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 |
|---|---|---|---|---|---|
|
Westchester Capital Management, Inc.
Omaha, NE |
Jul 25, 2025 Q2 2025 |
1,449
shares
|
$97,140
0.02% of portfolio
|
Q1 2025
Added 7.65%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Aug 07, 2025 Q2 2025 |
1,449
shares
|
$97,140
0.09% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
1,434
shares
|
$96,135
0.03% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
1,394
shares
|
$93,453
0.03% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 08, 2025 Q2 2025 |
1,300
shares
|
$87,152
0.06% of portfolio
|
Q4 2024
Reduced 30.29%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
1,292
shares
|
$86,615
0.04% of portfolio
|
Q1 2025
Reduced 18.84%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,285
shares
|
$86,146
0.02% of portfolio
|
Q2 2023
Added 0.16%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
1,270
shares
|
$85,140
0.03% of portfolio
|
Q1 2024
Reduced 36.66%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
1,250
shares
|
$83,800
0.03% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
1,239
shares
|
$83,062
0.06% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
1,215
shares
|
$81,453
0.05% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
1,212
shares
|
$81,252
0.01% of portfolio
|
Q3 2024
Added 14.34%
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
1,209
shares
|
$81,051
0.03% of portfolio
|
Q4 2024
Added 61.42%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
1,209
shares
|
$81,051
0.0% of portfolio
|
Q2 2025
Added 184.47%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
1,206
shares
|
$80,850
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
|
$80,448
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
1,198
shares
|
$80,313
0.02% of portfolio
|
Q2 2025
Added 44.51%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,188
shares
|
$79,643
0.07% of portfolio
|
Q4 2024
Reduced 16.86%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
1,186
shares
|
$79,509
0.02% of portfolio
|
Q2 2025
Added 55.85%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
1,184
shares
|
$79,375
0.04% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
1,179
shares
|
$79,040
0.01% of portfolio
|
Q4 2024
Added 934.21%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
1,173
shares
|
$78,637
0.05% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
1,163
shares
|
$77,967
0.09% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
1,140
shares
|
$76,425
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,135
shares
|
$76,090
0.04% of portfolio
|
Q1 2022
Added 9.13%
|