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 |
|---|---|---|---|---|---|
|
Northstar Advisory Group, LLC
|
Jul 08, 2025 Q2 2025 |
28,686
shares
|
$2.03 Million
1.02% of portfolio
|
Q2 2025
Added 243.46%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jul 29, 2025 Q2 2025 |
28,678
shares
|
$2.03 Million
0.69% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
28,573
shares
|
$2.02 Million
0.13% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
28,523
shares
|
$2.02 Million
0.06% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Widmann Financial Services, Inc.
|
Aug 14, 2025 Q2 2025 |
28,495
shares
|
$2.01 Million
1.42% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Aug 14, 2025 Q2 2025 |
28,441
shares
|
$2.01 Million
0.38% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
28,438
shares
|
$2.01 Million
0.22% of portfolio
|
Q4 2022
Reduced 11.24%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
28,398
shares
|
$2.01 Million
0.09% of portfolio
|
Q2 2025
Added 34.86%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Jul 08, 2025 Q2 2025 |
28,383
shares
|
$2.01 Million
0.63% of portfolio
|
Q2 2025
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
28,374
shares
|
$2.01 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
28,356
shares
|
$2.01 Million
0.29% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
28,348
shares
|
$2 Million
0.07% of portfolio
|
Q2 2025
Added 145.67%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
28,303
shares
|
$2 Million
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Access Financial Services, Inc.
|
Jul 18, 2025 Q2 2025 |
28,275
shares
|
$2 Million
1.14% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
28,205
shares
|
$1.99 Million
0.09% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
28,182
shares
|
$1.99 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Bonness Enterprises Inc
|
Jul 16, 2025 Q2 2025 |
28,100
shares
|
$1.99 Million
0.66% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
28,099
shares
|
$1.99 Million
0.69% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
28,079
shares
|
$1.99 Million
0.38% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
27,996
shares
|
$1.98 Million
0.19% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
27,867
shares
|
$1.97 Million
0.14% of portfolio
|
Q2 2025
Reduced 19.8%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
27,854
shares
|
$1.97 Million
0.64% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
27,843
shares
|
$1.97 Million
0.69% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
27,785
shares
|
$1.96 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
27,705
shares
|
$1.96 Million
0.07% of portfolio
|
Q2 2025
Added 5.07%
|