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 3,777 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 |
|---|---|---|---|---|---|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Oct 24, 2025 Q3 2025 |
280
shares
|
$19,790
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
277
shares
|
$19,578
0.01% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
269
shares
|
$19,012
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
267
shares
|
$18,871
0.01% of portfolio
|
Q3 2025
Added 6.8%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
261
shares
|
$18,447
0.01% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
253
shares
|
$17,882
0.01% of portfolio
|
Q1 2025
Reduced 79.87%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
245
shares
|
$17,316
0.01% of portfolio
|
Q3 2025
Added 7.93%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
240
shares
|
$16,963
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Oct 24, 2025 Q3 2025 |
238
shares
|
$16,821
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
231
shares
|
$16,327
0.01% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
200
shares
|
$14,136
0.01% of portfolio
|
Q4 2024
Reduced 46.67%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
200
shares
|
$14,136
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Nov 04, 2025 Q3 2025 |
200
shares
|
$14,136
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
199
shares
|
$14,065
0.01% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
195
shares
|
$13,782
0.0% of portfolio
|
Q2 2024
Added 62.5%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
185
shares
|
$13,075
0.01% of portfolio
|
Q2 2025
Added 55.46%
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
Oct 24, 2025 Q3 2025 |
185
shares
|
$13,075
0.01% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
167
shares
|
$11,803
0.0% of portfolio
|
Q3 2022
Reduced 5.65%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
165
shares
|
$11,662
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
163
shares
|
$11,520
0.0% of portfolio
|
Q3 2025
Added 16.43%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
154
shares
|
$10,884
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Sagard Holdings Management Inc.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
154
shares
|
$10,884
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
148
shares
|
$10,460
0.01% of portfolio
|
Q2 2025
Reduced 40.32%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
148
shares
|
$10,460
0.01% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
145
shares
|
$10,248
0.0% of portfolio
|
Q1 2025
Reduced 33.49%
|
|