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 |
|---|---|---|---|---|---|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
886
shares
|
$61,718
0.01% of portfolio
|
Q1 2025
Reduced 25.61%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
881
shares
|
$61,370
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
881
shares
|
$61,370
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
881
shares
|
$61,370
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Avengers, Inc.
Oakland, CA |
May 14, 2025 Q1 2025 |
871
shares
|
$60,673
0.03% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
869
shares
|
$60,534
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
865
shares
|
$60,255
0.05% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
860
shares
|
$59,907
0.05% of portfolio
|
Q4 2023
Reduced 1.15%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
829
shares
|
$57,748
0.02% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
823
shares
|
$57,330
0.04% of portfolio
|
Q4 2024
Reduced 55.08%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
822
shares
|
$57,260
0.0% of portfolio
|
Q2 2024
Reduced 10.16%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
820
shares
|
$57,121
0.04% of portfolio
|
Q3 2021
Reduced 26.79%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
809
shares
|
$56,354
0.22% of portfolio
|
Q4 2021
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
801
shares
|
$55,797
0.01% of portfolio
|
Q3 2023
Added 8.1%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
800
shares
|
$55,728
0.01% of portfolio
|
Q2 2025
Reduced 16.49%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
799
shares
|
$55,658
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
791
shares
|
$55,101
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
791
shares
|
$55,101
0.02% of portfolio
|
Q1 2025
Added 10.17%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Jul 18, 2025 Q2 2025 |
773
shares
|
$53,847
0.02% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
771
shares
|
$53,707
0.04% of portfolio
|
Q2 2025
Added 671.0%
|
|
|
Ncp Inc.
La Quinta, CA |
May 06, 2025 Q1 2025 |
767
shares
|
$53,429
0.07% of portfolio
|
Q1 2025
Reduced 78.52%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
761
shares
|
$53,011
0.02% of portfolio
|
Q2 2025
Added 8.71%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
761
shares
|
$53,011
0.01% of portfolio
|
Q1 2025
Added 33.51%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
760
shares
|
$52,941
0.02% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
755
shares
|
$52,593
0.06% of portfolio
|
Q4 2024
New holding
|