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 |
|---|---|---|---|---|---|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
20,799
shares
|
$1.47 Million
0.14% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
20,773
shares
|
$1.47 Million
0.2% of portfolio
|
Q2 2025
Reduced 7.39%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
20,757
shares
|
$1.47 Million
0.14% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
20,736
shares
|
$1.47 Million
0.14% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Edgewood Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
20,721
shares
|
$1.47 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
20,714
shares
|
$1.46 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
20,665
shares
|
$1.46 Million
0.5% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
20,651
shares
|
$1.46 Million
0.73% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
20,641
shares
|
$1.46 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
20,617
shares
|
$1.46 Million
0.49% of portfolio
|
Q2 2025
Added 19.09%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 08, 2025 Q2 2025 |
20,583
shares
|
$1.46 Million
0.13% of portfolio
|
Q2 2025
Reduced 7.48%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
20,574
shares
|
$1.45 Million
0.12% of portfolio
|
Q2 2025
Reduced 13.69%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
20,548
shares
|
$1.45 Million
0.19% of portfolio
|
Q2 2025
Added 21.18%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
20,500
shares
|
$1.45 Million
2.07% of portfolio
|
Q3 2022
Added 39.6%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Aug 07, 2025 Q2 2025 |
20,500
shares
|
$1.45 Million
0.44% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
Investment House LLC
Las Vegas, NV |
Aug 14, 2025 Q2 2025 |
20,498
shares
|
$1.45 Million
0.08% of portfolio
|
Q2 2025
Added 7.97%
|
|
|
Navellier & Associates Inc
Reno, NV |
Aug 07, 2025 Q2 2025 |
20,496
shares
|
$1.45 Million
0.19% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
20,483
shares
|
$1.45 Million
0.04% of portfolio
|
Q2 2025
Reduced 33.68%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
20,451
shares
|
$1.45 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
20,423
shares
|
$1.44 Million
0.19% of portfolio
|
Q2 2025
Added 19.02%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Aug 22, 2025 Q2 2025 |
20,397
shares
|
$1.44 Million
0.28% of portfolio
|
Q2 2025
Added 99.68%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
20,321
shares
|
$1.44 Million
0.53% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Congress Asset Management CO
|
Jul 16, 2025 Q2 2025 |
20,318
shares
|
$1.44 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Aug 12, 2025 Q2 2025 |
20,298
shares
|
$1.44 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
20,252
shares
|
$1.43 Million
0.52% of portfolio
|
Q2 2025
Reduced 10.74%
|