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 |
|---|---|---|---|---|---|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
17,174
shares
|
$1.21 Million
0.2% of portfolio
|
Q4 2022
Added 2.5%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
17,164
shares
|
$1.21 Million
0.19% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
17,144
shares
|
$1.21 Million
0.04% of portfolio
|
Q2 2025
Added 23.76%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
17,143
shares
|
$1.21 Million
0.25% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
17,132
shares
|
$1.21 Million
0.15% of portfolio
|
Q2 2025
Added 10.89%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jul 07, 2025 Q2 2025 |
17,130
shares
|
$1.21 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
17,118
shares
|
$1.21 Million
0.49% of portfolio
|
Q2 2025
Added 10.52%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2025 Q2 2025 |
17,105
shares
|
$1.21 Million
0.12% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Aug 06, 2025 Q2 2025 |
17,095
shares
|
$1.21 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
17,089
shares
|
$1.21 Million
0.58% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
17,067
shares
|
$1.21 Million
0.31% of portfolio
|
Q2 2025
Reduced 9.61%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
17,043
shares
|
$1.21 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
17,025
shares
|
$1.2 Million
0.75% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
17,020
shares
|
$1.2 Million
0.09% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
May 09, 2025 Q1 2025 |
17,000
shares
|
$1.2 Million
0.13% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jul 15, 2025 Q2 2025 |
16,952
shares
|
$1.2 Million
0.72% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
16,946
shares
|
$1.2 Million
0.63% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Aug 05, 2025 Q2 2025 |
16,912
shares
|
$1.2 Million
0.71% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Jul 24, 2025 Q2 2025 |
16,908
shares
|
$1.2 Million
0.84% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
16,905
shares
|
$1.2 Million
0.83% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
16,899
shares
|
$1.19 Million
0.29% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
America First Investment Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
16,848
shares
|
$1.19 Million
0.27% of portfolio
|
Q1 2023
Added 6.31%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jul 24, 2025 Q2 2025 |
16,797
shares
|
$1.19 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
16,785
shares
|
$1.19 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Aug 05, 2025 Q2 2025 |
16,784
shares
|
$1.19 Million
0.58% of portfolio
|
Q2 2025
Reduced 13.96%
|