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 3,772 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 $214 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
119
shares
|
$8,338
0.01% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
112
shares
|
$7,847
0.02% of portfolio
|
Q3 2024
Reduced 37.08%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
111
shares
|
$7,777
0.14% of portfolio
|
Q1 2025
Added 7.77%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
105
shares
|
$7,357
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
104
shares
|
$7,287
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
May 12, 2025 Q1 2025 |
103
shares
|
$7,217
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
May 12, 2025 Q1 2025 |
101
shares
|
$7,077
0.0% of portfolio
|
Q1 2025
Reduced 99.24%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
100
shares
|
$7,006
0.0% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
100
shares
|
$7,006
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
89
shares
|
$6,236
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
84
shares
|
$5,885
0.0% of portfolio
|
Q1 2025
Reduced 98.61%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
76
shares
|
$5,325
0.0% of portfolio
|
Q2 2024
Reduced 35.04%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
74
shares
|
$5,185
0.0% of portfolio
|
Q1 2025
Reduced 73.29%
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
70
shares
|
$4,904
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
67
shares
|
$4,694
0.0% of portfolio
|
Q4 2024
Reduced 65.1%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
58
shares
|
$4,064
0.0% of portfolio
|
Q1 2025
Reduced 97.92%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
55
shares
|
$3,853
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
50
shares
|
$3,503
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
47
shares
|
$3,293
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
44
shares
|
$3,083
0.0% of portfolio
|
Q1 2025
Reduced 99.66%
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
44
shares
|
$3,083
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
39
shares
|
$2,732
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
35
shares
|
$2,452
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
30
shares
|
$2,102
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
27
shares
|
$1,891
0.0% of portfolio
|
Q3 2024
Reduced 86.36%
|