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 |
---|---|---|---|---|---|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
30,915
shares
|
$2.19 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
30,804
shares
|
$2.18 Million
0.57% of portfolio
|
Q1 2023
Added 46.5%
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
30,767
shares
|
$2.18 Million
0.79% of portfolio
|
Q2 2025
Added 0.65%
|
|
Excalibur Management Corp
|
Aug 06, 2025 Q2 2025 |
30,704
shares
|
$2.17 Million
0.82% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
Atala Financial Inc
Calabasas, CA |
Aug 07, 2025 Q2 2025 |
30,677
shares
|
$2.17 Million
1.5% of portfolio
|
Q4 2024
New holding
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
30,647
shares
|
$2.17 Million
0.31% of portfolio
|
Q2 2025
Reduced 6.65%
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
May 01, 2025 Q1 2025 |
30,630
shares
|
$2.17 Million
1.9% of portfolio
|
Q1 2025
Added 13.81%
|
|
Wilkins Investment Counsel Inc
|
Aug 07, 2025 Q2 2025 |
30,545
shares
|
$2.16 Million
0.31% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
30,540
shares
|
$2.16 Million
0.09% of portfolio
|
Q2 2025
Added 24.74%
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
30,473
shares
|
$2.15 Million
1.71% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
30,436
shares
|
$2.15 Million
0.89% of portfolio
|
Q1 2024
Reduced 15.3%
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
30,371
shares
|
$2.15 Million
1.28% of portfolio
|
Q2 2025
Added 0.5%
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
30,281
shares
|
$2.14 Million
0.19% of portfolio
|
Q2 2025
Added 2.06%
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
30,274
shares
|
$2.14 Million
0.45% of portfolio
|
Q1 2024
Added 18.35%
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
30,131
shares
|
$2.13 Million
0.79% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
30,079
shares
|
$2.13 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
May 13, 2025 Q1 2025 |
30,060
shares
|
$2.13 Million
0.56% of portfolio
|
Q1 2025
Reduced 32.55%
|
|
Dohj, LLC
Seattle, WA |
Jul 23, 2025 Q2 2025 |
30,013
shares
|
$2.12 Million
0.57% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
29,991
shares
|
$2.12 Million
0.09% of portfolio
|
Q4 2024
Added 6.94%
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
29,945
shares
|
$2.12 Million
0.27% of portfolio
|
Q2 2025
Reduced 7.12%
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
29,852
shares
|
$2.11 Million
0.55% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
29,808
shares
|
$2.11 Million
1.12% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
29,778
shares
|
$2.11 Million
0.43% of portfolio
|
Q1 2024
New holding
|
|
111 Capital
Paris, I0 |
Jul 21, 2025 Q2 2025 |
29,729
shares
|
$2.1 Million
0.36% of portfolio
|
Q2 2025
Added 50.8%
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
29,707
shares
|
$2.1 Million
0.11% of portfolio
|
Q2 2025
Added 0.03%
|