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 |
|---|---|---|---|---|---|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Aug 04, 2025 Q2 2025 |
23,056
shares
|
$1.63 Million
1.34% of portfolio
|
Q2 2025
Added 13.49%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
23,012
shares
|
$1.63 Million
0.33% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
22,995
shares
|
$1.63 Million
1.06% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Hall Capital Management CO Inc
|
Jul 23, 2025 Q2 2025 |
22,922
shares
|
$1.62 Million
0.69% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Jul 22, 2025 Q2 2025 |
22,867
shares
|
$1.62 Million
0.99% of portfolio
|
Q2 2025
Added 7.96%
|
|
|
New England Research & Management, Inc.
|
Jul 09, 2025 Q2 2025 |
22,858
shares
|
$1.62 Million
0.77% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
22,787
shares
|
$1.61 Million
0.19% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
22,730
shares
|
$1.61 Million
0.54% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
22,727
shares
|
$1.61 Million
0.39% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Tang Capital Management LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
22,712
shares
|
$1.61 Million
0.1% of portfolio
|
Q2 2025
Reduced 23.69%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
22,672
shares
|
$1.6 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Vera Bank, N.A.
|
Aug 07, 2025 Q2 2025 |
22,609
shares
|
$1.6 Million
0.36% of portfolio
|
Q2 2025
Added 10.37%
|
|
|
Stiles Financial Services Inc
|
Jul 24, 2025 Q2 2025 |
22,573
shares
|
$1.6 Million
0.57% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
22,524
shares
|
$1.59 Million
0.13% of portfolio
|
Q4 2023
Reduced 1.51%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
22,472
shares
|
$1.59 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
22,448
shares
|
$1.59 Million
0.23% of portfolio
|
Q1 2025
Reduced 32.17%
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
22,416
shares
|
$1.59 Million
0.19% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
22,410
shares
|
$1.58 Million
0.12% of portfolio
|
Q2 2025
Added 33.85%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
22,346
shares
|
$1.58 Million
0.42% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
22,341
shares
|
$1.58 Million
0.72% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
22,329
shares
|
$1.58 Million
0.05% of portfolio
|
Q3 2023
Added 21.41%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 06, 2025 Q2 2025 |
22,258
shares
|
$1.57 Million
0.73% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Clark & Stuart, Inc
Portland, ME |
Jul 22, 2025 Q2 2025 |
22,258
shares
|
$1.57 Million
1.19% of portfolio
|
Q2 2025
Reduced 11.99%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
22,160
shares
|
$1.57 Million
1.03% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Aug 14, 2025 Q2 2025 |
22,077
shares
|
$1.56 Million
0.67% of portfolio
|
Q2 2025
Added 0.24%
|