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 3,778 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 |
---|---|---|---|---|---|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
127
shares
|
$8,846
0.0% of portfolio
|
Q1 2025
Added 24.51%
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
125
shares
|
$8,707
0.0% of portfolio
|
Q1 2025
New holding
|
|
Biglari Capital Corp.
San Antonio, TX |
May 15, 2025 Q1 2025 |
120
shares
|
$8,359
0.0% of portfolio
|
Q2 2024
Reduced 94.06%
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
120
shares
|
$8,359
0.01% of portfolio
|
Q4 2024
Reduced 61.9%
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
120
shares
|
$8,359
0.01% of portfolio
|
Q4 2024
Reduced 61.9%
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
119
shares
|
$8,289
0.01% of portfolio
|
Q1 2025
Added 6.25%
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
112
shares
|
$7,801
0.02% of portfolio
|
Q3 2024
Reduced 37.08%
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
111
shares
|
$7,732
0.14% of portfolio
|
Q1 2025
Added 7.77%
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
105
shares
|
$7,314
0.01% of portfolio
|
Q4 2024
New holding
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
104
shares
|
$7,244
0.01% of portfolio
|
Q4 2024
New holding
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
May 12, 2025 Q1 2025 |
103
shares
|
$7,174
0.14% of portfolio
|
Q4 2024
New holding
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
101
shares
|
$7,035
0.0% of portfolio
|
Q2 2025
Added 1.0%
|
|
Longfellow Investment Management CO LLC
Boston, MA |
May 12, 2025 Q1 2025 |
101
shares
|
$7,035
0.0% of portfolio
|
Q1 2025
Reduced 99.24%
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
100
shares
|
$6,966
0.0% of portfolio
|
Q2 2025
New holding
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
89
shares
|
$6,199
0.01% of portfolio
|
Q4 2024
New holding
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
84
shares
|
$5,851
0.0% of portfolio
|
Q1 2025
Reduced 98.61%
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
76
shares
|
$5,294
0.0% of portfolio
|
Q2 2024
Reduced 35.04%
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
75
shares
|
$5,224
0.0% of portfolio
|
Q2 2025
New holding
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
74
shares
|
$5,154
0.26% of portfolio
|
Q2 2025
Reduced 47.52%
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
70
shares
|
$4,876
0.0% of portfolio
|
Q1 2025
New holding
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
67
shares
|
$4,667
0.0% of portfolio
|
Q4 2024
Reduced 65.1%
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
58
shares
|
$4,040
0.0% of portfolio
|
Q1 2025
Reduced 97.92%
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
55
shares
|
$3,831
0.0% of portfolio
|
Q1 2025
New holding
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
50
shares
|
$3,483
0.0% of portfolio
|
Q1 2025
New holding
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
47
shares
|
$3,274
0.0% of portfolio
|
Q2 2025
New holding
|