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 |
|---|---|---|---|---|---|
|
Clare Market Investments LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
29,676
shares
|
$2.1 Million
0.46% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
29,610
shares
|
$2.09 Million
0.03% of portfolio
|
Q2 2025
Added 29.8%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Jul 29, 2025 Q2 2025 |
29,603
shares
|
$2.09 Million
0.43% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
29,566
shares
|
$2.09 Million
0.21% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
29,557
shares
|
$2.09 Million
0.16% of portfolio
|
Q3 2022
Added 2.35%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
29,380
shares
|
$2.08 Million
0.19% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
29,318
shares
|
$2.07 Million
0.63% of portfolio
|
Q2 2025
Added 189.82%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
29,230
shares
|
$2.07 Million
1.75% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
29,192
shares
|
$2.06 Million
0.49% of portfolio
|
Q4 2022
Reduced 0.57%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
29,069
shares
|
$2.06 Million
0.07% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
29,058
shares
|
$2.05 Million
0.4% of portfolio
|
Q2 2025
Reduced 25.58%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 12, 2025 Q2 2025 |
29,040
shares
|
$2.05 Million
0.51% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
29,012
shares
|
$2.05 Million
0.16% of portfolio
|
Q2 2025
Reduced 11.75%
|
|
|
Papp L Roy & Associates
|
Jul 24, 2025 Q2 2025 |
28,934
shares
|
$2.05 Million
0.26% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
28,933
shares
|
$2.05 Million
0.78% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
28,932
shares
|
$2.05 Million
0.18% of portfolio
|
Q4 2022
Added 1.54%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Aug 12, 2025 Q2 2025 |
28,897
shares
|
$2.04 Million
0.66% of portfolio
|
Q2 2025
Added 63.61%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Aug 04, 2025 Q2 2025 |
28,887
shares
|
$2.04 Million
1.92% of portfolio
|
Q2 2025
Reduced 6.64%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
28,877
shares
|
$2.04 Million
0.79% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
28,843
shares
|
$2.04 Million
1.65% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
28,820
shares
|
$2.04 Million
1.13% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Anb Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
28,779
shares
|
$2.03 Million
0.91% of portfolio
|
Q2 2025
Reduced 11.95%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
28,775
shares
|
$2.03 Million
0.6% of portfolio
|
Q2 2025
Added 69.51%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
28,709
shares
|
$2.03 Million
0.11% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
Mirabella Financial Services LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
28,688
shares
|
$2.03 Million
0.22% of portfolio
|
Q2 2025
New holding
|