025 |
3,005
shares
|
$209,328
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
3,001
shares
|
$209,049
0.04% of portfolio
|
Q1 2025
Reduced 33.44%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
May 13, 2025 Q1 2025 |
3,000
shares
|
$208,980
0.12% of portfolio
|
Q1 2025
Reduced 71.7%
|
|
|
Youngs Advisory Group, Inc.
|
Jul 16, 2025 Q2 2025 |
2,984
shares
|
$207,865
0.08% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Cercano Management LLC
Bellevue, WA |
May 13, 2025 Q1 2025 |
2,984
shares
|
$207,865
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
2,976
shares
|
$207,308
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
2,969
shares
|
$206,820
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
2,967
shares
|
$206,681
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
2,966
shares
|
$206,611
0.15% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
2,962
shares
|
$206,332
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
2,961
shares
|
$206,263
0.02% of portfolio
|
Q2 2025
New holding
|