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 |
|---|---|---|---|---|---|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
35,123
shares
|
$2.48 Million
0.26% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jul 23, 2025 Q2 2025 |
35,121
shares
|
$2.48 Million
1.4% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
35,104
shares
|
$2.48 Million
0.37% of portfolio
|
Q2 2025
Reduced 28.69%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
35,004
shares
|
$2.48 Million
0.29% of portfolio
|
Q2 2025
Added 11.74%
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
34,992
shares
|
$2.47 Million
0.96% of portfolio
|
Q2 2025
Reduced 60.28%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
34,965
shares
|
$2.47 Million
0.17% of portfolio
|
Q2 2025
Added 9.12%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
34,923
shares
|
$2.47 Million
0.56% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
34,795
shares
|
$2.46 Million
0.36% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
34,768
shares
|
$2.46 Million
0.2% of portfolio
|
Q2 2025
Added 11.46%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
34,697
shares
|
$2.45 Million
0.19% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Rb Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
34,606
shares
|
$2.45 Million
0.59% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
34,597
shares
|
$2.45 Million
0.17% of portfolio
|
Q4 2022
Reduced 0.29%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
34,569
shares
|
$2.44 Million
0.24% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Osborne Partners Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
34,568
shares
|
$2.44 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Aug 21, 2025 Q2 2025 |
34,563
shares
|
$2.44 Million
0.81% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
34,541
shares
|
$2.44 Million
0.09% of portfolio
|
Q2 2025
Reduced 17.69%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
34,437
shares
|
$2.44 Million
0.44% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
34,421
shares
|
$2.43 Million
0.3% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
34,366
shares
|
$2.43 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Bbr Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
34,296
shares
|
$2.43 Million
0.16% of portfolio
|
Q2 2025
Added 20.03%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
34,292
shares
|
$2.42 Million
0.99% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
R.M.Sincerbeaux Capital Management LLC
|
Aug 13, 2025 Q2 2025 |
34,230
shares
|
$2.42 Million
1.37% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
34,220
shares
|
$2.42 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
34,110
shares
|
$2.41 Million
0.1% of portfolio
|
Q2 2025
Added 41.48%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
34,078
shares
|
$2.41 Million
0.23% of portfolio
|
Q2 2025
Added 3.31%
|