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 |
|---|---|---|---|---|---|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
1,722
shares
|
$115,442
0.05% of portfolio
|
Q2 2025
Reduced 66.71%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
1,662
shares
|
$111,420
0.07% of portfolio
|
Q2 2025
Added 24.77%
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
1,659
shares
|
$111,219
0.06% of portfolio
|
Q2 2025
Added 267.85%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
1,658
shares
|
$111,152
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
|
$111,018
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
1,633
shares
|
$109,476
0.01% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Lipe & Dalton
|
Aug 01, 2025 Q2 2025 |
1,600
shares
|
$107,264
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
|
$107,264
0.01% of portfolio
|
Q1 2025
Reduced 38.46%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
1,594
shares
|
$106,861
0.04% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
1,590
shares
|
$106,593
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
1,564
shares
|
$104,850
0.03% of portfolio
|
Q2 2025
Reduced 7.24%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
1,564
shares
|
$104,850
0.03% of portfolio
|
Q2 2025
Reduced 18.29%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
1,550
shares
|
$103,912
0.06% of portfolio
|
Q4 2024
Added 138.46%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
1,550
shares
|
$103,912
0.06% of portfolio
|
Q2 2025
Added 14.05%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
1,536
shares
|
$102,973
0.02% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
1,522
shares
|
$102,034
0.03% of portfolio
|
Q4 2024
Reduced 47.01%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Aug 13, 2025 Q2 2025 |
1,521
shares
|
$101,967
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
1,511
shares
|
$101,297
0.01% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Aug 19, 2025 Q2 2025 |
1,500
shares
|
$100,560
0.09% of portfolio
|
Q4 2023
Added 50.0%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
1,499
shares
|
$100,492
0.05% of portfolio
|
Q2 2024
Added 2.04%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
1,496
shares
|
$100,291
0.06% of portfolio
|
Q4 2021
Added 7.16%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
1,480
shares
|
$99,219
0.03% of portfolio
|
Q2 2025
Added 62.64%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
1,478
shares
|
$99,085
0.02% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
1,477
shares
|
$99,018
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
1,472
shares
|
$98,682
0.04% of portfolio
|
Q1 2025
Reduced 58.37%
|