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 |
|---|---|---|---|---|---|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
16,780
shares
|
$1.19 Million
0.11% of portfolio
|
Q2 2025
Added 25.68%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
16,767
shares
|
$1.19 Million
0.3% of portfolio
|
Q1 2024
Reduced 2.46%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
16,730
shares
|
$1.18 Million
0.2% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
16,728
shares
|
$1.18 Million
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
16,676
shares
|
$1.18 Million
0.06% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
16,675
shares
|
$1.18 Million
0.65% of portfolio
|
Q1 2025
Added 7.48%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
16,649
shares
|
$1.18 Million
0.29% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Somerville Kurt F
|
Jul 23, 2025 Q2 2025 |
16,630
shares
|
$1.18 Million
0.2% of portfolio
|
Q2 2025
Reduced 8.78%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
16,616
shares
|
$1.17 Million
0.62% of portfolio
|
Q4 2023
Reduced 4.18%
|
|
|
Signature Wealth Management Group
|
Jul 31, 2025 Q2 2025 |
16,612
shares
|
$1.17 Million
0.49% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
16,606
shares
|
$1.17 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
16,604
shares
|
$1.17 Million
0.94% of portfolio
|
Q2 2025
Reduced 12.22%
|
|
|
Thompson Siegel & Walmsley LLC
|
Aug 06, 2025 Q2 2025 |
16,587
shares
|
$1.17 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Crystal Rock Capital Management
|
Aug 05, 2025 Q2 2025 |
16,525
shares
|
$1.17 Million
0.71% of portfolio
|
Q2 2025
New holding
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
16,494
shares
|
$1.17 Million
0.12% of portfolio
|
Q2 2025
Added 10.12%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
16,480
shares
|
$1.17 Million
0.41% of portfolio
|
Q2 2025
Reduced 8.32%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
16,392
shares
|
$1.16 Million
0.42% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
16,354
shares
|
$1.16 Million
0.18% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
16,299
shares
|
$1.15 Million
1.13% of portfolio
|
Q3 2022
New holding
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
16,293
shares
|
$1.15 Million
0.11% of portfolio
|
Q2 2025
Added 15.13%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
16,237
shares
|
$1.15 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
16,231
shares
|
$1.15 Million
0.09% of portfolio
|
Q2 2025
Reduced 19.03%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
16,224
shares
|
$1.15 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
16,218
shares
|
$1.15 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
16,200
shares
|
$1.15 Million
0.24% of portfolio
|
Q2 2025
Reduced 3.8%
|