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 |
|---|---|---|---|---|---|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
26,649
shares
|
$1.88 Million
0.02% of portfolio
|
Q2 2025
Reduced 17.02%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
26,618
shares
|
$1.88 Million
1.21% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
26,591
shares
|
$1.88 Million
0.14% of portfolio
|
Q2 2025
Reduced 26.28%
|
|
|
Qvr LLC
|
Aug 12, 2025 Q2 2025 |
26,591
shares
|
$1.88 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Apr 29, 2025 Q1 2025 |
26,585
shares
|
$1.88 Million
0.18% of portfolio
|
Q1 2025
Reduced 29.55%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
26,547
shares
|
$1.88 Million
0.19% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
26,490
shares
|
$1.87 Million
0.12% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
26,458
shares
|
$1.87 Million
0.35% of portfolio
|
Q2 2025
Added 6.75%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
26,456
shares
|
$1.87 Million
0.08% of portfolio
|
Q2 2025
Reduced 21.42%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
26,441
shares
|
$1.87 Million
0.33% of portfolio
|
Q2 2025
Added 30.18%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jul 25, 2025 Q2 2025 |
26,429
shares
|
$1.87 Million
1.26% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
26,414
shares
|
$1.87 Million
0.17% of portfolio
|
Q3 2023
Reduced 1.07%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Jul 23, 2025 Q2 2025 |
26,391
shares
|
$1.87 Million
1.66% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
26,321
shares
|
$1.86 Million
0.24% of portfolio
|
Q2 2023
Added 1.03%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
26,294
shares
|
$1.86 Million
0.39% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
26,289
shares
|
$1.86 Million
1.34% of portfolio
|
Q2 2022
Reduced 0.44%
|
|
|
Tevis Investment Management
|
Aug 01, 2025 Q2 2025 |
26,141
shares
|
$1.85 Million
1.21% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
26,140
shares
|
$1.85 Million
0.05% of portfolio
|
Q2 2025
Added 10.87%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
26,123
shares
|
$1.85 Million
0.53% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
26,038
shares
|
$1.84 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.44%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
26,033
shares
|
$1.84 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
26,017
shares
|
$1.84 Million
0.05% of portfolio
|
Q2 2025
Added 8.96%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
26,003
shares
|
$1.84 Million
0.14% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
25,992
shares
|
$1.84 Million
0.33% of portfolio
|
Q2 2025
Reduced 6.88%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
25,944
shares
|
$1.83 Million
0.13% of portfolio
|
Q2 2025
Added 8.6%
|