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 3,772 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 $214 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
1,359
shares
|
$95,225
0.07% of portfolio
|
Q1 2025
Reduced 12.49%
|
|
|
Conquis Financial LLC
Milbrae, CA |
May 09, 2025 Q1 2025 |
1,350
shares
|
$94,594
0.1% of portfolio
|
Q1 2025
Reduced 6.57%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
1,332
shares
|
$93,333
0.06% of portfolio
|
Q1 2025
Reduced 8.89%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
1,300
shares
|
$91,090
0.07% of portfolio
|
Q4 2024
Reduced 30.29%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
1,292
shares
|
$90,530
0.04% of portfolio
|
Q1 2025
Reduced 18.84%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,285
shares
|
$90,039
0.02% of portfolio
|
Q2 2023
Added 0.16%
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
1,270
shares
|
$88,988
0.04% of portfolio
|
Q1 2024
Reduced 36.66%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,268
shares
|
$88,848
0.01% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
1,239
shares
|
$86,816
0.07% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
1,209
shares
|
$84,714
0.03% of portfolio
|
Q4 2024
Added 61.42%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
1,209
shares
|
$84,714
0.06% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
1,209
shares
|
$84,714
0.0% of portfolio
|
Q2 2025
Added 184.47%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
1,208
shares
|
$84,644
0.01% of portfolio
|
Q1 2025
Added 594.25%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
1,208
shares
|
$84,644
0.05% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
1,206
shares
|
$84,504
0.06% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
1,200
shares
|
$84,083
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
1,191
shares
|
$83,453
0.03% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,188
shares
|
$83,243
0.07% of portfolio
|
Q4 2024
Reduced 16.86%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
1,179
shares
|
$82,612
0.01% of portfolio
|
Q4 2024
Added 934.21%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
1,171
shares
|
$82,051
0.06% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
1,163
shares
|
$81,491
0.09% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
1,140
shares
|
$79,879
0.04% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
1,140
shares
|
$79,879
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,136
shares
|
$79,599
0.02% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,135
shares
|
$79,529
0.04% of portfolio
|
Q1 2022
Added 9.13%
|