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 3,773 institutions that hold shares in the stock, with a total of 3.07 Billion shares, which have been reported (via 13F filing form) to have a value of $217 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
680
shares
|
$48,062
0.02% of portfolio
|
Q4 2023
Added 6.92%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
679
shares
|
$47,991
0.01% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
656
shares
|
$46,366
0.02% of portfolio
|
Q3 2024
Reduced 10.87%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
654
shares
|
$46,224
0.03% of portfolio
|
Q2 2025
Reduced 25.77%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
651
shares
|
$46,012
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 14, 2025 Q3 2025 |
647
shares
|
$45,729
0.02% of portfolio
|
Q3 2025
Reduced 26.31%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
647
shares
|
$45,729
0.03% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
636
shares
|
$44,952
0.06% of portfolio
|
Q3 2022
Added 0.47%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
635
shares
|
$44,881
0.01% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
629
shares
|
$44,457
0.05% of portfolio
|
Q3 2025
Reduced 76.64%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 22, 2025 Q3 2025 |
613
shares
|
$43,326
0.03% of portfolio
|
Q3 2025
Added 19.49%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
613
shares
|
$43,326
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
592
shares
|
$41,842
0.01% of portfolio
|
Q2 2025
Added 20.33%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
592
shares
|
$41,842
0.02% of portfolio
|
Q4 2025
Added 48.0%
|
|
|
One River Asset Management, LLC
Stamford, CT |
Nov 10, 2025 Q3 2025 |
591
shares
|
$41,771
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
573
shares
|
$40,499
0.02% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
569
shares
|
$40,216
0.01% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
561
shares
|
$39,651
0.01% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
556
shares
|
$39,298
0.01% of portfolio
|
Q3 2025
Reduced 10.75%
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
547
shares
|
$38,661
0.0% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
540
shares
|
$38,167
0.01% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
539
shares
|
$38,096
0.02% of portfolio
|
Q2 2024
Reduced 6.1%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
514
shares
|
$36,329
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
509
shares
|
$35,976
0.03% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
506
shares
|
$35,764
0.01% of portfolio
|
Q3 2025
New holding
|
|