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 |
|---|---|---|---|---|---|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
20,251
shares
|
$1.43 Million
0.33% of portfolio
|
Q4 2024
Reduced 26.14%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
20,192
shares
|
$1.43 Million
0.04% of portfolio
|
Q2 2025
Added 14.02%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
20,191
shares
|
$1.43 Million
0.1% of portfolio
|
Q2 2022
Added 46.63%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jul 31, 2025 Q2 2025 |
20,174
shares
|
$1.43 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
20,166
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.67%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
20,160
shares
|
$1.43 Million
0.16% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
20,149
shares
|
$1.42 Million
0.06% of portfolio
|
Q2 2025
Reduced 71.47%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
20,140
shares
|
$1.42 Million
0.18% of portfolio
|
Q3 2022
Reduced 24.11%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
20,132
shares
|
$1.42 Million
0.15% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
20,121
shares
|
$1.42 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
20,108
shares
|
$1.42 Million
0.34% of portfolio
|
Q2 2025
Reduced 6.35%
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
20,099
shares
|
$1.42 Million
0.67% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Aug 05, 2025 Q2 2025 |
20,073
shares
|
$1.42 Million
0.9% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
20,050
shares
|
$1.42 Million
0.46% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
20,000
shares
|
$1.41 Million
0.01% of portfolio
|
Q3 2022
Added 2.56%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
19,975
shares
|
$1.41 Million
0.2% of portfolio
|
Q2 2023
Added 0.16%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
19,946
shares
|
$1.41 Million
1.08% of portfolio
|
Q2 2024
Reduced 3.18%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
19,938
shares
|
$1.41 Million
0.24% of portfolio
|
Q2 2025
Added 31.22%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
19,925
shares
|
$1.41 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Aug 01, 2025 Q2 2025 |
19,911
shares
|
$1.41 Million
1.14% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Aug 12, 2025 Q2 2025 |
19,881
shares
|
$1.41 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
19,872
shares
|
$1.41 Million
0.44% of portfolio
|
Q2 2025
Reduced 4.27%
|
|
|
Guerra Advisors Inc
Miami, FL |
Aug 12, 2025 Q2 2025 |
19,809
shares
|
$1.4 Million
0.66% of portfolio
|
Q2 2025
Added 18.15%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
19,786
shares
|
$1.4 Million
0.26% of portfolio
|
Q4 2024
Added 10.69%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
19,774
shares
|
$1.4 Million
0.39% of portfolio
|
Q2 2025
Reduced 12.78%
|