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 |
|---|---|---|---|---|---|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
12,295
shares
|
$869,379
0.12% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
12,278
shares
|
$868,177
0.05% of portfolio
|
Q2 2025
Reduced 12.36%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
12,271
shares
|
$867,682
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
12,266
shares
|
$867,328
0.6% of portfolio
|
Q2 2025
Added 12.8%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
12,252
shares
|
$866,338
0.14% of portfolio
|
Q2 2025
Added 7.4%
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
12,235
shares
|
$865,136
0.47% of portfolio
|
Q1 2025
Reduced 46.77%
|
|
|
Enhancing Capital LLC
|
Jul 11, 2025 Q2 2025 |
12,230
shares
|
$864,783
0.66% of portfolio
|
Q4 2021
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Aug 11, 2025 Q2 2025 |
12,224
shares
|
$864,359
0.3% of portfolio
|
Q2 2025
Reduced 52.89%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
12,223
shares
|
$864,288
0.2% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
12,200
shares
|
$862,661
0.32% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
12,190
shares
|
$861,954
0.23% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
12,186
shares
|
$861,672
0.54% of portfolio
|
Q2 2024
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
12,182
shares
|
$861,389
0.59% of portfolio
|
Q2 2023
Reduced 4.98%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
12,168
shares
|
$860,399
0.04% of portfolio
|
Q2 2025
Added 30.45%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
12,144
shares
|
$858,702
0.11% of portfolio
|
Q2 2025
Reduced 16.31%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
12,113
shares
|
$856,510
0.03% of portfolio
|
Q2 2025
Added 123.32%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
12,069
shares
|
$853,398
0.06% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
12,041
shares
|
$851,419
0.11% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Aug 01, 2025 Q2 2025 |
12,036
shares
|
$851,065
0.21% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
12,012
shares
|
$849,368
0.05% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
12,004
shares
|
$848,802
0.5% of portfolio
|
Q2 2025
Reduced 69.42%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
11,952
shares
|
$845,125
0.19% of portfolio
|
Q2 2025
Added 61.43%
|
|
|
Hendershot Investments Inc.
|
Aug 13, 2025 Q2 2025 |
11,947
shares
|
$844,772
0.12% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jul 29, 2025 Q2 2025 |
11,939
shares
|
$844,206
0.38% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
11,934
shares
|
$843,853
0.35% of portfolio
|
Q2 2025
Added 0.99%
|