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 |
---|---|---|---|---|---|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
44
shares
|
$3,111
0.0% of portfolio
|
Q3 2024
New holding
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
40
shares
|
$2,828
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
40
shares
|
$2,828
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
39
shares
|
$2,757
0.0% of portfolio
|
Q2 2022
New holding
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
30
shares
|
$2,121
0.0% of portfolio
|
Q4 2024
New holding
|
|
Arcadia Investment Management Corp
|
Aug 08, 2025 Q2 2025 |
27
shares
|
$1,909
0.0% of portfolio
|
Q3 2024
Reduced 86.36%
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
27
shares
|
$1,909
0.0% of portfolio
|
Q2 2025
Reduced 92.29%
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
22
shares
|
$1,555
0.0% of portfolio
|
Q2 2025
New holding
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
21
shares
|
$1,484
0.0% of portfolio
|
Q1 2025
New holding
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
20
shares
|
$1,414
0.0% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
17
shares
|
$1,202
0.0% of portfolio
|
Q2 2023
Reduced 39.29%
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
13
shares
|
$919
0.0% of portfolio
|
Q4 2024
New holding
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
6
shares
|
$424
0.0% of portfolio
|
Q2 2025
New holding
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
May 15, 2025 Q1 2025 |
4
shares
|
$282
0.0% of portfolio
|
Q1 2025
Reduced 99.99%
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
3
shares
|
$212
0.0% of portfolio
|
Q1 2025
Reduced 99.51%
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
3
shares
|
$212
0.0% of portfolio
|
Q4 2022
New holding
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
2
shares
|
$141
0.0% of portfolio
|
Q2 2025
Reduced 92.59%
|
|
Avenir Tech LTD
Hong Kong, K3 |
Aug 14, 2025 Q2 2025 |
1
shares
|
$70
0.0% of portfolio
|
Q2 2025
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|
|
Conquis Financial LLC
Milbrae, CA |
Aug 11, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|