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 |
|---|---|---|---|---|---|
|
Bell & Brown Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
45,285
shares
|
$3.2 Million
1.15% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
45,264
shares
|
$3.2 Million
0.23% of portfolio
|
Q2 2025
Reduced 10.63%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
45,133
shares
|
$3.19 Million
1.56% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
45,105
shares
|
$3.19 Million
0.29% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Field & Main Bank
|
Aug 04, 2025 Q2 2025 |
45,099
shares
|
$3.19 Million
1.06% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Avity Investment Management Inc.
|
Jul 08, 2025 Q2 2025 |
44,986
shares
|
$3.18 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
44,962
shares
|
$3.18 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
44,791
shares
|
$3.17 Million
0.32% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
44,769
shares
|
$3.17 Million
0.16% of portfolio
|
Q2 2025
Reduced 48.05%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 18, 2025 Q2 2025 |
44,409
shares
|
$3.14 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.12%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
44,246
shares
|
$3.13 Million
0.03% of portfolio
|
Q2 2025
Added 11.51%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
44,135
shares
|
$3.12 Million
1.67% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
44,128
shares
|
$3.12 Million
0.08% of portfolio
|
Q2 2025
Added 12.8%
|
|
|
Landscape Capital Management, L.L.C.
|
Aug 12, 2025 Q2 2025 |
43,856
shares
|
$3.1 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
43,650
shares
|
$3.09 Million
0.13% of portfolio
|
Q1 2025
Reduced 24.09%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Aug 05, 2025 Q2 2025 |
43,589
shares
|
$3.08 Million
1.05% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
43,578
shares
|
$3.08 Million
0.36% of portfolio
|
Q2 2025
Added 102.69%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
43,571
shares
|
$3.08 Million
0.12% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
43,528
shares
|
$3.08 Million
0.46% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
43,447
shares
|
$3.07 Million
0.09% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
43,440
shares
|
$3.07 Million
0.63% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Aug 05, 2025 Q2 2025 |
43,256
shares
|
$3.06 Million
0.95% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
43,150
shares
|
$3.05 Million
0.43% of portfolio
|
Q4 2022
Reduced 14.05%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
43,121
shares
|
$3.05 Million
0.17% of portfolio
|
Q2 2025
Added 8.08%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
43,100
shares
|
$3.05 Million
0.36% of portfolio
|
Q2 2025
New holding
|