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 3,794 institutions that hold shares in the stock, with a total of 3.13 Billion shares, which have been reported (via 13F filing form) to have a value of $221 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
357
shares
|
$25,243
0.01% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
352
shares
|
$24,889
0.01% of portfolio
|
Q1 2025
Reduced 41.53%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
344
shares
|
$24,324
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
336
shares
|
$23,758
0.01% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
330
shares
|
$23,334
0.04% of portfolio
|
Q2 2025
Reduced 85.43%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
316
shares
|
$22,344
0.01% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
312
shares
|
$22,061
0.01% of portfolio
|
Q1 2022
Added 0.32%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
310
shares
|
$21,920
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
309
shares
|
$21,849
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
303
shares
|
$21,425
0.01% of portfolio
|
N/A
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
300
shares
|
$21,212
0.01% of portfolio
|
Q1 2024
Reduced 40.24%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
300
shares
|
$21,212
0.01% of portfolio
|
Q4 2024
Reduced 34.92%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
295
shares
|
$20,859
0.01% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
290
shares
|
$20,505
0.01% of portfolio
|
Q2 2025
Added 5700.0%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Aug 05, 2025 Q2 2025 |
284
shares
|
$20,081
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
277
shares
|
$19,586
0.01% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
1248 Management, LLC
Kansas City, MO |
May 15, 2025 Q1 2025 |
266
shares
|
$18,808
0.01% of portfolio
|
Q1 2025
Added 33.46%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
262
shares
|
$18,526
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
258
shares
|
$18,243
0.01% of portfolio
|
Q2 2025
Added 8.86%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
255
shares
|
$18,031
0.01% of portfolio
|
Q2 2025
Added 26.24%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
253
shares
|
$17,889
0.01% of portfolio
|
Q1 2025
Reduced 79.87%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
250
shares
|
$17,677
0.01% of portfolio
|
Q2 2025
Reduced 9.42%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
240
shares
|
$16,970
0.01% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
240
shares
|
$16,970
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
230
shares
|
$16,263
0.01% of portfolio
|
Q2 2025
New holding
|