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 |
|---|---|---|---|---|---|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
1,125
shares
|
$78,367
0.02% of portfolio
|
Q2 2025
Added 8.7%
|
|
|
Cypress Capital Management LLC (Wy)
|
May 05, 2025 Q1 2025 |
1,118
shares
|
$77,879
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
1,111
shares
|
$77,392
0.0% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
1,082
shares
|
$75,372
0.04% of portfolio
|
Q2 2025
Added 13.66%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
1,065
shares
|
$74,187
0.06% of portfolio
|
Q2 2025
Reduced 15.81%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
1,057
shares
|
$73,630
0.05% of portfolio
|
Q1 2025
Reduced 16.9%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
1,053
shares
|
$73,351
0.11% of portfolio
|
Q3 2022
Added 0.67%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
1,050
shares
|
$73,143
0.06% of portfolio
|
Q1 2025
Added 10.06%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
1,000
shares
|
$69,660
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
1,000
shares
|
$69,660
0.02% of portfolio
|
Q2 2020
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
994
shares
|
$69,242
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
993
shares
|
$69,172
0.07% of portfolio
|
Q4 2024
Reduced 28.61%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
986
shares
|
$68,684
0.01% of portfolio
|
Q4 2024
Added 8.71%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
980
shares
|
$68,266
0.03% of portfolio
|
Q1 2025
Added 22.5%
|
|
|
Vega Investment Solutions
Paris, I0 |
May 14, 2025 Q1 2025 |
970
shares
|
$67,570
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
956
shares
|
$66,594
0.02% of portfolio
|
Q2 2025
Reduced 17.01%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
955
shares
|
$66,525
0.13% of portfolio
|
Q4 2024
Added 66.67%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
953
shares
|
$66,385
0.03% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
947
shares
|
$65,968
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
929
shares
|
$64,714
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
924
shares
|
$64,365
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
915
shares
|
$63,738
0.02% of portfolio
|
Q2 2022
Added 626.19%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
910
shares
|
$63,390
0.03% of portfolio
|
Q1 2025
Added 110.16%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
908
shares
|
$63,251
0.01% of portfolio
|
Q1 2025
Added 12.38%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
905
shares
|
$63,042
0.02% of portfolio
|
Q1 2023
Reduced 3.42%
|