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 3,774 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 |
|---|---|---|---|---|---|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
1,939
shares
|
$135,070
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,938
shares
|
$135,001
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
1,914
shares
|
$133,329
0.03% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
1,860
shares
|
$129,567
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
1,853
shares
|
$129,079
0.05% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
1,849
shares
|
$128,801
0.05% of portfolio
|
Q1 2025
Reduced 30.65%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
1,833
shares
|
$127,686
0.02% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
1,825
shares
|
$127,129
0.09% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
1,813
shares
|
$126,293
0.04% of portfolio
|
Q4 2024
Added 25.73%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
1,800
shares
|
$125,388
0.06% of portfolio
|
Q1 2025
Reduced 16.28%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,800
shares
|
$125,388
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
1,797
shares
|
$125,179
0.08% of portfolio
|
Q1 2025
Added 2065.06%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
1,782
shares
|
$124,134
0.05% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
1,750
shares
|
$121,905
0.15% of portfolio
|
Q2 2022
Reduced 10.26%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
1,743
shares
|
$121,417
0.01% of portfolio
|
Q1 2025
Reduced 27.92%
|
|
|
O'Brien Wealth Partners LLC
|
Jul 09, 2025 Q2 2025 |
1,734
shares
|
$120,790
0.02% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
1,659
shares
|
$115,565
0.06% of portfolio
|
Q2 2025
Added 267.85%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
1,658
shares
|
$115,496
0.03% of portfolio
|
Q2 2025
Reduced 24.81%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
1,656
shares
|
$115,356
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
1,646
shares
|
$114,660
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
1,644
shares
|
$114,521
0.08% of portfolio
|
Q1 2025
Added 27.05%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
1,631
shares
|
$113,615
0.03% of portfolio
|
Q4 2024
Added 11.87%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
1,625
shares
|
$113,197
0.02% of portfolio
|
Q1 2025
Reduced 9.17%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
1,611
shares
|
$112,222
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
1,610
shares
|
$112,152
0.61% of portfolio
|
Q1 2025
New holding
|