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 |
|---|---|---|---|---|---|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
21,439
shares
|
$1.52 Million
0.11% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Engineers Gate Manager LP
New York, NY |
Aug 14, 2025 Q2 2025 |
21,434
shares
|
$1.52 Million
0.02% of portfolio
|
Q2 2025
Reduced 35.16%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
21,378
shares
|
$1.51 Million
0.1% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
21,338
shares
|
$1.51 Million
0.14% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Am Investment Strategies LLC
|
Jul 15, 2025 Q2 2025 |
21,227
shares
|
$1.5 Million
0.37% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
21,146
shares
|
$1.5 Million
0.16% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
21,136
shares
|
$1.49 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
21,133
shares
|
$1.49 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
21,114
shares
|
$1.49 Million
0.61% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
21,103
shares
|
$1.49 Million
0.25% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Strategic Advisors LLC
|
Aug 12, 2025 Q2 2025 |
21,093
shares
|
$1.49 Million
0.3% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
21,091
shares
|
$1.49 Million
0.46% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
21,090
shares
|
$1.49 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 05, 2025 Q2 2025 |
21,051
shares
|
$1.49 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
21,049
shares
|
$1.49 Million
0.11% of portfolio
|
Q2 2025
Added 11.68%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
21,047
shares
|
$1.49 Million
0.63% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
21,009
shares
|
$1.49 Million
0.22% of portfolio
|
Q4 2024
Added 183.29%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
21,001
shares
|
$1.48 Million
0.18% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
20,985
shares
|
$1.48 Million
0.14% of portfolio
|
Q2 2023
Added 31.12%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
20,963
shares
|
$1.48 Million
0.1% of portfolio
|
Q3 2023
Added 12.41%
|
|
|
Barr E S & CO
Lexington, KY |
Aug 12, 2025 Q2 2025 |
20,958
shares
|
$1.48 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
20,834
shares
|
$1.47 Million
0.18% of portfolio
|
Q2 2025
Reduced 6.23%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
20,830
shares
|
$1.47 Million
0.13% of portfolio
|
Q2 2025
Reduced 13.34%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
20,821
shares
|
$1.47 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
20,819
shares
|
$1.47 Million
0.25% of portfolio
|
Q4 2024
Reduced 50.73%
|