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 3,799 institutions that hold shares in the stock, with a total of 3.14 Billion shares, which have been reported (via 13F filing form) to have a value of $222 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
53,930
shares
|
$3.81 Million
0.21% of portfolio
|
Q2 2025
Reduced 10.14%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
53,893
shares
|
$3.81 Million
0.18% of portfolio
|
Q2 2025
Reduced 44.88%
|
|
|
Callahan Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
53,806
shares
|
$3.8 Million
0.36% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Thomas Story & Son LLC
Culver, IN |
Aug 08, 2025 Q2 2025 |
53,734
shares
|
$3.8 Million
1.48% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
53,683
shares
|
$3.8 Million
0.09% of portfolio
|
Q2 2025
Added 7.25%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
53,601
shares
|
$3.79 Million
4.4% of portfolio
|
Q1 2024
Reduced 1.69%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
53,509
shares
|
$3.78 Million
0.12% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Tikehau Investment Management
Paris, I0 |
Aug 07, 2025 Q2 2025 |
53,414
shares
|
$3.78 Million
5.89% of portfolio
|
Q2 2025
Added 25.93%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
53,401
shares
|
$3.78 Million
1.13% of portfolio
|
Q2 2025
Added 29.89%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
53,291
shares
|
$3.77 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
53,274
shares
|
$3.77 Million
1.24% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
53,251
shares
|
$3.77 Million
0.05% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Pavion Blue Capital, LLC
|
Aug 01, 2025 Q2 2025 |
53,216
shares
|
$3.76 Million
1.7% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
53,192
shares
|
$3.76 Million
0.13% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
52,597
shares
|
$3.72 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
52,548
shares
|
$3.72 Million
0.54% of portfolio
|
Q1 2024
Added 73.28%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
52,543
shares
|
$3.72 Million
0.73% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
52,439
shares
|
$3.71 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
52,391
shares
|
$3.7 Million
0.81% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
Argyle Capital Management Inc.
|
Jul 24, 2025 Q2 2025 |
52,270
shares
|
$3.7 Million
1.36% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
52,155
shares
|
$3.69 Million
0.53% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Westerkirk Capital Inc.
Victoria, |
Aug 13, 2025 Q2 2025 |
52,043
shares
|
$3.68 Million
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
52,019
shares
|
$3.68 Million
0.2% of portfolio
|
Q2 2025
Added 94.74%
|
|
|
Cohen Klingenstein LLC
|
Jul 18, 2025 Q2 2025 |
52,000
shares
|
$3.68 Million
0.13% of portfolio
|
Q4 2024
Reduced 48.62%
|
|
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
Aug 13, 2025 Q2 2025 |
51,958
shares
|
$3.67 Million
2.43% of portfolio
|
Q2 2025
Added 2.33%
|