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 |
|---|---|---|---|---|---|
|
Lipe & Dalton
|
May 05, 2025 Q1 2025 |
1,600
shares
|
$111,456
0.06% of portfolio
|
Q4 2024
Reduced 11.11%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
1,600
shares
|
$111,456
0.01% of portfolio
|
Q1 2025
Reduced 38.46%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
1,590
shares
|
$110,759
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
1,575
shares
|
$109,714
0.04% of portfolio
|
Q1 2025
Reduced 16.4%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
1,553
shares
|
$108,181
0.01% of portfolio
|
Q1 2025
Reduced 30.64%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
1,550
shares
|
$107,973
0.07% of portfolio
|
Q4 2024
Added 138.46%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
1,547
shares
|
$107,764
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
1,542
shares
|
$107,415
0.07% of portfolio
|
Q1 2025
Reduced 10.61%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
1,531
shares
|
$106,649
0.01% of portfolio
|
Q1 2025
Reduced 49.24%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
1,522
shares
|
$106,022
0.04% of portfolio
|
Q4 2024
Reduced 47.01%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
May 14, 2025 Q1 2025 |
1,521
shares
|
$105,952
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
1,511
shares
|
$105,256
0.01% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Apr 23, 2025 Q1 2025 |
1,500
shares
|
$104,490
0.08% of portfolio
|
Q4 2023
Added 50.0%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
1,499
shares
|
$104,420
0.05% of portfolio
|
Q2 2024
Added 2.04%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
1,496
shares
|
$104,211
0.06% of portfolio
|
Q4 2021
Added 7.16%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
1,474
shares
|
$102,678
0.02% of portfolio
|
Q1 2025
Added 45.94%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
1,472
shares
|
$102,539
0.04% of portfolio
|
Q1 2025
Reduced 58.37%
|
|
|
Westchester Capital Management, Inc.
Omaha, NE |
May 08, 2025 Q1 2025 |
1,449
shares
|
$100,937
0.03% of portfolio
|
Q1 2025
Added 7.65%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
1,447
shares
|
$100,798
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
1,445
shares
|
$100,658
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
1,439
shares
|
$100,240
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
1,434
shares
|
$99,892
0.03% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
1,423
shares
|
$99,126
0.03% of portfolio
|
Q1 2025
Added 113.98%
|
|
|
Financial Life Planners
Tempe, AZ |
Apr 23, 2025 Q1 2025 |
1,407
shares
|
$98,011
0.1% of portfolio
|
Q1 2025
Reduced 14.78%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
1,394
shares
|
$97,106
0.03% of portfolio
|
Q2 2025
Reduced 3.06%
|